Moneybird connector for AI agents

Q: Does the agent access Moneybird as the user or through a shared service account?

As the user. Each user signs in to Moneybird once, and Scalekit stores and refreshes their tokens. Invoices, bookings, and payments the agent records are attributed to that user in your audit trail, not a shared service account.

Q: Where is the Moneybird OAuth token stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Q: Can I limit what the agent does in Moneybird?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example the report and list tools without moneybird_delete_contact, which deletes a contact permanently, or moneybird_mark_sales_invoice_uncollectible, which writes an invoice off as bad debt. Scalekit also enforces scope checks before every API call.

Q: What happens when a user revokes Moneybird access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Q: Which Moneybird administration does the agent work in?

moneybird_list_administrations returns the administrations, or bookkeeping accounts, the signed-in user can access. Every other Moneybird tool takes an administration_id, so one connection can work in any administration that user can reach.

Tools your bookkeeping agent reaches for on Moneybird, scoped per user.

CALL ANY TOOL

119 tools for accounting in Moneybird: create and send sales invoices and estimates, record purchase invoices, receipts, and payments, book bank mutations, log time entries, and run financial and VAT reports.

moneybird_add_contact_note

Add contact note

Add a note to a contact. Returns the created note including id, administration_id, entity_id, entity_type, user_id, assignee_id, todo. Use to record a remark on the contact timeline.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

contact_id

string

Required

Id of the contact. Use list_contacts to find it.

assignee_id

string

Optional

Assign to-do to user. Should be a valid user id. If assignee_id is provided the note will be a to-do. Example: 401892365587990113.

note

string

Optional

**Required**. Text for the note or to-do. Example: Called the customer about the open invoice..

todo

boolean

Optional

If `true` the note is a to-do. Example: sales_invoices.

moneybird_archive_contact

Archive contact

moneybird_bill_estimate

Bill estimate

moneybird_create_contact

Create contact

Create a new contact. A company_name, or a firstname and lastname, is required. Returns the created contact including id, administration_id, company_name, firstname, lastname, address1, address2. Use list_contacts first to avoid creating a duplicate.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

address1

string

Optional

Primary street address of the contact. Example: Keizersgracht 1.

address2

string

Optional

Secondary address line (e.g. apartment number, building name). Example: Floor 2.

bank_account

string

Optional

The bank account number (IBAN) of the contact. Used for outgoing payments and displayed on documents. Example: NL91ABNA0417164300.

chamber_of_commerce

string

Optional

The CoC (Chamber of Commerce) registration number of the contact's business. Example: 12345678.

city

string

Optional

City or town of the contact's address. Example: Amsterdam.

company_name

string

Optional

A contact requires a non-blank `company_name`, `firstname` or `lastname`. Example: Acme B.V..

contact_person

object

Optional

An optional initial contact person to create along with the contact. Additional contact persons can be managed via the contact persons endpoint.

country

string

Optional

ISO two-character country code, e.g. NL or DE. Example: NL.

custom_fields_attributes

array

Optional

Array of custom field values. Each entry needs the custom field id (from list_custom_fields) and a value. Example: [{"id": "401892365587990113", "value": "PO-123"}].

customer_id

string

Optional

Will be assigned automatically if empty. Should be unique for the administration. Example: 1042.

delivery_method

string

Optional

Can be `Email`, `Simplerinvoicing`, `Peppol`, `Manual` or `Post`. Example: Email.

direct_debit

boolean

Optional

When `true`, invoices for this contact are collected via SEPA direct debit. Requires SEPA fields to be configured. Example: true.

email_ubl

boolean

Optional

When `true`, a UBL (Universal Business Language) XML file is attached when emailing invoices to this contact. Enables machine-readable invoice processing. Example: true.

estimate_workflow_id

string

Optional

Should be a valid estimate workflow id. Example: 401892365587990113.

firstname

string

Optional

A contact requires a non-blank `company_name`, `firstname` or `lastname`. Example: Jane.

invoice_workflow_id

string

Optional

Should be a valid invoice workflow id. Example: 401892365587990113.

lastname

string

Optional

A contact requires a non-blank `company_name`, `firstname` or `lastname`. Example: Doe.

phone

string

Optional

Phone number of the contact. Example: +31 20 123 4567.

send_estimates_to_attention

string

Optional

The name of the person to address estimates to (attention line). Example: example.

