Integration
Connect Moneybird and SureCart
When something happens in Moneybird or SureCart, your agent does the next thing in the other. Describe it 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 SureCart to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 SureCart can do together
From Moneybird to SureCart
When New Contact in Moneybird
then Add Affiliation Request in SureCart
When New Quote in Moneybird
then Add Customer in SureCart
From SureCart to Moneybird
When Affiliation Request Created in SureCart
then Add Attachment to New Document in Moneybird
When Cancellation Act Created in SureCart
then Add external 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 SureCart
Triggers and actions 47 triggers · 73 actions
Trigger
New ContactTriggers when a new contact is created.
Trigger
New QuoteTriggers when a new quote is created.
Trigger
New Sales InvoiceTriggers when a new sales invoice is created.
Action
Add Attachment to New DocumentCreates 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 invoiceImports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
Action
Add payment to sales invoiceRegisters 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 entryRecords a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
Action
Create ContactCreates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
Action
Create DocumentCreates 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 QuoteCreate a new quote
Action
Create Sales InvoiceCreate a new sales invoice
Action
Delete contactDeletes a contact from a Moneybird administration.
Action
Find ContactReturns 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 accountsReturns 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 criteriaReturns the products in a Moneybird administration that match the search text and optional filters.
Action
Find sales invoices by criteriaReturns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.
Action
Find Tax RateReturns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
Action
Get contactReturns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
Action
Get external sales invoiceReturns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
Action
Get projectReturns one project in a Moneybird administration, including its name, state and budget.
Action
Get QuoteReturns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
Action
Get sales invoiceFetches a sales invoice by ID. An error occurs if the sales invoice is not found.
Action
Get time entryReturns one time entry in a Moneybird administration, including its description, times, project and contact.
Action
Get typeless documentReturns one typeless document in a Moneybird administration, including its reference, contact and attachments.
Action
Send Sales InvoiceSend a sales invoice
Action
Update contactUpdates 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
Affiliation Request ApprovedTriggers when a affiliation request is approved.
Trigger
Affiliation Request CreatedTriggers when a affiliation request is created.
Trigger
Affiliation Request DeniedTriggers when a new affiliation request is denied.
Trigger
Cancellation Act CreatedTriggers when a cancellation act is created.
Trigger
Cancellation Act UpdatedTriggers when a cancellation act is updated.
Trigger
Customer CreatedTriggers when a customer is created.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Fulfillment CreatedTriggers when a fulfillment is created.
Trigger
Fulfillment DeletedTriggers when a fulfillment is deleted.
Trigger
Fulfillment UpdatedTriggers when a fulfillment is updated.
Trigger
Order CreatedTriggers when a order is created.
Trigger
Order DeliveredTriggers when a order is delivered.
Trigger
Order FulfilledTriggers when a order is fulfilled.
Trigger
Order PaidTriggers when a order is paid.
Trigger
Order Partially FulfilledTriggers when a order is partially fulfilled.
Trigger
Order Partially ShippedTriggers when a order is partially shipped.
Trigger
Order Payment FailedTriggers when a order payment fails.
Trigger
Order ProcessingTriggers when a order becomes processing.
Trigger
Order ShippedTriggers when a order is shipped.
Trigger
Order UnfulfilledTriggers when a order is unfulfilled.
Trigger
Order VoidedTriggers when a order is voided.
Trigger
Payout CompletedTriggers when a payout is completed.
Trigger
Purchase CreatedTriggers when a purchase is created.
Trigger
Purchase InvokedTriggers when a purchase is invoked.
Trigger
Purchase RevokedTriggers when a purchase is revoked.
Trigger
Purchase UpdatedTriggers when a purchase is updated.
Trigger
Referral ApprovedTriggers when a referral is approved.
Trigger
Referral CreatedTriggers when a referral is created.
Trigger
Refund CreatedTriggers when a refund is created.
Trigger
Refund SucceededTriggers when a refund succeeds.
Trigger
Return Request CompletedTriggers when a return request is completed.
Trigger
Return Request CreatedTriggers when a return request is created.
Trigger
Return Request DeletedTriggers when a return request is deleted.
Trigger
Return Request OpenedTriggers when a return request is opened.
Trigger
Return Request UpdatedTriggers when a return request is updated.
