Use Moneybird from Claude
Add the Moneybird connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorMoneybird
Moneybird integration for Claude and Codex
Create a Moneybird connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryFinance & Accounting
Use Moneybird from Codex
Add the Moneybird connection to a Space that runs Codex, then use it from every channel in that Space.
Use Moneybird from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Moneybird connector can do
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
One connection, many Spaces
Connect Moneybird once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- 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.
- Archive Contact
Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
- 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.
- 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.
- Create Sales Invoice
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Connection
API and auth details
Moneybird provides APIs for online invoicing, accounting, contacts, sales invoices, purchase invoices, quotes, financial accounts, payments, products, documents, workflows, and administration data. Integrations can use OAuth2 applications or personal bearer tokens depending on the connection model.
- Source
- Type catalog metadata
- Auth schemes
- OAuth, API key
- API docs
- https://developer.moneybird.com/
- API reference
- https://developer.moneybird.com/api/
- Official site
- https://www.moneybird.com/
FAQ
Questions people ask before connecting Moneybird
Can Claude use Moneybird?
Yes. Add a Moneybird connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Moneybird through Type?
Yes. Add a Moneybird connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Moneybird MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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