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Moneybird for AI agents

Moneybird is Dutch online invoicing and accounting software for small businesses and freelancers to manage billing, expenses, and bank reconciliation. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect MoneybirdSee the 21 actions ↓
Finance and accountingOAuth 2.0MCP + RESTmoneybird.com
AUDIT LOG · MONEYBIRDPOLICY: acme-support
09:41:07 · claude · u_8f2read
moneybird.list_sales_invoices
List Sales Invoices✓ allowed · 212ms
09:41:08 · claude · u_8f2read
moneybird.get_contact
Get Contact✓ allowed · 164ms
09:41:09 · claude · u_8f2write
moneybird.create_contact
Create Moneybird Contact✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
moneybird.delete_contact
Delete Contact✕ blocked · policy: deny
EVERY MONEYBIRD CALL, ON THE RECORD
01 · USE CASES

What agents do in Moneybird.

01

Create a sales invoice

Create an invoice for a customer once an order or service is confirmed complete.

02

Look up a contact's invoices

Pull a contact's sales invoices to answer a payment status question, read-only.

03

Approve before deleting a contact

Require approval before deleting a contact, since it removes their record and note history.

02 · ACTIONS

21 Moneybird actions, graded by risk.

Every Moneybird action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

8

Look things up. Allowed by default.

  • moneybird.get_contact
    Get Contact
  • moneybird.get_sales_invoice
    Get Sales Invoice
  • moneybird.get_contact_person
    Get Contact Person
  • moneybird.list_sales_invoices
    List Sales Invoices
  • moneybird.list_administrations
    List Administrations
  • moneybird.get_additional_charges
    Get Additional Charges
  • moneybird.get_contact_by_customer_id
    Get Contact by Customer ID
  • moneybird.list_contacts_synchronization
    List Contacts Synchronization

write

9

Create and change things. Allow, or ask the user first.

  • moneybird.create_contact
    Create Moneybird Contact
  • moneybird.update_contact
    Update Contact
  • moneybird.add_note_to_contact
    Add Note to Contact
  • moneybird.create_sales_invoice
    Create Sales Invoice
  • moneybird.update_sales_invoice
    Update Sales Invoice
  • moneybird.create_contact_person
    Create Contact Person
  • moneybird.update_contact_person
    Update Contact Person
  • moneybird.filter_contacts
    Filter Contacts
  • moneybird.request_contact_payments_mandate_url
    Request Payments Mandate URL

destructive

4

Delete, cancel or archive. Ask first, or deny outright.

  • moneybird.delete_contact
    Delete Contact
  • moneybird.archive_contact
    Archive Contact
  • moneybird.delete_contact_note
    Delete Contact Note
  • moneybird.delete_contact_person
    Delete Contact Person
03 · HOW IT WORKS

Moneybird in three steps.

  1. 01Your users connect MoneybirdThey sign in to Moneybird on Arc0 Connect, under your brand, and approve the access you ask for.
  2. 02You set the rulesReads run, writes like “create Moneybird Contact” can wait for the user, and “delete Contact” can be denied outright.
  3. 03Any agent can actYour agent calls Moneybird through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('moneybird', {
  read: 'allow',
  write: 'ask',        // create_contact
  destructive: 'deny',  // delete_contact
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Moneybird connects.

Users sign in to Moneybird on Arc0 Connect and approve the scopes you request. Build with Arc0’s Moneybird OAuth app, or bring your own so the Moneybird consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Moneybird connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key · OAuth 2.0
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Moneybird from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More finance and accounting apps.

Stripe433 actions44API4 actionsAirwallex7 actionsAiwyn Tax10 actionsAltoviz67 actionsCoupa384 actionsZoho Books265 actionsMaxio177 actions
ALL FINANCE AND ACCOUNTING APPS →
07 · FAQ

Moneybird and Arc0, answered.

Q01

Can I use Moneybird with Claude, ChatGPT or Cursor?

Yes. Connect Moneybird to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Moneybird actions you allow.

Q02

How do users connect Moneybird?

Users sign in to Moneybird on Arc0 Connect and approve the scopes you request. Build with Arc0’s Moneybird OAuth app, or bring your own so the Moneybird consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

Q03

Which Moneybird actions can my agent take?

21 in total: 8 read, 9 write and 4 destructive, such as “create Moneybird Contact”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Moneybird?

Yes. Actions like “delete Contact” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Moneybird too?

Yes. The same Moneybird connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Moneybird into your agent.

Your users connect Moneybird once, under your brand. Your agent gets 21 actions behind your policies, with every call on the record.

Connect MoneybirdBrowse all apps →

Free to build · MCP + REST · Audit log on every plan