send_estimates_to_email

string

Optional

Should be one or more valid email addresses, separated by a comma. Example: example.

send_invoices_to_attention

string

Optional

The name of the person to address invoices to (attention line), e.g. "Finance Department". Example: example.

send_invoices_to_email

string

Optional

Should be one or more valid email addresses, separated by a comma. Example: example.

sepa_active

boolean

Optional

When `true`, all other SEPA fields are required. Example: true.

sepa_bic

string

Optional

Should be a valid BIC. Example: ABNANL2A.

sepa_iban

string

Optional

Should be a valid IBAN. Example: NL91ABNA0417164300.

sepa_iban_account_name

string

Optional

The account holder name for the SEPA direct debit IBAN. Example: example.

sepa_mandate_date

string

Optional

Should be a date in the past. Example: 2026-01-31.

sepa_mandate_id

string

Optional

Should be unique for the administration. Example: 401892365587990113.

sepa_sequence_type

string

Optional

Can be `RCUR`, `FRST`, `OOFF` or `FNAL`. Example: example.

si_identifier

string

Optional

The Peppol/e-invoicing identifier value for this contact. The format depends on the `si_identifier_type`. Example: example.

si_identifier_type

string

Optional

Can be `0002`, `0007`, `0009`, `0037`, `0060`, `0088`, `0096`, `0097`, `0106`, `0130`, `0135`, `0142`, `0151`, `0183`, `0184`, `0188`, `0190`, `0191`, `0192`, `0193`, `0195`, `0196`, `0198`, `0199`, `0200`, `0201`, `0204`, `0205`, `0208`, `0209`, `0210`, `0211`, `0212`, `0213`, `0215`, `0216`, `0221`, `0230`, `9910`, `9913`, `9914`, `9915`, `9918`, `9919`, `9920`, `9922`, `9923`, `9924`, `9925`, `9926`, `9927`, `9928`, `9929`, `9930`, `9931`, `9932`, `9933`, `9934`, `9935`, `9936`, `9937`, `9938`, `9939`, `9940`, `9941`, `9942`, `9943`, `9944`, `9945`, `9946`, `9947`, `9948`, `9949`, `9950`, `9951`, `9952`, `9953`, `9957` or `9959`. Example: example.

tax_number

string

Optional

The tax identification number (VAT number) of the contact, e.g. `NL123456789B01`. Example: NL123456789B01.

zipcode

string

Optional

Postal code or ZIP code of the contact's address. Example: 1011 AB.

moneybird_create_estimate

Create estimate

Create an estimate (quote) in draft state for a contact. Returns the created estimate including id, administration_id, contact_id, contact, contact_person_id, contact_person, estimate_id. Use list_contacts and list_tax_rates first to find ids. Use send_estimate afterwards to deliver it.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

contact_id

string

Optional

Should be a valid contact id. Example: 401892365587990113.

contact_person_id

string

Optional

Should be a valid contact person id. Example: 401892365587990113.

currency

string

Optional

ISO three-character currency code, e.g. EUR or USD. Defaults to the workflow's currency. Example: EUR.

custom_fields_attributes

array

Optional

Array of custom field values. Each entry needs the custom field id (from list_custom_fields) and a value. Example: [{"id": "401892365587990113", "value": "PO-123"}].

details_attributes

array

Optional

Array of detail (line item) objects. Each line takes description, price (decimal string such as "125.00"), amount (quantity, default 1), tax_rate_id, ledger_account_id, product_id, project_id and period. To change an existing line on update, include its id; to remove one, include its id with _destroy set to true. Example: [{"description": "Consulting", "price": "125.00", "amount": "2", "tax_rate_id": "401892365587990113"}].

discount

number

Optional

Discount percentage, e.g. 10,0%. Should be a number 0 <= *n* <= 100. Example: 10.

document_style_id

string

Optional

Default document style is used when value is not provided. Should be a valid document style id. Example: 401892365587990113.

estimate_date

string

Optional

The date of the estimate. Defaults to the current date. Example: 2026-01-31.

estimate_sequence_id

string

Optional

The ID of the numbering sequence to use for the estimate number. If not provided, the administration default is used. Example: 401892365587990113.

first_due_interval

integer

Optional

The number of days after the estimate date before the estimate expires. Defaults to the first workflow step's due interval. Example: 14.

