--- title: "Connect Moneybird to UpGuard - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Add vendor questionnaire\" in UpGuard." canonical: "https://apiant.ai/connect/moneybird-to-upguard" --- # Connect Moneybird to UpGuard When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Add vendor questionnaire** in [UpGuard](https://apiant.ai/connections/upguard). Describe the whole flow and it is built, tested on every scenario and kept running. Moneybird **3** triggers Moneybird **26** actions UpGuard **16** 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 UpGuard 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 UpGuard - When **New Contact** in Moneybird then **Add vendor questionnaire** in UpGuard - When **New Quote** in Moneybird then **Update vendor labels** in UpGuard 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 UpGuard ## Triggers and actions 3 triggers · 42 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 vendor questionnaire** Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id. - Action **Find a Data Leak** Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range. - Action **Find an Identity Breach** Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments. - Action **Find a Vendor by Hostname** Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details. - Action **Find a Vendor by ID** Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier. - Action **Get organization** Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores. - Action **List domains** Returns the domains on your UpGuard account with their status, score, labels and last scan time. - Action **List risks** Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice. - Action **List vendor questionnaires** Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared. - Action **List vendor risks** Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice. - Action **List vendors** Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label. - Action **List vulnerabilities** Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels. - Action **Monitor Vendor** Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor. - Action **Stop monitoring vendor** Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname. - Action **Update vendor labels** Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels. - Action **Update vendor tier** Assigns a tier to a monitored vendor, or removes its tier when the tier is 0. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **UpGuard** UpGuard is a cyber vendor risk management and digital risk protection service platform.](https://apiant.ai/connections/upguard) 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 UpGuard - [ **HubSpot to UpGuard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-upguard) - [ **Salesforce to UpGuard** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-upguard) - [ **Slack to UpGuard** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-upguard) - [ **Google Sheets to UpGuard** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-upguard) - [ **Gmail to UpGuard** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-upguard) - [ **Google Calendar to UpGuard** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-upguard) Questions ## Moneybird and UpGuard, 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 UpGuard when something happens in Moneybird? Any of UpGuard's 16 actions, including Update vendor labels, Update vendor tier, Add vendor questionnaire and Find a Data Leak. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UpGuard to Moneybird? UpGuard has no triggers in the catalog today, so automations start in Moneybird. If you need the other direction, ask: your agent reads UpGuard's API documentation and adds it. ### ### Do I have to build a connector for Moneybird or UpGuard? 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 UpGuard 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.