Moneybird Integration for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Moneybird MCP or direct API to automate invoicing, track expenses, manage contacts, and generate financial reports through natural language.
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Supported Tools

Tools
Add Note to ContactTool to add a note or to-do to a contact.
Archive ContactTool to archive a contact.
Create Moneybird ContactTool to create a new contact in moneybird.
Create Contact PersonTool to create a new contact person.
Create Sales InvoiceTool to create a new sales invoice.
Delete ContactTool to delete a contact.
Delete Contact NoteTool to delete a note from a contact.
Delete Contact PersonTool to delete a contact person from a contact.
Filter ContactsTool to filter contacts.
Get Additional ChargesTool to get additional charges for a contact.
Get ContactTool to retrieve all information about a specific contact by id.
Get Contact by Customer IDTool to retrieve full contact details by customer id.
Get Contact PersonTool to get all information about a contact person.
Get Sales InvoiceTool to get a single sales invoice by id.
List AdministrationsTool to list all administrations accessible by the authenticated user.
List Contacts SynchronizationTool to list all contact ids and versions for synchronization.
List Sales InvoicesTool to list all sales invoices in an administration.
Request Payments Mandate URLTool to request a url for setting up a payments mandate.
Update ContactTool to update a contact.
Update Contact PersonTool to update a contact person.
Update Sales InvoiceTool to update an existing sales invoice by id.

Connect Moneybird MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Moneybird tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Create a new sales invoice for Acme Corp for $500 consultation')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Moneybird API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Moneybird Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'Create a new sales invoice for Acme Corp with two line items and today’s date.'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
Get tools from Tool Router session and execute Moneybird actions with your Agent

Why Use Composio?

AI Native Moneybird Integration

  • Supports both Moneybird MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Moneybird data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Moneybird access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Moneybird
  • Scoped, least privilege access to Moneybird resources
  • Full audit trail of agent actions to support review and compliance

Use Moneybird with any AI Agent Framework

Choose a Framework you want to connect Moneybird with

Frequently Asked Questions

Do I need my own developer credentials to use Moneybird with Composio?

Yes, Moneybird requires you to configure your own OAuth credentials. Once set up, Composio handles token storage, refresh, and lifecycle management for you.

Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

Book a call↗Get started for free