Use Moneybird from Claude Code
Bring Moneybird context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationMoneybird
Moneybird integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Moneybird never means pasting credentials into a prompt.
CategoryFinance & Accounting
Automate Moneybird with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Finance & Accounting
What the Moneybird integration exposes
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 teammates
Connect Moneybird once, then decide which teammates can use it for threads, automations, skills, 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 Code use Moneybird?
Yes. Type lets an AI teammate use connected Moneybird actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Moneybird through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Moneybird catalog entry includes public integration details and example capabilities where available.
Is this the same as a Moneybird MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
More finance & accounting apps for AI teammates
NetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for comprehensive business oversight
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations
FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.