moneybird

name

moneybird

description

Moneybird is an online accounting platform for small businesses and accountants that provides invoicing, expense tracking, bank reconciliation, and VAT handling, enabling teams to automate bookkeeping workflows and integrate financial data with external business systems through its API. Read and write Moneybird data through One: salesinvoices, assets, estimates, externalsalesinvoices, contacts, generaldocuments and more, 296 actions with real parameter documentation. Use whenever the user asks to look something up in Moneybird, create or update a record there, or build code against the Moneybird API.

Moneybird through One

Moneybird is an online accounting platform for small businesses and accountants that provides invoicing, expense tracking, bank reconciliation, and VAT handling, enabling teams to automate bookkeeping workflows and integrate financial data with external business systems through its API.

One exposes Moneybird through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform moneybird if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Moneybird is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Moneybird account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

SalesInvoices

Action	Method	Path	Action id
Download Attachment for a Sales Invoice	GET	/api/v2/{{administrationId}}/sales_invoices/{{salesInvoiceId}}/attachments/{{id}}/download{{format}}	conn_mod_def::GLcOMNzbEaA::k2Md0NvfSxiyWStGjbLmlw
Download Packing Slip PDF for a Sales Invoice	GET	/api/v2/{{administrationId}}/sales_invoices/{{id}}/download_packing_slip_pdf{{format}}	conn_mod_def::GLcOMNzzJbA::Of-D308rSUaV2SYC63kkeg
Download Sales Invoice PDF by ID	GET	/api/v2/{{administrationId}}/sales_invoices/{{id}}/download_pdf{{format}}	conn_mod_def::GLcOMNuf3jg::yNpe5QNhTYS_ebwa10Mq-w
Download UBL for a Sales Invoice	GET	/api/v2/{{administrationId}}/sales_invoices/{{id}}/download_ubl{{format}}	conn_mod_def::GLcOMNo2oag::Du4NKI5JQaOSfIDoup_yPQ
Find a Sales Invoice by Invoice ID	GET	/api/v2/{{administrationId}}/sales_invoices/find_by_invoice_id/{{invoiceId}}{{format}}	conn_mod_def::GLcOMcDmZwA::UJrkZzBET223Dk7nHKRUUw
Find a Sales Invoice by Reference	GET	/api/v2/{{administrationId}}/sales_invoices/find_by_reference/{{reference}}{{format}}	conn_mod_def::GLcOMcECDSA::R5ks6zI6TyS3oFgg-ObHwQ
Get Sales Invoice by ID for an Administration	GET	/api/v2/{{administrationId}}/sales_invoices/{{id}}{{format}}	conn_mod_def::GLcOMcD73xg::ea9PxpLSSpq5jpaGIw3vGQ
List Sales Invoice Synchronization IDs and Versions for an Administration	GET	/api/v2/{{administrationId}}/sales_invoices/synchronization{{format}}	conn_mod_def::GLcOMua3z0A::OQTgOGJJR4O0PJ9Z3_A-EA
List Sales Invoices for an Administration	GET	/api/v2/{{administrationId}}/sales_invoices{{format}}	conn_mod_def::GLcOMn7J5fg::ujGHbLHnQtu2ni1Izyl3Gg
Add a Note to a Sales Invoice

13 more SalesInvoices actions are available through search.

Assets

Action	Method	Path	Action id
Get an Asset by ID for an Administration	GET	/api/v2/{{administrationId}}/assets/{{id}}{{format}}	conn_mod_def::GLcODG_Bjyg::aG-KKypRTNaGZRhan9TfKg
List Assets for an Administration	GET	/api/v2/{{administrationId}}/assets{{format}}	conn_mod_def::GLcODHcyxYg::C7GbyTzRQLW-eMbDgVagtQ
Add a Source to an Asset	POST	/api/v2/{{administrationId}}/assets/{{id}}/sources{{format}}	conn_mod_def::GLcOCFn0jZg::KrlPord-T9SzgxB5mTpgSg
Create a Manual Value Change Using Assets Value Changes Manual	POST	/api/v2/{{administrationId}}/assets/{{id}}/value_changes/manual{{format}}	conn_mod_def::GLcOCUWfqzg::N8sire9US3uh4jdsuFdUSA
Create Arbitrary Value Change for an Asset	POST	/api/v2/{{administrationId}}/assets/{{id}}/value_changes/arbitrary{{format}}	conn_mod_def::GLcOCUUUnZA::l48eABudQy-B9vmrdDEQZw
Create Asset for an Administration	POST	/api/v2/{{administrationId}}/assets{{format}}	conn_mod_def::GLcOCUU1h1g::wyIxU5BIR529Ut4LE-iC_g
Create Divestment Value Change for an Asset	POST	/api/v2/{{administrationId}}/assets/{{id}}/value_changes/divestment{{format}}	conn_mod_def::GLcOB15JUoA::5RKmyVWwRq63WZ6KqmRygg
Delete a Reinvestment Reserve Purchase for an Asset	DELETE	/api/v2/{{administrationId}}/assets/{{id}}/reinvestment_reserve_purchase{{format}}	conn_mod_def::GLcOCdbjx3g::qEFZMsfwSHCH-FooXvzQsw
Delete a Reinvestment Reserve Sale for an Asset	DELETE	/api/v2/{{administrationId}}/assets/{{id}}/reinvestment_reserve_sale{{format}}	conn_mod_def::GLcOCdSnaCA::Nn5lX0eoQYGE25tLOHe-bA
Delete an Asset in an Administration	DELETE	/api/v2/{{administrationId}}/assets/{{id}}{{format}}

