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Connectors · Accounting & finance

Moneybird MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Moneybird and the rest of your systems. It gives your agent 276 Moneybird actions (114 reads, 107 writes and 55 that wait for a confirmation) and holds the Moneybird credential itself, so the agent never does. It paces Moneybird's limits and records every call. Connecting Moneybird needs your own Moneybird OAuth app and one admin sign-in.

Connect Moneybird freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "moneybird.sales_invoices.list",  intent: "check which Moneybird account is connected"}# List all invoices · read · 1 upstream call
  • 276actionsin one signed file
  • 114readlook, never change
  • 107writecreate and update
  • 55wait for a yesdestructive, confirmed first

Set up

Connect Moneybird in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Moneybird.

    OAuth 2.0, authorization code. You register your own OAuth app with Moneybird, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, Moneybird needs an OAuth app of your own, registered in its developer portal. actionlake has no Moneybird app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idMoneybird OAuth client id: moneybird.com/user/applications/new > external OAuth application
    • client_secretMoneybird OAuth client secret for the same application

    Found for you at connect: administration id and administration name.

    account { op: "connections.requirements", service: "moneybird" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "moneybird.sales_invoices.list" }# list all invoices · read · 1 upstream callcheck { action: "moneybird.sales_invoices.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Moneybird at a glance

Sign-in
OAuth 2.0, authorization code. You register your own OAuth app with Moneybird, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Found for you
administration id and administration name
Limits we pace to
150 calls per 5 minutes, per connection
API covered
Moneybird (Dutch online bookkeeping and invoicing) API v2moneybird.com/api/v2
Built from
Moneybird's documentation, read 23 October 2026OpenAPI spec (GitHub)developer.moneybird.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
103 of 114 reads, for up to 5 minutes; a write clears what it affects
Shared entities
13, so ask can line Moneybird up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Moneybird.

276 actions in 71 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 114readlook, never change
  • 107writecreate and update
  • 55destructivewait for a confirmation

  1. Reports

    19

    19 read · 0 write · 0 destructive

    Assets report · Balance sheet report · Bank balance report · Cash flow report

  2. Sales invoices

    18

    6 read · 11 write · 1 destructive

    List all invoices · Create a sales invoice · Get an invoice by id · Update a sales invoice

  3. Contacts

    11

    7 read · 3 write · 1 destructive

    List all contacts · Create a new contact · Get contact · Update a contact

  4. Estimates

    11

    5 read · 5 write · 1 destructive

    List all estimates · Creates a new estimate · Get an estimate by id · Updates an estimate

  5. Assets

    9

    2 read · 4 write · 3 destructive

    List all assets · Create a new asset · Get an asset by ID · Update an asset

  6. External sales invoices

    9

    4 read · 4 write · 1 destructive

    Create an external sales invoice · List all external invoices · Get an external sales invoice by id · Update an external sales invoice

  7. Purchase invoices

    8

    4 read · 3 write · 1 destructive

    Get purchase invoices · Create a new purchase invoice · Get purchase invoice · Update purchase invoice

