Integration & MCP for Moneybird
Integrate and automate your Moneybird workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Moneybird and make your data and tools truly work for you, not the other way around.
Commerce
Revolutionize Accounting with Moneybird Integration
Connecting Moneybird via MCP streamlines financial operations by automating invoicing, expense tracking, and reporting workflows, thereby removing operational barriers. This integration empowers financial teams by enhancing control over finances and simplifying accounting processes. It prepares businesses for true AI-readiness by centralizing and automating financial data management, enabling more efficient and informed decision-making.
Supported MCP tools
Connect insights. Empower action. With MCP, Moneybird becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Moneybird MCP:
Watch contacts
Triggers when a contact is added, updated, or deleted.
Watch documents
Triggers when a document is added, updated, or deleted.
Watch sales invoices
Triggers when a sales invoice is added, updated, or deleted.
Watch quotes
Triggers when a quote is added, updated, or deleted.
Update a receipt
Updates a receipt by its ID.
Update a quote
Updates a quote by its ID.
Update a purchase invoice
Updates a purchase invoice by its ID.
Update a sales invoice
Updates a sales invoice by its ID.
Update a general document
Updates a general document by its ID.
Update a contact
Updates a contact by its ID.
Create a receipt
Creates a new receipt.
Create a quote
Creates a new quote.
Create a purchase invoice
Creates a new purchase invoice.
Create a sales invoice
Creates a new sales invoice.
Create a general document
Creates a new general document.
Create an additional invoice for a subscription
Creates a new sales invoice and schedules it for sending on the same date as the next subscription invoice. During sending, Moneybird will merge both the scheduled invoice and the subscription invoice. This means the contact will receive one sales invoice with multiple invoice details, both from the subscription and from the one-off sales invoice.
Create a contact
Creates a new contact.
Update a subscription
Updates the product the contact is subscribed to. This will automatically calculate the differences between the product prices and create a one off sales invoice to bill the extra charge for the remaining billing period. Optionally you can provide a start date for the product change to become active.
Create a subscription
Starts a new subscription for a given contact. A recurring sales invoice is automatically created to bill the contact for the given frequency. The first invoice will be sent on the start date, but no sooner than tomorrow.
Create a sales invoice payment
Registers a payment for the given sales invoice.
Create a purchase invoice payment
Registers a payment for the given purchase invoice.
Create an additional charge for a subscription
At the end of the current subscription period, the additional charges are merged where possible and an invoice will be created for them. The invoice will be scheduled for sending together with the subscription invoice, so that they are merged on sending.
Cancel a subscription
Cancels the subscription. Stops the recurring sales invoice for the contact. Optionally you can provide an end date to stop the subscription on a future date.
Add an invoice attachment
Adds an attachment to a specified invoice.
Make an api call
Performs an arbitrary authorized API call.
List contacts
Searches contacts by criteria.
List general documents
Searches general documents by criteria.
List sales invoices
Searches sales Invoices by criteria.
List purchase invoices
Searches purchase invoices by criteria.
List quotes
Searches quotes by criteria.
List receipts
Searches receipts by criteria.
List subscriptions
Lists all subscriptions for the given contact.
How to use MCP with Moneybird
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP offers seamless integration with Moneybird, delivering significant benefits to financial management workflows. By automating core processes like invoicing, expense tracking, and reporting, businesses can streamline their accounting operations efficiently. Unique workflows in Boost.space facilitate automatic synchronization of financial data, ensuring real-time updates and accuracy in financial statements. The platform empowers users to connect Moneybird with thousands of other applications, centralizing business data into one cohesive space. AI-powered analytics enhance decision-making by providing predictive insights and trend analyses derived from synchronized financial data. Automated actions, such as generating and sending invoices based on set criteria, save time and reduce human error. Additionally, the integration simplifies compliance by offering detailed, automated reporting features that align with fiscal regulations. With Boost.space, companies gain better financial control, bolstering their ability to focus on strategic growth and efficiency.
