# Connect Moneybird and WordPress

When **New Contact** fires in [Moneybird](https://apiant.ai/connections/moneybird), your agent runs **Add comment** in [WordPress](https://apiant.ai/connections/wordpress), or **New Comment** in WordPress 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 WordPress **7** triggers WordPress **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 WordPress to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 WordPress can do together

### From Moneybird to WordPress

- When **New Contact** in Moneybird then **Add comment** in WordPress
- When **New Quote** in Moneybird then **Add page** in WordPress

### From WordPress to Moneybird

- When **New Comment** in WordPress then **Add external sales invoice** in Moneybird
- When **New Media** in WordPress 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 WordPress

## Triggers and actions 10 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.

- Trigger

**New Comment**

Triggers when a new comment is posted on your WordPress site.

- Trigger

**New Media**

Triggers when a new media item (image, video, audio or document) is uploaded to the WordPress media library.

- Trigger

**New page**

Triggers when a new page is created on the WordPress site.

- Trigger

**New Post**

Triggers when a new post is published on your WordPress site.

- Trigger

**New User**

Triggers when a new user registers on your WordPress site.

- Trigger

**Updated Post**

Triggers when a post is created or updated, newest changes first.

- Trigger

**Updated User**

Triggers when a WordPress user is added or their profile is changed (name, email, roles, bio and other details).

- Action

**Add category**

Creates a new post category on your WordPress site and returns the created category.

- Action

**Add comment**

Adds a new comment to a WordPress post or page.

- Action

**Add page**

Creates a new page on your WordPress site with the title, content, status and other details you provide.

- Action

**Add tag**

Creates a new tag on your WordPress site.

- Action

**Create Post**

Creates a new post on your WordPress site with the title, content, status, categories and tags you provide.

- Action

**Create User**

Creates a new user account on your WordPress site with the login name, email and password you provide.

- Action

**Delete post**

Deletes a post, moving it to the trash or removing it permanently.

- Action

**Delete user**

Permanently deletes a WordPress user and reassigns their posts and links to another user.

- Action

**Find comments by criteria**

Finds comments on the WordPress site matching search text, post, author, status, date range and other criteria.

- Action

**Find pages by criteria**

Returns the pages on your WordPress site that match the search text, slug, author, status, dates and other criteria you supply.

- Action

**Find Post**

Finds posts on your WordPress site matching a search text, slug, author, category, tag, status or date range.

- Action

**Find User**

Finds WordPress users matching a search text, slug, role or other criteria and returns the matching users.

- Action

**Update page**

Updates an existing page on your WordPress site. Only the fields you fill in are changed.

- Action

**Update Post**

Updates an existing WordPress post's title, content, status, categories, tags and other details. Only the fields you fill in are changed.

- Action

**Update User**

Updates an existing WordPress user's profile, such as their name, email, roles or password. Fields left blank are not changed.

- Action

**Upload Media**

Uploads a file from a URL to the WordPress media library and returns the new media item.

## Each app on its own

- [ **Moneybird** Moneybird provides cloud accounting for SME's in Holland.](https://apiant.ai/connections/moneybird)
- [ **WordPress** WordPress is web software you can use to create a beautiful website or blog.](https://apiant.ai/connections/wordpress)

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 WordPress

- [ **HubSpot to WordPress** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wordpress)
- [ **Salesforce to WordPress** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wordpress)
- [ **Slack to WordPress** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wordpress)
- [ **Google Sheets to WordPress** Google Sheets](https://apiant.ai/connect/google-sheets-to-wordpress)
- [ **Gmail to WordPress** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wordpress)
- [ **Google Calendar to WordPress** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wordpress)

Questions

## Moneybird and WordPress, 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 WordPress when something happens in Moneybird?

Any of WordPress's 16 actions, including Create Post, Create User, Update page and Update Post. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from WordPress to Moneybird?

Yes. When something happens in WordPress, your agent can act in Moneybird too. This page covers both directions: WordPress's triggers and Moneybird's actions are listed here as well.

###

### Do I have to build a connector for Moneybird or WordPress?

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.
