--- title: "Connect Moneybird and Vouchery.io - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Create Customer\" in Vouchery.io." canonical: "https://apiant.ai/connect/moneybird-to-vouchery-io" --- # Connect Moneybird and Vouchery.io When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Create Customer** in [Vouchery.io](https://apiant.ai/connections/vouchery-io), or **New Voucher** in Vouchery.io 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 Vouchery.io **1** trigger Vouchery.io **14** 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 Vouchery.io 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 Vouchery.io can do together ### From Moneybird to Vouchery.io - When **New Contact** in Moneybird then **Create Customer** in Vouchery.io - When **New Quote** in Moneybird then **Update customer** in Vouchery.io ### From Vouchery.io to Moneybird - When **New Voucher** in Vouchery.io then **Add external sales invoice** in Moneybird - When **New Voucher** in Vouchery.io 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 Vouchery.io ## Triggers and actions 4 triggers · 40 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 Voucher** Triggers when a new voucher is created in the selected Vouchery campaign. - Action **Add campaign** Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign. - Action **Assign vouchers to customer** Assigns one or more voucher codes to a customer and returns the customer's updated record. - Action **Cancel redemption** Cancels a redemption by its redemption ID, marking it as cancelled. - Action **Confirm redemption** Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption. - Action **Create Customer** Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata. - Action **Create Redemption** Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted. - Action **Delete customer** Deletes a customer from your Vouchery project by their identifier. - Action **Find Voucher** Finds a voucher by its code and returns its status, campaign, customer and redemption details. - Action **Get campaign** Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics. - Action **Get customer** Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics. - Action **Get redemption** Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards. - Action **List campaigns** Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program. - Action **List customers** Returns the customers in your Vouchery project, optionally filtered by identifier or email. - Action **Update customer** Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **Vouchery.io** Vouchery is an all-in-one promotional suite to help you orchestrate & deliver the right incentive at every...](https://apiant.ai/connections/vouchery-io) 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 Vouchery.io - [ **awork to Vouchery.io** Intelligent projects, tasks and time tracking for your project business.](https://apiant.ai/connect/awork-to-vouchery-io) - [ **HubSpot to Vouchery.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vouchery-io) - [ **Salesforce to Vouchery.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vouchery-io) - [ **Slack to Vouchery.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vouchery-io) - [ **Google Sheets to Vouchery.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-vouchery-io) - [ **Gmail to Vouchery.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vouchery-io) Questions ## Moneybird and Vouchery.io, 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 Vouchery.io when something happens in Moneybird? Any of Vouchery.io's 14 actions, including Create Customer, Create Redemption, Update customer and Add campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vouchery.io to Moneybird? Yes. When something happens in Vouchery.io, your agent can act in Moneybird too. This page covers both directions: Vouchery.io's triggers and Moneybird's actions are listed here as well. ### ### Do I have to build a connector for Moneybird or Vouchery.io? 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 Vouchery.io 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.