Moneybird
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Verdict
Common use cases
- Bill clients from chat after project milestones
- Onboard new customers and log contact details
- Archive dormant contacts at quarter-end
- Attach payment reminders to overdue accounts
- Create invoices during client calls
Integration
- Vendor
- Moneybird
- Category
- finance
- Auth
- OAUTH2
- Tools
- 21
- Composio slug
moneybird
Tools
- 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 Contactdestructive
Tool to delete a contact. use after confirming that contact should be removed.
- Delete Contact Notedestructive
Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.
- Delete Contact Persondestructive
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.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Find Moneybird in the MCP directory and click Connect. 3. You'll be redirected to Moneybird's OAuth consent screen — log in with your Moneybird account. 4. Grant access to the administrations you want Switchy to manage (each administration is a separate set of books). 5. Moneybird will redirect you back to Switchy with a confirmation message. 6. Open any Space, type '@Moneybird list my administrations' and send — if you see administration IDs in the reply, the connection works. 7. To create an invoice, type '@Moneybird create a sales invoice for [contact name] with line items [description]' and the MCP will walk you through the required fields. 8. Most tools require an administration ID up front, so keep that ID handy or ask the MCP to list them first.
What teammates see: by default, memories from Moneybird are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List My Administrations
@Moneybird show me all the administrations I have access to, including their IDs and names.Open in a Space →
Create a New Contact
@Moneybird create a new contact in administration [ID] for the company 'Acme Design Studio' with email hello@acme.design.Open in a Space →
Draft an Invoice
@Moneybird create a sales invoice in administration [ID] for contact [contact ID] with one line item: 'Website redesign - €2,500'.Open in a Space →
Add a Follow-Up Note
@Moneybird add a note to contact [contact ID] in administration [ID]: 'Client requested payment plan, follow up Friday'.Open in a Space →
Archive Old Contacts
@Moneybird archive contact [contact ID] in administration [ID] because we haven't worked together since 2022.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@moneybird show me all unpaid invoices from the last 30 days and group them by contact
Based on your Moneybird administration, here are the unpaid invoices from the past 30 days: **Acme Corp** (2 invoices, €4,250 total) - Invoice #2024-089: €2,100 (due 3 days ago) - Invoice #2024-102: €2,150 (due in 5 days) **Beta Industries** (1 invoice, €1,800 total) - Invoice #2024-095: €1,800 (due today) **Gamma Services** (1 invoice, €950 total) - Invoice #2024-101: €950 (due in 12 days) Total outstanding: €7,000 across 4 invoices. This is an illustrative summary—actual invoice details and amounts will reflect your live Moneybird data.
This example shows read-only reporting across invoices and contacts. Requires OAuth scope for reading financial documents and contact records. The MCP can filter by date range and payment status, making it useful for cash-flow reviews. No data is modified.
@moneybird create a new sales invoice for contact 'Delta Design' with one line item: 'Website redesign project' for €3,500
I've created sales invoice #2024-115 in your Moneybird administration: **Contact:** Delta Design **Line item:** Website redesign project — €3,500.00 **Status:** Draft **Invoice date:** January 15, 2025 The invoice is now in draft status. You can review it in Moneybird, add payment terms or additional line items, and send it to the client when ready. This example assumes the contact 'Delta Design' already exists in your administration.
This demonstrates the create_sales_invoice action, which writes financial data to Moneybird. Requires OAuth write scope for invoices. The MCP creates drafts by default—you must manually send or finalize invoices in Moneybird's UI. Confirm contact existence before invoicing to avoid errors.
@moneybird add a note to contact 'Epsilon LLC' reminding me to follow up on their overdue invoice next Monday
I've added a to-do note to the contact record for Epsilon LLC: **Note:** "Follow up on overdue invoice" **Due date:** Monday, January 20, 2025 **Type:** To-do This note is now visible in the contact's activity timeline in Moneybird. You'll see it when reviewing Epsilon LLC's account, and it can help coordinate collection efforts across your team. This is an illustrative example—the actual note will appear in your live administration.
