Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
What agents can do
Actions21
Add note to contact
Tool to add a note or to-do to a contact.
Archive contact
Tool to archive a contact.
Create contact
Tool to create a new contact in moneybird.
Create contact person
Tool to create a new contact person.
Create sales invoice
Tool to create a new sales invoice.
Delete contact
Tool to delete a contact.
Delete contact note
Tool to delete a note from a contact.
Delete contact person
Tool to delete a contact person from a contact.
13 moreFewer
Filter contacts
Tool to filter contacts.
Get additional charges
Tool to get additional charges for a contact.
Get contact
Tool to retrieve all information about a specific contact by id.
Get contact by customer id
Tool to retrieve full contact details by customer id.
Get contact person
Tool to get all information about a contact person.
Get sales invoice
Tool to get a single sales invoice by id.
List administrations
Tool to list all administrations accessible by the authenticated user.
List contacts synchronization
Tool to list all contact ids and versions for synchronization.
List sales invoices
Tool to list all sales invoices in an administration.
Request contact payments mandate url
Tool to request a url for setting up a payments mandate.
Update contact
Tool to update a contact.
Update contact person
Tool to update a contact person.
Update sales invoice
Tool to update an existing sales invoice by id.
How it connects
You sign in to Moneybird in a window. Composio, our app-connections provider, holds the sign-in; Definable keeps only a reference to it.
Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.
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