---
title: "Moneybird MCP server for AI agents - actionlake"
description: "Give Claude 276 Moneybird actions through one MCP server: reports, sales invoices, contacts. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/moneybird
updated: 2026-10-23
---

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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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
```

- 276 actions in one signed file
- 114 read look, never change
- 107 write create and update
- 55 wait for a yes destructive, 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_token` Access token from one sign-in with your own OAuth app
   - `refresh_token` Refresh token from the same sign-in; the access token is renewed from it
   - `client_id` Moneybird OAuth client id: moneybird.com/user/applications/new > external OAuth application
   - `client_secret` Moneybird 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 call
   check { 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_token` `refresh_token` `client_id` `client_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 v2`moneybird.com/api/v2`

**Built from**

Moneybird's documentation, read 23 October 2026[OpenAPI spec (GitHub)](https://raw.githubusercontent.com/moneybird/openapi/refs/heads/main/openapi.yml) [developer.moneybird.com](https://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.

- **114** read look, never change
- **107** write create and update
- **55** destructive wait 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.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `moneybird.sales_invoices.list` List all invoices | List all invoices. | read | `finance.invoice.list` 101 connectors |
| `moneybird.estimates.list` List all estimates | List all estimates. | read | `finance.quote.list` 52 connectors |
| `moneybird.contacts.list` List all contacts | List all contacts. | read | `crm.company.list` 162 connectors |
| `moneybird.subscriptions.list` List subscriptions of a contact | List subscriptions of a contact. | read | `finance.subscription.list` 37 connectors |
| `moneybird.ledger_accounts.list` List all ledger accounts of an administration | List all ledger accounts of an administration. | read | `finance.ledger_account.list` 36 connectors |
| `moneybird.financial_accounts.list` Retrieve all available financial accounts for the administration | Retrieve all available financial accounts for the administration. | read | `finance.bank_account.list` 35 connectors |
| `moneybird.purchase_invoices.list` Get purchase invoices | Get purchase invoices. | read | `finance.bill.list` 31 connectors |
| `moneybird.users.list` List all users | List all users. | read | `identity.user.list` 474 connectors |
| `moneybird.sales_invoices.create` Create a sales invoice | Create a sales invoice. | write | `finance.invoice.create` 74 connectors |
| `moneybird.estimates.create` Creates a new estimate | Creates a new estimate. | write | `finance.quote.create` 52 connectors |
| `moneybird.contacts.create` Create a new contact | Create a new contact. | write | `crm.company.create` 142 connectors |
| `moneybird.sales_invoices.delete` Delete a sales invoice | Delete a sales invoice. | destructive | `finance.invoice.delete` 56 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. Read read
   Which Moneybird invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `moneybird.sales_invoices.list`
2. Write write
   Create a sales invoice in Moneybird. Show me exactly what you will send before you save it.
   calls `moneybird.sales_invoices.create`
3. Across systems read
   For each customer, how many invoices are in Moneybird and how many tickets in ConnectWise PSA?
   calls `moneybird.sales_invoices.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm)

Also mapped by other connectors `identity.user` **517** `crm.company` **227** `work.project` **116** `commerce.product` **109** `finance.invoice` **91** `finance.quote` **45** `work.time_entry` **40** `finance.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 invoice `moneybird.sales_invoices.delete`
- Deletes an estimate `moneybird.estimates.delete`
- Delete a contact `moneybird.contacts.delete`
- Deletes a ledger account `moneybird.ledger_accounts.delete`
- Delete a purchase invoices `moneybird.purchase_invoices.delete`
- Cancel a subscription `moneybird.subscriptions.delete`
- Destroy or deactivate a recurring sales invoice `moneybird.recurring_sales_invoices.delete`
- Deletes a project `moneybird.projects.delete`
- Deletes a product `moneybird.products.delete`
- Delete a receipts `moneybird.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.

do moneybird.sales_invoices.delete confirm_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: "lead@example.com" },
    { match: "moneybird.estimates.delete", approver: "lead@example.com" },
    { match: "moneybird.contacts.delete", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 276 Moneybird actions
- 276 actions page each page of a long list is one call
- 103 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every Moneybird action.

