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.
Tools (21)
Moneybird Add Note To Contact
Moneybird Add Note To ContactIntegration 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.
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
Moneybird Archive ContactIntegration 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.
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
Moneybird Create ContactIntegration 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.
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
Moneybird Create Contact PersonIntegration 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.
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
Moneybird Create Sales InvoiceIntegration 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.
sales_invoice
object
✅
—
Sales invoice data to create
administration_id
integer
✅
123
Numeric administration ID, part of the Moneybird URL path
Moneybird Delete Contact
Moneybird Delete ContactIntegration 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.
contact_id
integer
✅
—
ID of the contact to delete
administration_id
integer
✅
—
ID of the administration
Moneybird Delete Contact Note
Moneybird Delete Contact NoteIntegration 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.
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
Moneybird Delete Contact PersonIntegration 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.
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
Moneybird Filter ContactsIntegration 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.
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
Moneybird Get Additional ChargesIntegration 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.
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
Moneybird Get ContactIntegration 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.
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
Moneybird Get Contact By Customer IdIntegration 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.
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
Moneybird Get Contact PersonIntegration 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.
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
Moneybird Get Sales InvoiceIntegration 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.
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
Moneybird List AdministrationsIntegration 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
Moneybird List Contacts SynchronizationIntegration 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.
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
Moneybird List Sales InvoicesIntegration 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.
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
Moneybird Request Contact Payments Mandate UrlIntegration 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.
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
Moneybird Update ContactIntegration 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.
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
Moneybird Update Contact PersonIntegration 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.
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
Moneybird Update Sales InvoiceIntegration 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.
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