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
Connect Moneybird once, 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.com provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the Moneybird connector can do
Moneybird covers invoicing and accounting for small businesses and freelancers, including contacts, sales invoices, and financial records. A Moneybird connection in a type.com Space lets the agent create a new customer, note something on their file, or raise a sales invoice from a thread, so bookkeeping tasks stay next to the conversation that triggered them.
One connection, many Spaces
Connect Moneybird once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Moneybird in type.com
Bill a client right after a deal closes
Skip the manual re-entry and have the agent raise the invoice with the agreed line items as soon as a deal is signed.
Create a Moneybird sales invoice for Acme Corp with one line item: 'Consulting, March' for 2,400 EUR.
Add a new customer to the books
Register a company or person in Moneybird the moment they become a paying client.
Create a Moneybird contact for Acme Corp with their billing email and VAT number.
Flag a follow-up on an account
Record a to-do or comment on a contact so nothing about a payment or dispute gets lost.
Add a note to the Acme Corp contact in Moneybird saying they asked for a payment extension to April 15.
Representative actions
- Add Note to Contact
Records a comment or to-do on a contact's file for tracking follow-ups.
- Archive Contact
Hides a contact that is no longer active, without deleting their history.
- Create Moneybird Contact
Adds a new company or person to the books using a company name or first and last name.
- Create Contact Person
Adds an individual contact person under an existing company record.
- Create Sales Invoice
Generates a new invoice for a contact with the 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.com 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 create invoices in Moneybird?
Yes. With a Moneybird connection shared to a type.com Space, the agent can create sales invoices, add contacts, and leave notes, all from a thread the team can review.
How does type.com sign in to Moneybird?
Moneybird supports OAuth sign-in or a personal access token, depending on how the connection is set up, and an admin controls which Spaces can use it.
Can invoicing reminders run on a schedule?
Yes. A type.com automation can check Moneybird on a recurring basis, for example flagging contacts with no invoice this month, and post the result to a channel.
Is this the same as an MCP server for Moneybird?
Not exactly. type.com 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.
More finance & accounting connectors
All Finance & Accounting integrationsConnect Coupa to Claude in type.com to manage GL accounts, review recent accounts, and abandon invalid invoices from a shared thread.
Connect Elorus to Claude in type.com to draft invoices, add catalog items, email invoices to clients, and pull bills from a shared thread.
Connect Erpnext to Claude in type.com to create documents, apply workflow actions, add comments or tags, and cancel records from a thread.
Connect Finmei to Claude in type.com to create invoices, log expenses with receipts, and clean up old records from a shared thread.