--- title: "Moneybird integrations and MCP server - APIANT.ai" description: "Connect Moneybird to any other app, or use it from your AI client over MCP. Moneybird provides cloud accounting for SME's in Holland." canonical: "https://apiant.ai/connections/moneybird" --- # Moneybird integrations Connect Moneybird to any other app, or use it from your AI client over MCP. Moneybird provides cloud accounting for SME's in Holland. Connects with OAuth [moneybird.nl](https://moneybird.nl/) **3** triggers **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Moneybird? 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) Popular ## Moneybird with the apps people pair it with most - [ **HubSpot to Moneybird** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-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) - [ **Google Sheets to Moneybird** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-moneybird) - [ **Gmail to Moneybird** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-moneybird) - [ **Google Calendar to Moneybird** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-moneybird) - [ **Google Drive to Moneybird** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-moneybird) - [ **Mailchimp to Moneybird** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-moneybird) Pair it ## Connect Moneybird with another app - [ **HubSpot to Moneybird**](https://apiant.ai/connect/hubspot-to-moneybird) - [ **Moneybird to Salesforce**](https://apiant.ai/connect/moneybird-to-salesforce) - [ **Moneybird to Slack**](https://apiant.ai/connect/moneybird-to-slack) - [ **Google Sheets to Moneybird**](https://apiant.ai/connect/google-sheets-to-moneybird) - [ **Gmail to Moneybird**](https://apiant.ai/connect/gmail-to-moneybird) - [ **Google Calendar to Moneybird**](https://apiant.ai/connect/google-calendar-to-moneybird) - [ **Google Drive to Moneybird**](https://apiant.ai/connect/google-drive-to-moneybird) - [ **Mailchimp to Moneybird**](https://apiant.ai/connect/mailchimp-to-moneybird) - [ **Moneybird to Stripe**](https://apiant.ai/connect/moneybird-to-stripe) - [ **Moneybird to Shopify**](https://apiant.ai/connect/moneybird-to-shopify) - [ **Moneybird to QuickBooks Online**](https://apiant.ai/connect/moneybird-to-quickbooks-online) - [ **Moneybird to Pipedrive**](https://apiant.ai/connect/moneybird-to-pipedrive) - [ **ActiveCampaign to Moneybird**](https://apiant.ai/connect/activecampaign-to-moneybird) - [ **Moneybird to Notion**](https://apiant.ai/connect/moneybird-to-notion) - [ **Airtable to Moneybird**](https://apiant.ai/connect/airtable-to-moneybird) - [ **Moneybird to Trello**](https://apiant.ai/connect/moneybird-to-trello) - [ **Asana to Moneybird**](https://apiant.ai/connect/asana-to-moneybird) - [ **JIRA to Moneybird**](https://apiant.ai/connect/jira-to-moneybird) - [ **ClickUp to Moneybird**](https://apiant.ai/connect/clickup-to-moneybird) - [ **Moneybird to Zoom**](https://apiant.ai/connect/moneybird-to-zoom) - [ **Discord to Moneybird**](https://apiant.ai/connect/discord-to-moneybird) - [ **Moneybird to Twilio**](https://apiant.ai/connect/moneybird-to-twilio) - [ **Moneybird to SendGrid**](https://apiant.ai/connect/moneybird-to-sendgrid) - [ **Moneybird to Outlook**](https://apiant.ai/connect/moneybird-to-outlook) - [ **Intercom to Moneybird**](https://apiant.ai/connect/intercom-to-moneybird) - [ **Freshdesk to Moneybird**](https://apiant.ai/connect/freshdesk-to-moneybird) - [ **Klaviyo to Moneybird**](https://apiant.ai/connect/klaviyo-to-moneybird) - [ **Brevo to Moneybird**](https://apiant.ai/connect/brevo-to-moneybird) - [ **Moneybird to Typeform**](https://apiant.ai/connect/moneybird-to-typeform) - [ **JotForm to Moneybird**](https://apiant.ai/connect/jotform-to-moneybird) - [ **Calendly to