Moneybird

Live 68 Actions

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.

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Moneybird AI Agent Actions

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

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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 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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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

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."