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

**Reports 19**

- `moneybird.reports.assets` Assets report read
- `moneybird.reports.balance_sheet` Balance sheet report read
- `moneybird.reports.bank_balance` Bank balance report read
- `moneybird.reports.cash_flow` Cash flow report read
- `moneybird.reports.creditors` Creditors report read
- `moneybird.reports.creditors_aging` Creditors aging report read
- `moneybird.reports.debtors` Debtors report read
- `moneybird.reports.debtors_aging` Debtors aging report read
- `moneybird.reports.expenses_by_contact` Expenses by contact report read
- `moneybird.reports.expenses_by_project` Expenses by project report read
- `moneybird.reports.general_ledger` General ledger report read
- `moneybird.reports.journal_entries` Journal entries report read
- `moneybird.reports.ledger_account` Ledger account report read
- `moneybird.reports.profit_loss` Profit loss report read
- `moneybird.reports.revenue_by_contact` Revenue by contact report read
- `moneybird.reports.revenue_by_project` Revenue by project report read
- `moneybird.reports.subscriptions` Subscriptions report read
- `moneybird.reports.tax` Tax report read
- `moneybird.reports.working_capital` Working capital report read

**Sales invoices 18**

- `moneybird.sales_invoices.create` Create a sales invoice write
- `moneybird.sales_invoices.delete` Delete a sales invoice destructive
- `moneybird.sales_invoices.duplicate_creditinvoice` Duplicate to credit invoice write
- `moneybird.sales_invoices.find_by_invoice_id` Get an invoice by invoice_id read
- `moneybird.sales_invoices.find_by_reference` Get an invoice by reference read
- `moneybird.sales_invoices.get` Get an invoice by id read
- `moneybird.sales_invoices.list` List all invoices read
- `moneybird.sales_invoices.mark_as_dubious` Mark as dubious write
- `moneybird.sales_invoices.mark_as_uncollectible` Mark as uncollectible write
- `moneybird.sales_invoices.pause` Pause sales invoice write
- `moneybird.sales_invoices.register_payment` Register a payment write
- `moneybird.sales_invoices.register_payment_creditinvoice` Register a payment for a creditinvoice write
- `moneybird.sales_invoices.resume` Resume sales invoice write
- `moneybird.sales_invoices.send_invoice` Sends an invoice write
- `moneybird.sales_invoices.send_reminders` Sends a reminder write
- `moneybird.sales_invoices.sync_fetch` Fetch sales invoices with given ids read
- `moneybird.sales_invoices.sync_list` List all ids and versions read
- `moneybird.sales_invoices.update` Update a sales invoice write

**Contacts 11**

- `moneybird.contacts.archive` Archive a contact write
- `moneybird.contacts.create` Create a new contact write
- `moneybird.contacts.delete` Delete a contact destructive
- `moneybird.contacts.filter` Filter contacts read
- `moneybird.contacts.get` Get contact read
- `moneybird.contacts.get_by_customer_id` Get contact by customer id read
- `moneybird.contacts.list` List all contacts read
- `moneybird.contacts.list_doubles` List possible duplicate contacts read
- `moneybird.contacts.sync_fetch` Fetch contacts with given ids read
- `moneybird.contacts.sync_list` List all ids and versions read
- `moneybird.contacts.update` Update a contact write

**Estimates 11**

- `moneybird.estimates.bill_estimate` Bills an estimate write
- `moneybird.estimates.change_state` Changes the state of an estimate write
- `moneybird.estimates.create` Creates a new estimate write
- `moneybird.estimates.delete` Deletes an estimate destructive
- `moneybird.estimates.find_by_estimate_id` Get an estimate by estimate_id read
- `moneybird.estimates.get` Get an estimate by id read
- `moneybird.estimates.list` List all estimates read
- `moneybird.estimates.send_estimate` Sends an estimate write
- `moneybird.estimates.sync_fetch` Fetch estimates with given ids read
- `moneybird.estimates.sync_list` List all ids and versions read
- `moneybird.estimates.update` Updates an estimate write

**Assets 9**

- `moneybird.assets.create` Create a new asset write
- `moneybird.assets.create_reinvestment_reserve_purchase` Create a reinvestment reserve purchase write
- `moneybird.assets.create_reinvestment_reserve_sale` Create a reinvestment reserve sale write
- `moneybird.assets.delete` Delete an asset destructive
- `moneybird.assets.delete_reinvestment_reserve_purchase` Delete a reinvestment reserve purchase destructive
- `moneybird.assets.delete_reinvestment_reserve_sale` Delete a reinvestment reserve sale destructive
- `moneybird.assets.get` Get an asset by ID read
- `moneybird.assets.list` List all assets read
- `moneybird.assets.update` Update an asset write

**External sales invoices 9**

- `moneybird.external_sales_invoices.create` Create an external sales invoice write
