Integration
Connect Moneybird and ProjectManager
When New Contact fires in Moneybird, your agent runs Create Task in ProjectManager, or New Project in ProjectManager to Add project in Moneybird. 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 ProjectManager 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 and ProjectManager can do together
From Moneybird to ProjectManager
When New Contact in Moneybird
then Create Task in ProjectManager
From ProjectManager 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 ProjectManager
Triggers and actions 6 triggers · 49 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.
- New Project
Fires when a new project is created in the ProjectManager workspace.
- New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project
- New User
Fires when a new user (resource) is added to the ProjectManager workspace.
- Create Project
Create a new project in your workspace
- Create Task
Creates a new task within a specified project
- Create Timesheet Entry
Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.
- Create User
Add a new user/resource in your account
- Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
- Get Project Details
Get the details of one specific project
- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
- Get Project Statuses
Get all the statuses which can be applied to a project
- Get Task Details
Get the details of one specific task, you will need to know the task's unique ID
- Get Task Fields
Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action
- Get Task Field Values
Get the value of each custom field applied to a specific task
- Get Task Priorities
Get all the priorities which can be applied to a task
- Get Task Statuses (Columns)
Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses
- Get User Details
Get the details of one specific user/resource
- Get User Roles
Retrieves the list of user roles (privilege levels) defined in the ProjectManager workspace.
- Search Projects
Search through your active projects using various criteria, 100 results max
- Search Tasks
Search for tasks across your entire account, using various criteria, 100 results max
- Search Users
Search for workspace users/resources using various criteria, 100 results max
- Update Project
Update an existing project, empty fields will remain unchanged
- Update Task
Update an existing task, empty fields will remain unchanged
- Update Task Field Value
Update the value of a custom field for a specific task
- Update Timesheet Entry
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
- Update User
Update an existing user/resource, empty fields will remain unchanged
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 ProjectManager, 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 ProjectManager when something happens in Moneybird?
Any of ProjectManager's 23 actions, including Create Project, Create Task, Create Timesheet Entry and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProjectManager to Moneybird?
Yes. When something happens in ProjectManager, your agent can act in Moneybird too. This page covers both directions: ProjectManager's triggers and Moneybird's actions are listed here as well.
Do I have to build a connector for Moneybird or ProjectManager?
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 ProjectManager 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.