# Moneybird

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.

- **Category:** accounting
- **Auth:** OAUTH2, API_KEY
- **Tools:** 21
- **Triggers:** 0
- **Slug:** `MONEYBIRD`
- **Version:** 20260211_00

## Tools

### Add Note to Contact

**Slug:** `MONEYBIRD_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.

### Archive Contact

**Slug:** `MONEYBIRD_ARCHIVE_CONTACT`

Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.

### Create Moneybird Contact

**Slug:** `MONEYBIRD_CREATE_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.

### Create Contact Person

**Slug:** `MONEYBIRD_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.

### Create Sales Invoice

**Slug:** `MONEYBIRD_CREATE_SALES_INVOICE`

Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.

### Delete Contact

**Slug:** `MONEYBIRD_DELETE_CONTACT`

Tool to delete a contact. Use after confirming that contact should be removed.

### Delete Contact Note

**Slug:** `MONEYBIRD_DELETE_CONTACT_NOTE`

Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.

### Delete Contact Person

**Slug:** `MONEYBIRD_DELETE_CONTACT_PERSON`

Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.

### Filter Contacts

**Slug:** `MONEYBIRD_FILTER_CONTACTS`

Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.

### Get Additional Charges

**Slug:** `MONEYBIRD_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.

### Get Contact

**Slug:** `MONEYBIRD_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.

### Get Contact by Customer ID

**Slug:** `MONEYBIRD_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.

### Get Contact Person

**Slug:** `MONEYBIRD_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.

### Get Sales Invoice

**Slug:** `MONEYBIRD_GET_SALES_INVOICE`

Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.

### List Administrations

**Slug:** `MONEYBIRD_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.

### List Contacts Synchronization

**Slug:** `MONEYBIRD_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.

### List Sales Invoices

**Slug:** `MONEYBIRD_LIST_SALES_INVOICES`

Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.

### Request Payments Mandate URL

**Slug:** `MONEYBIRD_REQUEST_CONTACT_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).

### Update Contact

**Slug:** `MONEYBIRD_UPDATE_CONTACT`

Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.

### Update Contact Person

**Slug:** `MONEYBIRD_UPDATE_CONTACT_PERSON`

Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.

### Update Sales Invoice

**Slug:** `MONEYBIRD_UPDATE_SALES_INVOICE`

Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.