- `moneybird.external_sales_invoices.delete` Delete an external sales invoice destructive
- `moneybird.external_sales_invoices.get` Get an external sales invoice by id read
- `moneybird.external_sales_invoices.list` List all external invoices read
- `moneybird.external_sales_invoices.mark_as_dubious` Mark as dubious write
- `moneybird.external_sales_invoices.mark_as_uncollectible` Mark as uncollectible write
- `moneybird.external_sales_invoices.sync_fetch` Fetch external sales invoices with given ids read
- `moneybird.external_sales_invoices.sync_list` List all ids and versions read
- `moneybird.external_sales_invoices.update` Update an external sales invoice write

**Purchase invoices 8**

- `moneybird.purchase_invoices.create` Create a new purchase invoice write
- `moneybird.purchase_invoices.delete` Delete a purchase invoices destructive
- `moneybird.purchase_invoices.get` Get purchase invoice read
- `moneybird.purchase_invoices.list` Get purchase invoices read
- `moneybird.purchase_invoices.register_payment` Register a payment for a purchase invoice write
- `moneybird.purchase_invoices.sync_fetch` Fetch purchase invoices with given ids read
- `moneybird.purchase_invoices.sync_list` List ids and versions of purchase invoices read
- `moneybird.purchase_invoices.update` Update purchase invoice write

**Receipts 8**

- `moneybird.receipts.create` Create a new receipt write
- `moneybird.receipts.delete` Delete a receipts destructive
- `moneybird.receipts.get` Get a receipt read
- `moneybird.receipts.list` List receipts read
- `moneybird.receipts.register_payment` Register a payment for a receipt write
- `moneybird.receipts.sync_fetch` Fetch receipts with given ids read
- `moneybird.receipts.sync_list` List ids and versions of receipts read
- `moneybird.receipts.update` Update a receipt write

**General documents 7**

- `moneybird.general_documents.create` Create a new general document write
- `moneybird.general_documents.delete` Delete a general document destructive
- `moneybird.general_documents.get` Get general document read
- `moneybird.general_documents.list` Get general documents read
- `moneybird.general_documents.sync_fetch` Fetch general documents with given ids read
- `moneybird.general_documents.sync_list` List ids and versions of general documents read
- `moneybird.general_documents.update` Update a general document write

**General journal documents 7**

- `moneybird.general_journal_documents.create` Create a new general journal document write
- `moneybird.general_journal_documents.delete` Delete a general journal document destructive
- `moneybird.general_journal_documents.get` Get general journal document read
- `moneybird.general_journal_documents.list` Get general journal documents read
- `moneybird.general_journal_documents.sync_fetch` Fetch general journal documents with given ids read
- `moneybird.general_journal_documents.sync_list` List ids and versions of general journal documents read
- `moneybird.general_journal_documents.update` Update a general journal document write

**Identities 7**

- `moneybird.identities.create` Creates an identity write
- `moneybird.identities.delete` Deletes an identity destructive
- `moneybird.identities.get` Retrieve identity by given id read
- `moneybird.identities.get_default` Retrieve the default identity read
- `moneybird.identities.list` Retrieve identities read
- `moneybird.identities.update` Updates an identity write
- `moneybird.identities.update_default` Updates the default identity write

**Products 7**

- `moneybird.products.create` Creates a new product write
- `moneybird.products.create_sales_link` Create online sales link write
- `moneybird.products.delete` Deletes a product destructive
- `moneybird.products.get` Returns information about a product read
- `moneybird.products.get_by_identifier` Returns information about a product based on the identifier read
- `moneybird.products.list` List all products of an administration read
- `moneybird.products.update` Updates a product write

**Recurring sales invoices 7**

- `moneybird.recurring_sales_invoices.create` Creates a new recurring sales invoice write
- `moneybird.recurring_sales_invoices.delete` Destroy or deactivate a recurring sales invoice destructive
- `moneybird.recurring_sales_invoices.get` Get a recurring sales invoice by id read
- `moneybird.recurring_sales_invoices.list` List all recurring sales invoices read
- `moneybird.recurring_sales_invoices.sync_fetch` Fetch recurring sales invoices with given IDs read
- `moneybird.recurring_sales_invoices.sync_list` List all IDs and versions read
- `moneybird.recurring_sales_invoices.update` Updates a recurring sales invoice write

**Task list tasks 7**

- `moneybird.task_list_tasks.assign` Assigns a user to a task write
