Connect Claude & ChatGPT to Moneybird

187 tools for Moneybird

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• add_attachment_to_external_sales_invoiceChanges dataCreate a new document for a invoice. Search documents first to avoid duplicates. API summary: Add attachment to external sales invoice.
• add_attachment_to_general_journal_documentChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Add attachment to general journal document.
• add_attachment_to_sales_invoiceChanges dataCreate a new document for a invoice. Search documents first to avoid duplicates. API summary: Add attachment to sales invoice.
• add_attachment_to_typeless_documentChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Add attachment to typeless document.
• add_contact_noteChanges dataAdd a note to a contact by `contact_id`; set `todo` (and optionally `assignee_id`) in `note` to make it a to-do.
• add_sales_invoice_noteChanges dataAdd a note or to-do to a sales invoice by `sales_invoice_id`.
• archive_contactVisible to othersArchive a contact (format). Has effects visible outside this system.
• archive_webhookDeletesDeactivate a webhook (format). Destructive action; may require approval.
• attach_financial_mutation_bookingChanges dataLink a financial mutation (format). API summary: Links a financial mutation to a booking.
• create_a_new_general_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create a new general document.
• create_a_new_general_journal_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create a new general journal document.
• create_a_new_purchase_invoiceChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create a new purchase invoice.
• create_a_new_typeless_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create a new typeless document.
• create_a_paymentChanges dataCreate a new payment for a invoice. Search payments first to avoid duplicates. API summary: Create a payment.
• create_accountChanges dataCreate a new account. Required: rgs code. API summary: Creates a new ledger account.
• create_an_external_sales_invoiceChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create an external sales invoice.
• create_arbitraryChanges dataCreate a new arbitrary. Required: date, amount or description. API summary: Create an arbitrary value change.
• create_assetChanges dataCreate a new asset.
• create_asset_disposalChanges dataCreate a new disposal for a asset. Required: date or reason. API summary: Create a disposal.
• create_asset_orderChanges dataCreate a new order for a asset. Required: amount. API summary: Create a reinvestment reserve purchase.
• create_asset_reinvestment_reserve_saleChanges dataCreate a new reinvestment reserve sale for a asset. Required: amount. API summary: Create a reinvestment reserve sale.
• create_asset_sourceChanges dataCreate a new source for a asset. Required: body. API summary: Add a source to an asset.
• create_auditfileChanges dataCreate a new auditfile. Required: year. API summary: Export auditfile.
• create_brugstaatChanges dataCreate a new brugstaat. Required: year. API summary: Export brugstaat.
• create_contactChanges dataCreate a contact from the `contact` object: company_name and/or firstname/lastname, address, email for invoices, phone, tax number and more. Search first to avoid duplicates.
• create_contact_2Changes dataCreate a new contact for a contact. Search contacts first to avoid duplicates. API summary: Create a new contact person.
• create_contact_moneybird_payments_mandateChanges dataCreate a new moneybird payments mandate for a contact. API summary: Request a new Moneybird Payments mandate.
• create_contact_paymentChanges dataCreate a new payment for a contact. Required: body. Search payments first to avoid duplicates. API summary: Create an additional charge to be invoiced at start of next period.
• create_divestmentChanges dataCreate a new divestment. Required: date. API summary: Create a divestment value change.
• create_documentChanges dataCreate a new document for a document. Search documents first to avoid duplicates. API summary: Add attachment to general document.
• create_document_messageChanges dataCreate a new message for a document. API summary: Adds note to entity.
• create_document_message_post_administration_id_documents_generalChanges dataCreate a new message for a document. API summary: Adds note to entity.
• create_estimateChanges dataCreate a draft estimate from the `estimate` object: contact_id, estimate_date, reference, pre/post text and details_attributes (lines with description, price, amount, tax_rate_id). It is not sent until you use send_estimate.
• create_external_sales_invoice_from_attachmentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create external sales invoice from attachment.
• create_financial_statementChanges dataCreate a new financial statement.
• create_full_depreciationChanges dataCreate a new full depreciation. Required: date or description. API summary: Create a full depreciation value change.
• create_identityChanges dataCreate a new identity. API summary: Creates an identity.
• create_invoiceChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch contacts with given ids.
