Moneybird

Live 68 Actions 62 Events

Moneybird Integration for AI Agents

Connect your AI agent to 68 QA'd Moneybird actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 62 events to subscribe to.

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Moneybird AI Agent Actions

68 production-ready actions for your agent to do more on Moneybird.

Read the Moneybird docs

68 Actions

List Contacts - Retrieve a list of contacts for the administration.

Filter Contacts - Retrieve a filtered list of contacts.

Get Contact - Retrieve a single company or organization contact by ID.

Create Contact - Create a new contact in the administration.

Update Contact - Update an existing contact.

Delete Contact - Delete a contact from the administration.

Archive Contact - Archive a contact in the administration.

Get Contact By Customer ID - Retrieve a contact by its customer ID.

Sync Contacts - Retrieve a list of contact IDs for synchronization.

Fetch Contacts By IDs - Fetch full contact records for a list of IDs.

Get Contact Person - Retrieve a specific person (individual) within a company contact by their person ID.

Create Contact Person - Create a new contact person for a contact.

Update Contact Person - Update an existing contact person.

Delete Contact Person - Delete a contact person from a contact.

Create Contact Note - Create a note or to-do for a contact.

Delete Contact Note - Delete a note from a contact.

Get Contact Additional Charges - Retrieve additional charges for a contact.

Create Contact Additional Charge - Create an additional charge for a contact.

List Estimates - Retrieve a list of estimates for the administration.

Find Estimate By Estimate ID - Find an estimate by its human-readable estimate number.

Get Estimate - Retrieve a single estimate by ID.

Create Estimate - Create a new estimate in the administration.

Update Estimate - Update an existing estimate.

Delete Estimate - Delete an estimate from the administration.

Send Estimate - Send an estimate to the associated contact.

Change Estimate State - Change the state of an estimate.

Bill Estimate - Convert an estimate into a sales invoice.

Download Estimate PDF - Download the PDF document for an estimate.

List Financial Accounts - Retrieve a list of financial accounts for the administration.

List Ledger Accounts - Retrieve a list of ledger accounts for the administration.

Create Ledger Account - Create a new ledger account in the administration.

Get Ledger Account - Retrieve a single ledger account by ID.

Update Ledger Account - Update an existing ledger account.

Delete Ledger Account - Delete or deactivate a ledger account.

Get Payment - Retrieve a single payment record by ID.

List Products - Retrieve a list of products for the administration.

Create Product - Create a new product in the administration.

Get Product - Retrieve a single product by ID.

Update Product - Update an existing product.

Delete Product - Delete or deactivate a product.

Find Product By Identifier - Find a product by its unique identifier field value.

List Purchase Invoices - Retrieve a list of purchase invoices for the administration.

Get Purchase Invoice - Retrieve a single purchase invoice by ID.

Create Purchase Invoice - Create a new purchase invoice in the administration.

Update Purchase Invoice - Update an existing purchase invoice.

Delete Purchase Invoice - Delete a purchase invoice from the administration.

Delete Purchase Invoice Payment - Delete a payment from a purchase invoice.

Create Purchase Invoice Note - Add a note or to-do to a purchase invoice.

List Sales Invoices - Retrieve a list of sales invoices for the administration.

Get Sales Invoice - Retrieve a single sales invoice by ID.

Create Sales Invoice - Create a new sales invoice in the administration.

Update Sales Invoice - Update an existing sales invoice.

Delete Sales Invoice - Delete a sales invoice.

Send Sales Invoice - Send a sales invoice to the contact.

Create Sales Invoice Payment - Create a payment for a sales invoice.

Send Sales Invoice Reminders - Send payment reminders for sales invoices in bulk.

Mark Sales Invoice As Dubious - Mark a sales invoice as dubious.

Mark Sales Invoice As Uncollectible - Mark a sales invoice as uncollectible.

Duplicate Sales Invoice To Credit Invoice - Duplicate a sales invoice as a credit invoice.

Pause Sales Invoice - Pause the workflow of a sales invoice.

Resume Sales Invoice - Resume the workflow of a paused sales invoice.

Download Sales Invoice PDF - Download a sales invoice as a PDF document.

Download Sales Invoice UBL - Download a sales invoice in UBL format.

Find Sales Invoice By Invoice ID - Find a sales invoice by its human-readable invoice ID.

Find Sales Invoice By Reference - Find a sales invoice by its reference value.

List Tax Rates - Retrieve a list of tax rate definitions for the administration.

Moneybird Webhook Events

62 real-time Moneybird events your AI agent can subscribe to.