- `moneybird.task_list_tasks.complete` Completes a task write
- `moneybird.task_list_tasks.delete` Deletes a task destructive
- `moneybird.task_list_tasks.get` Returns information about a task read
- `moneybird.task_list_tasks.unassign` Unassigns the user from a task destructive
- `moneybird.task_list_tasks.uncomplete` Reopens a task destructive
- `moneybird.task_list_tasks.update` Updates a task write

**Time entries 7**

- `moneybird.time_entries.create` Create a time entry write
- `moneybird.time_entries.delete` Delete a time entry destructive
- `moneybird.time_entries.get` Get a time entry by id read
- `moneybird.time_entries.list` List all time entries read
- `moneybird.time_entries.resume` Resume a stopped timer write
- `moneybird.time_entries.stop` Stops an active time entry write
- `moneybird.time_entries.update` Update a time entry write

**Financial mutations 6**

- `moneybird.financial_mutations.get` Get a financial mutation by id read
- `moneybird.financial_mutations.link_booking` Links a financial mutation to a booking write
- `moneybird.financial_mutations.list` List all financial mutations read
- `moneybird.financial_mutations.sync_fetch` Fetch financial mutations with given ids read
- `moneybird.financial_mutations.sync_list` List all ids and versions read
- `moneybird.financial_mutations.unlink_booking` Unlinks a booking from a financial mutation destructive

**Subscriptions 6**

- `moneybird.subscriptions.create` Create a new subscription write
- `moneybird.subscriptions.create_one_off_sales_invoice` Create and schedule an invoice to be sent together with the subscription write
- `moneybird.subscriptions.delete` Cancel a subscription destructive
- `moneybird.subscriptions.get` Get subscription read
- `moneybird.subscriptions.list` List subscriptions of a contact read
- `moneybird.subscriptions.update` Update a subscription write

**Task list templates 6**

- `moneybird.task_list_templates.create` Creates a new task list template write
- `moneybird.task_list_templates.create_task_list` Creates a task list from a template write
- `moneybird.task_list_templates.delete` Deletes a task list template destructive
- `moneybird.task_list_templates.get` Returns information about a task list template read
- `moneybird.task_list_templates.list` List all task list templates of an administration read
- `moneybird.task_list_templates.update` Updates a task list template write

**Typeless documents 6**

- `moneybird.typeless_documents.create` Create a new typeless document write
- `moneybird.typeless_documents.delete` Delete a typeless document destructive
- `moneybird.typeless_documents.get` Get a typeless document read
- `moneybird.typeless_documents.list` Get typeless documents read
- `moneybird.typeless_documents.sync_fetch` Fetch typeless documents with given ids read
- `moneybird.typeless_documents.sync_list` List ids and versions of typeless documents read

**Asset value changes 5**

- `moneybird.asset_value_changes.arbitrary` Create an arbitrary value change write
- `moneybird.asset_value_changes.divestment` Create a divestment value change write
- `moneybird.asset_value_changes.full_depreciation` Create a full depreciation value change write
- `moneybird.asset_value_changes.manual` Create a manual value change write
- `moneybird.asset_value_changes.retroactive_linear_value_changes` Create linear value changes retroactively write

**Ledger accounts 5**

- `moneybird.ledger_accounts.create` Creates a new ledger account write
- `moneybird.ledger_accounts.delete` Deletes a ledger account destructive
- `moneybird.ledger_accounts.get` Returns information about a ledger account read
- `moneybird.ledger_accounts.list` List all ledger accounts of an administration read
- `moneybird.ledger_accounts.update` Updates a ledger account write

**Projects 5**

- `moneybird.projects.create` Creates a new project write
- `moneybird.projects.delete` Deletes a project destructive
- `moneybird.projects.get` Returns information about a project read
- `moneybird.projects.list` List all projects of an administration read
- `moneybird.projects.update` Updates a project write

**Task lists 5**

- `moneybird.task_lists.create` Creates a new task list write
- `moneybird.task_lists.delete` Deletes a task list destructive
- `moneybird.task_lists.get` Returns information about a task list read
- `moneybird.task_lists.list` List all task lists of an administration read
- `moneybird.task_lists.update` Updates a task list write

**Webhooks 5**

- `moneybird.webhooks.activate` Activate a webhook write
- `moneybird.webhooks.create` Create a webhook write
- `moneybird.webhooks.deactivate` Deactivate a webhook write
