--- title: "Connect Moneybird and Snitcher - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Find Contacts\" in Snitcher." canonical: "https://apiant.ai/connect/moneybird-to-snitcher" --- # Connect Moneybird and Snitcher When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Find Contacts** in [Snitcher](https://apiant.ai/connections/snitcher), or **New Organisation** in Snitcher to **Add external sales invoice** in Moneybird. Describe the whole flow and it is built, tested on every scenario and kept running. Moneybird **3** triggers Moneybird **26** actions Snitcher **2** triggers Snitcher **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Moneybird and Snitcher to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Moneybird and Snitcher can do together ### From Moneybird to Snitcher - When **New Contact** in Moneybird then **Find Contacts** in Snitcher - When **New Quote** in Moneybird then **Reveal Contact Email** in Snitcher ### From Snitcher to Moneybird - When **New Organisation** in Snitcher then **Add external sales invoice** in Moneybird - When **Organisation Enters Segment** in Snitcher then **Add payment to sales invoice** in 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 Snitcher ## Triggers and actions 5 triggers · 37 actions - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Quote** Triggers when a new quote is created. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created. - Action **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. - Action **Add external sales invoice** Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice. - Action **Add payment to sales invoice** Registers 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 entry** Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration. - Action **Create Contact** Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields. - Action **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. - Action **Create Quote** Create a new quote - Action **Create Sales Invoice** Create a new sales invoice - Action **Delete contact** Deletes a contact from a Moneybird administration. - Action **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. - Action **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. - Action **Find products by criteria** Returns the products in a Moneybird administration that match the search text and optional filters. - Action **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. - Action **Find Tax Rate** Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria. - Action **Get contact** Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history. - Action **Get external sales invoice** Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals. - Action **Get project** Returns one project in a Moneybird administration, including its name, state and budget. - Action **Get Quote** Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals. - Action **Get sales invoice** Fetches a sales invoice by ID. An error occurs if the sales invoice is not found. - Action **Get time entry** Returns one time entry in a Moneybird administration, including its description, times, project and contact. - Action **Get typeless document** Returns one typeless document in a Moneybird administration, including its reference, contact and attachments. - Action **Send Sales Invoice** Send a sales invoice - Action **Update contact** Updates 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. - Trigger **New Organisation** Triggered when a new company is identified visiting your website in the selected Snitcher workspace. - Trigger **Organisation Enters Segment** Triggered when a company first appears in the selected Snitcher segment. - Action **Create Custom Field** Creates a new custom field definition on organisations in a Snitcher workspace. - Action **Create Tag** Creates a new tag in a Snitcher workspace so it can be applied to organisations. - Action **Find Contacts** Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain. - Action **Find Organisation** Looks up an organisation in a Snitcher workspace by company name and returns the first match. - Action **Get User Profile** Returns the name, email and id of the Snitcher user the connection belongs to. - Action **List Custom Fields** Returns all custom field definitions set up on organisations in a Snitcher workspace. - Action **List Segments** Returns all segments defined in a Snitcher workspace. - Action **List Sessions** Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters. - Action **List Workspaces** Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags. - Action **Reveal Contact Email** Uses a Snitcher email-reveal credit to return the email address of a known organisation contact. - Action **Search Organisations** Searches the organisations in a Snitcher workspace using advanced field filters. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **Snitcher** Snitcher is a B2B visitor ID platform that helps you uncover your anonymous website visitors.](https://apiant.ai/connections/snitcher) Reviews ## What our customers say ## More from Moneybird - [ **Moneybird to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moneybird-to-salesforce) - [ **Moneybird to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moneybird-to-slack) - [ **Moneybird to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moneybird-to-stripe) - [ **Moneybird to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moneybird-to-shopify) - [ **Moneybird to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moneybird-to-quickbooks-online) - [ **Moneybird to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/moneybird-to-pipedrive) ## More into Snitcher - [ **HubSpot to Snitcher** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-snitcher) - [ **Salesforce to Snitcher** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-snitcher) - [ **Slack to Snitcher** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-snitcher) - [ **Gmail to Snitcher** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-snitcher) - [ **Google Calendar to Snitcher** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-snitcher) - [ **Google Drive to Snitcher** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-snitcher) Questions ## Moneybird and Snitcher, 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 Snitcher when something happens in Moneybird? Any of Snitcher's 11 actions, including Create Custom Field, Create Tag, Find Contacts and Find Organisation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Snitcher to Moneybird? Yes. When something happens in Snitcher, your agent can act in Moneybird too. This page covers both directions: Snitcher's triggers and Moneybird's actions are listed here as well. ### ### Do I have to build a connector for Moneybird or Snitcher? 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 Snitcher 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.