  8. Receipts

    8

    4 read · 3 write · 1 destructive

    List receipts · Get a receipt · Update a receipt · Delete a receipts

63 more areas · 183 actions
  • General documents 7
  • General journal documents 7
  • Identities 7
  • Products 7
  • Recurring sales invoices 7
  • Task list tasks 7
  • Time entries 7
  • Financial mutations 6
  • Subscriptions 6
  • Task list templates 6
  • Typeless documents 6
  • Asset value changes 5
  • Ledger accounts 5
  • Projects 5
  • Task lists 5
  • Webhooks 5
  • Contact contact people 4
  • Contact payments mandates 4
  • Purchase transactions 4
  • Task list groups 4
  • Customer contact portal 3
  • Financial statements 3
  • Reports export 3
  • Subscription templates 3
  • Asset sources 2
  • Contact additional charges 2
  • Contact notes 2
  • Estimate notes 2
  • External sales invoice notes 2
  • External sales invoice payments 2
  • General document notes 2
  • General journal document notes 2
  • Purchase invoice notes 2
  • Purchase invoice payments 2
  • Receipt notes 2
  • Receipt payments 2
  • Recurring sales invoice notes 2
  • Sales invoice notes 2
  • Sales invoice payments 2
  • Subscription additional charges 2
  • Time entry notes 2
  • Workflows 2
  • Administrations 1
  • Asset disposals 1
  • Custom fields 1
  • Document styles 1
  • Downloads 1
  • Estimate attachments 1
  • External sales invoice attachments 1
  • Financial accounts 1
  • General document attachments 1
  • General journal document attachments 1
  • Payments 1
  • Purchase invoice attachments 1
  • Receipt attachments 1
  • Sales invoice attachments 1
  • Task list group tasks 1
  • Task list task notes 1
  • Task list template groups 1
  • Tax rates 1
  • Typeless document attachments 1
  • Users 1
  • Verifications 1

Top actions

The Moneybird API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 80 of Moneybird's 80 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
moneybird.sales_invoices.listList all invoicesList all invoices.readfinance.invoice.list101 connectors
moneybird.estimates.listList all estimatesList all estimates.readfinance.quote.list52 connectors
moneybird.contacts.listList all contactsList all contacts.readcrm.company.list162 connectors
moneybird.subscriptions.listList subscriptions of a contactList subscriptions of a contact.readfinance.subscription.list37 connectors
moneybird.ledger_accounts.listList all ledger accounts of an administrationList all ledger accounts of an administration.readfinance.ledger_account.list36 connectors
moneybird.financial_accounts.listRetrieve all available financial accounts for the administrationRetrieve all available financial accounts for the administration.readfinance.bank_account.list35 connectors
moneybird.purchase_invoices.listGet purchase invoicesGet purchase invoices.readfinance.bill.list31 connectors
moneybird.users.listList all usersList all users.readidentity.user.list474 connectors
moneybird.sales_invoices.createCreate a sales invoiceCreate a sales invoice.writefinance.invoice.create74 connectors
moneybird.estimates.createCreates a new estimateCreates a new estimate.writefinance.quote.create52 connectors
moneybird.contacts.createCreate a new contactCreate a new contact.writecrm.company.create142 connectors
moneybird.sales_invoices.deleteDelete a sales invoiceDelete a sales invoice.destructivefinance.invoice.delete56 connectors

Try it

Prompts to paste into Claude.

Each one names the Moneybird actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Moneybird invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsmoneybird.sales_invoices.list

  2. Writewrite

    Create a sales invoice in Moneybird. Show me exactly what you will send before you save it.

    callsmoneybird.sales_invoices.create

  3. Across systemsread

    For each customer, how many invoices are in Moneybird and how many tickets in ConnectWise PSA?

    callsmoneybird.sales_invoices.listconnectwise_manage.tickets.list

Across your systems

Moneybird, joined to the rest of your business.

One ask fetches from Moneybird and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many invoices are in Moneybird and how many tickets in ConnectWise PSA?

    moneybird.sales_invoices.list + connectwise_manage.tickets.list, on crm.company · ConnectWise PSA

  • For each customer, how many invoices are in Moneybird and how many tickets in HubSpot CRM?

    moneybird.sales_invoices.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.company 227work.project 116commerce.product 109finance.invoice 91finance.quote 45work.time_entry 40finance.ledger_account 32
ask
ask {  intent: "for each customer, how many invoices are in Moneybird and how many tickets in ConnectWise PSA",  steps: [    { action: "moneybird.sales_invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Moneybird

Destructive actions wait for a yes.

