Integration
Connect Moneybird to PeopleForce
When New Contact fires in Moneybird, your agent runs Create Task in PeopleForce. 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 PeopleForce 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 PeopleForce
When New Contact in Moneybird
then Create Task in PeopleForce
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 PeopleForce
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.
- Create Candidate
Creates a new candidate in PeopleForce recruitment and returns the candidate record.
- Create Employee
Creates an employee in PeopleForce and returns the new employee record.
- Create Employee Position
Adds a new position record to a PeopleForce employee, such as a promotion or transfer.
- Create Employee Salary
Adds a new salary record to an employee in PeopleForce and returns the created record.
- Create Leave Request
Creates a leave request for an employee, optionally skipping the approval flow.
- Create Task
Creates a task in PeopleForce and assigns it to an employee, with a start date and an optional description and end date.
- Find Candidate
Returns the PeopleForce candidates that match the criteria you provide, such as email, phone number, skill, vacancy or pipeline stage.
- Find Employee
Returns the employees that match the emails, employee numbers, IDs, manager, legal entity, status or dates you specify.
- List Employee Positions
Returns the position records of an employee in PeopleForce.
- List Employees
Returns employees in PeopleForce, optionally narrowed by status, dates, manager, legal entity, emails, employee numbers or ids.
- List Employee Salaries
Returns the salary records of an employee.
- List Leave Types
Returns the leave types defined in the PeopleForce account.
- List Termination Reasons
Returns the termination reasons defined in the PeopleForce account.
- List Termination Types
Returns the termination types defined in the PeopleForce account.
- Terminate Employee
Terminates a PeopleForce employee with the given effective date, termination type and reason, and returns the updated employee.
- Update Employee
Updates an existing employee profile in PeopleForce and returns the updated employee.
- Update Employee Position
Updates an existing position record on an employee in PeopleForce and returns the updated record.
- Update Employee Salary
Updates an existing salary record on an employee.
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 PeopleForce
HubSpot to PeopleForceHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PeopleForceGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PeopleForceGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PeopleForceGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Moneybird and PeopleForce, 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 PeopleForce when something happens in Moneybird?
Any of PeopleForce's 18 actions, including Create Candidate, Create Employee, Create Employee Position and Create Employee Salary. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PeopleForce to Moneybird?
PeopleForce has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads PeopleForce's API documentation and adds it.
Do I have to build a connector for Moneybird or PeopleForce?
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 PeopleForce 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.