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 CRM
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 External Sales Invoice Payment
Register a payment against a Moneybird external sales invoice.
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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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Delete Document
Delete a Moneybird accounting document from a supported family. Treat this as permanent: the Moneybird API documents no way to restore a deleted document.
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Download Document Attachment
Download an attachment from a supported Moneybird accounting document. Requires the Moneybird `documents` scope, which is not in the default scopes; the connection must grant it explicitly.
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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 Document
Retrieve an accounting document by its family and ID.
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Get External Sales Invoice
Retrieve an external sales invoice by its ID.
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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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Get Tax Report
Get tax figures for a Moneybird administration and period.
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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 Financial Accounts
List active financial accounts in a Moneybird administration. Requires the Moneybird `settings` scope, which is not in the default scopes; the connection must grant it explicitly.
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List Ledger Accounts
List every ledger account in a Moneybird administration.
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List Purchase Invoices
List one page of incoming purchase invoices for an administration. Requires the Moneybird `documents` scope, which is not in the default scopes; the connection must grant it explicitly.
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List Sales Invoices
List sales invoice overviews for an administration, with optional filtering and pagination. Each call retrieves one page.
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List Tax Rates
List one page of tax rates for a Moneybird 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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Upload Document Attachment
Upload a file attachment to a Moneybird accounting document.
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How the Moneybird integration works
The Moneybird integration connects your Dench AI CRM directly to Moneybird, so agents can read and act on your Moneybird data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
32 actions are available for agents to invoke on your behalf. Every call runs through Moneybird's own authorization, scoped to the account you connect.
Set up Moneybird in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Moneybird and click Connect — you'll authorize access through Moneybird's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Moneybird in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Moneybird integration work with Dench?
The Dench Moneybird integration connects your AI CRM to Moneybird, so AI agents can work with your Moneybird data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Moneybird via Dench?
The Moneybird integration currently exposes 32 actions, including Add Note to Contact, Archive Contact, Create Contact Person, Create External Sales Invoice Payment, Create Moneybird Contact, and Create Sales Invoice. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Moneybird to Dench?
No. You connect Moneybird from your Dench workspace using Moneybird's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Moneybird integration secure?
Connections are authorized through Moneybird's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Moneybird connection from your workspace settings at any time.