This uses the add_note_to_contact tool to attach reminders or comments to client records. Requires OAuth write scope for contacts. Notes are visible to all users in your Moneybird administration, so avoid sensitive internal commentary. Useful for tracking client communication history.
Use-case deep-dives
When Moneybird beats spreadsheets for solo billing
A 2-person design studio invoices 8-12 clients monthly. The founder used to copy-paste line items into a Google Sheet, then manually enter them in Moneybird's web UI. With this MCP, they draft invoices in Switchy by pasting project notes and asking the AI to format them as Moneybird line items. The Create Sales Invoice tool pushes the draft directly. This works because the studio has under 20 active contacts and invoices follow predictable templates. If you're billing 50+ clients with custom payment terms or multi-currency splits, the 21-tool scope here won't cover edge cases—you'll still need the full Moneybird interface for exceptions. For straightforward recurring billing, though, this MCP cuts invoice prep from 20 minutes to under 5.
How this MCP speeds new-client setup
A 6-person marketing agency onboards 3-4 new clients each quarter. The ops lead used to toggle between their CRM, Moneybird, and a Notion checklist to create contacts, add notes about payment preferences, and assign the account manager as a contact person. Now they paste the client intake form into Switchy and ask the AI to create the Moneybird contact, attach the onboarding note, and add the account manager in one pass. The Create Moneybird Contact, Add Note to Contact, and Create Contact Person tools handle the sequence. This saves 10 minutes per client and eliminates the risk of forgetting to log payment terms. If your onboarding involves custom fields or multi-entity structures, you'll hit the tool limit—but for standard B2B setups, this MCP is the faster path.
When bulk archiving justifies OAuth setup
A 10-person SaaS company reviews its Moneybird contact list every quarter to archive churned customers and delete duplicate entries. The finance manager used to click through 30-50 contacts manually, checking each against their CRM before archiving. With this MCP, they export a churn list from their CRM, paste it into Switchy, and ask the AI to archive the matching Moneybird contacts in batch. The Archive Contact and Delete Contact tools handle the cleanup. OAuth2 auth means the manager authenticates once and the team can reuse the connection. This works if your cleanup criteria are simple (e.g., 'no invoices in 12 months'). If you need conditional logic or want to preserve specific notes before archiving, the MCP won't cover it—you'll script it or do it manually. For straightforward quarterly purges, this MCP turns a 2-hour task into 15 minutes.
Frequently asked
What does the Moneybird MCP do in Switchy?
It lets your team create invoices, manage contacts, and add notes directly from Switchy's AI workspace. The MCP wraps 21 Moneybird tools—like Create Sales Invoice, Create Moneybird Contact, and Add Note to Contact—so you can bill clients or update records without switching tabs. It's built for teams that invoice frequently and want AI to handle the busywork.
Do I need admin access to connect Moneybird via OAuth?
Yes. Moneybird's OAuth flow requires an account with API access, which typically means admin or owner permissions in your Moneybird administration. The MCP requests scopes to read and write contacts, invoices, and notes. If you're a standard user without API privileges, ask your Moneybird admin to connect it in Switchy first.
Can the Moneybird MCP send invoices by email automatically?
No. The Create Sales Invoice tool generates the invoice in Moneybird, but it doesn't trigger email delivery. You'll need to send invoices manually from Moneybird's interface or use a separate automation tool. The MCP focuses on creating and updating records—not on post-invoice workflows like reminders or payment tracking.
Why use this MCP instead of Moneybird's web app directly?
Speed and context. If your team already discusses client work in Switchy, the MCP lets you create an invoice or archive a contact without leaving the conversation. You skip the login-navigate-fill-form loop. For bulk edits or complex invoice layouts, Moneybird's web app is still faster—but for one-off tasks mid-discussion, the MCP wins.
Who on the team should connect the Moneybird MCP?
Whoever owns your Moneybird administration and has OAuth API access—usually your finance lead or operations manager. Once connected, any Switchy workspace member can invoke the tools, but only the connector's Moneybird account is used. If multiple people need separate Moneybird credentials, you'll need to connect the MCP once per workspace.