55 Moneybird actions are destructive. The first 10:

  • Delete a sales invoicemoneybird.sales_invoices.delete
  • Deletes an estimatemoneybird.estimates.delete
  • Delete a contactmoneybird.contacts.delete
  • Deletes a ledger accountmoneybird.ledger_accounts.delete
  • Delete a purchase invoicesmoneybird.purchase_invoices.delete
  • Cancel a subscriptionmoneybird.subscriptions.delete
  • Destroy or deactivate a recurring sales invoicemoneybird.recurring_sales_invoices.delete
  • Deletes a projectmoneybird.projects.delete
  • Deletes a productmoneybird.products.delete
  • Delete a receiptsmoneybird.receipts.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

domoneybird.sales_invoices.deleteconfirm_policy: human

Delete a sales invoice?

intent: the user asked me to delete a sales invoice

run suspended · waiting for a named person · key moneybird-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "moneybird-agent",  allowed_actions: ["moneybird.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "moneybird.sales_invoices.delete", approver: "[email protected]" },    { match: "moneybird.estimates.delete", approver: "[email protected]" },    { match: "moneybird.contacts.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Moneybird only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Moneybird costs on actionlake.

Every Moneybird action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Moneybird refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 276 Moneybird actions
  • 276actions pageeach page of a long list is one call
  • 103reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Moneybird action.

276 actions by area: the id your agent calls, what it does, and its effect.

