# Moneybird Your Toolhouse AI Worker can connect to Moneybird using 21 specialized tools. ## Auth Connection This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under [Auth Connections](https://toolhouse.app/auth-connections?authkit_slugs=moneybird). ## Tools (21) ### `Moneybird Add Note To Contact` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ---------------------- | ---------------------------------------------------------- | | `note` | object | ✅ | — | Payload containing the note details | | `contact_id` | string | ✅ | `"453386282904585657"` | ID of the contact to which the note will be added | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path. | *** ### `Moneybird Archive Contact` Integration name: **MONEYBIRD\_ARCHIVE\_CONTACT** Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------------------- | ----------------------------------------------- | | `contact_id` | integer | ✅ | `453386280870347900` | The unique identifier of the contact to archive | | `administration_id` | integer | ✅ | `123` | The unique identifier of the administration | *** ### `Moneybird Create Contact` Integration name: **MONEYBIRD\_CREATE\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------------------- | ------- | :------: | --------------------------------------------------------- | ------------------------------------------------------------------- | | `city` | string | | `"Amsterdam"` | City name | | `phone` | string | | `"+31-20-1234567"` | Phone number | | `country` | string | | `"NL"` | ISO 3166-1 alpha-2 country code, e.g., NL | | `zipcode` | string | | `"1234AB"` | Postal code | | `address1` | string | | `"Hoofdstraat 1"` | Street and number | | `address2` | string | | `"Suite 5"` | Additional address line | | `lastname` | string | | `"Doe"` | Last name; required if company\_name is blank | | `sepa_bic` | string | | `"ABNANL2A"` | Valid BIC; required if sepa\_active | | `firstname` | string | | `"John"` | First name; required if company\_name is blank | | `sepa_iban` | string | | `"NL91ABNA0417164300"` | Valid IBAN; required if sepa\_active | | `tax_number` | string | | `"NL123456789B01"` | Tax/VAT number | | `customer_id` | string | | `"customer-123"` | Unique customer identifier; autogenerated if empty | | `sepa_active` | boolean | | `true` | Enable SEPA direct debit; when true, other SEPA fields are required | | `bank_account` | string | | `"NL91ABNA0417164300"` | Bank account number | | `company_name` | string | | `"Acme B.V."` | Company name; required if firstname and lastname are blank | | `si_identifier` | string | | `"123456789"` | SEPA identifier | | `delivery_method` | string | | `"Email"` | Delivery method | | `sepa_mandate_id` | string | | `"MAN123"` | Mandate ID; required if sepa\_active | | `administration_id` | integer | ✅ | `123` | ID of the administration | | `sepa_mandate_date` | string | | `"2023-01-01"` | Mandate date (YYYY-MM-DD); required if sepa\_active | | `sepa_sequence_type` | string | | `"RCUR"` | SEPA sequence type; required if sepa\_active | | `si_identifier_type` | string | | `"NL:KVK"` | SEPA identifier type | | `chamber_of_commerce` | string | | `"12345678"` | Chamber of Commerce number | | `invoice_workflow_id` | integer | | `1` | Invoice workflow ID | | `estimate_workflow_id` | integer | | `2` | Estimate workflow ID | | `send_invoices_to_email` | string | | `"invoice@example.com"` | Comma-separated emails to send invoices to | | `sepa_iban_account_name` | string | | `"John Doe"` | Account holder name for SEPA | | `send_estimates_to_email` | string | | `"estimate@example.com"` | Comma-separated emails to send estimates to | | `custom_fields_attributes` | object | | `{"0":{"id":"453386278647367526","value":"Field value"}}` | Custom fields as dict of {index:{id, value}} | *** ### `Moneybird Create Contact Person` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------- | ----------------------------------------------------------------------- | | `contact_id` | integer | ✅ | `12345` | ID of the contact under which the person will be created | | `contact_person` | object | ✅ | — | Container for all contact person fields | | `administration_id` | integer | ✅ | `12345` | ID of the administration under which the contact person will be created | *** ### `Moneybird Create Sales Invoice` Integration name: **MONEYBIRD\_CREATE\_SALES\_INVOICE** Tool to create a new sales invoice. Use when you need to bill a contact with specified line items. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------- | --------------------------------------------------------- | | `sales_invoice` | object | ✅ | — | Sales invoice data to create | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path | *** ### `Moneybird Delete Contact` Integration name: **MONEYBIRD\_DELETE\_CONTACT** Tool to delete a contact. Use after confirming that contact should be removed. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------- | --------------------------- | | `contact_id` | integer | ✅ | — | ID of the contact to delete | | `administration_id` | integer | ✅ | — | ID of the administration | *** ### `Moneybird Delete Contact Note` Integration name: **MONEYBIRD\_DELETE\_CONTACT\_NOTE** Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------------------- | ------------------------------------------- | | `note_id` | integer | ✅ | `453386283072357800` | The unique identifier of the note to delete | | `contact_id` | integer | ✅ | `453386283035657660` | The unique identifier of the contact | | `administration_id` | integer | ✅ | `123` | The unique identifier of the administration | *** ### `Moneybird Delete Contact Person` Integration name: **MONEYBIRD\_DELETE\_CONTACT\_PERSON** Tool to delete a contact person from a contact. Use after confirming the administration\_id, contact\_id, and contact\_person\_id. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------------------- | --------------------------------------------------------------- | | `contact_id` | integer | ✅ | `453386271583110600` | The ID of the contact from which to remove a person | | `administration_id` | integer | ✅ | `123` | The Moneybird administration ID under which the contact resides | | `contact_person_id` | integer | ✅ | `453386271587304900` | The ID of the contact person to delete | *** ### `Moneybird Filter Contacts` Integration name: **MONEYBIRD\_FILTER\_CONTACTS** Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created\_after or first\_name. