Connect Claude & ChatGPT to Moneybird

21 tools for Moneybird

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_contact_noteChanges dataAdd a note to a contact by `contact_id`; set `todo` (and optionally `assignee_id`) in `note` to make it a to-do.
• add_sales_invoice_noteChanges dataAdd a note or to-do to a sales invoice by `sales_invoice_id`.
• create_contactChanges dataCreate a contact from the `contact` object: company_name and/or firstname/lastname, address, email for invoices, phone, tax number and more. Search first to avoid duplicates.
• create_estimateChanges dataCreate a draft estimate from the `estimate` object: contact_id, estimate_date, reference, pre/post text and details_attributes (lines with description, price, amount, tax_rate_id). It is not sent until you use send_estimate.
• create_sales_invoiceChanges dataCreate a draft sales invoice from the `sales_invoice` object: contact_id, invoice_date, reference, currency and details_attributes (lines with description, price, amount, tax_rate_id). It is not sent until you use send_sales_invoice.
• create_time_entryChanges dataLog time from the `time_entry` object: user_id, started_at, description (required), plus ended_at, contact_id, project_id and billable.
• list_bank_transactionsList financial mutations (bank and cash transactions). `filter` takes key:value terms such as period:this_month,state:unprocessed; the filter you pass replaces the default this-year filter.
• list_estimatesList estimates (quotes) with paging, narrowed by `filter` key:value terms such as state or period.
• list_ledger_accountsList the ledger accounts (chart of accounts) of the administration.
• list_projectsList projects with paging; `filter` state:active (default), archived or all.
• list_purchase_invoicesList purchase invoices (bills from suppliers) with paging, narrowed by `filter` key:value terms such as period or state.
• list_receiptsList receipts (expense documents) with paging, narrowed by `filter` key:value terms.
• list_sales_invoicesList sales invoices with paging. `filter` takes key:value terms such as period:this_year,state:open (states include all, draft, open, scheduled, pending_payment, late); the filter you pass replaces the default this-year filter, so include a period.
• list_tax_ratesList the administration's tax (VAT) rates. Use to find the tax_rate_id for invoice or estimate lines.
• list_time_entriesList time entries with paging, a text `query` on the description, or `filter` terms such as state (all, open or non_billable) and period.
• list_usersList the users of the administration. Use to find a user ID, for example for time entries or to-dos.
• register_sales_invoice_paymentChanges dataRecord a received payment on a sales invoice by `sales_invoice_id`: `payment` needs payment_date and price, and can link a financial account or bank transaction. This books the payment; it does not move money.
• search_contactsSearch contacts with a free-text `query` (name, email, phone, customer number, tax number, IBAN, address) or `filter` terms like contact_type:company, with paging. Use this to find a contact's ID.
• search_productsSearch products with a text `query`, optionally only `active` ones or by currency. Use to find a product for invoice lines.
• send_estimateVisible to othersSend an estimate by `estimate_id`; `estimate_sending` sets delivery_method (Email or Manual), email address, message and whether it can be signed online. Email delivery sends it to the customer.
• send_sales_invoiceVisible to othersFinalise and send a sales invoice by `sales_invoice_id`; `sales_invoice_sending` sets delivery_method (Email, Peppol or Manual), email address and message, or a scheduled date. This gives the invoice its number and may email the customer, and cannot be undone.

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