Reports19
  • moneybird.reports.assetsAssets reportread
  • moneybird.reports.balance_sheetBalance sheet reportread
  • moneybird.reports.bank_balanceBank balance reportread
  • moneybird.reports.cash_flowCash flow reportread
  • moneybird.reports.creditorsCreditors reportread
  • moneybird.reports.creditors_agingCreditors aging reportread
  • moneybird.reports.debtorsDebtors reportread
  • moneybird.reports.debtors_agingDebtors aging reportread
  • moneybird.reports.expenses_by_contactExpenses by contact reportread
  • moneybird.reports.expenses_by_projectExpenses by project reportread
  • moneybird.reports.general_ledgerGeneral ledger reportread
  • moneybird.reports.journal_entriesJournal entries reportread
  • moneybird.reports.ledger_accountLedger account reportread
  • moneybird.reports.profit_lossProfit loss reportread
  • moneybird.reports.revenue_by_contactRevenue by contact reportread
  • moneybird.reports.revenue_by_projectRevenue by project reportread
  • moneybird.reports.subscriptionsSubscriptions reportread
  • moneybird.reports.taxTax reportread
  • moneybird.reports.working_capitalWorking capital reportread
Sales invoices18
  • moneybird.sales_invoices.createCreate a sales invoicewrite
  • moneybird.sales_invoices.deleteDelete a sales invoicedestructive
  • moneybird.sales_invoices.duplicate_creditinvoiceDuplicate to credit invoicewrite
  • moneybird.sales_invoices.find_by_invoice_idGet an invoice by invoice_idread
  • moneybird.sales_invoices.find_by_referenceGet an invoice by referenceread
  • moneybird.sales_invoices.getGet an invoice by idread
  • moneybird.sales_invoices.listList all invoicesread
  • moneybird.sales_invoices.mark_as_dubiousMark as dubiouswrite
  • moneybird.sales_invoices.mark_as_uncollectibleMark as uncollectiblewrite
  • moneybird.sales_invoices.pausePause sales invoicewrite
  • moneybird.sales_invoices.register_paymentRegister a paymentwrite
  • moneybird.sales_invoices.register_payment_creditinvoiceRegister a payment for a creditinvoicewrite
  • moneybird.sales_invoices.resumeResume sales invoicewrite
  • moneybird.sales_invoices.send_invoiceSends an invoicewrite
  • moneybird.sales_invoices.send_remindersSends a reminderwrite
  • moneybird.sales_invoices.sync_fetchFetch sales invoices with given idsread
  • moneybird.sales_invoices.sync_listList all ids and versionsread
  • moneybird.sales_invoices.updateUpdate a sales invoicewrite
Contacts11
  • moneybird.contacts.archiveArchive a contactwrite
  • moneybird.contacts.createCreate a new contactwrite
  • moneybird.contacts.deleteDelete a contactdestructive
  • moneybird.contacts.filterFilter contactsread
  • moneybird.contacts.getGet contactread
  • moneybird.contacts.get_by_customer_idGet contact by customer idread
  • moneybird.contacts.listList all contactsread
  • moneybird.contacts.list_doublesList possible duplicate contactsread
  • moneybird.contacts.sync_fetchFetch contacts with given idsread
  • moneybird.contacts.sync_listList all ids and versionsread
  • moneybird.contacts.updateUpdate a contactwrite
Estimates11
  • moneybird.estimates.bill_estimateBills an estimatewrite
  • moneybird.estimates.change_stateChanges the state of an estimatewrite
  • moneybird.estimates.createCreates a new estimatewrite
  • moneybird.estimates.deleteDeletes an estimatedestructive
  • moneybird.estimates.find_by_estimate_idGet an estimate by estimate_idread
  • moneybird.estimates.getGet an estimate by idread
  • moneybird.estimates.listList all estimatesread
  • moneybird.estimates.send_estimateSends an estimatewrite
  • moneybird.estimates.sync_fetchFetch estimates with given idsread
  • moneybird.estimates.sync_listList all ids and versionsread
  • moneybird.estimates.updateUpdates an estimatewrite
Assets9
  • moneybird.assets.createCreate a new assetwrite
  • moneybird.assets.create_reinvestment_reserve_purchaseCreate a reinvestment reserve purchasewrite
  • moneybird.assets.create_reinvestment_reserve_saleCreate a reinvestment reserve salewrite
  • moneybird.assets.deleteDelete an assetdestructive
  • moneybird.assets.delete_reinvestment_reserve_purchaseDelete a reinvestment reserve purchasedestructive
  • moneybird.assets.delete_reinvestment_reserve_saleDelete a reinvestment reserve saledestructive
  • moneybird.assets.getGet an asset by IDread
  • moneybird.assets.listList all assetsread
  • moneybird.assets.updateUpdate an assetwrite
External sales invoices9
  • moneybird.external_sales_invoices.createCreate an external sales invoicewrite
  • moneybird.external_sales_invoices.deleteDelete an external sales invoicedestructive
  • moneybird.external_sales_invoices.getGet an external sales invoice by idread
  • moneybird.external_sales_invoices.listList all external invoicesread
  • moneybird.external_sales_invoices.mark_as_dubiousMark as dubiouswrite
  • moneybird.external_sales_invoices.mark_as_uncollectibleMark as uncollectiblewrite
  • moneybird.external_sales_invoices.sync_fetchFetch external sales invoices with given idsread
  • moneybird.external_sales_invoices.sync_listList all ids and versionsread
  • moneybird.external_sales_invoices.updateUpdate an external sales invoicewrite
Purchase invoices8
  • moneybird.purchase_invoices.createCreate a new purchase invoicewrite
  • moneybird.purchase_invoices.deleteDelete a purchase invoicesdestructive
