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Moneybird

moneybird

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.

AccountingProposal & Invoice ManagementWeb del proveedor
Acciones
21
Triggers
0
Autenticación
—
OAuth gestionado
Sí
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (21)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Add Note to ContactMONEYBIRD_ADD_NOTE_TO_CONTACTAcción

Tool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact.

Parámetros de entrada

  • noteobjectObligatorio

    Payload containing the note details

  • contact_idstringObligatorio

    ID of the contact to which the note will be added

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path.

Parámetros de salida

  • idstringObligatorio

    Unique identifier of the note

  • dataobjectObligatorio

    Additional data associated with the note

  • notestringObligatorio

    Text content of the note

  • todobooleanObligatorio

    Indicates if this note is a to-do

  • errorstring

    Error if any occurred during the execution of the action

  • user_idintegerObligatorio

    ID of the user who created the note

  • entity_idstringObligatorio

    ID of the associated contact entity

  • todo_typestring

    Type of the to-do, if applicable

  • created_atstringObligatorio

    Timestamp when the note was created

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

  • updated_atstringObligatorio

    Timestamp when the note was last updated

  • assignee_idstring

    ID of the user assigned to the to-do, if applicable

  • entity_typestringObligatorio

    Type of the associated entity, e.g., 'Contact'

  • completed_atstring

    Timestamp when the to-do was completed, if applicable

  • completed_by_idstring

    ID of the user who completed the to-do, if applicable

  • administration_idintegerObligatorio

    Administration ID the note belongs to

Archive ContactMONEYBIRD_ARCHIVE_CONTACTAcción

Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.

Parámetros de entrada

  • contact_idintegerObligatorio

    The unique identifier of the contact to archive

  • administration_idintegerObligatorio

    The unique identifier of the administration

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Moneybird ContactMONEYBIRD_CREATE_CONTACTAcción

Tool to create a new contact in moneybird. use after you have an administration id and need to onboard a new company/person. provide either company name or both firstname and lastname.

Parámetros de entrada

  • citystring

    City name

  • phonestring

    Phone number

  • countryany

    ISO 3166-1 alpha-2 country code, e.g., NL

  • zipcodestring

    Postal code

  • address1string

    Street and number

  • address2string

    Additional address line

  • lastnamestring

    Last name; required if company_name is blank

  • sepa_bicstring

    Valid BIC; required if sepa_active

  • firstnamestring

    First name; required if company_name is blank

  • sepa_ibanstring

    Valid IBAN; required if sepa_active

  • tax_numberstring

    Tax/VAT number

  • customer_idstring

    Unique customer identifier; autogenerated if empty

  • sepa_activeboolean

    Enable SEPA direct debit; when true, other SEPA fields are required

  • bank_accountstring

    Bank account number

  • company_namestring

    Company name; required if firstname and lastname are blank

  • si_identifierstring

    SEPA identifier

  • delivery_methodstringenum

    Delivery method

    EmailSimplerinvoicingPeppolManualPost
  • sepa_mandate_idstring

    Mandate ID; required if sepa_active

  • administration_idintegerObligatorio

    ID of the administration

  • sepa_mandate_datestring

    Mandate date (YYYY-MM-DD); required if sepa_active

  • sepa_sequence_typestringenum

    SEPA sequence type; required if sepa_active

    RCURFRSTOOFFFNAL
  • si_identifier_typestring

    SEPA identifier type

  • chamber_of_commercestring

    Chamber of Commerce number

  • invoice_workflow_idinteger

    Invoice workflow ID

  • estimate_workflow_idinteger

    Estimate workflow ID

  • send_invoices_to_emailanyemail

    Comma-separated emails to send invoices to

  • sepa_iban_account_namestring

    Account holder name for SEPA

  • send_estimates_to_emailanyemail

    Comma-separated emails to send estimates to

  • custom_fields_attributesobject

    Custom fields as dict of {index:{id, value}}

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Contact PersonMONEYBIRD_CREATE_CONTACT_PERSONAcción

Tool to create a new contact person. use when you have the contact id and need to add a person after confirming their firstname and lastname.

Parámetros de entrada

  • contact_idintegerObligatorio

    ID of the contact under which the person will be created

  • contact_personobjectObligatorio

    Container for all contact person fields

  • administration_idintegerObligatorio

    ID of the administration under which the contact person will be created

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Sales InvoiceMONEYBIRD_CREATE_SALES_INVOICEAcción

Tool to create a new sales invoice. use when you need to bill a contact with specified line items.

Parámetros de entrada

  • sales_invoiceobjectObligatorio

    Sales invoice data to create

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete ContactMONEYBIRD_DELETE_CONTACTAcción

Tool to delete a contact. use after confirming that contact should be removed.

Parámetros de entrada

  • contact_idintegerObligatorio

    ID of the contact to delete

  • administration_idintegerObligatorio

    ID of the administration

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete Contact NoteMONEYBIRD_DELETE_CONTACT_NOTEAcción

Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.

Parámetros de entrada

  • note_idintegerObligatorio

    The unique identifier of the note to delete

  • contact_idintegerObligatorio

    The unique identifier of the contact

  • administration_idintegerObligatorio

    The unique identifier of the administration

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete Contact PersonMONEYBIRD_DELETE_CONTACT_PERSONAcción

Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.

Parámetros de entrada

  • contact_idintegerObligatorio

    The ID of the contact from which to remove a person

  • administration_idintegerObligatorio

    The Moneybird administration ID under which the contact resides

  • contact_person_idintegerObligatorio

    The ID of the contact person to delete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Filter ContactsMONEYBIRD_FILTER_CONTACTSAcción

Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.

Parámetros de entrada

  • per_pageinteger

    Number of contacts to return per page (1-100)

  • last_namestring

    Filter contacts by last name (case-insensitive)

  • first_namestring

    Filter contacts by first name (case-insensitive)

  • created_afterstring

    Select contacts created after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-06T07:27:49Z'

  • updated_afterstring

    Select contacts updated after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-07T07:27:54Z'

  • include_archivedboolean

    Include archived contacts in the results

  • administration_idintegerObligatorio

    Numeric administration ID for the Moneybird URL path.

Parámetros de salida

  • dataobject[]Obligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Additional ChargesMONEYBIRD_GET_ADDITIONAL_CHARGESAcción

Tool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges.

Parámetros de entrada

  • contact_idstringObligatorio

    ID of the contact to retrieve additional charges for

  • include_billedboolean

    If true, includes additional charges that have already been billed. Default is false.

  • administration_idintegerObligatorio

    Numeric administration ID, as part of the Moneybird URL path.

Parámetros de salida

  • dataobject[]Obligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get ContactMONEYBIRD_GET_CONTACTAcción

Tool to retrieve all information about a specific contact by id. use when you need the full details of a contact, for example before generating invoices.

Parámetros de entrada

  • contact_idstringObligatorio

    ID of the contact to retrieve

  • include_archivedboolean

    Return archived contact when true (default false)

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Contact by Customer IDMONEYBIRD_GET_CONTACT_BY_CUSTOMER_IDAcción

Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.

Parámetros de entrada

  • customer_idstringObligatorio

    Unique customer identifier for the contact.

  • administration_idintegerObligatorio

    Numeric administration ID, used in the URL path.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Contact PersonMONEYBIRD_GET_CONTACT_PERSONAcción

Tool to get all information about a contact person. use when you have the administration, contact, and contact person ids and need full details before updating.

Parámetros de entrada

  • contact_idintegerObligatorio

    The ID of the contact to which the person belongs.

  • administration_idintegerObligatorio

    Numeric administration ID, used in the URL path.

  • contact_person_idintegerObligatorio

    The ID of the contact person to retrieve.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Sales InvoiceMONEYBIRD_GET_SALES_INVOICEAcción

Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.

Parámetros de entrada

  • invoice_idstringObligatorio

    ID of the sales invoice to retrieve

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List AdministrationsMONEYBIRD_LIST_ADMINISTRATIONSAcción

Tool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobject[]Obligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Contacts SynchronizationMONEYBIRD_LIST_CONTACTS_SYNCHRONIZATIONAcción

Tool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly.

Parámetros de entrada

  • filterstring

    Optional filter expression to narrow results, e.g., 'first_name:henk'

  • include_archivedboolean

    If true, include archived contacts in the synchronization list

  • administration_idintegerObligatorio

    The unique identifier of the administration

Parámetros de salida

  • dataobject[]Obligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Sales InvoicesMONEYBIRD_LIST_SALES_INVOICESAcción

Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.

Parámetros de entrada

  • pageinteger

    Page number for pagination (must be >= 1).

  • filterstring

    Filter expression to limit invoices. See Moneybird docs for supported filters, e.g., 'state=sent' or 'period=current_year'.

  • per_pageinteger

    Number of invoices per page (max 100).

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path

Parámetros de salida

  • dataobject[]Obligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Request Payments Mandate URLMONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URLAcción

Tool to request a url for setting up a payments mandate. use when you need to generate a direct-debit authorization link for a contact (valid for 14 days).

Parámetros de entrada

  • contact_idintegerObligatorio

    ID of the contact for which to generate a payments mandate URL

  • identity_idinteger

    Optional identity ID when multiple identities exist; must be a valid identity.

  • administration_idintegerObligatorio

    Numeric administration ID, as part of the Moneybird URL path.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update ContactMONEYBIRD_UPDATE_CONTACTAcción

Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.

Parámetros de entrada

  • contactobjectObligatorio

    Key-value map of contact fields to update

  • contact_idstringObligatorio

    ID of the contact to update

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Contact PersonMONEYBIRD_UPDATE_CONTACT_PERSONAcción

Tool to update a contact person. use after selecting a specific contact person when you need to change their details.

Parámetros de entrada

  • emailstring

    Email address of the contact person.

  • phonestring

    Phone number of the contact person.

  • lastnamestring

    Last name of the contact person.

  • firstnamestring

    First name of the contact person.

  • contact_idstringObligatorio

    ID of the contact containing the person to update.

  • departmentstring

    Department of the contact person.

  • administration_idintegerObligatorio

    Numeric administration ID, part of the Moneybird URL path.

  • contact_person_idstringObligatorio

    ID of the contact person to update.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Sales InvoiceMONEYBIRD_UPDATE_SALES_INVOICEAcción

Tool to update an existing sales invoice by id. use when modifying invoice header or line items.

Parámetros de entrada

  • sales_invoiceobjectObligatorio

    Fields to update on the invoice

  • sales_invoice_idstringObligatorio

    ID of the sales invoice to update

  • administration_idintegerObligatorio

    Administration ID in Moneybird URL path

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not