4 more Assets actions are available through search.

Estimates

Action	Method	Path	Action id
Download Estimate PDF by ID	GET	/api/v2/{{administrationId}}/estimates/{{id}}/download_pdf{{format}}	conn_mod_def::GLcOHknxdGg::00jIVO-sSQG7WrZAAhB3BA
Find an Estimate by Estimate ID	GET	/api/v2/{{administrationId}}/estimates/find_by_estimate_id/{{estimateId}}{{format}}	conn_mod_def::GLcOIBfYW3A::pVOG3QcoROS6eZD3hZ3uUQ
Get Estimate by ID for an Administration	GET	/api/v2/{{administrationId}}/estimates/{{id}}{{format}}	conn_mod_def::GLcOHx_HgUA::AnGD7t6YTCa3gon_0BrXdw
List All IDs and Versions for Estimates Synchronization	GET	/api/v2/{{administrationId}}/estimates/synchronization{{format}}	conn_mod_def::GLcOHtREa3A::jkF9ESSAQ5e--M2L0RBqfQ
List Estimates for an Administration	GET	/api/v2/{{administrationId}}/estimates{{format}}	conn_mod_def::GLcOHx_MzLg::7NVeDzTvSI6-0Sq36WgI-A
Add Attachment to an Estimate	POST	/api/v2/{{administrationId}}/estimates/{{id}}/attachments{{format}}	conn_mod_def::GLcOHNjFQsA::IOzrQIR0RM6dHGyFxYMYfw
Bill Estimate for an Administration	PATCH	/api/v2/{{administrationId}}/estimates/{{id}}/bill_estimate{{format}}	conn_mod_def::GLcOHMvAFcg::cTrEayjuTJiqMlu2BvF-8g
Change State for an Estimate	PATCH	/api/v2/{{administrationId}}/estimates/{{id}}/change_state{{format}}	conn_mod_def::GLcOHNeGF7g::wi49U4WXRA-N4DNJQxurCg
Create an Estimate for an Administration	POST	/api/v2/{{administrationId}}/estimates{{format}}	conn_mod_def::GLcOHM-nx6g::MDvd1wZwSe23sXaNIJPfiw
Delete an Estimate	DELETE	/api/v2/{{administrationId}}/estimates/{{id}}{{format}}	conn_mod_def::GLcOHXZBk1A::7pKixbbMQ-Kv9OK_hHTEIw

1 more Estimates actions are available through search.

ExternalSalesInvoices

Action	Method	Path	Action id
Download Attachment for an External Sales Invoice	GET	/api/v2/{{administrationId}}/external_sales_invoices/{{externalSalesInvoiceId}}/attachments/{{id}}/download{{format}}	conn_mod_def::GLcOInyfGZg::Mzcs03WQR4uzfXyNFpZwGA
Get an External Sales Invoice by ID	GET	/api/v2/{{administrationId}}/external_sales_invoices/{{id}}{{format}}	conn_mod_def::GLcOImwt10g::KqjK6w8LRG662K6w7W6mdQ
List External Sales Invoice Synchronization IDs and Versions for an Administration	GET	/api/v2/{{administrationId}}/external_sales_invoices/synchronization{{format}}	conn_mod_def::GLcOIz4hDHA::aDXbi7OvQvSJdfDBxorOpw
List External Sales Invoices for an Administration	GET	/api/v2/{{administrationId}}/external_sales_invoices{{format}}	conn_mod_def::GLcOIp4ElZA::UKloBJfhS12Zn4sU_4OlQg
Add a Note to an External Sales Invoice	POST	/api/v2/{{administrationId}}/external_sales_invoices/{{externalSalesInvoiceId}}/notes{{format}}	conn_mod_def::GLcOIN9wLrA::RvsUDlkCSQKH0okZ7J_XAw
Add Attachment to an External Sales Invoice	POST	/api/v2/{{administrationId}}/external_sales_invoices/{{id}}/attachment{{format}}	conn_mod_def::GLcOIO9maOg::Em5p9gnkRI-yhdmJ4T3A1A
Create an External Sales Invoice for an Administration	POST	/api/v2/{{administrationId}}/external_sales_invoices{{format}}	conn_mod_def::GLcOIcUGCCg::UJZu9linTs2DsWf3erjMmg
Create External Sales Invoice From Attachment Using External Sales Invoices	POST	/api/v2/{{administrationId}}/external_sales_invoices/attachment{{format}}	conn_mod_def::GLcOIcTce3A::83CfZBDhRZuGGYSUxWfcrg
Delete an External Sales Invoice	DELETE	/api/v2/{{administrationId}}/external_sales_invoices/{{id}}{{format}}	conn_mod_def::GLcOIceh8Ig::C1oI8MwkSjWRF-Zdd4lFfg

