All connectors

Moneybird

21 tools Accounting Proposal & Invoice Management

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

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Connect Moneybird

  1. Open Slashspace and go to Settings, then Connectors.
  2. On Discover, search for Moneybird and click Connect.
  3. Sign in to Moneybird in your browser. Slashspace updates when the account is connected.
  4. Then ask for what you need in any Agent mode chat. Moneybird is on in every chat unless you switch it off.

What your chats can do

21 tools from Moneybird.

  • Add Note to ContactTool 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 ContactTool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
  • Create Moneybird ContactTool 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 PersonTool 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 InvoiceTool to create a new sales invoice. Use when you need to bill a contact with specified line items.
  • Delete ContactTool to delete a contact. Use after confirming that contact should be removed.
  • Delete Contact NoteTool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
  • Delete Contact PersonTool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
  • Filter ContactsTool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
  • Get Additional ChargesTool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
  • Get ContactTool 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 IDTool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
  • Get Contact PersonTool 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 InvoiceTool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
  • List AdministrationsTool 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 SynchronizationTool 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 InvoicesTool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
  • Request Payments Mandate URLTool 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 ContactTool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
  • Update Contact PersonTool to update a contact person. Use after selecting a specific contact person when you need to change their details.
  • Update Sales InvoiceTool to update an existing sales invoice by ID. Use when modifying invoice header or line items.