--- title: "Connect Moneybird to Federal Reserve Market Data - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Find agency MBS operations\" in Federal Reserve Market Data." canonical: "https://apiant.ai/connect/moneybird-to-federal-reserve-market-data" --- # Connect Moneybird to Federal Reserve Market Data When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Find agency MBS operations** in [Federal Reserve Market Data](https://apiant.ai/connections/federal-reserve-market-data). Describe the whole flow and it is built, tested on every scenario and kept running. Moneybird **3** triggers Moneybird **26** actions Federal Reserve Market Data **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Moneybird and Federal Reserve Market Data to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Moneybird can start in Federal Reserve Market Data - When **New Contact** in Moneybird then **Find agency MBS operations** in Federal Reserve Market Data - When **New Quote** in Moneybird then **Find FX swap operations** in Federal Reserve Market Data Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Moneybird and Federal Reserve Market Data ## Triggers and actions 3 triggers · 39 actions - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created. - Action **Add Attachment to New Document** Creates a new document in the Moneybird inbox and attaches a file to it, ready to be classified as a purchase invoice or receipt. - Action **Add external sales invoice** Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice. - Action **Add payment to sales invoice** Registers a payment against an existing Moneybird sales invoice. - Action **Add product** /api/v2/{administration_id}/products.json - create a product. - Action **Add project** /api/v2/{administration_id}/projects.json - create a project. - Action **Add time entry** Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration. - Action **Create Contact** Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields. - Action **Create Document** Creates a new typeless document (a document whose type is not yet known, such as an uploaded receipt or bill) in a Moneybird administration. - Action **Create Quote** Create a new quote - Action **Create Sales Invoice** Create a new sales invoice - Action **Delete contact** Deletes a contact from a Moneybird administration. - Action **Find Contact** Returns the Moneybird contacts that match a free-text search (name, contact people, email, phone, customer id, tax number, chamber of commerce number, IBAN or address), optionally narrowed by filters. - Action **Find ledger accounts** Returns the ledger accounts in a Moneybird administration whose name or account code contains the search text, optionally limited to one account type. - Action **Find products by criteria** Returns the products in a Moneybird administration that match the search text and optional filters. - Action **Find sales invoices by criteria** Returns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time. - Action **Find Tax Rate** Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria. - Action **Get contact** Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history. - Action **Get external sales invoice** Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals. - Action **Get project** Returns one project in a Moneybird administration, including its name, state and budget. - Action **Get Quote** Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals. - Action **Get sales invoice** Fetches a sales invoice by ID. An error occurs if the sales invoice is not found. - Action **Get time entry** Returns one time entry in a Moneybird administration, including its description, times, project and contact. - Action **Get typeless document** Returns one typeless document in a Moneybird administration, including its reference, contact and attachments. - Action **Send Sales Invoice** Send a sales invoice - Action **Update contact** Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value. - Action **Update sales invoice** /api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice. - Action **Find agency MBS operations** Finds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description. - Action **Find FX swap operations** Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties. - Action **Find reference rates by date range** Returns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates. - Action **Find securities lending operations** Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description. - Action **Find Treasury securities operations** Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description. - Action **Get agency holdings by as of date** Returns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date. - Action **Get primary dealer market share** Returns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile. - Action **Get primary dealer survey by time series** Returns Primary Dealer Statistics survey values for one or more time series across all series breaks. - Action **Get SOMA holdings summary** Returns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date. - Action **Get Treasury holdings by as of date** Returns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each. - Action **List latest rates by type** Returns the most recently published secured or unsecured reference rates from the New York Fed. - Action **List reference rates** Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index). - Action **List SOMA as of dates** Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **Federal Reserve Market Data** Provides financial market operations data (AMBS, Treasury Securities, and Securities Lending operations) via...](https://apiant.ai/connections/federal-reserve-market-data) Reviews ## What our customers say ## More from Moneybird - [ **Moneybird to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moneybird-to-salesforce) - [ **Moneybird to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moneybird-to-slack) - [ **Moneybird to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moneybird-to-stripe) - [ **Moneybird to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moneybird-to-shopify) - [ **Moneybird to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moneybird-to-quickbooks-online) - [ **Moneybird to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/moneybird-to-pipedrive) ## More into Federal Reserve Market Data - [ **HubSpot to Federal Reserve Market Data** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-federal-reserve-market-data) - [ **Salesforce to Federal Reserve Market Data** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-federal-reserve-market-data) - [ **Slack to Federal Reserve Market Data** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-federal-reserve-market-data) - [ **Google Sheets to Federal Reserve Market Data** Google Sheets](https://apiant.ai/connect/google-sheets-to-federal-reserve-market-data) - [ **Gmail to Federal Reserve Market Data** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-federal-reserve-market-data) - [ **Google Calendar to Federal Reserve Market Data** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-federal-reserve-market-data) Questions ## Moneybird and Federal Reserve Market Data, answered ### ### What can start an automation from Moneybird? Any of Moneybird's 3 triggers in the catalog, including New Contact, New Quote and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Federal Reserve Market Data when something happens in Moneybird? Any of Federal Reserve Market Data's 13 actions, including Find agency MBS operations, Find FX swap operations, Find reference rates by date range and Find securities lending operations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Federal Reserve Market Data to Moneybird? Federal Reserve Market Data has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads Federal Reserve Market Data's API documentation and adds it. ### ### Do I have to build a connector for Moneybird or Federal Reserve Market Data? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Moneybird and Federal Reserve Market Data without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.