language

string

Optional

Can be `bg`, `cs`, `da`, `de`, `el`, `en`, `es`, `fr`, `hr`, `hu`, `it`, `no`, `nl`, `nl-be`, `pl`, `pt`, `ro`, `sv`, `tr` or `uk`. Example: example.

original_sales_invoice_id

string

Optional

The ID of the sales invoice this estimate was created from (e.g. for credit notes or revised estimates). Example: 401892365587990113.

post_text

string

Optional

Closing text displayed below the details on the estimate document. Defaults to the workflow's post-text. Example: example.

pre_text

string

Optional

Introductory text displayed above the details on the estimate document. Defaults to the workflow's pre-text. Example: example.

prices_are_incl_tax

boolean

Optional

Whether the prices on the estimate are inclusive of tax. Defaults to the workflow's setting. Example: false.

reference

string

Optional

Your own reference for this estimate, e.g. a project code or PO number. Visible to the recipient. Example: PO-2026-0042.

remove_estimate_sequence_id

string

Optional

Set to `true` to remove the assigned numbering sequence, reverting to the administration default. Example: 401892365587990113.

show_tax

boolean

Optional

Whether to show tax amounts on the estimate. Useful for non-VAT registered businesses or tax-exempt clients. Defaults to the workflow's setting. Example: true.

workflow_id

string

Optional

If value is not provided, the workflow saved in the contact is used. If the contact doesn't have a default workflow, the administration's default workflow is used. Should be a valid workflow id. Example: 401892365587990113.

moneybird_create_ledger_account

Create ledger account

moneybird_create_purchase_invoice_payment

Create purchase invoice payment

Register a payment on a purchase invoice. Returns the created payment including id, administration_id, invoice_type, invoice_id, financial_account_id, user_id, payment_transaction_id. Use list_financial_accounts to find the financial_account_id the money left from.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

payment_date

string

Required

The date on which the payment was made. Example: 2026-01-31.

price

string

Required

The amount paid in the document's currency. Example: 125.00.

purchase_invoice_id

string

Required

Id of the purchase invoice. Use the matching list tool to find it. Example: 401892365587990113.

financial_account_id

string

Optional

The ID of the financial account (bank account or cash register) associated with this payment. Required for `private_payment` and `cash_payment` actions. Should be a valid financial account id. Example: 401892365587990113.

financial_mutation_id

string

Optional

The ID of the bank transaction to link this payment to. Required for `bank_transfer` actions. Should be a valid financial mutation id. Example: 401892365587990113.

invoice_id

string

Optional

The ID of the document to settle this payment against. Required for `invoices_settlement` actions. Should be a valid document id (sales invoice, purchase invoice, receipt, etc.). Example: 2026-0001.

ledger_account_id

string

Optional

The ID of the ledger account to book this payment to. Required for `balance_settlement` actions. Should be a valid ledger account id. Example: 401892365587990113.

manual_payment_action

string

Optional

Can be `private_payment` (needs financial_account_id), `payment_without_proof`, `cash_payment` (needs financial_account_id), `rounding_error`, `bank_transfer` (needs financial_mutation_id), `balance_settlement` (needs ledger_account_id) or `invoices_settlement` (needs invoice_id). `payment_without_proof` is only accepted when the administration allows payments without proof. Example: example.

price_base

string

Optional

Amount paid expressed in the base currency of the administration. Required when the document uses a different currency than the administration's base currency. Example: 125.00.

transaction_identifier

string

Optional

An external transaction reference, e.g. a bank transaction ID or PSP reference. Used to match the payment with financial mutations. Example: example.

moneybird_create_sales_invoice

Create sales invoice

Create a sales invoice in draft state for a contact. Returns the created sales invoice including id, administration_id, contact_id, contact, contact_person_id, contact_person, invoice_id. Use list_contacts, list_tax_rates and list_ledger_accounts first to find ids. Use send_sales_invoice afterwards to deliver it.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

contact_id

string

Optional

The ID of the contact associated with the sales invoice. This is mandatory when setting the contact_person_id. Should be a valid contact id. Example: 401892365587990113.

contact_person_id

string

Optional

The ID of the contact person associated with the sales invoice. Should be a valid contact person id. Example: 401892365587990113.