  • moneybird.purchase_invoices.getGet purchase invoiceread
  • moneybird.purchase_invoices.listGet purchase invoicesread
  • moneybird.purchase_invoices.register_paymentRegister a payment for a purchase invoicewrite
  • moneybird.purchase_invoices.sync_fetchFetch purchase invoices with given idsread
  • moneybird.purchase_invoices.sync_listList ids and versions of purchase invoicesread
  • moneybird.purchase_invoices.updateUpdate purchase invoicewrite
Receipts8
  • moneybird.receipts.createCreate a new receiptwrite
  • moneybird.receipts.deleteDelete a receiptsdestructive
  • moneybird.receipts.getGet a receiptread
  • moneybird.receipts.listList receiptsread
  • moneybird.receipts.register_paymentRegister a payment for a receiptwrite
  • moneybird.receipts.sync_fetchFetch receipts with given idsread
  • moneybird.receipts.sync_listList ids and versions of receiptsread
  • moneybird.receipts.updateUpdate a receiptwrite
General documents7
  • moneybird.general_documents.createCreate a new general documentwrite
  • moneybird.general_documents.deleteDelete a general documentdestructive
  • moneybird.general_documents.getGet general documentread
  • moneybird.general_documents.listGet general documentsread
  • moneybird.general_documents.sync_fetchFetch general documents with given idsread
  • moneybird.general_documents.sync_listList ids and versions of general documentsread
  • moneybird.general_documents.updateUpdate a general documentwrite
General journal documents7
  • moneybird.general_journal_documents.createCreate a new general journal documentwrite
  • moneybird.general_journal_documents.deleteDelete a general journal documentdestructive
  • moneybird.general_journal_documents.getGet general journal documentread
  • moneybird.general_journal_documents.listGet general journal documentsread
  • moneybird.general_journal_documents.sync_fetchFetch general journal documents with given idsread
  • moneybird.general_journal_documents.sync_listList ids and versions of general journal documentsread
  • moneybird.general_journal_documents.updateUpdate a general journal documentwrite
Identities7
  • moneybird.identities.createCreates an identitywrite
  • moneybird.identities.deleteDeletes an identitydestructive
  • moneybird.identities.getRetrieve identity by given idread
  • moneybird.identities.get_defaultRetrieve the default identityread
  • moneybird.identities.listRetrieve identitiesread
  • moneybird.identities.updateUpdates an identitywrite
  • moneybird.identities.update_defaultUpdates the default identitywrite
Products7
  • moneybird.products.createCreates a new productwrite
  • moneybird.products.create_sales_linkCreate online sales linkwrite
  • moneybird.products.deleteDeletes a productdestructive
  • moneybird.products.getReturns information about a productread
  • moneybird.products.get_by_identifierReturns information about a product based on the identifierread
  • moneybird.products.listList all products of an administrationread
  • moneybird.products.updateUpdates a productwrite
Recurring sales invoices7
  • moneybird.recurring_sales_invoices.createCreates a new recurring sales invoicewrite
  • moneybird.recurring_sales_invoices.deleteDestroy or deactivate a recurring sales invoicedestructive
  • moneybird.recurring_sales_invoices.getGet a recurring sales invoice by idread
  • moneybird.recurring_sales_invoices.listList all recurring sales invoicesread
  • moneybird.recurring_sales_invoices.sync_fetchFetch recurring sales invoices with given IDsread
  • moneybird.recurring_sales_invoices.sync_listList all IDs and versionsread
  • moneybird.recurring_sales_invoices.updateUpdates a recurring sales invoicewrite
Task list tasks7
  • moneybird.task_list_tasks.assignAssigns a user to a taskwrite
  • moneybird.task_list_tasks.completeCompletes a taskwrite
  • moneybird.task_list_tasks.deleteDeletes a taskdestructive
  • moneybird.task_list_tasks.getReturns information about a taskread
  • moneybird.task_list_tasks.unassignUnassigns the user from a taskdestructive
  • moneybird.task_list_tasks.uncompleteReopens a taskdestructive
  • moneybird.task_list_tasks.updateUpdates a taskwrite
Time entries7
  • moneybird.time_entries.createCreate a time entrywrite
  • moneybird.time_entries.deleteDelete a time entrydestructive
  • moneybird.time_entries.getGet a time entry by idread
  • moneybird.time_entries.listList all time entriesread
  • moneybird.time_entries.resumeResume a stopped timerwrite
  • moneybird.time_entries.stopStops an active time entrywrite
  • moneybird.time_entries.updateUpdate a time entrywrite
Financial mutations6
  • moneybird.financial_mutations.getGet a financial mutation by idread
  • moneybird.financial_mutations.link_bookingLinks a financial mutation to a bookingwrite
  • moneybird.financial_mutations.listList all financial mutationsread
  • moneybird.financial_mutations.sync_fetchFetch financial mutations with given idsread
  • moneybird.financial_mutations.sync_listList all ids and versionsread
  • moneybird.financial_mutations.unlink_bookingUnlinks a booking from a financial mutationdestructive
Subscriptions6
  • moneybird.subscriptions.createCreate a new subscriptionwrite
  • moneybird.subscriptions.create_one_off_sales_invoiceCreate and schedule an invoice to be sent together with the subscriptionwrite
