# Moneybird

```json
{
  "name": "Moneybird",
  "slug": "moneybird",
  "url": "https://composio.dev/toolkits/moneybird",
  "markdown_url": "https://composio.dev/toolkits/moneybird.md",
  "logo_url": "https://logos.composio.dev/api/moneybird",
  "categories": [
    "finance & accounting"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-06T08:20:38.474Z"
}
```

![Moneybird logo](https://logos.composio.dev/api/moneybird)

## Description

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.

## Summary

Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.

## Categories

- finance & accounting

## Toolkit Details

- Tools: 21

## Images

- Logo: https://logos.composio.dev/api/moneybird

## Authentication

- **Oauth2**
  - Type: `oauth2`
  - Description: Oauth2 authentication for Moneybird.
  - Setup:
    - Configure Oauth2 credentials for Moneybird.
    - Use the credentials when creating an auth config in Composio.
- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Moneybird.
  - Setup:
    - Configure Api Key credentials for Moneybird.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Create a sales invoice for a new client
- Filter contacts added this month
- Add a note to a specific contact
- Archive a contact no longer in use

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `MONEYBIRD_ADD_NOTE_TO_CONTACT` | 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. |
| `MONEYBIRD_ARCHIVE_CONTACT` | Archive Contact | Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently. |
| `MONEYBIRD_CREATE_CONTACT` | Create Moneybird 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. |
| `MONEYBIRD_CREATE_CONTACT_PERSON` | 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. |
| `MONEYBIRD_CREATE_SALES_INVOICE` | Create Sales Invoice | Tool to create a new sales invoice. use when you need to bill a contact with specified line items. |
| `MONEYBIRD_DELETE_CONTACT` | Delete Contact | Tool to delete a contact. use after confirming that contact should be removed. |
| `MONEYBIRD_DELETE_CONTACT_NOTE` | Delete Contact Note | Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently. |
| `MONEYBIRD_DELETE_CONTACT_PERSON` | Delete Contact Person | Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id. |
| `MONEYBIRD_FILTER_CONTACTS` | Filter Contacts | Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name. |
| `MONEYBIRD_GET_ADDITIONAL_CHARGES` | 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. |
| `MONEYBIRD_GET_CONTACT` | 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. |
| `MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID` | 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. |
| `MONEYBIRD_GET_CONTACT_PERSON` | 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. |
| `MONEYBIRD_GET_SALES_INVOICE` | Get Sales Invoice | Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id. |
| `MONEYBIRD_LIST_ADMINISTRATIONS` | 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. |
| `MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION` | 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. |
| `MONEYBIRD_LIST_SALES_INVOICES` | List Sales Invoices | Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration. |
| `MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL` | Request 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). |
| `MONEYBIRD_UPDATE_CONTACT` | Update Contact | Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed. |
| `MONEYBIRD_UPDATE_CONTACT_PERSON` | Update Contact Person | Tool to update a contact person. use after selecting a specific contact person when you need to change their details. |
| `MONEYBIRD_UPDATE_SALES_INVOICE` | Update Sales Invoice | Tool to update an existing sales invoice by id. use when modifying invoice header or line items. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a 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')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Moneybird Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Moneybird actions 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)
```

```typescript
const tools = session.tools;
const response = await 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.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

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

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a 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
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your 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())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Create a new sales invoice for Acme Corp for $500 consultation' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. 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

### 4. 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:

- [OpenAI Agents SDK](https://composio.dev/toolkits/moneybird/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/moneybird/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/moneybird/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/moneybird/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/moneybird/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/moneybird/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/moneybird/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/moneybird/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/moneybird/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/moneybird/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/moneybird/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/moneybird/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/moneybird/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/moneybird/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/moneybird/framework/autogen)

## Related Toolkits

- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions.
- [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.
- [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly.
- [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth.
- [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone.
- [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place.
- [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations.
- [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications.
- [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities.
- [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation.
- [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place.
- [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics.
- [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses.
- [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly.
- [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place.
- [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows.
- [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free.

## 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](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
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