• create_invoice_documentChanges dataCreate a new document for a invoice. Search documents first to avoid duplicates. API summary: Add attachment to purchase invoice.
• create_invoice_messageChanges dataCreate a new message for a invoice. API summary: Adds note to entity.
• create_invoice_message_post_administration_id_external_sales_invChanges dataCreate a new message for a invoice. API summary: Adds note to entity.
• create_invoice_message_post_administration_id_recurring_sales_inChanges dataCreate a new message for a invoice. API summary: Adds note to entity.
• create_invoice_paymentChanges dataCreate a new payment for a invoice. Search payments first to avoid duplicates. API summary: Create a payment.
• create_invoice_post_administration_id_recurring_sales_invoicesChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Creates a new recurring sales invoice.
• create_invoice_post_administration_id_sales_invoices_id_pauseChanges dataCreate a new invoice for a invoice. Required: body. Search invoices first to avoid duplicates. API summary: Pause sales invoice.
• create_invoice_post_administration_id_sales_invoices_id_resumeChanges dataCreate a new invoice for a invoice. Required: body. Search invoices first to avoid duplicates. API summary: Resume sales invoice.
• create_manualChanges dataCreate a new manual. Required: date, amount or description. API summary: Create a manual value change.
• create_page_messageChanges dataCreate a new message for a page. API summary: Adds note to entity.
• create_productChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Creates a new product.
• create_product_sales_linkChanges dataCreate a new sales link for a product. API summary: Create online sales link.
• create_projectChanges dataCreate a new project. Search projects first to avoid duplicates. API summary: Creates a new project.
• create_quote_documentChanges dataCreate a new document for a quote. Search documents first to avoid duplicates. API summary: Add attachment to estimate.
• create_quote_messageChanges dataCreate a new message for a quote. API summary: Adds note to entity.
• create_receiptChanges dataCreate a new receipt. Search receipts first to avoid duplicates.
• create_receipt_documentChanges dataCreate a new document for a receipt. Search documents first to avoid duplicates. API summary: Add attachment to receipt.
• create_receipt_messageChanges dataCreate a new message for a receipt. API summary: Adds note to entity.
• create_receipt_paymentChanges dataCreate a new payment for a receipt. Search payments first to avoid duplicates. API summary: Create a payment.
• create_retroactive_linear_value_changeChanges dataCreate a new retroactive linear value change. API summary: Create linear value changes retroactively.
• create_sales_invoiceChanges dataCreate a draft sales invoice from the `sales_invoice` object: contact_id, invoice_date, reference, currency and details_attributes (lines with description, price, amount, tax_rate_id). It is not sent until you use send_sales_invoice.
• create_subscriptionChanges dataCreate a new subscription.
• create_subscription_and_schedule_one_off_sales_invoiceChanges dataCreate a new subscription. API summary: Create and schedule an invoice to be sent together with the subscription.
• create_subscription_paymentChanges dataCreate a new payment for a subscription. Required: body. Search payments first to avoid duplicates. API summary: Create an additional charge to be invoiced together with the subscription.
• create_subscription_sales_linkChanges dataCreate a new sales link for a subscription. API summary: Create online sales link.
• create_taskChanges dataCreate a new task for a task. API summary: Creates a new task in a group.
• create_task_2Changes dataCreate a new task for a task. API summary: Creates a task list from a template.
• create_task_messageChanges dataCreate a new message for a task. API summary: Creates a note on a task.
• create_task_postChanges dataCreate a new task for a task. API summary: Completes a task.
• create_task_post_administration_id_task_list_tasks_task_list_tasChanges dataCreate a new task for a task. Required: assignee id. API summary: Assigns a user to a task.
• create_task_post_administration_id_task_list_templatesChanges dataCreate a new task. API summary: Creates a new task list template.
• create_task_post_administration_id_task_list_templates_task_listChanges dataCreate a new task for a task. API summary: Creates a new group in a task list template.
• create_task_post_administration_id_task_listsChanges dataCreate a new task. API summary: Creates a new task list.
• create_task_post_administration_id_task_lists_task_list_id_groupChanges dataCreate a new task for a task. API summary: Creates a new group in a task list.