  • moneybird.subscriptions.deleteCancel a subscriptiondestructive
  • moneybird.subscriptions.getGet subscriptionread
  • moneybird.subscriptions.listList subscriptions of a contactread
  • moneybird.subscriptions.updateUpdate a subscriptionwrite
Task list templates6
  • moneybird.task_list_templates.createCreates a new task list templatewrite
  • moneybird.task_list_templates.create_task_listCreates a task list from a templatewrite
  • moneybird.task_list_templates.deleteDeletes a task list templatedestructive
  • moneybird.task_list_templates.getReturns information about a task list templateread
  • moneybird.task_list_templates.listList all task list templates of an administrationread
  • moneybird.task_list_templates.updateUpdates a task list templatewrite
Typeless documents6
  • moneybird.typeless_documents.createCreate a new typeless documentwrite
  • moneybird.typeless_documents.deleteDelete a typeless documentdestructive
  • moneybird.typeless_documents.getGet a typeless documentread
  • moneybird.typeless_documents.listGet typeless documentsread
  • moneybird.typeless_documents.sync_fetchFetch typeless documents with given idsread
  • moneybird.typeless_documents.sync_listList ids and versions of typeless documentsread
Asset value changes5
  • moneybird.asset_value_changes.arbitraryCreate an arbitrary value changewrite
  • moneybird.asset_value_changes.divestmentCreate a divestment value changewrite
  • moneybird.asset_value_changes.full_depreciationCreate a full depreciation value changewrite
  • moneybird.asset_value_changes.manualCreate a manual value changewrite
  • moneybird.asset_value_changes.retroactive_linear_value_changesCreate linear value changes retroactivelywrite
Ledger accounts5
  • moneybird.ledger_accounts.createCreates a new ledger accountwrite
  • moneybird.ledger_accounts.deleteDeletes a ledger accountdestructive
  • moneybird.ledger_accounts.getReturns information about a ledger accountread
  • moneybird.ledger_accounts.listList all ledger accounts of an administrationread
  • moneybird.ledger_accounts.updateUpdates a ledger accountwrite
Projects5
  • moneybird.projects.createCreates a new projectwrite
  • moneybird.projects.deleteDeletes a projectdestructive
  • moneybird.projects.getReturns information about a projectread
  • moneybird.projects.listList all projects of an administrationread
  • moneybird.projects.updateUpdates a projectwrite
Task lists5
  • moneybird.task_lists.createCreates a new task listwrite
  • moneybird.task_lists.deleteDeletes a task listdestructive
  • moneybird.task_lists.getReturns information about a task listread
  • moneybird.task_lists.listList all task lists of an administrationread
  • moneybird.task_lists.updateUpdates a task listwrite
Webhooks5
  • moneybird.webhooks.activateActivate a webhookwrite
  • moneybird.webhooks.createCreate a webhookwrite
  • moneybird.webhooks.deactivateDeactivate a webhookwrite
  • moneybird.webhooks.deleteDelete a webhookdestructive
  • moneybird.webhooks.listList all webhooksread
Contact contact people4
  • moneybird.contact_contact_people.createCreate a new contact personwrite
  • moneybird.contact_contact_people.deleteDelete a contact persondestructive
  • moneybird.contact_contact_people.getGet contact personread
  • moneybird.contact_contact_people.updateUpdate a contact personwrite
Contact payments mandates4
  • moneybird.contact_payments_mandates.createRequest a new Moneybird Payments mandatewrite
  • moneybird.contact_payments_mandates.create_urlRequest an URL for setting up a Moneybird Payments mandatewrite
  • moneybird.contact_payments_mandates.deleteDelete a stored Moneybird Payments mandatedestructive
  • moneybird.contact_payments_mandates.getGet Moneybird Payments mandateread
Purchase transactions4
  • moneybird.purchase_transactions.deleteDelete a purchase transactiondestructive
  • moneybird.purchase_transactions.delete_batchDelete a purchase transactiondestructive
  • moneybird.purchase_transactions.getGet a purchase transaction by idread
  • moneybird.purchase_transactions.listList all purchase transactionsread
Task list groups4
  • moneybird.task_list_groups.createCreates a new group in a task listwrite
  • moneybird.task_list_groups.deleteDeletes a task list groupdestructive
  • moneybird.task_list_groups.getReturns information about a task list groupread
  • moneybird.task_list_groups.updateUpdates a task list groupwrite
Customer contact portal3
  • moneybird.customer_contact_portal.getGet a temporary link to the customer contact portalread
  • moneybird.customer_contact_portal.get_subscriptionGet a temporary link to the subscriptions in the customer contact portalread
  • moneybird.customer_contact_portal.list_invoicesGet a temporary link to the invoices in the customer contact portalread
Financial statements3
  • moneybird.financial_statements.createCreate a new financial statementwrite
  • moneybird.financial_statements.deleteDelete a financial statementdestructive
  • moneybird.financial_statements.updateUpdate a financial statementwrite
Reports export3
  • moneybird.reports_export.auditfileExport auditfilewrite
  • moneybird.reports_export.brugstaatExport brugstaatwrite
  • moneybird.reports_export.ledger_accountsExport ledger accountswrite
Subscription templates3
