Add Note to Contact
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.
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Integrate Moneybird
with your AI workspace
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Explore Triggers and Actions
Archive Contact
Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
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Create Contact Person
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.
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Create Moneybird Contact
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.
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Create Sales Invoice
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
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Delete Contact
Tool to delete a contact. Use after confirming that contact should be removed.
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Delete Contact Note
Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
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Delete Contact Person
Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
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Filter Contacts
Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
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Get Additional Charges
Tool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
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Get Contact
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.
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Get Contact by Customer ID
Tool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
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Get Contact Person
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.
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Get Sales Invoice
Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
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List Administrations
Tool to list all administrations accessible by the authenticated user. Use when you need to obtain administration_id for subsequent operations like create_contact.
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List Contacts Synchronization
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.
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List Sales Invoices
Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
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Request Payments Mandate URL
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).
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Update Contact
Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
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Update Contact Person
Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.
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Update Sales Invoice
Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.
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