1 more ExternalSalesInvoices actions are available through search.

Contacts

Action	Method	Path	Action id
Filter Contacts for an Administration	GET	/api/v2/{{administrationId}}/contacts/filter{{format}}	conn_mod_def::GLcODiHctWA::uzD4YuKnRK6Pw7Gs5DfxOQ
Get a Contact for an Administration	GET	/api/v2/{{administrationId}}/contacts/{{id}}{{format}}	conn_mod_def::GLcODta9PlA::DowU2946Q2C8ey4H1heBdA
Get Contact by Customer ID for an Administration	GET	/api/v2/{{administrationId}}/contacts/customer_id/{{customerId}}{{format}}	conn_mod_def::GLcODsQTD3g::e7LGKWc3RVS5JPi62yxkcA
List All IDs and Versions for Contacts in an Administration	GET	/api/v2/{{administrationId}}/contacts/synchronization{{format}}	conn_mod_def::GLcOD_NFSRg::fTBVJMLWTAWx2lIcSb7ADQ
List Contacts for an Administration	GET	/api/v2/{{administrationId}}/contacts{{format}}	conn_mod_def::GLcODxZTcRA::6Nt1AaN3SRimmTK7XdmyiQ
Add a Note to a Contact	POST	/api/v2/{{administrationId}}/contacts/{{contactId}}/notes{{format}}	conn_mod_def::GLcODG4FROA::Y_j-qGhFT8SBfR2aC5Zokw
Archive a Contact in an Administration	PATCH	/api/v2/{{administrationId}}/contacts/{{id}}/archive{{format}}	conn_mod_def::GLcODG4bYQg::CagpIkLwT12lJeIlvmpqRQ
Create a Contact for an Administration	POST	/api/v2/{{administrationId}}/contacts{{format}}	conn_mod_def::GLcODSUi2Qg::bHPyxoUqQuS_sSOsTuOUcw
Delete a Contact in an Administration	DELETE	/api/v2/{{administrationId}}/contacts/{{id}}{{format}}	conn_mod_def::GLcODQsJvcA::lkjRaqrhQXWm7XLpyjJ3cw
Delete a Contact's Stored Moneybird Payments Mandate	DELETE	/api/v2/{{administrationId}}/contacts/{{contactId}}/moneybird_payments_mandate{{format}}

GeneralDocuments

Action	Method	Path	Action id
Download Attachment for a General Document	GET	/api/v2/{{administrationId}}/documents/general_documents/{{id}}/attachments/{{attachmentId}}/download{{format}}	conn_mod_def::GLcOEmQ72wg::O_YQxhU-QIG9Ls5_e-X9Bw
Get a General Document	GET	/api/v2/{{administrationId}}/documents/general_documents/{{id}}{{format}}	conn_mod_def::GLcOEl99stA::XfiHKQC2Sx-KETqlgBA4QA
Get General Documents for an Administration	GET	/api/v2/{{administrationId}}/documents/general_documents{{format}}	conn_mod_def::GLcOEpJ-FGg::qcuN5wU_TJSfrLoNTCSpcg
Synchronization Using General Documents	GET	/api/v2/{{administrationId}}/documents/general_documents/synchronization{{format}}	conn_mod_def::GLcOE3tNuDg::jnfVSyACRN22rJF-DR7nZg
Add a Note to a General Document	POST	/api/v2/{{administrationId}}/documents/general_documents/{{generalDocumentId}}/notes{{format}}	conn_mod_def::GLcOEbPHCNg::YnDL4ZAMSm6OircB2LhdBQ
Add Attachment to a General Document	POST	/api/v2/{{administrationId}}/documents/general_documents/{{id}}/attachments{{format}}	conn_mod_def::GLcOEbZjmTA::NG3pl4rdTIiZ1WgcIRcAeA
Create General Documents for an Administration	POST	/api/v2/{{administrationId}}/documents/general_documents{{format}}	conn_mod_def::GLcOEbPgo4g::RD0mi9sWSd2Wv-IjAmt4Mg
Delete a General Document for an Administration	DELETE	/api/v2/{{administrationId}}/documents/general_documents/{{id}}{{format}}	conn_mod_def::GLcOEbPHL-g::BHGDPKC8R9W_O0jbO0HAVg
Delete an Attachment from a General Document	DELETE	/api/v2/{{administrationId}}/documents/general_documents/{{id}}/attachments/{{attachmentId}}{{format}}	conn_mod_def::GLcOEbOr-xA::v-pa5lKCTJSreKHvzpHEGQ

