Integration
Connect Moneybird to Namsor
When New Contact fires in Moneybird, your agent runs Name Type Recognition in Namsor. Describe the whole flow 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 Namsor to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Namsor
When New Contact in Moneybird
then Name Type Recognition in Namsor
When New Quote in Moneybird
then Split Full Name in Namsor
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 Namsor
Triggers and actions 3 triggers · 40 actions
Trigger
New ContactTriggers when a new contact is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created.
Action
Add Attachment to New DocumentCreates 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 invoiceImports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
Action
Add payment to sales invoiceRegisters 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 entryRecords a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
Action
Create ContactCreates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
Action
Create DocumentCreates 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 QuoteCreate a new quote
Action
Create Sales InvoiceCreate a new sales invoice
Action
Delete contactDeletes a contact from a Moneybird administration.
Action
Find ContactReturns 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 accountsReturns 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 criteriaReturns the products in a Moneybird administration that match the search text and optional filters.
Action
Find sales invoices by criteriaReturns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.
Action
Find Tax RateReturns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
Action
Get contactReturns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
Action
Get external sales invoiceReturns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
Action
Get projectReturns one project in a Moneybird administration, including its name, state and budget.
Action
Get QuoteReturns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
Action
Get sales invoiceFetches a sales invoice by ID. An error occurs if the sales invoice is not found.
Action
Get time entryReturns one time entry in a Moneybird administration, including its description, times, project and contact.
Action
Get typeless documentReturns one typeless document in a Moneybird administration, including its reference, contact and attachments.
Action
Send Sales InvoiceSend a sales invoice
Action
Update contactUpdates 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
Get Country From First/Last NameReturns the most likely country of residence for a person from their first name and/or last name, with the runner-up country, region, top 10 candidate countries and calibrated probabilities.
Action
Get Country From Full NameReturns the most likely country of residence for a person's unsplit full name, with the runner-up country, region, the top 10 likely countries and calibrated probabilities.
Action
Get Ethnicity From First/Last NameReturns the most likely ethnicity or diaspora for a person's first and last name, with a ranked top 10 and calibrated probabilities, optionally in the context of a country of residence.
Action
Get Ethnicity From Full NameReturns the most likely ethnicity or diaspora of a person from their full name, optionally in the context of their country of residence, with the top 10 likely ethnicities and calibrated probabilities.
Action
Get Gender From a Full NameReturns the most likely gender of a person from their unsplit full name, with a gender scale and a calibrated probability.
Action
Get Gender From First/Last NameReturns the most likely gender (male or female) for a person's first name and optional last name, with a gender scale and a calibrated probability.
Action
Get Indian Caste Group From First/Last NameReturns the most likely Indian caste group (General, OBC, SC or ST) for a person's first and last name and their Indian state or Union territory, with alternatives and confidence scores.
Action
Get Indian Caste Group From Full NameReturns the most likely Indian caste group (General, OBC, SC or ST) for an unsplit Indian full name and the person's Indian state or union territory.
Action
Get Origin From First/Last NameReturns the most likely country of origin for a person's first and/or last name, with region, the top 10 candidate countries and calibrated probabilities.
Action
Get Origin From Full NameReturns the most likely country of origin for a person's full name, with the region, alternative country, top 10 candidate countries and calibrated probabilities.
Action
Get U.S. Race Ethnicity From First/Last NameReturns the most likely U.S. Census race/ethnicity category for a person's first and/or last name, with the second most likely category, ranked alternatives and confidence scores.
Action
Get U.S. Race Ethnicity From Full NameReturns the most likely U.S. race/ethnicity (U.S. Census categories) for a person's full name, with the runner-up category and calibrated probabilities.
Action
Name Type RecognitionClassifies a proper noun as a personal name (anthroponym), a place name (toponym), a brand name or a pseudonym, and returns the most likely and second most likely type with a reliability score.
Action
Split Full NameSplits a person's full name into its most likely first name and last name, with the detected name structure and a reliability score.
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 Namsor
HubSpot to NamsorHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to NamsorSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to NamsorSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to NamsorGoogle Sheets
Gmail to NamsorGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to NamsorGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Moneybird and Namsor, 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 Namsor when something happens in Moneybird?
Any of Namsor's 14 actions, including Get Country From First/Last Name, Get Country From Full Name, Get Ethnicity From First/Last Name and Get Ethnicity From Full Name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Namsor to Moneybird?
Namsor has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads Namsor's API documentation and adds it.
Do I have to build a connector for Moneybird or Namsor?
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 Namsor 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.