Trigger
Subscription ActiveTriggers when a subscription becomes active.
Trigger
Subscription CanceledTriggers when a subscription is canceled.
Trigger
Subscription CompletedTriggers when a subscription is completed.
Trigger
Subscription CreatedTriggers when a subscription is created.
Trigger
Subscription Past DueTriggers when a subscription becomes past due.
Trigger
Subscription RenewedTriggers when a subscription is renewed.
Trigger
Subscription Set to CancelTriggers when a subscription is set to cancel.
Trigger
Subscription TrialingTriggers when a subscription becomes trialing.
Trigger
Subscription UpdatedTriggers when a subscription is updated.
Action
Add Affiliation RequestCreates a pending affiliate application in your SureCart store.
Action
Add CustomerCreates a customer in your SureCart store.
Action
Add PayoutCreates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date.
Action
Approve Affiliation RequestApproves a pending affiliate application, turning the applicant into an affiliate.
Action
Approve ReferralApproves a referral that is under review.
Action
Cancel CheckoutCancels a checkout; its associated order and invoice are voided.
Action
Cancel SubscriptionCancels a subscription, either immediately or at the end of the current billing period.
Action
Complete PayoutMarks a processing affiliate payout as completed (paid).
Action
Complete Return RequestMarks an open return request as completed.
Action
Complete SubscriptionCompletes a fixed-length (finite) subscription immediately.
Action
Delete FulfillmentDeletes a fulfillment, returning its order items to unfulfilled.
Action
Delete Return RequestDeletes a return request.
Action
Deny Affiliation RequestDenies a pending affiliate application.
Action
Finalize CheckoutFinalizes a draft checkout so it can be paid.
Action
Find AffiliationFind an existing affiliation by ID.
Action
Find Affiliation RequestFind an existing affiliation request by ID.
Action
Find Cancellation ActFind an existing cancellation act by ID.
Action
Find CheckoutFind an existing checkout by ID.
Action
Find ClickFind an existing click by ID.
Action
Find CouponFind an existing coupon by ID.
Action
Find CustomerFind an existing customer by ID.
Action
Find FulfillmentFind an existing fulfillment by ID.
Action
Find Fulfillment ItemFind an existing fulfillment item by ID.
Action
Find Line ItemFind an existing line item by ID.
Action
Find OrderFind an existing order by ID.
Action
Find Payment IntentFind an existing payment intent by ID.
Action
Find Payment MethodFind an existing payment method by ID.
Action
Find PayoutFind an existing payout by ID.
Action
Find Payout GroupFind an existing payout group by ID.
Action
Find PriceFind an existing price by ID.
Action
Find ProductFind an existing product by ID.
Action
Find PromotionFind an existing promotion by ID.
Action
Find PurchaseFind an existing purchase by ID.
Action
Find ReferralFind an existing referral by ID.
Action
Find Referral ItemFind an existing referral item by ID.
Action
Find RefundFind an existing refund by ID.
Action
Find Return ItemFind an existing return item by ID.
Action
Find Return RequestFind an existing return request by ID.
Action
Find SubscriptionFind an existing subscription by ID.
Action
Find TrackingFind an existing tracking by ID.
Action
Invoke PurchaseRe-activates a revoked purchase, restoring the customer's access to the product.
Action
Manually Pay CheckoutMarks a finalized checkout as paid outside SureCart, creating its paid order.
Action
Open Return RequestRe-opens a completed return request.
Action
Preserve SubscriptionRecords that a customer who started to cancel a subscription chose to keep it.
Action
Revoke PurchaseRevokes a customer's purchase, removing their access to the product.
Action
Update CustomerUpdates an existing customer's name, email or phone in your SureCart store.
Action
Update PurchaseSchedules when a customer's purchase will be automatically revoked.
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
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Questions
Moneybird and SureCart, 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 SureCart when something happens in Moneybird?
Any of SureCart's 47 actions, including Update Customer, Update Purchase, Add Affiliation Request and Add Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SureCart to Moneybird?
Yes. When something happens in SureCart, your agent can act in Moneybird too. This page covers both directions: SureCart's triggers and Moneybird's actions are listed here as well.
Do I have to build a connector for Moneybird or SureCart?
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.
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.