• create_time_entryChanges dataLog time from the `time_entry` object: user_id, started_at, description (required), plus ended_at, contact_id, project_id and billable.
• create_urlChanges dataCreate a new url. API summary: Request an URL for setting up a Moneybird Payments mandate.
• create_webhookDeletesCreate a new webhook. Required: url. Destructive action; may require approval. API summary: Create a webhook.
• delete_asset_ordersMoves moneyPermanently delete a order by format. Financial or irreversible action; may require approval. API summary: Delete a reinvestment reserve purchase.
• delete_asset_reinvestment_reserve_salesMoves moneyPermanently delete a reinvestment reserve sale by format. Financial or irreversible action; may require approval.
• delete_contact_moneybird_payments_mandatesMoves moneyPermanently delete a moneybird payments mandate by format. Financial or irreversible action; may require approval. API summary: Delete a stored Moneybird Payments mandate.
• delete_tasksMoves moneyPermanently delete a task by format. Financial or irreversible action; may require approval. API summary: Unassigns the user from a task.
• delete_tasks_delete_administration_id_task_list_tasks_task_list_Moves moneyPermanently delete a task by format. Financial or irreversible action; may require approval. API summary: Reopens a task.
• detach_financial_mutation_bookingDeletesUnlink a financial mutation (format). Destructive action; may require approval. API summary: Unlinks a booking from a financial mutation.
• download_attachmentDownload the document for a document. API summary: Download attachment.
• download_documentDownload the document for a document. API summary: Download attachment.
• download_document_downloadDownload the document for a document. API summary: Download attachment.
• download_document_get_administration_id_documents_receipts_id_atDownload the document for a document. API summary: Download attachment.
• download_document_get_administration_id_documents_typeless_documDownload the document for a document. API summary: Download attachment.
• download_document_get_administration_id_estimates_estimate_id_atDownload the document for a document. API summary: Download attachment.
• download_document_get_administration_id_external_sales_invoices_Download the document for a document. API summary: Download attachment.
• download_document_get_administration_id_sales_invoices_sales_invDownload the document for a document. API summary: Download attachment.
• download_downloadChanges dataDownload the document for a download. API summary: Download a file.
• download_invoice_packing_slip_pdfDownload the document for a invoice. API summary: Download sales invoice packing slip PDF by id.
• download_invoice_pdfDownload the document for a invoice. API summary: Download sales invoice PDF by id.
• download_invoice_ublDownload the document for a invoice. API summary: Download sales invoice UBL by id.
• download_quote_pdfDownload the document for a quote. API summary: Download estimate PDF by id.
• export_ledger_accountsChanges dataCreate a new account. Required: year. API summary: Export ledger accounts.
• fetch_estimates_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch estimates with given ids.
• fetch_external_sales_invoices_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch external sales invoices with given ids.
• fetch_financial_mutations_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch financial mutations with given ids.
• fetch_general_documents_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch general documents with given ids.
• fetch_general_journal_documents_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch general journal documents with given ids.
• fetch_purchase_invoices_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch purchase invoices with given ids.
• fetch_receipts_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch receipts with given ids.
• fetch_recurring_sales_invoices_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch recurring sales invoices with given IDs.
• fetch_sales_invoices_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch sales invoices with given ids.
• fetch_typeless_documents_with_given_idsChanges dataCreate a new invoice. Required: ids. Search invoices first to avoid duplicates. API summary: Fetch typeless documents with given ids.
• get_general_journal_documentsSearch documents by filter, new filter or exclude new general journal documents. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get general journal documents.
• get_typeless_documentsSearch documents by filter or new filter. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get typeless documents.
• list_accountsList accounts. API summary: Retrieve all available financial accounts for the administration.
• list_administrationsList administrations. API summary: List all administrations.
• list_all_contactsSearch contacts by query, include archived, todo, contact field, contact value or contact import id. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List all contacts.
• list_all_external_invoicesSearch invoices by filter. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: List all external invoices.
• list_all_ids_and_versionsSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List all ids and versions.
• list_all_recurring_sales_invoicesSearch invoices by filter. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: List all recurring sales invoices.
• list_all_subscription_templatesList subscriptions. Results are paginated. API summary: List all subscription templates.
• list_all_task_lists_of_an_administrationList tasks. Results are paginated. API summary: List all task lists of an administration.
