manage_sales_invoice
Perform actions on an existing sales invoice: update details, send via email, register a payment, create a credit invoice, pause/resume the workflow, or delete. Only one action can be performed per invocation. Call list_administrations to choose administrationId when no default is saved.
update_contact
Update an existing contact in Moneybird. Only provided fields will be updated. Can also archive or delete the contact. Call list_administrations to choose administrationId when no default is saved.
list_tax_rates
List all available tax rates (VAT rates) in the Moneybird administration. Tax rate IDs are needed when creating invoices and estimates. Call list_administrations to choose administrationId when no default is saved.
list_administrations
List authorized Moneybird administrations with names, IDs and currency. Choose an administrationId for subsequent operations.
create_estimate
Create a new estimate (quote/proposal) in Moneybird. Add line items with descriptions, quantities, and prices. The estimate is created as a draft. Use "Manage Estimate" to send, accept, reject, or convert it to an invoice. Call list_administrations to choose administrationId when no default is saved.
manage_recurring_invoices
List, get, create, update, or delete recurring sales invoices. Recurring invoices automatically generate new invoices at configured intervals. Call list_administrations to choose administrationId when no default is saved.
manage_estimate
Perform actions on an existing estimate: send via email, change state (accept, reject, mark as open/late/archived), convert an accepted estimate to an invoice (bill), or delete. Call list_administrations to choose administrationId when no default is saved.
create_contact
Create a new contact (customer or supplier) in Moneybird. Requires either a company name, or first and last name. Can set delivery method, address, tax details, and SEPA direct debit information. Call list_administrations to choose administrationId when no default is saved.
list_estimates
List and filter estimates (quotes/proposals) in Moneybird. Filter by state, period, or contact. Supports pagination. Call list_administrations to choose administrationId when no default is saved.
list_contacts
Search and list contacts (customers and suppliers) in Moneybird. Supports text search across company name, names, email, phone, customer ID, and other fields. Use pagination to browse large contact lists. Call list_administrations to choose administrationId when no default is saved.
manage_ledger_accounts
List, get, create, update, or delete ledger accounts (bookkeeping categories). Ledger accounts categorize revenue, costs, assets, liabilities, and equity. They are used on invoices, expenses, and financial mutations. Call list_administrations to choose administrationId when no default is saved.
get_sales_invoice
Retrieve full details of a sales invoice including line items, payments, and status. Look up by Moneybird ID or human-readable invoice number. Call list_administrations to choose administrationId when no default is saved.
list_sales_invoices
List and filter sales invoices in Moneybird. Filter by state (draft, open, paid, late, reminded, uncollectible), period, or contact. Supports pagination. Call list_administrations to choose administrationId when no default is saved.
get_contact
Retrieve full details of a contact by its Moneybird ID or customer ID. Returns comprehensive contact information including addresses, tax details, SEPA settings, and associated contact persons. Call list_administrations to choose administrationId when no default is saved.
download_sales_invoice
Prepare a downloadable sales invoice as PDF or UBL XML. Call list_administrations to select the administration.
manage_time_entries
List, get, create, update, or delete time entries. Time entries track time spent on projects and can be billed to customers by converting them to invoices. Call list_administrations to choose administrationId when no default is saved.
manage_products
List, get, create, update, or delete products in the Moneybird product catalog. Products can be referenced when creating invoices and estimates to auto-fill line item details. Call list_administrations to choose administrationId when no default is saved.
create_sales_invoice
Create a new sales invoice in Moneybird. Add line items with descriptions, amounts, and prices. The invoice is created as a draft by default. Use the "Send Sales Invoice" tool to send it. Call list_administrations to choose administrationId when no default is saved.
link_booking
Link a financial mutation (bank transaction) to an invoice, document, or ledger account for bookkeeping reconciliation. Can also unlink an existing booking. Call list_administrations to choose administrationId when no default is saved.
manage_projects
List, get, create, update, or delete projects. Projects are used to group time entries and financial data for specific work. Call list_administrations to choose administrationId when no default is saved.
list_financial_mutations
List bank transactions (financial mutations) in Moneybird. Filter by period, state (unprocessed/processed), mutation type (debit/credit), or financial account. Useful for reconciliation and reviewing unprocessed transactions. Call list_administrations to choose administrationId when no default is saved.