Moneybird | Composio Docs

Overview

SLUG: MONEYBIRD

Description

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.

Authentication Details

OAuth2

client_id

stringRequired

client_secret

stringRequired

oauth_redirect_uri

stringDefaults to https://backend.composio.dev/api/v1/auth-apps/add

scopes

stringDefaults to sales_invoices

bearer_token

string

API Key

bearer_token

stringRequired

Connecting to Moneybird

Create an auth config

Use the dashboard to create an auth config for the Moneybird toolkit. This allows you to connect multiple Moneybird accounts to Composio for agents to use.

Select App

Navigate to Moneybird.

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

Create and Get auth config ID

Click “Create Moneybird Auth Config”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using OAuth2

1 from composio import Composio
2 
3 # Replace these with your actual values
4 moneybird_auth_config_id = "ac_YOUR_MONEYBIRD_CONFIG_ID" # Auth config ID created above
5 user_id = "0000-0000-0000"  # UUID from database/application
6 
7 composio = Composio()
8 
9 
10 def authenticate_toolkit(user_id: str, auth_config_id: str):
11     connection_request = composio.connected_accounts.initiate(
12         user_id=user_id,
13         auth_config_id=auth_config_id,
14     )
15 
16     print(
17         f"Visit this URL to authenticate Moneybird: {connection_request.redirect_url}"
18     )
19 
20     # This will wait for the auth flow to be completed
21     connection_request.wait_for_connection(timeout=15)
22     return connection_request.id
23 
24 
25 connection_id = authenticate_toolkit(user_id, moneybird_auth_config_id)
26 
27 # You can also verify the connection status using:
28 connected_account = composio.connected_accounts.get(connection_id)
29 print(f"Connected account: {connected_account}")

Using API Key

1 from composio import Composio
2 
3 # Replace these with your actual values
4 moneybird_auth_config_id = "ac_YOUR_MONEYBIRD_CONFIG_ID" # Auth config ID created above
5 user_id = "0000-0000-0000"  # UUID from database/app
6 
7 composio = Composio()
8 
9 def authenticate_toolkit(user_id: str, auth_config_id: str):
10     # Replace this with a method to retrieve an API key from the user.
11     # Or supply your own.
12     user_api_key = input("[!] Enter API key")
13 
14     connection_request = composio.connected_accounts.initiate(
15         user_id=user_id,
16         auth_config_id=auth_config_id,
17         config={"auth_scheme": "API_KEY", "val": {"generic_api_key": user_api_key}}
18     )
19 
20     # API Key authentication is immediate - no redirect needed
21     print(f"Successfully connected Moneybird for user {user_id}")
22     print(f"Connection status: {connection_request.status}")
23     
24     return connection_request.id
25 
26 
27 connection_id = authenticate_toolkit(user_id, moneybird_auth_config_id)
28 
29 # You can verify the connection using:
30 connected_account = composio.connected_accounts.get(connection_id)
31 print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the Moneybird toolkit’s playground

OpenAI (Python)

Anthropic (TypeScript)

Google (Python)

Vercel (TypeScript)

Python

1 from composio import Composio
2 from openai import OpenAI
3 import json
4 
5 openai = OpenAI()
6 composio = Composio()
7 
8 # User ID must be a valid UUID format
9 user_id = "0000-0000-0000"  # Replace with actual user UUID from your database
10 
11 tools = composio.tools.get(user_id=user_id, toolkits=["MONEYBIRD"])
12 
13 print("[!] Tools:")
14 print(json.dumps(tools))
15 
16 def invoke_llm(task = "What can you do?"):
17     completion = openai.chat.completions.create(
18         model="gpt-4o",
19         messages=[
20             {
21                 "role": "user",
22                 "content": task,  # Your task here!
23             },
24         ],
25         tools=tools,
26     )
27 
28     # Handle Result from tool call
29     result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30     print(f"[!] Completion: {completion}")
31     print(f"[!] Tool call result: {result}")
32 
33 invoke_llm()

Tool List

MONEYBIRD_ADD_NOTE_TO_CONTACT

Tool Name: Add Note to Contact

Description

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.

Action Parameters

administration_id

integerRequired

contact_id

stringRequired

note

objectRequired

Action Response

administration_id

integerRequired

assignee_id

string

completed_at

string

completed_by_id

string

created_at

stringRequired

data

objectRequired

entity_id

stringRequired

entity_type

stringRequired

error

string

stringRequired

note

stringRequired

successful

booleanRequired

todo

booleanRequired

todo_type

string

updated_at

stringRequired

user_id

integerRequired

MONEYBIRD_ARCHIVE_CONTACT

Tool Name: Archive Contact

Description

Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_CREATE_CONTACT

Tool Name: Create Moneybird Contact

Description

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.