• list_assetsList assets. Optional filters: ledger account id or active. Results are paginated. API summary: List all assets.
• list_assets_get_administration_id_reports_assetsList assets. Optional filters: period. API summary: Assets report.
• list_balance_sheetsList balance sheets. Optional filters: period. API summary: Balance sheet report.
• list_bank_transactionsList financial mutations (bank and cash transactions). `filter` takes key:value terms such as period:this_month,state:unprocessed; the filter you pass replaces the default this-year filter.
• list_cash_flowsList cash flows. Optional filters: period or financial account id. API summary: Cash flow report.
• list_contact_moneybird_payments_mandatesList moneybird payments mandates for a contact. API summary: Get Moneybird Payments mandate.
• list_contact_paymentsList payments for a contact. Optional filters: include billed. API summary: Get additional charges.
• list_contactsList contacts. Optional filters: period. Results are paginated. API summary: Expenses by contact report.
• list_contacts_get_administration_id_reports_revenue_by_contactList contacts. Optional filters: period. Results are paginated. API summary: Revenue by contact report.
• list_creditors_agingsList creditors agings. Optional filters: period until. Results are paginated. API summary: Creditors aging report.
• list_custom_fieldsList custom fields. API summary: List all custom fields.
• list_customer_contact_portal_invoicesList invoices for a customer contact portal. API summary: Get a temporary link to the invoices in the customer contact portal.
• list_customersList customers. Optional filters: period. Results are paginated. API summary: Debtors report.
• list_debtors_agingsList debtors agings. Optional filters: period until. Results are paginated. API summary: Debtors aging report.
• list_defaultsList defaults. API summary: Retrieve the default identity.
• list_documentsList documents. API summary: List all document styles.
• list_doublesList doubles. Results are paginated. API summary: List possible duplicate contacts.
• list_downloadsList downloads. Optional filters: download type, downloaded or failed. Results are paginated. API summary: List all downloads.
• list_estimatesList estimates (quotes) with paging, narrowed by `filter` key:value terms such as state or period.
• list_general_ledgersList general ledgers. Optional filters: period. API summary: General ledger report.
• list_identitiesList identities. API summary: Retrieve identities.
• list_ids_and_versions_of_general_documentsSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List ids and versions of general documents.
• list_ids_and_versions_of_general_journal_documentsSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List ids and versions of general journal documents.
• list_ids_and_versions_of_purchase_invoicesSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List ids and versions of purchase invoices.
• list_ids_and_versions_of_receiptsSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List ids and versions of receipts.
• list_ids_and_versions_of_typeless_documentsSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List ids and versions of typeless documents.
• list_journal_entriesList journal entries. Optional filters: period, project id, contact id, ledger account id or account type. Results are paginated. API summary: Journal entries report.
• list_ledger_accountsList the ledger accounts (chart of accounts) of the administration.
• list_profit_lossesList profit losses. Optional filters: period or project id. API summary: Profit loss report.
• list_projectsList projects with paging; `filter` state:active (default), archived or all.
• list_projects_2List projects. Optional filters: period. Results are paginated. API summary: Expenses by project report.
• list_projects_get_administration_id_reports_revenue_by_projectList projects. Optional filters: period. Results are paginated. API summary: Revenue by project report.
• list_purchase_invoicesList purchase invoices (bills from suppliers) with paging, narrowed by `filter` key:value terms such as period or state.
• list_receiptsList receipts (expense documents) with paging, narrowed by `filter` key:value terms.
• list_sales_invoicesList sales invoices with paging. `filter` takes key:value terms such as period:this_year,state:open (states include all, draft, open, scheduled, pending_payment, late); the filter you pass replaces the default this-year filter, so include a period.
• list_subscription_paymentsList payments for a subscription. Optional filters: include billed. API summary: Get additional charges.
• list_subscriptionsList subscriptions. Optional filters: period. API summary: Subscriptions report.
• list_subscriptions_of_a_contactList subscriptions. Optional filters: contact id. API summary: List subscriptions of a contact.
• list_suppliersList suppliers. Optional filters: period. Results are paginated. API summary: Creditors report.
• list_tasksList tasks. API summary: List all task list templates of an administration.
