Integration
Connect Moneybird to Plentyone
When New Contact fires in Moneybird, your agent runs Add contact in Plentyone. 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 Plentyone 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 Plentyone
When New Contact in Moneybird
then Add contact in Plentyone
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 Plentyone
Triggers and actions 3 triggers · 46 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
Creates a new contact (a person) in the plentyONE CRM.
- Add item
Creates an item in plentyONE together with its main variation, linked to a category and a unit.
- Add order
Creates an order (sales order, return, offer and other order types) in plentyONE with its items, addresses and contact relations.
- Add payment
Creates a payment in plentyONE, for example an incoming payment received through a payment method.
- Add variation
Creates a new variation of an existing item, optionally defined by attribute values and made visible in a store client.
- Find items by criteria
Finds items updated on or after a given time, optionally including their variations.
- Find orders by criteria
Finds orders matching criteria such as order type, status, creation or update date, referrer, item or variation.
- Get contact
Returns a single contact (person) from the plentyONE CRM by its id.
- Get item
Returns a single plentyONE item, including its global settings, free fields and main variation id.
- Get order
Returns a single order by its id, including its amounts, properties, addresses and order items.
- Get payment
Returns a single payment by its id, including amount, currency, payment method, status and properties.
- List categories
Returns the categories set up in PlentyONE, optionally only those of one type such as item categories.
- List contacts
Returns the contacts (people) saved in your PlentyONE system, with their contact options and linked accounts.
- List stock
Returns the stock levels of variations across all warehouses.
- List variations
Returns the variations of an item, including its main variation.
- List warehouses
Returns all warehouses set up in your PlentyONE system.
- Update contact
Updates an existing contact (person) in PlentyONE CRM. Only the fields you fill in are changed.
- Update item
Updates the item-level settings of an existing plentyONE item, such as manufacturer, condition, flags and customs data.
- Update order
Updates an existing plentyONE order, such as its status, owner, properties, dates, addresses or order items.
- Update variation
Updates an existing variation of an item in plentyONE, such as its number, availability, dimensions, weight or order quantities.
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 Plentyone, 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 Plentyone when something happens in Moneybird?
Any of Plentyone's 20 actions, including Update contact, Update item, Update order and Update variation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plentyone to Moneybird?
Plentyone has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads Plentyone's API documentation and adds it.
Do I have to build a connector for Moneybird or Plentyone?
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 Plentyone 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.