Action Parameters

address1

string

address2

string

administration_id

integerRequired

bank_account

string

chamber_of_commerce

string

city

string

company_name

string

country

custom_fields_attributes

object

customer_id

string

delivery_method

string

estimate_workflow_id

integer

firstname

string

invoice_workflow_id

integer

lastname

string

phone

string

send_estimates_to_email

send_invoices_to_email

sepa_active

boolean

sepa_bic

string

sepa_iban

string

sepa_iban_account_name

string

sepa_mandate_date

string

sepa_mandate_id

string

sepa_sequence_type

string

si_identifier

string

si_identifier_type

string

tax_number

string

zipcode

string

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_CREATE_CONTACT_PERSON

Tool Name: Create Contact Person

Description

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.

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

contact_person

objectRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_CREATE_SALES_INVOICE

Tool Name: Create Sales Invoice

Description

Tool to create a new sales invoice. use when you need to bill a contact with specified line items.

Action Parameters

administration_id

integerRequired

sales_invoice

objectRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_DELETE_CONTACT

Tool Name: Delete Contact

Description

Tool to delete a contact. use after confirming that contact should be removed.

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_DELETE_CONTACT_NOTE

Tool Name: Delete Contact Note

Description

Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently.

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

note_id

integerRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_DELETE_CONTACT_PERSON

Tool Name: Delete Contact Person

Description

Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id.

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

contact_person_id

integerRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_FILTER_CONTACTS

Tool Name: Filter Contacts

Description

Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name.

Action Parameters

administration_id

integerRequired

created_after

string

first_name

string

include_archived

boolean

last_name

string

per_page

integer

updated_after

string

Action Response

data

arrayRequired

error

string

successful

booleanRequired

MONEYBIRD_GET_ADDITIONAL_CHARGES

Tool Name: Get Additional Charges

Description

Tool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges.

Action Parameters

administration_id

integerRequired

contact_id

stringRequired

include_billed

boolean

Action Response

data

arrayRequired

error

string

successful

booleanRequired

MONEYBIRD_GET_CONTACT

Tool Name: Get Contact

Description

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.

Action Parameters

administration_id

integerRequired

contact_id

stringRequired

include_archived

boolean

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID

Tool Name: Get Contact by Customer ID

Description

Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id.

Action Parameters

administration_id

integerRequired

customer_id

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_GET_CONTACT_PERSON

Tool Name: Get Contact Person

Description

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.

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

contact_person_id

integerRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_GET_SALES_INVOICE

Tool Name: Get Sales Invoice

Description

Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id.

Action Parameters

administration_id

integerRequired

invoice_id

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_LIST_ADMINISTRATIONS

Tool Name: List Administrations

Description

Tool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact.

Action Parameters

Action Response

data

arrayRequired

error

string

successful

booleanRequired

MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION

Tool Name: List Contacts Synchronization

Description

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.

Action Parameters

administration_id

integerRequired

filter

string

include_archived

boolean

Action Response

data

arrayRequired

error

string

successful

booleanRequired

MONEYBIRD_LIST_SALES_INVOICES

Tool Name: List Sales Invoices

Description

Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration.

Action Parameters

administration_id

integerRequired

filter

string

page

integer

per_page

integer

Action Response

data

arrayRequired

error

string

successful

booleanRequired

MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL

Tool Name: Request Payments Mandate URL

Description

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).

Action Parameters

administration_id

integerRequired

contact_id

integerRequired

identity_id

integer

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_UPDATE_CONTACT

Tool Name: Update Contact

Description

Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed.

Action Parameters

administration_id

integerRequired

contact

objectRequired

contact_id

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_UPDATE_CONTACT_PERSON

Tool Name: Update Contact Person

Description

Tool to update a contact person. use after selecting a specific contact person when you need to change their details.

Action Parameters

administration_id

integerRequired

contact_id

stringRequired

contact_person_id

stringRequired

department

string

firstname

string

lastname

string

phone

string

Action Response

data

objectRequired

error

string

successful

booleanRequired

MONEYBIRD_UPDATE_SALES_INVOICE

Tool Name: Update Sales Invoice

Description

Tool to update an existing sales invoice by id. use when modifying invoice header or line items.

Action Parameters

administration_id

integerRequired

sales_invoice

objectRequired

sales_invoice_id

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired