Moneybird
moneybirdMoneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
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_CONTACTAcciónTool 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.
MONEYBIRD_ADD_NOTE_TO_CONTACTAcciónTool 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
noteobjectObligatorioPayload containing the note details
contact_idstringObligatorioID of the contact to which the note will be added
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path.
Parámetros de salida
idstringObligatorioUnique identifier of the note
dataobjectObligatorioAdditional data associated with the note
notestringObligatorioText content of the note
todobooleanObligatorioIndicates if this note is a to-do
errorstringError if any occurred during the execution of the action
user_idintegerObligatorioID of the user who created the note
entity_idstringObligatorioID of the associated contact entity
todo_typestringType of the to-do, if applicable
created_atstringObligatorioTimestamp when the note was created
successfulbooleanObligatorioWhether or not the action execution was successful or not
updated_atstringObligatorioTimestamp when the note was last updated
assignee_idstringID of the user assigned to the to-do, if applicable
entity_typestringObligatorioType of the associated entity, e.g., 'Contact'
completed_atstringTimestamp when the to-do was completed, if applicable
completed_by_idstringID of the user who completed the to-do, if applicable
administration_idintegerObligatorioAdministration ID the note belongs to
Archive ContactMONEYBIRD_ARCHIVE_CONTACTAcciónTool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
MONEYBIRD_ARCHIVE_CONTACTAcciónTool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
Parámetros de entrada
contact_idintegerObligatorioThe unique identifier of the contact to archive
administration_idintegerObligatorioThe unique identifier of the administration
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create Moneybird ContactMONEYBIRD_CREATE_CONTACTAcciónTool 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.
MONEYBIRD_CREATE_CONTACTAcciónTool 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
citystringCity name
phonestringPhone number
countryanyISO 3166-1 alpha-2 country code, e.g., NL
zipcodestringPostal code
address1stringStreet and number
address2stringAdditional address line
lastnamestringLast name; required if company_name is blank
sepa_bicstringValid BIC; required if sepa_active
firstnamestringFirst name; required if company_name is blank
sepa_ibanstringValid IBAN; required if sepa_active
tax_numberstringTax/VAT number
customer_idstringUnique customer identifier; autogenerated if empty
sepa_activebooleanEnable SEPA direct debit; when true, other SEPA fields are required
bank_accountstringBank account number
company_namestringCompany name; required if firstname and lastname are blank
si_identifierstringSEPA identifier
delivery_methodstringenumDelivery method
EmailSimplerinvoicingPeppolManualPostsepa_mandate_idstringMandate ID; required if sepa_active
administration_idintegerObligatorioID of the administration
sepa_mandate_datestringMandate date (YYYY-MM-DD); required if sepa_active
sepa_sequence_typestringenumSEPA sequence type; required if sepa_active
RCURFRSTOOFFFNALsi_identifier_typestringSEPA identifier type
chamber_of_commercestringChamber of Commerce number
invoice_workflow_idintegerInvoice workflow ID
estimate_workflow_idintegerEstimate workflow ID
send_invoices_to_emailanyemailComma-separated emails to send invoices to
sepa_iban_account_namestringAccount holder name for SEPA
send_estimates_to_emailanyemailComma-separated emails to send estimates to
custom_fields_attributesobjectCustom fields as dict of {index:{id, value}}
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create Contact PersonMONEYBIRD_CREATE_CONTACT_PERSONAcciónTool 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.
MONEYBIRD_CREATE_CONTACT_PERSONAcciónTool 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_idintegerObligatorioID of the contact under which the person will be created
contact_personobjectObligatorioContainer for all contact person fields
administration_idintegerObligatorioID of the administration under which the contact person will be created
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create Sales InvoiceMONEYBIRD_CREATE_SALES_INVOICEAcciónTool to create a new sales invoice. use when you need to bill a contact with specified line items.
MONEYBIRD_CREATE_SALES_INVOICEAcciónTool to create a new sales invoice. use when you need to bill a contact with specified line items.
Parámetros de entrada
sales_invoiceobjectObligatorioSales invoice data to create
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete ContactMONEYBIRD_DELETE_CONTACTAcciónTool to delete a contact. use after confirming that contact should be removed.
MONEYBIRD_DELETE_CONTACTAcciónTool to delete a contact. use after confirming that contact should be removed.
Parámetros de entrada
contact_idintegerObligatorioID of the contact to delete
administration_idintegerObligatorioID of the administration
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete Contact NoteMONEYBIRD_DELETE_CONTACT_NOTEAcciónTool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
MONEYBIRD_DELETE_CONTACT_NOTEAcciónTool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
Parámetros de entrada
note_idintegerObligatorioThe unique identifier of the note to delete
contact_idintegerObligatorioThe unique identifier of the contact
administration_idintegerObligatorioThe unique identifier of the administration
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete Contact PersonMONEYBIRD_DELETE_CONTACT_PERSONAcciónTool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
MONEYBIRD_DELETE_CONTACT_PERSONAcciónTool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.
Parámetros de entrada
contact_idintegerObligatorioThe ID of the contact from which to remove a person
administration_idintegerObligatorioThe Moneybird administration ID under which the contact resides
contact_person_idintegerObligatorioThe ID of the contact person to delete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Filter ContactsMONEYBIRD_FILTER_CONTACTSAcciónTool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.
MONEYBIRD_FILTER_CONTACTSAcciónTool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.
Parámetros de entrada
per_pageintegerNumber of contacts to return per page (1-100)
last_namestringFilter contacts by last name (case-insensitive)
first_namestringFilter contacts by first name (case-insensitive)
created_afterstringSelect contacts created after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-06T07:27:49Z'
updated_afterstringSelect contacts updated after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-07T07:27:54Z'
include_archivedbooleanInclude archived contacts in the results
administration_idintegerObligatorioNumeric administration ID for the Moneybird URL path.
Parámetros de salida
dataobject[]ObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Additional ChargesMONEYBIRD_GET_ADDITIONAL_CHARGESAcciónTool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges.
MONEYBIRD_GET_ADDITIONAL_CHARGESAcciónTool 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_idstringObligatorioID of the contact to retrieve additional charges for
include_billedbooleanIf true, includes additional charges that have already been billed. Default is false.
administration_idintegerObligatorioNumeric administration ID, as part of the Moneybird URL path.
Parámetros de salida
dataobject[]ObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get ContactMONEYBIRD_GET_CONTACTAcciónTool 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.
MONEYBIRD_GET_CONTACTAcciónTool 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_idstringObligatorioID of the contact to retrieve
include_archivedbooleanReturn archived contact when true (default false)
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Contact by Customer IDMONEYBIRD_GET_CONTACT_BY_CUSTOMER_IDAcciónTool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.
MONEYBIRD_GET_CONTACT_BY_CUSTOMER_IDAcciónTool 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_idstringObligatorioUnique customer identifier for the contact.
administration_idintegerObligatorioNumeric administration ID, used in the URL path.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Contact PersonMONEYBIRD_GET_CONTACT_PERSONAcciónTool 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.
MONEYBIRD_GET_CONTACT_PERSONAcciónTool 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_idintegerObligatorioThe ID of the contact to which the person belongs.
administration_idintegerObligatorioNumeric administration ID, used in the URL path.
contact_person_idintegerObligatorioThe ID of the contact person to retrieve.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Sales InvoiceMONEYBIRD_GET_SALES_INVOICEAcciónTool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
MONEYBIRD_GET_SALES_INVOICEAcciónTool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.
Parámetros de entrada
invoice_idstringObligatorioID of the sales invoice to retrieve
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List AdministrationsMONEYBIRD_LIST_ADMINISTRATIONSAcciónTool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact.
MONEYBIRD_LIST_ADMINISTRATIONSAcciónTool 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[]ObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Contacts SynchronizationMONEYBIRD_LIST_CONTACTS_SYNCHRONIZATIONAcciónTool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly.
MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATIONAcciónTool 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
filterstringOptional filter expression to narrow results, e.g., 'first_name:henk'
include_archivedbooleanIf true, include archived contacts in the synchronization list
administration_idintegerObligatorioThe unique identifier of the administration
Parámetros de salida
dataobject[]ObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Sales InvoicesMONEYBIRD_LIST_SALES_INVOICESAcciónTool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.
MONEYBIRD_LIST_SALES_INVOICESAcciónTool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.
Parámetros de entrada
pageintegerPage number for pagination (must be >= 1).
filterstringFilter expression to limit invoices. See Moneybird docs for supported filters, e.g., 'state=sent' or 'period=current_year'.
per_pageintegerNumber of invoices per page (max 100).
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path
Parámetros de salida
dataobject[]ObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Request Payments Mandate URLMONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URLAcciónTool 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).
MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URLAcciónTool 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_idintegerObligatorioID of the contact for which to generate a payments mandate URL
identity_idintegerOptional identity ID when multiple identities exist; must be a valid identity.
administration_idintegerObligatorioNumeric administration ID, as part of the Moneybird URL path.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update ContactMONEYBIRD_UPDATE_CONTACTAcciónTool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.
MONEYBIRD_UPDATE_CONTACTAcciónTool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.
Parámetros de entrada
contactobjectObligatorioKey-value map of contact fields to update
contact_idstringObligatorioID of the contact to update
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update Contact PersonMONEYBIRD_UPDATE_CONTACT_PERSONAcciónTool to update a contact person. use after selecting a specific contact person when you need to change their details.
MONEYBIRD_UPDATE_CONTACT_PERSONAcciónTool to update a contact person. use after selecting a specific contact person when you need to change their details.
Parámetros de entrada
emailstringEmail address of the contact person.
phonestringPhone number of the contact person.
lastnamestringLast name of the contact person.
firstnamestringFirst name of the contact person.
contact_idstringObligatorioID of the contact containing the person to update.
departmentstringDepartment of the contact person.
administration_idintegerObligatorioNumeric administration ID, part of the Moneybird URL path.
contact_person_idstringObligatorioID of the contact person to update.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update Sales InvoiceMONEYBIRD_UPDATE_SALES_INVOICEAcciónTool to update an existing sales invoice by id. use when modifying invoice header or line items.
MONEYBIRD_UPDATE_SALES_INVOICEAcciónTool to update an existing sales invoice by id. use when modifying invoice header or line items.
Parámetros de entrada
sales_invoiceobjectObligatorioFields to update on the invoice
sales_invoice_idstringObligatorioID of the sales invoice to update
administration_idintegerObligatorioAdministration ID in Moneybird URL path
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not