currency

string

Optional

ISO three-character currency code, e.g. EUR or USD. Defaults to the workflow's currency. Example: EUR.

custom_fields_attributes

array

Optional

Array of custom field values. Each entry needs the custom field id (from list_custom_fields) and a value. Example: [{"id": "401892365587990113", "value": "PO-123"}].

details_attributes

array

Optional

discount

number

Optional

Discount percentage applied to the entire invoice, e.g. `10.0` for 10%. Example: 10.

document_style_id

string

Optional

Default document style is used if value is not provided. Should be a valid document style id. Example: 401892365587990113.

first_due_interval

integer

Optional

The number of days after the invoice date before the invoice is due. Defaults to the first workflow step's due interval. Example: 14.

from_payment_request

boolean

Optional

Set to `true` when the invoice was created from a Moneybird payment request. Example: true.

invoice_date

string

Optional

When left empty, it is filled in when the invoice is sent. Example: 2026-01-31.

invoice_sequence_id

string

Optional

The ID of the numbering sequence to use for the invoice number. If not provided, the administration default is used. Example: 401892365587990113.

original_estimate_id

string

Optional

The ID of the estimate this invoice was created from. Used to link an invoice to its originating estimate. Example: 401892365587990113.

payment_conditions

string

Optional

Free-text payment conditions printed on the invoice, e.g. "Payment within 30 days". Defaults to the workflow's payment conditions. Example: Payable within 14 days..

prices_are_incl_tax

boolean

Optional

Whether the prices on the invoice are inclusive of tax. Defaults to the workflow's setting. Example: false.

reference

string

Optional

Your own reference for this invoice, e.g. a project code or PO number. Visible to the recipient. Example: PO-2026-0042.

time_entry_ids

array

Optional

Array of time entry ids to bill on this invoice. Use list_time_entries to find them. Example: ["401892365587990113"].

workflow_id

string

Optional

moneybird_delete_contact

Delete contact

moneybird_delete_product

Delete product

moneybird_delete_recurring_sales_invoice

Delete recurring sales invoice

moneybird_fetch_contacts_by_ids

Fetch contacts by ids

moneybird_find_sales_invoice_by_invoice_id

Find sales invoice by invoice id

moneybird_get_balance_sheet_report

Get balance sheet report

moneybird_get_contact_by_customer_id

Get contact by customer id

moneybird_get_external_sales_invoice

Get external sales invoice

moneybird_get_ledger_account

Get ledger account

moneybird_get_purchase_invoice

Get purchase invoice

moneybird_get_sales_invoice

Get sales invoice

moneybird_list_administrations

List administrations

moneybird_list_document_styles

List document styles

moneybird_list_general_documents

List general documents

List general documents (bookkeeping documents that are not invoices or receipts). Returns a page of general documents including id, administration_id, contact_id, contact, reference, date, due_date. Use for miscellaneous documents. Use list_general_journal_documents for manual journal entries.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

filter

string

Optional

new_filter

string

Optional

String terms, example: `key1:value1,key2:value2`. Example: example.

page

integer

Optional

Page number to return, starting at 1. Use together with per_page to walk through large result sets. Example: 1.

per_page

integer

Optional

Number of records per page, between 1 and 100. The default is 25. Example: 50.

sort

string

Optional

Sorts the list on date, so the newest (`date_desc`) or the oldest (`date_asc`) items come first. Allowed values: date_desc, date_asc. One of: `date_desc`, `date_asc`.

moneybird_list_products

List products

moneybird_list_sales_invoice_versions

List sales invoice versions

moneybird_list_tax_rates

List tax rates

List the tax rates (VAT rates) configured in an administration. Returns tax rates including id, administration_id, name, percentage, tax_rate_type, show_tax, active. Use to find a tax_rate_id before creating invoice, estimate, or document detail lines.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

