Step 1: Add Composio to Claude (one-time process)
- Click the button below. This will take you to the Claude Custom Connector modal.
Add to Claude
- Click Continue
- In the next modal, click Add
- It will take you to the authentication page. Sign in to Composio and approve the connection.
Then return to Claude and make sure Composio is enabled.
Step 2: Connect your first Moneybird account
In a new Claude chat, type:
Connect my moneybird-1 Moneybird account to Composio. Call it moneybird-1.
Claude will give you a sign-in link.
- Click the link.
- Sign in to your moneybird-1 Moneybird account.
- Review and approve Moneybird's permission request.
- Return to Claude.
Claude should confirm that the account is connected.
The name moneybird-1 is how Claude knows which Moneybird account to use. Choose short, obvious names. Good examples include:
moneybird-1
moneybird-2
moneybird-3
Step 3: Connect your second Moneybird account
In the same Claude chat, type:
Connect another Moneybird account. Call it moneybird-2.
Claude will give you a new sign-in link.
- Open the link.
- Sign in to the second Moneybird account.
- Review and approve Moneybird's permission request.
- Return to Claude.
Claude should confirm that moneybird-2 is connected.
Important: Check that Moneybird is showing the second account before you approve access. If the wrong account appears, sign out or open the link in an incognito or private window.
Repeat this step for every other Moneybird account you want to add. Give each connection a short, descriptive name such as moneybird-1, moneybird-2, moneybird-3, or client-acme.
Step 4: Check your connected Moneybird accounts
Ask Claude:
List my connected Moneybird accounts in Composio. Show each account's name and connection status.
You should see every account you added, and each connection should show as ACTIVE.
For an extra check, ask:
Show the account email or ID and the account name for each connected Moneybird account.
This helps you confirm that every label points to the correct Moneybird account and that you did not connect the same account twice.
Step 5: Use the right Moneybird account
Mention the account name whenever you ask Claude to work with Moneybird. This is especially important when an action could change data.
Review activity across accounts
Check moneybird-1 and moneybird-2 for anything new in Moneybird from the last 14 days. Group the results by account.
Filter contacts added this month
Using the moneybird-1 account, filter contacts added this month.
Add a note to a specific contact
Using the moneybird-2 account, add a note to a specific contact.
Find something across accounts
Search all connected Moneybird accounts for customer@example.com. Show which account it appears in and summarise the latest activity.
For actions such as creating, changing, or deleting data, ask Claude to show you the planned action first and wait for your confirmation.