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Integrations/Moneybird
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Moneybird

Online invoicing and accounting tool for freelancers and small businesses covering invoices, expenses, and reports.

Best for sending invoices, reconciling payments, tracking expenses, and reacting when invoices are paid or sent.

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Use Moneybird with Snow

Snow is a personal AI assistant that builds real apps for you, and they can put Moneybird to work.

What Snow can do with Moneybird

These are the Moneybird actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

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 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 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 Sales Invoice

Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.

Delete Contact

Tool to delete a contact. Use after confirming that contact should be removed.

Delete Contact Note

Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.

Delete Contact Person

Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.

Filter Contacts

Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.

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.

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.

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.

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.

Get Sales Invoice

Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.

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.

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.

List Sales Invoices

Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.

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).

Update Contact

Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.

Update Contact Person

Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.

Update Sales Invoice

Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.

Ready to put Moneybird to work?

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