Integration
Connect Moneybird and noCRM.io
When something happens in Moneybird or noCRM.io, your agent does the next thing in the other. 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 noCRM.io 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 and noCRM.io can do together
From Moneybird to noCRM.io
When New Contact in Moneybird
then Add Attachment in noCRM.io
From noCRM.io to Moneybird
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 noCRM.io
Triggers and actions 11 triggers · 42 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.
- Lead Status Changed
Triggers when a specific status of the lead is changed.
- New Client Folder
Triggers when a client folder is created.
- New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
- New Lead
Triggers when a lead is created.
- New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
- New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
- New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
- New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
- Add Attachment
Add an attachment to a lead
- Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Assign Lead
Assign the lead to a user
- Call Simplified API
Call our simplified API to interact with your data
- Change Lead's Title
Change the title of a lead
- Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
- Change Step
Change the step of a lead
- Create Lead
Creates a new lead.
- Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
- Delete Lead
Moves a lead to the trash.
- Find Lead
Finds a lead from an email address.
- Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
- Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Set Amount and Probability
Set the amount and the probability of a lead
- Set the Estimated Closing Date
Set the estimated closing date on a lead
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
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Questions
Moneybird and noCRM.io, 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 noCRM.io when something happens in Moneybird?
Any of noCRM.io's 16 actions, including Create Lead, Create Prospect, Log an Activity and Add Attachment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from noCRM.io to Moneybird?
Yes. When something happens in noCRM.io, your agent can act in Moneybird too. This page covers both directions: noCRM.io's triggers and Moneybird's actions are listed here as well.
Do I have to build a connector for Moneybird or noCRM.io?
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.