Moneybird**](https://apiant.ai/connect/calendly-to-moneybird) - [ **Moneybird to PandaDoc**](https://apiant.ai/connect/moneybird-to-pandadoc) - [ **Moneybird to Webflow**](https://apiant.ai/connect/moneybird-to-webflow) - [ **Moneybird to Wix**](https://apiant.ai/connect/moneybird-to-wix) - [ **Moneybird to LinkedIn**](https://apiant.ai/connect/moneybird-to-linkedin) - [ **Moneybird to Facebook**](https://apiant.ai/connect/moneybird-to-facebook) - [ **Instagram to Moneybird**](https://apiant.ai/connect/instagram-to-moneybird) - [ **Moneybird to OpenAI**](https://apiant.ai/connect/moneybird-to-openai) - [ **Moneybird to Anthropic**](https://apiant.ai/connect/moneybird-to-anthropic) - [ **Moneybird to OneDrive**](https://apiant.ai/connect/moneybird-to-onedrive) - [ **Google Docs to Moneybird**](https://apiant.ai/connect/google-docs-to-moneybird) - [ **Moneybird to Ontraport**](https://apiant.ai/connect/moneybird-to-ontraport) - [ **Freshworks CRM to Moneybird**](https://apiant.ai/connect/freshworks-crm-to-moneybird) - [ **GoHighLevel to Moneybird**](https://apiant.ai/connect/gohighlevel-to-moneybird) - [ **Capsule CRM to Moneybird**](https://apiant.ai/connect/capsule-crm-to-moneybird) - [ **Copper to Moneybird**](https://apiant.ai/connect/copper-to-moneybird) - [ **Moneybird to Streak**](https://apiant.ai/connect/moneybird-to-streak) - [ **Moneybird to NetHunt CRM**](https://apiant.ai/connect/moneybird-to-nethunt-crm) - [ **MINDBODY to Moneybird**](https://apiant.ai/connect/mindbody-to-moneybird) - [ **Moneybird to Supabase**](https://apiant.ai/connect/moneybird-to-supabase) - [ **Moneybird to PostgreSQL**](https://apiant.ai/connect/moneybird-to-postgresql) - [ **Moneybird to MySQL**](https://apiant.ai/connect/moneybird-to-mysql) - [ **Moneybird to Vercel**](https://apiant.ai/connect/moneybird-to-vercel) - [ **Moneybird to ElevenLabs**](https://apiant.ai/connect/moneybird-to-elevenlabs) - [ **Moneybird to PagerDuty**](https://apiant.ai/connect/moneybird-to-pagerduty) - [ **Moneybird to Pushover**](https://apiant.ai/connect/moneybird-to-pushover) - [ **Gravity Forms to Moneybird**](https://apiant.ai/connect/gravity-forms-to-moneybird) - [ **HubSpot Enterprise to Moneybird**](https://apiant.ai/connect/hubspot-enterprise-to-moneybird) - [ **Google Forms to Moneybird**](https://apiant.ai/connect/google-forms-to-moneybird) - [ **Facebook Lead Ads to Moneybird**](https://apiant.ai/connect/facebook-lead-ads-to-moneybird) What your agent can do with Moneybird ## Triggers and actions 3 triggers · 26 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. Reviews ## What our customers say Questions ## Moneybird, answered ### ### Is there a Moneybird MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Moneybird. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Moneybird actions on demand, or have APIANT build, test and run automations that use Moneybird. Nothing to install. ### ### 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 Moneybird? Any of Moneybird's 26 actions, including Create Contact, Create Document, Create Quote and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Moneybird directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Moneybird two ways. Ask it to do something in Moneybird 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Moneybird API? No. APIANT connects to the Moneybird API for you, and you sign in to Moneybird once with OAuth. Describe what you want in plain language and your agent builds it on the Moneybird triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Moneybird API documentation and adds it. ### ### Which apps can Moneybird connect to? Any app in the catalog; the list on this page pairs Moneybird with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.