GeneralJournalDocuments

Action	Method	Path	Action id
Download Attachment for a General Journal Document	GET	/api/v2/{{administrationId}}/documents/general_journal_documents/{{id}}/attachments/{{attachmentId}}/download{{format}}	conn_mod_def::GLcOFDXJAgg::6mQikKsKT_WwhNlg_9szrA
Get a General Journal Document for an Administration	GET	/api/v2/{{administrationId}}/documents/general_journal_documents/{{id}}{{format}}	conn_mod_def::GLcOFRONi5A::xernH-4QSvevK2AkBX6cMg
Get General Journal Documents for an Administration	GET	/api/v2/{{administrationId}}/documents/general_journal_documents{{format}}	conn_mod_def::GLcOFRYhywA::v5iIKuvNRsyXQF-WUXhsRw
Synchronization Using General Journal Documents	GET	/api/v2/{{administrationId}}/documents/general_journal_documents/synchronization{{format}}	conn_mod_def::GLcOFRONzfg::4JGd70AZRMu4nM-siJMOkg
Add a Note to a General Journal Document	POST	/api/v2/{{administrationId}}/documents/general_journal_documents/{{generalJournalDocumentId}}/notes{{format}}	conn_mod_def::GLcOE3uFZiA::fMhiuOMdQfm9zlNTkwu_8g
Add Attachment to a General Journal Document	POST	/api/v2/{{administrationId}}/documents/general_journal_documents/{{id}}/attachments{{format}}	conn_mod_def::GLcOE3uZDWA::L_mq9sUhRGG7rC0CfkjvDA
Create General Journal Document	POST	/api/v2/{{administrationId}}/documents/general_journal_documents{{format}}	conn_mod_def::GLcOE3u63aA::3P_RoogTT8KRlBVxwKOxag
Delete a General Journal Document	DELETE	/api/v2/{{administrationId}}/documents/general_journal_documents/{{id}}{{format}}	conn_mod_def::GLcOFDXVsCA::FJN242fRTn6tmNtAkatoMA
Delete an Attachment from a General Journal Document	DELETE	/api/v2/{{administrationId}}/documents/general_journal_documents/{{id}}/attachments/{{attachmentId}}{{format}}

Reports

Action	Method	Path	Action id
Balance Sheet Report for an Administration	GET	/api/v2/{{administrationId}}/reports/balance_sheet{{format}}	conn_mod_def::GLcOK33-AvA::Clb5gh7fSVKipmRP7LUw3g
Cash Flow Report for an Administration	GET	/api/v2/{{administrationId}}/reports/cash_flow{{format}}	conn_mod_def::GLcOLD3_h7g::b9cxTHpaSRSL_alUX0oFyQ
Creditors Aging Report for an Administration	GET	/api/v2/{{administrationId}}/reports/creditors_aging{{format}}	conn_mod_def::GLcOLENedDA::Nrw8SQHFR4aBiu_D40JS5g
Debtors Aging Report for an Administration	GET	/api/v2/{{administrationId}}/reports/debtors_aging{{format}}	conn_mod_def::GLcOLFXtWqg::15uJuFqgS56Mqc7WaO1Q0w
Debtors Report for an Administration	GET	/api/v2/{{administrationId}}/reports/debtors{{format}}	conn_mod_def::GLcOLEon2aA::GIlV8lDEQPKn_9-QqkZfhg
General Ledger Report for an Administration	GET	/api/v2/{{administrationId}}/reports/general_ledger{{format}}	conn_mod_def::GLcOLhxUt1g::Z07Gn42yTPS5vs3-hSyB8Q
Revenue by Project Report for an Administration	GET	/api/v2/{{administrationId}}/reports/revenue_by_project{{format}}	conn_mod_def::GLcOLv54p0g::st1tnokjTPCtRzG26itH6w
Tax Report for an Administration	GET	/api/v2/{{administrationId}}/reports/tax{{format}}	conn_mod_def::GLcOL2wLohA::JsnUAjH9SkebFlMFlZDM8w

2 more Reports actions are available through search.

This lists 90 of 296 actions. For anything not here, call search_one_platform_actions with platform moneybird. The full catalog is at https://www.withone.ai/knowledge/moneybird.

When a call fails

The error comes from Moneybird, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/moneybird

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.