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------------------------ | -------------------------------------------------------------------------------------------------- | | `per_page` | integer | | `20` | Number of contacts to return per page (1-100) | | `last_name` | string | | `"Jansen"` | Filter contacts by last name (case-insensitive) | | `first_name` | string | | `"Piet"` | Filter contacts by first name (case-insensitive) | | `created_after` | string | | `"2025-05-06T07:27:49Z"` | Select contacts created after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-06T07:27:49Z' | | `updated_after` | string | | `"2025-05-07T07:27:54Z"` | Select contacts updated after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-07T07:27:54Z' | | `include_archived` | boolean | | — | Include archived contacts in the results | | `administration_id` | integer | ✅ | `123` | Numeric administration ID for the Moneybird URL path. | *** ### `Moneybird Get Additional Charges` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ---------------------- | ------------------------------------------------------------------------------------- | | `contact_id` | string | ✅ | `"453386282125493567"` | ID of the contact to retrieve additional charges for | | `include_billed` | boolean | | `true` | If true, includes additional charges that have already been billed. Default is false. | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, as part of the Moneybird URL path. | *** ### `Moneybird Get Contact` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ---------------------- | --------------------------------------------------------- | | `contact_id` | string | ✅ | `"453386277543216836"` | ID of the contact to retrieve | | `include_archived` | boolean | | `true` | Return archived contact when true (default false) | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path | *** ### `Moneybird Get Contact By Customer Id` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------- | ------------------------------------------------ | | `customer_id` | string | ✅ | `"1"` | Unique customer identifier for the contact. | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, used in the URL path. | *** ### `Moneybird Get Contact Person` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------------------- | -------------------------------------------------- | | `contact_id` | integer | ✅ | `453386271583110600` | The ID of the contact to which the person belongs. | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, used in the URL path. | | `contact_person_id` | integer | ✅ | `453386271587304900` | The ID of the contact person to retrieve. | *** ### `Moneybird Get Sales Invoice` Integration name: **MONEYBIRD\_GET\_SALES\_INVOICE** Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ---------------------- | --------------------------------------------------------- | | `invoice_id` | string | ✅ | `"453386418454005463"` | ID of the sales invoice to retrieve | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path | *** ### `Moneybird List Administrations` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. *No parameters required.* *** ### `Moneybird List Contacts Synchronization` Integration name: **MONEYBIRD\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------------------- | ---------------------------------------------------------------------- | | `filter` | string | | `"first_name:henk"` | Optional filter expression to narrow results, e.g., 'first\_name:henk' | | `include_archived` | boolean | | — | If true, include archived contacts in the synchronization list | | `administration_id` | integer | ✅ | `123` | The unique identifier of the administration | *** ### `Moneybird List Sales Invoices` Integration name: **MONEYBIRD\_LIST\_SALES\_INVOICES** Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------------- | ---------------------------------------------------------------------------------------------------------------------------- | | `page` | integer | | — | Page number for pagination (must be >= 1). | | `filter` | string | | `"state=sent"` | Filter expression to limit invoices. See Moneybird docs for supported filters, e.g., 'state=sent' or 'period=current\_year'. | | `per_page` | integer | | — | Number of invoices per page (max 100). | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path | *** ### `Moneybird Request Contact Payments Mandate Url` Integration name: **MONEYBIRD\_REQUEST\_CONTACT\_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). #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | -------------------- | ------------------------------------------------------------------------------ | | `contact_id` | integer | ✅ | `453386284017124900` | ID of the contact for which to generate a payments mandate URL | | `identity_id` | integer | | `17466028447673` | Optional identity ID when multiple identities exist; must be a valid identity. | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, as part of the Moneybird URL path. | *** ### `Moneybird Update Contact` Integration name: **MONEYBIRD\_UPDATE\_CONTACT** Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ---------------------- | --------------------------------------------------------- | | `contact` | object | ✅ | — | Key-value map of contact fields to update | | `contact_id` | string | ✅ | `"453386279404439494"` | ID of the contact to update | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path | *** ### `Moneybird Update Contact Person` Integration name: **MONEYBIRD\_UPDATE\_CONTACT\_PERSON** Tool to update a contact person. Use after selecting a specific contact person when you need to change their details. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ------------------------ | ---------------------------------------------------------- | | `email` | string | | `"john.doe@example.com"` | Email address of the contact person. | | `phone` | string | | `"123-456-7890"` | Phone number of the contact person. | | `lastname` | string | | `"Doe"` | Last name of the contact person. | | `firstname` | string | | `"John"` | First name of the contact person. | | `contact_id` | string | ✅ | `"453386271583110602"` | ID of the contact containing the person to update. | | `department` | string | | `"Sales"` | Department of the contact person. | | `administration_id` | integer | ✅ | `123` | Numeric administration ID, part of the Moneybird URL path. | | `contact_person_id` | string | ✅ | `"453386271587304908"` | ID of the contact person to update. | *** ### `Moneybird Update Sales Invoice` Integration name: **MONEYBIRD\_UPDATE\_SALES\_INVOICE** Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------------- | ------- | :------: | ---------------------- | --------------------------------------- | | `sales_invoice` | object | ✅ | — | Fields to update on the invoice | | `sales_invoice_id` | string | ✅ | `"453386418454005463"` | ID of the sales invoice to update | | `administration_id` | integer | ✅ | `123` | Administration ID in Moneybird URL path | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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