• list_tax_ratesList the administration's tax (VAT) rates. Use to find the tax_rate_id for invoice or estimate lines.
• list_taxesList taxes. Optional filters: period. API summary: Tax report.
• list_time_entriesList time entries with paging, a text `query` on the description, or `filter` terms such as state (all, open or non_billable) and period.
• list_usersList the users of the administration. Use to find a user ID, for example for time entries or to-dos.
• list_verificationsList verifications. API summary: Retrieve verifications.
• list_webhooksList webhooks. API summary: List all webhooks.
• list_workflowsList workflows. API summary: Retrieve available workflows.
• register_sales_invoice_paymentChanges dataRecord a received payment on a sales invoice by `sales_invoice_id`: `payment` needs payment_date and price, and can link a financial account or bank transaction. This books the payment; it does not move money.
• search_contactsSearch contacts with a free-text `query` (name, email, phone, customer number, tax number, IBAN, address) or `filter` terms like contact_type:company, with paging. Use this to find a contact's ID.
• search_documentsSearch documents by filter or new filter. Use this to find existing documents before creating a new document. Results are paginated. API summary: Get general documents.
• search_invoicesSearch invoices by filter or include archived. Use this to find existing invoices before creating a new invoice. API summary: List all ids and versions.
• search_invoices_get_administration_id_external_sales_invoices_sySearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List all ids and versions.
• search_invoices_get_administration_id_financial_mutations_synchrSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List all ids and versions.
• search_invoices_get_administration_id_recurring_sales_invoices_sSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List all IDs and versions.
• search_invoices_get_administration_id_sales_invoices_synchronizaSearch invoices by filter. Use this to find existing invoices before creating a new invoice. API summary: List all ids and versions.
• search_paymentsSearch payments by filter. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List all purchase transactions.
• search_productsSearch products with a text `query`, optionally only `active` ones or by currency. Use to find a product for invoice lines.
• send_estimateVisible to othersSend an estimate by `estimate_id`; `estimate_sending` sets delivery_method (Email or Manual), email address, message and whether it can be signed online. Email delivery sends it to the customer.
• send_invoice_remindersVisible to othersSend a invoice (format). Has effects visible outside this system. API summary: Sends a reminder.
• send_sales_invoiceVisible to othersFinalise and send a sales invoice by `sales_invoice_id`; `sales_invoice_sending` sets delivery_method (Email, Peppol or Manual), email address and message, or a scheduled date. This gives the invoice its number and may email the customer, and cannot be undone.
• submit_invoiceVisible to othersMark as dubious a invoice (format). Has effects visible outside this system.
• submit_invoice_creditinvoiceVisible to othersDuplicate a invoice (format). Has effects visible outside this system. API summary: Duplicate to credit invoice.
• submit_invoice_mark_as_dubiousVisible to othersMark as dubious a invoice (format). Has effects visible outside this system.
• submit_invoice_mark_as_uncollectibleVisible to othersMark as uncollectible a invoice (format). Has effects visible outside this system.
• submit_invoice_patch_administration_id_sales_invoices_id_mark_asVisible to othersMark as uncollectible a invoice (format). Has effects visible outside this system.
• submit_webhookDeletesActivate a webhook (format). Destructive action; may require approval.
• update_defaultsVisible to othersUpdate an existing default identified by format. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates the default identity.
• update_invoicesVisible to othersUpdate an existing invoice identified by format. Only the fields you pass are changed. Has effects visible outside this system. API summary: Register a payment for a creditinvoice.
• update_pagesVisible to othersUpdate an existing page identified by format. Only the fields you pass are changed. Has effects visible outside this system. API summary: Resume a stopped timer.
• update_pages_patch_administration_id_time_entries_id_stopVisible to othersUpdate an existing page identified by format. Only the fields you pass are changed. Has effects visible outside this system. API summary: Stops an active time entry.
• update_quotesVisible to othersUpdate an existing quote identified by format. Only the fields you pass are changed. Has effects visible outside this system. API summary: Bills an estimate.
• update_quotes_patch_administration_id_estimates_id_change_stateVisible to othersUpdate an existing quote identified by format. Only the fields you pass are changed. Has effects visible outside this system. API summary: Changes the state of an estimate.

Questions