- `moneybird.webhooks.delete` Delete a webhook destructive
- `moneybird.webhooks.list` List all webhooks read

**Contact contact people 4**

- `moneybird.contact_contact_people.create` Create a new contact person write
- `moneybird.contact_contact_people.delete` Delete a contact person destructive
- `moneybird.contact_contact_people.get` Get contact person read
- `moneybird.contact_contact_people.update` Update a contact person write

**Contact payments mandates 4**

- `moneybird.contact_payments_mandates.create` Request a new Moneybird Payments mandate write
- `moneybird.contact_payments_mandates.create_url` Request an URL for setting up a Moneybird Payments mandate write
- `moneybird.contact_payments_mandates.delete` Delete a stored Moneybird Payments mandate destructive
- `moneybird.contact_payments_mandates.get` Get Moneybird Payments mandate read

**Purchase transactions 4**

- `moneybird.purchase_transactions.delete` Delete a purchase transaction destructive
- `moneybird.purchase_transactions.delete_batch` Delete a purchase transaction destructive
- `moneybird.purchase_transactions.get` Get a purchase transaction by id read
- `moneybird.purchase_transactions.list` List all purchase transactions read

**Task list groups 4**

- `moneybird.task_list_groups.create` Creates a new group in a task list write
- `moneybird.task_list_groups.delete` Deletes a task list group destructive
- `moneybird.task_list_groups.get` Returns information about a task list group read
- `moneybird.task_list_groups.update` Updates a task list group write

**Customer contact portal 3**

- `moneybird.customer_contact_portal.get` Get a temporary link to the customer contact portal read
- `moneybird.customer_contact_portal.get_subscription` Get a temporary link to the subscriptions in the customer contact portal read
- `moneybird.customer_contact_portal.list_invoices` Get a temporary link to the invoices in the customer contact portal read

**Financial statements 3**

- `moneybird.financial_statements.create` Create a new financial statement write
- `moneybird.financial_statements.delete` Delete a financial statement destructive
- `moneybird.financial_statements.update` Update a financial statement write

**Reports export 3**

- `moneybird.reports_export.auditfile` Export auditfile write
- `moneybird.reports_export.brugstaat` Export brugstaat write
- `moneybird.reports_export.ledger_accounts` Export ledger accounts write

**Subscription templates 3**

- `moneybird.subscription_templates.create_sales_link` Create online sales link write
- `moneybird.subscription_templates.get_checkout_identifier` Create online sales link [Deprecated] read
- `moneybird.subscription_templates.list` List all subscription templates read

**Asset sources 2**

- `moneybird.asset_sources.create` Add a source to an asset write
- `moneybird.asset_sources.delete` Delete a source destructive

**Contact additional charges 2**

- `moneybird.contact_additional_charges.create` Create an additional charge to be invoiced at start of next period write
- `moneybird.contact_additional_charges.list` Get additional charges read

**Contact notes 2**

- `moneybird.contact_notes.create` Adds note to entity write
- `moneybird.contact_notes.delete` Destroys note from entity destructive

**Estimate notes 2**

- `moneybird.estimate_notes.create` Adds note to entity write
- `moneybird.estimate_notes.delete` Destroys note from entity destructive

**External sales invoice notes 2**

- `moneybird.external_sales_invoice_notes.create` Adds note to entity write
- `moneybird.external_sales_invoice_notes.delete` Destroys note from entity destructive

**External sales invoice payments 2**

- `moneybird.external_sales_invoice_payments.create` Create a payment write
- `moneybird.external_sales_invoice_payments.delete` Delete a payment destructive

**General document notes 2**

- `moneybird.general_document_notes.create` Adds note to entity write
- `moneybird.general_document_notes.delete` Destroys note from entity destructive

**General journal document notes 2**

- `moneybird.general_journal_document_notes.create` Adds note to entity write
- `moneybird.general_journal_document_notes.delete` Destroys note from entity destructive

**Purchase invoice notes 2**

- `moneybird.purchase_invoice_notes.create` Adds note to entity write
- `moneybird.purchase_invoice_notes.delete` Destroys note from entity destructive

**Purchase invoice payments 2**

- `moneybird.purchase_invoice_payments.create` Create a payment write
- `moneybird.purchase_invoice_payments.delete` Delete a payment destructive

**Receipt notes 2**

- `moneybird.receipt_notes.create` Adds note to entity write
- `moneybird.receipt_notes.delete` Destroys note from entity destructive