Webhooks for AI agents Read the Moneybird docs

62 Events

Ping Verification Acknowledges Moneybird webhook connectivity checks without emitting an event.
Contact Created Event Processes Moneybird webhook notifications when a contact is created.
Contact Updated Event Processes Moneybird webhook notifications when a contact is updated.
Contact Deleted Event Processes Moneybird webhook notifications when a contact is deleted.
Contact Archived Event Processes Moneybird webhook notifications when a contact is archived.
Contact Activated Event Processes Moneybird webhook notifications when an archived contact is activated again.
Contact Merged Event Processes Moneybird webhook notifications when a contact is merged into another contact.
Contact Person Created Event Processes Moneybird webhook notifications when a contact person is added to a contact.
Contact Person Updated Event Processes Moneybird webhook notifications when a contact person is updated.
Contact Person Deleted Event Processes Moneybird webhook notifications when a contact person is deleted.
Sales Invoice Created Event Processes Moneybird webhook notifications when a sales invoice is created.
Sales Invoice Updated Event Processes Moneybird webhook notifications when a sales invoice is updated.
Sales Invoice Deleted Event Processes Moneybird webhook notifications when a sales invoice is deleted.
Sales Invoice Draft Event Processes Moneybird webhook notifications when a sales invoice moves back to the draft state.
Sales Invoice Open Event Processes Moneybird webhook notifications when a sales invoice is sent and becomes open (payable).
Sales Invoice Scheduled Event Processes Moneybird webhook notifications when a sales invoice is scheduled for sending at a later date.
Sales Invoice Pending Payment Event Processes Moneybird webhook notifications when a sales invoice is waiting for a payment to complete.
Sales Invoice Paid Event Processes Moneybird webhook notifications when a sales invoice is fully paid.
Sales Invoice Late Event Processes Moneybird webhook notifications when a sales invoice passes its due date unpaid.
Sales Invoice Reminded Event Processes Moneybird webhook notifications when a payment reminder is sent for a sales invoice.
Sales Invoice Uncollectible Event Processes Moneybird webhook notifications when a sales invoice is marked as uncollectible.
Sales Invoice Sent By Email Event Processes Moneybird webhook notifications when a sales invoice is sent by email.
Sales Invoice Sent Manually Event Processes Moneybird webhook notifications when a sales invoice is marked as sent manually.
Sales Invoice Reminder Sent By Email Event Processes Moneybird webhook notifications when a payment reminder for a sales invoice is sent by email.
Sales Invoice Paused Event Processes Moneybird webhook notifications when processing of a sales invoice (reminders and collection) is paused.
Sales Invoice Resumed Event Processes Moneybird webhook notifications when processing of a paused sales invoice is resumed.
Estimate Created Event Processes Moneybird webhook notifications when an estimate (quote) is created.
Estimate Updated Event Processes Moneybird webhook notifications when an estimate is updated.
Estimate Deleted Event Processes Moneybird webhook notifications when an estimate is deleted.
Estimate Sent By Email Event Processes Moneybird webhook notifications when an estimate is sent by email.
Estimate Accepted Online Event Processes Moneybird webhook notifications when the contact accepts and signs an estimate online.
Estimate Marked Accepted Event Processes Moneybird webhook notifications when an estimate is marked as accepted.
Estimate Marked Rejected Event Processes Moneybird webhook notifications when an estimate is marked as rejected.
Estimate Billed Event Processes Moneybird webhook notifications when an estimate is billed (converted into a sales invoice) or marked as billed.
Estimate Marked Archived Event Processes Moneybird webhook notifications when an estimate is archived.
Estimate Marked Open Event Processes Moneybird webhook notifications when an estimate is marked as open again.
Estimate Late Event Processes Moneybird webhook notifications when an estimate passes its due date and expires.
Payment Registered Event Processes Moneybird webhook notifications when a payment is registered on an invoice, including partial payments.
Payment Deleted Event Processes Moneybird webhook notifications when a registered payment is deleted.
Document Saved Event Processes Moneybird webhook notifications when a document (such as a purchase invoice or receipt) is saved.
Document Updated Event Processes Moneybird webhook notifications when a saved document is updated.
Document Deleted Event Processes Moneybird webhook notifications when a document is deleted.
Product Created Event Processes Moneybird webhook notifications when a product is created.
Product Updated Event Processes Moneybird webhook notifications when a product is updated.
Product Deleted Event Processes Moneybird webhook notifications when a product is deleted.
Product Activated Event Processes Moneybird webhook notifications when a deactivated product is activated.
Product Deactivated Event Processes Moneybird webhook notifications when a product is deactivated.
Ledger Account Created Event Processes Moneybird webhook notifications when a ledger account is created.
Ledger Account Updated Event Processes Moneybird webhook notifications when a ledger account is updated.
Ledger Account Deleted Event Processes Moneybird webhook notifications when a ledger account is deleted.
Ledger Account Activated Event Processes Moneybird webhook notifications when a deactivated ledger account is activated.
Ledger Account Deactivated Event Processes Moneybird webhook notifications when a ledger account is deactivated.
Tax Rate Created Event Processes Moneybird webhook notifications when a tax rate is created, including rates added from the default tax rates picker.
Tax Rate Updated Event Processes Moneybird webhook notifications when a tax rate is updated.
Tax Rate Deleted Event Processes Moneybird webhook notifications when a tax rate is deleted.
Tax Rate Activated Event Processes Moneybird webhook notifications when a deactivated tax rate is activated.
Tax Rate Deactivated Event Processes Moneybird webhook notifications when a tax rate is deactivated.
Financial Account Created Event Processes Moneybird webhook notifications when a financial (bank, cash or payment provider) account is added.
Financial Account Renamed Event Processes Moneybird webhook notifications when a financial account is renamed.
Financial Account Deleted Event Processes Moneybird webhook notifications when a financial account is deleted.
Financial Account Activated Event Processes Moneybird webhook notifications when a financial account is activated.
Financial Account Deactivated Event Processes Moneybird webhook notifications when a financial account is deactivated.

Moneybird AI Agent Use Cases

Connect your AI agent to Moneybird and help your team scale the finance operations they run by hand today.

Invoice Processing

Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.

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Accounts Receivable Dunning

Use StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.

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Invoice Processing

Use StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.

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More Accounting & Finance use cases

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Integration Infrastructure for Moneybird AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Moneybird MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Moneybird action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."