  • moneybird.subscription_templates.create_sales_linkCreate online sales linkwrite
  • moneybird.subscription_templates.get_checkout_identifierCreate online sales link [Deprecated]read
  • moneybird.subscription_templates.listList all subscription templatesread
Asset sources2
  • moneybird.asset_sources.createAdd a source to an assetwrite
  • moneybird.asset_sources.deleteDelete a sourcedestructive
Contact additional charges2
  • moneybird.contact_additional_charges.createCreate an additional charge to be invoiced at start of next periodwrite
  • moneybird.contact_additional_charges.listGet additional chargesread
Contact notes2
  • moneybird.contact_notes.createAdds note to entitywrite
  • moneybird.contact_notes.deleteDestroys note from entitydestructive
Estimate notes2
  • moneybird.estimate_notes.createAdds note to entitywrite
  • moneybird.estimate_notes.deleteDestroys note from entitydestructive
External sales invoice notes2
  • moneybird.external_sales_invoice_notes.createAdds note to entitywrite
  • moneybird.external_sales_invoice_notes.deleteDestroys note from entitydestructive
External sales invoice payments2
  • moneybird.external_sales_invoice_payments.createCreate a paymentwrite
  • moneybird.external_sales_invoice_payments.deleteDelete a paymentdestructive
General document notes2
  • moneybird.general_document_notes.createAdds note to entitywrite
  • moneybird.general_document_notes.deleteDestroys note from entitydestructive
General journal document notes2
  • moneybird.general_journal_document_notes.createAdds note to entitywrite
  • moneybird.general_journal_document_notes.deleteDestroys note from entitydestructive
Purchase invoice notes2
  • moneybird.purchase_invoice_notes.createAdds note to entitywrite
  • moneybird.purchase_invoice_notes.deleteDestroys note from entitydestructive
Purchase invoice payments2
  • moneybird.purchase_invoice_payments.createCreate a paymentwrite
  • moneybird.purchase_invoice_payments.deleteDelete a paymentdestructive
Receipt notes2
  • moneybird.receipt_notes.createAdds note to entitywrite
  • moneybird.receipt_notes.deleteDestroys note from entitydestructive
Receipt payments2
  • moneybird.receipt_payments.createCreate a paymentwrite
  • moneybird.receipt_payments.deleteDelete a paymentdestructive
Recurring sales invoice notes2
  • moneybird.recurring_sales_invoice_notes.createAdds note to entitywrite
  • moneybird.recurring_sales_invoice_notes.deleteDestroys note from entitydestructive
Sales invoice notes2
  • moneybird.sales_invoice_notes.createAdds note to entitywrite
  • moneybird.sales_invoice_notes.deleteDestroys note from entitydestructive
Sales invoice payments2
  • moneybird.sales_invoice_payments.createCreate a paymentwrite
  • moneybird.sales_invoice_payments.deleteDelete a paymentdestructive
Subscription additional charges2
  • moneybird.subscription_additional_charges.createCreate an additional charge to be invoiced together with the subscriptionwrite
  • moneybird.subscription_additional_charges.listGet additional chargesread
Time entry notes2
  • moneybird.time_entry_notes.createAdds note to entitywrite
  • moneybird.time_entry_notes.deleteDestroys note from entitydestructive
Workflows2
  • moneybird.workflows.getGet a workflow by idread
  • moneybird.workflows.listRetrieve available workflowsread
Administrations1
  • moneybird.administrations.listList all administrationsread
Asset disposals1
  • moneybird.asset_disposals.createCreate a disposalwrite
Custom fields1
  • moneybird.custom_fields.listList all custom fieldsread
Document styles1
  • moneybird.document_styles.listList all document stylesread
Downloads1
  • moneybird.downloads.listList all downloadsread
Estimate attachments1
  • moneybird.estimate_attachments.deleteDelete an attachmentdestructive
External sales invoice attachments1
  • moneybird.external_sales_invoice_attachments.deleteDelete an attachmentdestructive
Financial accounts1
  • moneybird.financial_accounts.listRetrieve all available financial accounts for the administrationread
General document attachments1
  • moneybird.general_document_attachments.deleteDelete an attachmentdestructive
General journal document attachments1
  • moneybird.general_journal_document_attachments.deleteDelete an attachmentdestructive
Payments1
  • moneybird.payments.getReturns information about a paymentread
Purchase invoice attachments1
  • moneybird.purchase_invoice_attachments.deleteDelete an attachmentdestructive
Receipt attachments1
  • moneybird.receipt_attachments.deleteDelete an attachmentdestructive
Sales invoice attachments1
  • moneybird.sales_invoice_attachments.deleteDelete an attachmentdestructive
Task list group tasks1
  • moneybird.task_list_group_tasks.createCreates a new task in a groupwrite
Task list task notes1
  • moneybird.task_list_task_notes.createCreates a note on a taskwrite
Task list template groups1
  • moneybird.task_list_template_groups.createCreates a new group in a task list templatewrite
Tax rates1
  • moneybird.tax_rates.listList all available tax rates for the administrationread
Typeless document attachments1
  • moneybird.typeless_document_attachments.deleteDelete an attachmentdestructive
Users1
  • moneybird.users.listList all usersread
Verifications1
  • moneybird.verifications.listRetrieve verificationsread