**Receipt payments 2**

- `moneybird.receipt_payments.create` Create a payment write
- `moneybird.receipt_payments.delete` Delete a payment destructive

**Recurring sales invoice notes 2**

- `moneybird.recurring_sales_invoice_notes.create` Adds note to entity write
- `moneybird.recurring_sales_invoice_notes.delete` Destroys note from entity destructive

**Sales invoice notes 2**

- `moneybird.sales_invoice_notes.create` Adds note to entity write
- `moneybird.sales_invoice_notes.delete` Destroys note from entity destructive

**Sales invoice payments 2**

- `moneybird.sales_invoice_payments.create` Create a payment write
- `moneybird.sales_invoice_payments.delete` Delete a payment destructive

**Subscription additional charges 2**

- `moneybird.subscription_additional_charges.create` Create an additional charge to be invoiced together with the subscription write
- `moneybird.subscription_additional_charges.list` Get additional charges read

**Time entry notes 2**

- `moneybird.time_entry_notes.create` Adds note to entity write
- `moneybird.time_entry_notes.delete` Destroys note from entity destructive

**Workflows 2**

- `moneybird.workflows.get` Get a workflow by id read
- `moneybird.workflows.list` Retrieve available workflows read

**Administrations 1**

- `moneybird.administrations.list` List all administrations read

**Asset disposals 1**

- `moneybird.asset_disposals.create` Create a disposal write

**Custom fields 1**

- `moneybird.custom_fields.list` List all custom fields read

**Document styles 1**

- `moneybird.document_styles.list` List all document styles read

**Downloads 1**

- `moneybird.downloads.list` List all downloads read

**Estimate attachments 1**

- `moneybird.estimate_attachments.delete` Delete an attachment destructive

**External sales invoice attachments 1**

- `moneybird.external_sales_invoice_attachments.delete` Delete an attachment destructive

**Financial accounts 1**

- `moneybird.financial_accounts.list` Retrieve all available financial accounts for the administration read

**General document attachments 1**

- `moneybird.general_document_attachments.delete` Delete an attachment destructive

**General journal document attachments 1**

- `moneybird.general_journal_document_attachments.delete` Delete an attachment destructive

**Payments 1**

- `moneybird.payments.get` Returns information about a payment read

**Purchase invoice attachments 1**

- `moneybird.purchase_invoice_attachments.delete` Delete an attachment destructive

**Receipt attachments 1**

- `moneybird.receipt_attachments.delete` Delete an attachment destructive

**Sales invoice attachments 1**

- `moneybird.sales_invoice_attachments.delete` Delete an attachment destructive

**Task list group tasks 1**

- `moneybird.task_list_group_tasks.create` Creates a new task in a group write

**Task list task notes 1**

- `moneybird.task_list_task_notes.create` Creates a note on a task write

**Task list template groups 1**

- `moneybird.task_list_template_groups.create` Creates a new group in a task list template write

**Tax rates 1**

- `moneybird.tax_rates.list` List all available tax rates for the administration read

**Typeless document attachments 1**

- `moneybird.typeless_document_attachments.delete` Delete an attachment destructive

**Users 1**

- `moneybird.users.list` List all users read

**Verifications 1**

- `moneybird.verifications.list` Retrieve verifications read

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.

## More connectors like Moneybird

Shares the most action names with

- [Exact Online 54](https://actionlake.com/connectors/exact-online)
- [FreshBooks 50](https://actionlake.com/connectors/freshbooks)
- [Holded 47](https://actionlake.com/connectors/holded)
- [FreeAgent 40](https://actionlake.com/connectors/freeagent)
- [Epicor Kinetic 39](https://actionlake.com/connectors/epicor-kinetic)
- [Visma eAccounting 37](https://actionlake.com/connectors/visma-eaccounting)

Joins with, on shared entities

- [HaloPSA 7](https://actionlake.com/connectors/halopsa)
- [Kaseya BMS 7](https://actionlake.com/connectors/kaseya-bms)
- [Planhat 7](https://actionlake.com/connectors/planhat)
- [ConnectWise PSA 5](https://actionlake.com/connectors/connectwise-psa)
- [Teamwork 5](https://actionlake.com/connectors/teamwork)
- [Microsoft Dynamics 365 5](https://actionlake.com/connectors/microsoft-dynamics-365)

Browse

- [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

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.

## Give your agent Moneybird today.

[Connect Moneybird free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

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Source: https://actionlake.com/connectors/moneybird
More: https://actionlake.com/llms.txt