Integration
Connect Moneybird to Mailtrap
When something happens in Moneybird, your agent does the next thing in Mailtrap. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Moneybird and Mailtrap to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Moneybird can start in Mailtrap
When New Contact in Moneybird
then Add Contact list in Mailtrap
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 Mailtrap
Triggers and actions 3 triggers · 44 actions
- New Contact
Triggers when a new contact is created.
- New Quote
Triggers when a new quote is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- 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.
- Add external sales invoice
Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
- Add payment to sales invoice
Registers a payment against an existing Moneybird sales invoice.
- Add product
/api/v2/{administration_id}/products.json - create a product.
- Add project
/api/v2/{administration_id}/projects.json - create a project.
- Add time entry
Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
- Create Contact
Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
- 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.
- Create Quote
Create a new quote
- Create Sales Invoice
Create a new sales invoice
- Delete contact
Deletes a contact from a Moneybird administration.
- 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.
- 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.
- Find products by criteria
Returns the products in a Moneybird administration that match the search text and optional filters.
- 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.
- Find Tax Rate
Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
- Get contact
Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
- Get external sales invoice
Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
- Get project
Returns one project in a Moneybird administration, including its name, state and budget.
- Get Quote
Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
- Get sales invoice
Fetches a sales invoice by ID. An error occurs if the sales invoice is not found.
- Get time entry
Returns one time entry in a Moneybird administration, including its description, times, project and contact.
- Get typeless document
Returns one typeless document in a Moneybird administration, including its reference, contact and attachments.
- Send Sales Invoice
Send a sales invoice
- Update contact
Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value.
- Update sales invoice
/api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice.
- Add Contact field
Creates a new custom contact field in Mailtrap Email Marketing. An account can have up to 40 contact fields.
- Add Contact list
Creates a new contact list in Mailtrap Email Marketing.
- Add Email campaign
Create a new email marketing campaign.
- Create Contact
Creates a new contact in Mailtrap Email Marketing, optionally setting contact field values and adding it to contact lists.
- Delete Contact
Deletes a Mailtrap contact by its ID (UUID) or email address.
- Delete Contact list
Deletes an existing contact list.
- Delete Email campaign
Delete an email campaign by ID.
- Delete Suppression
Remove a suppression record by ID so the address can receive email again.
- Get Contact
Fetch a single contact by ID or email.
- Get Contact list
Fetch a single contact list by ID.
- Get Email campaign
Fetch a single email campaign by ID.
- Get Lists
Returns all contact lists in the Mailtrap account, optionally filtered by a name prefix.
- List Contact fields
Lists every contact field (built-in and custom) defined in the Mailtrap account.
- List Contacts
Returns the account's contacts, optionally filtered by contact list, subscription status, or email text.
- Send Email
Sends an email via Mailtrap
- Update Contact
Allows you to update Contact in Mailtrap
- Update Contact list
Rename/update a contact list.
- Update Email campaign
Update an existing email campaign's content or settings.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Moneybird
Moneybird to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Moneybird to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Moneybird to StripeStripe is a payment processing platform for online businesses.
Moneybird to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Moneybird to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Moneybird to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Mailtrap
HubSpot to MailtrapHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MailtrapGoogle Sheets
Gmail to MailtrapGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MailtrapGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Moneybird and Mailtrap, 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 Mailtrap when something happens in Moneybird?
Any of Mailtrap's 18 actions, including Create Contact, Send Email, Update Contact and Update Contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailtrap to Moneybird?
Mailtrap has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads Mailtrap's API documentation and adds it.
Do I have to build a connector for Moneybird or Mailtrap?
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.
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.