--- title: "Connect Moneybird to Teamdeck - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Add project\" in Teamdeck." canonical: "https://apiant.ai/connect/moneybird-to-teamdeck" --- # Connect Moneybird to Teamdeck When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Add project** in [Teamdeck](https://apiant.ai/connections/teamdeck). Describe the whole flow and it is built, tested on every scenario and kept running. Moneybird **3** triggers Moneybird **26** actions Teamdeck **20** 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 Teamdeck 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 can start in Teamdeck - When **New Contact** in Moneybird then **Add project** in Teamdeck - When **New Quote** in Moneybird then **Update project** in Teamdeck 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 Teamdeck ## Triggers and actions 3 triggers · 46 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. - Action **Add booking** Creates a new booking (a planned assignment of a resource to a project over a date range) in Teamdeck. - Action **Add milestone** Adds a new milestone to a project in your Teamdeck organization. - Action **Add project** Add a new project. - Action **Add resource** Adds a new basic resource to Teamdeck: a resource listed in the Calendar that has no email access to the app. - Action **Add time entry** Add a new time entry assigned to any resource within your organization. - Action **Add vacation** Add a new vacation to your organization's calendar. - Action **Delete booking** Delete single booking from organization. - Action **Delete resource** Deletes a resource from your Teamdeck organization, along with all of its bookings, time entries and vacations. - Action **Delete time entry** Delete single time entry from organization. - Action **Delete vacation** Delete a vacation (personal time off) from your Teamdeck organization using its ID. - Action **Get booking** Return single booking from organization by id. - Action **Get organization info** Returns your Teamdeck organization's name, work week and settings. - Action **Get project** Returns a single Teamdeck project by its id, including its custom field values. - Action **Get resource** Returns a single Teamdeck resource (team member or basic resource) by its ID, including its custom field values. - Action **Get time entry** Returns a single time entry from your Teamdeck organization by its ID. - Action **List projects** Returns all projects in your Teamdeck organization, optionally filtered by name, archived status or last-updated time. - Action **List resources** Return resources (people/equipment) in organization. - Action **Update booking** Update an existing booking. - Action **Update project** Update a project. - Action **Update time entry** Updates an existing time entry by ID. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **Teamdeck** Resource management platform for scheduling staff across projects, tracking time, and managing leave...](https://apiant.ai/connections/teamdeck) 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 Teamdeck - [ **HubSpot to Teamdeck** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamdeck) - [ **Salesforce to Teamdeck** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamdeck) - [ **Slack to Teamdeck** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamdeck) - [ **Google Sheets to Teamdeck** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamdeck) - [ **Gmail to Teamdeck** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamdeck) - [ **Google Calendar to Teamdeck** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamdeck) Questions ## Moneybird and Teamdeck, 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 Teamdeck when something happens in Moneybird? Any of Teamdeck's 20 actions, including Update booking, Update project, Update time entry and Add booking. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamdeck to Moneybird? Teamdeck has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads Teamdeck's API documentation and adds it. ### ### Do I have to build a connector for Moneybird or Teamdeck? 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 Teamdeck 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.