--- title: "Connect Moneybird and Waitwhile - APIANT.ai" description: "When \"New Contact\" fires in Moneybird, your agent runs \"Add customer note\" in Waitwhile." canonical: "https://apiant.ai/connect/moneybird-to-waitwhile" --- # Connect Moneybird and Waitwhile When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Add customer note** in [Waitwhile](https://apiant.ai/connections/waitwhile), or **New customer** in Waitwhile 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 Waitwhile **1** trigger Waitwhile **19** 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 Waitwhile 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 Waitwhile can do together ### From Moneybird to Waitwhile - When **New Contact** in Moneybird then **Add customer note** in Waitwhile - When **New Quote** in Moneybird then **Create Customer** in Waitwhile ### From Waitwhile to Moneybird - When **New customer** in Waitwhile then **Add external sales invoice** in Moneybird - When **New customer** in Waitwhile 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 Waitwhile ## Triggers and actions 4 triggers · 45 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 customer** Triggered when a new customer is created in Waitwhile. - Action **Add customer note** Adds a note entry to a Waitwhile customer, optionally tied to a location or visit. - Action **Add location** Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record. - Action **Add resource** Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource. - Action **Add service** Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created. - Action **Create Customer** Creates a customer in Waitwhile from their name and contact details, and returns the new customer record. - Action **Create or Update a Visit** Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit. - Action **Delete a Visit** Deletes a visit by its ID. - Action **Delete customer** Deletes a Waitwhile customer by ID. - Action **Fetch Customer** Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata. - Action **Fetch Location** Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name. - Action **Fetch Resource** Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services. - Action **Fetch Service** Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations. - Action **Fetch Visit** Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields. - Action **Find User** Returns up to 100 Waitwhile users whose email address starts with the text you provide. - Action **Find visits by criteria** Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range. - Action **List booking slots** Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot. - Action **Search for Customer** Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range. - Action **Search for User** Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users. - Action **Update customer** Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer. ## Each app on its own - [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird) - [ **Waitwhile** Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a...](https://apiant.ai/connections/waitwhile) 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 Waitwhile - [ **HubSpot to Waitwhile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-waitwhile) - [ **Salesforce to Waitwhile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-waitwhile) - [ **Slack to Waitwhile** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-waitwhile) - [ **Google Sheets to Waitwhile** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-waitwhile) - [ **Gmail to Waitwhile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-waitwhile) - [ **Google Calendar to Waitwhile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-waitwhile) Questions ## Moneybird and Waitwhile, 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 Waitwhile when something happens in Moneybird? Any of Waitwhile's 19 actions, including Create Customer, Create or Update a Visit, Update customer and Add customer note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Waitwhile to Moneybird? Yes. When something happens in Waitwhile, your agent can act in Moneybird too. This page covers both directions: Waitwhile's triggers and Moneybird's actions are listed here as well. ### ### Do I have to build a connector for Moneybird or Waitwhile? 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 Waitwhile 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.