Connect Moneybird to OpenClaw on Operator.io
Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.
Automate Moneybird with AI
Your OpenClaw agent lives on Operator and treats Moneybird as one more service it can drive. Send it an outcome in a Telegram or Discord message and it works out which of the 21 Moneybird actions to run, then runs them.
Your agent reaches Moneybird directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.
What your agent can do with Moneybird
Your agent can call any of these Moneybird actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.
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 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 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 Sales Invoice
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Delete Contact
Tool to delete a contact. Use after confirming that contact should be removed.
Delete Contact Note
Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
Delete Contact Person
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.
How to connect Moneybird
You authorize Moneybird once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Moneybird without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.
When you are ready, the get started guide walks through standing up your OpenClaw agent.
Common questions about Moneybird
- How do I connect Moneybird to Operator?
- You authorize Moneybird once from your Operator dashboard. Operator holds the connection and refreshes the access token for you, so your agent keeps working with Moneybird without you signing in again.
- Can my agent handle records and reporting in Moneybird?
- Yes. It can create and update records, pull figures, and read a summary back to you in plain language. People use it to log transactions, check a balance, or answer a question about Moneybird data instead of building the report by hand.
- Do I need to write code or manage Moneybird API keys?
- No code and no API keys. You authorize Moneybird through a normal sign in and Operator handles the connection, so there is nothing to wire up or host.
- Can my agent use Moneybird together with my other apps?
- Yes. The same agent reaches every app you connect, so it can move between Moneybird and tools like Stripe, Coupa, Zoho books in one job, reading from one and acting in another without you wiring anything between them.
More apps to automate
Apps your agent runs alongside Moneybird, or browse all integrations.
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