--- title: "Connect Moneybird and Stora - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Create Contact\" in Stora, or \"Completed Task\" in Stora to \"Add external sales invoice\" in Moneybird." canonical: "https://apiant.ai/connect/moneybird-to-stora" --- # Connect Moneybird and Stora When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Create Contact** in [Stora](https://apiant.ai/connections/stora), or **Completed Task** in Stora 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 Stora **10** triggers Stora **17** 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 Stora 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 Stora can do together ### From Moneybird to Stora - When **New Contact** in Moneybird then **Create Contact** in Stora - When **New Quote** in Moneybird then **Create Task** in Stora ### From Stora to Moneybird - When **Completed Task** in Stora then **Add external sales invoice** in Moneybird - When **New Contact** in Stora then **Create Contact** 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 Stora ## Triggers and actions 13 triggers · 43 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 **Completed Task** Triggers when a task is completed. - Trigger **Finalized Order** Triggers when an order is finalized (ready for payment). - Trigger **New Contact** Fires when a contact is created in Stora. - Trigger **New Note** Triggers when a new note is created. - Trigger **New Order** Triggers when a new order is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Reopened Task** Triggers when a completed task is reopened. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Note** Triggers when a note is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Complete Task** Marks a Stora task as complete. - Action **Create Contact** Creates a new contact. - Action **Create Note** Create a note attached to a contact, unit, subscription or task in Stora. - Action **Create Task** Creates a new task. - Action **Create Timeline Event** Creates a new timeline event. - Action **Delete Contact** deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409. - Action **Find Contact** Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own. - Action **Find Order** Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match. - Action **Find Site** Find self-storage sites by name, optionally narrowed by creation or update date. - Action **Find Staff Member** Finds Stora staff members by name or email. - Action **Find Task** Find tasks in Stora by related record, assignee, status or date range. - Action **Find Unit** Finds a unit by ID, reference ID, unit type, or site. - Action **Find Unit Type** Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range. - Action **Reopen Task** Mark a completed Stora task as open again. - Action **Update Contact** Update an existing Stora contact. Only the fields you fill in are changed. - Action **Update Note** Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed. - Action **Update Task** Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **Stora** Stora is an all-in-one self-storage management software that automates bookings, payments, and facility...](https://apiant.ai/connections/stora) 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 Stora - [ **JIRA to Stora** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-stora) - [ **Donately to Stora** Donately makes online donations dead simple and provides a space for non-profits to manage their donors and...](https://apiant.ai/connect/donately-to-stora) - [ **HubSpot to Stora** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stora) - [ **Salesforce to Stora** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stora) - [ **Slack to Stora** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stora) - [ **Google Sheets to Stora** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stora) Questions ## Moneybird and Stora, 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 Stora when something happens in Moneybird? Any of Stora's 17 actions, including Create Contact, Create Note, Create Task and Create Timeline Event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stora to Moneybird? Yes. When something happens in Stora, your agent can act in Moneybird too. This page covers both directions: Stora's triggers and Moneybird's actions are listed here as well. ### ### Do I have to build a connector for Moneybird or Stora? 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 Stora 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.