Questions

The Moneybird MCP server, answered.

Is there a Moneybird MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 276 Moneybird actions across reports, sales invoices, contacts and estimates, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Moneybird.

What do I need to connect Moneybird?

Your own Moneybird OAuth app, registered with Moneybird (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Moneybird app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. actionlake finds administration id and administration name for you when you connect. The free call account { op: "connections.requirements", service: "moneybird" } lists exactly what to paste.

Can an AI agent delete or change things in Moneybird?

Only if its key allows it, and only with an explicit confirmation. 55 Moneybird actions are destructive, including delete a sales invoice, deletes an estimate and delete a contact. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Moneybird API limit?

actionlake paces every call to the limits in the Moneybird service file: 150 calls per 5 minutes per connection. Repeated reads are answered from cache (103 Moneybird actions can be), which never reaches Moneybird.

What does a Moneybird action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (276 Moneybird actions page). Cache hits, searches, dry runs and calls Moneybird refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Moneybird API does it cover?

The Moneybird (Dutch online bookkeeping and invoicing) API v2 at moneybird.com/api/v2. It is built from Moneybird's documentation as read on 23 October 2026. 276 actions in 71 areas, each one in the signed service file (version 1.0.0).

Can I combine Moneybird with my other systems?

Yes. ask joins Moneybird to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Moneybird maps crm.company, which 227 other connectors also map.

Does actionlake keep my Moneybird data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Moneybird credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Moneybird; the name is the vendor's own. Counts are from the Moneybird service file, version 1.0.0.

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