filter

string

Optional

Filters are `key:value` terms separated by commas (e.g. `percentage:21,tax_rate_type:sales_invoice`). Any filter you pass replaces the defaults below entirely, so include every key you need. Available filters: | **Filter** | **Type** | **Default** | **Description** | | --- | --- | --- | --- | | name | `String` | | Select tax rates by their full name | | partial_name | `String` | | Select tax rates with this substring in their name | | percentage | `Integer` | | Select tax rates with the specified percentage, e.g. specify `21` for 21% | | tax_rate_type | `String` | `all` | `all`, `general_journal_document`, `purchase_invoice` or `sales_invoice` | | country | `String` | | Select tax rates with the specified country. Must be a 2 letter abbreviation following ISO 3166. Please note that only foreign tax rates will have this field set. Domestic tax rates will not have this set at the moment. | | show_tax | `Boolean` | | Use `true` to tax rates for which tax is shown on the invoice, `false` for when it's not shown. No value will select both | | active | `Boolean` | | Use `true` to select active tax rates. Use `false` for inactive tax rates. No value will select both | | created_after | `String` | | Tax rates created after the given time (exclusive). ISO 8601 formatted string. The time to compare with is in UTC timezone | | updated_after | `String` | | Tax rates updated after the given time (exclusive). ISO 8601 formatted string. The time to compare with is in UTC timezone | You can filter by multiple tax rate types at the same time by separating the values with a pipe (`tax_rate_type:purchase_invoice|sales_invoice`). Example: state:open,period:this_year.

page

integer

Optional

Page number to return, starting at 1. Use together with per_page to walk through large result sets. Example: 1.

per_page

integer

Optional

Number of records per page, between 1 and 100. The default is 25. Example: 50.

moneybird_send_estimate

Send estimate

moneybird_update_contact

Update contact

Update fields of an existing contact. Only the fields you pass are changed. Returns the updated contact including id, administration_id, company_name, firstname, lastname, address1, address2. Use get_contact first to read current values.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

contact_id

string

Required

Id of the contact. Use list_contacts to find it.

address1

string

Optional

Primary street address of the contact. Example: Keizersgracht 1.

address2

string

Optional

Secondary address line (e.g. apartment number, building name). Example: Floor 2.

bank_account

string

Optional

The bank account number (IBAN) of the contact. Used for outgoing payments and displayed on documents. Example: NL91ABNA0417164300.

chamber_of_commerce

string

Optional

The CoC (Chamber of Commerce) registration number of the contact's business. Example: 12345678.

city

string

Optional

City or town of the contact's address. Example: Amsterdam.

company_name

string

Optional

A contact requires a non-blank `company_name`, `firstname` or `lastname`. Example: Acme B.V..

country

string

Optional

ISO two-character country code, e.g. NL or DE. Example: NL.

custom_fields_attributes

array

Optional

Array of custom field values. Each entry needs the custom field id (from list_custom_fields) and a value. Example: [{"id": "401892365587990113", "value": "PO-123"}].

customer_id

string

Optional

Will be assigned automatically if empty. Should be unique for the administration. Example: 1042.

delivery_method

string

Optional

Can be `Email`, `Simplerinvoicing`, `Peppol`, `Manual` or `Post`. Example: Email.

direct_debit

boolean

Optional

When `true`, invoices for this contact are collected via SEPA direct debit. Requires SEPA fields to be configured. Example: true.

email_ubl

boolean

Optional

When `true`, a UBL (Universal Business Language) XML file is attached when emailing invoices to this contact. Enables machine-readable invoice processing. Example: true.

estimate_workflow_id

string

Optional

Should be a valid estimate workflow id. Example: 401892365587990113.

firstname

string

Optional

A contact requires a non-blank `company_name`, `firstname` or `lastname`. Example: Jane.

invoice_workflow_id

string

Optional

Should be a valid invoice workflow id. Example: 401892365587990113.

lastname

string

Optional

A contact requires a non-blank `company_name`, `firstname` or `lastname`. Example: Doe.

phone

string

Optional

Phone number of the contact. Example: +31 20 123 4567.

send_estimates_to_attention

string

Optional

The name of the person to address estimates to (attention line). Example: example.

send_estimates_to_email

string

Optional

Should be one or more valid email addresses, separated by a comma. Example: example.

send_invoices_to_attention

string

Optional

The name of the person to address invoices to (attention line). Example: example.

send_invoices_to_email

string

Optional

Should be one or more valid email addresses, separated by a comma. Example: example.

sepa_active

boolean

Optional

When `true`, all other SEPA fields are required. Example: true.

sepa_bic

string

Optional

Should be a valid BIC. Example: ABNANL2A.

sepa_iban

string

Optional

Should be a valid IBAN. Example: NL91ABNA0417164300.

sepa_iban_account_name

string

Optional

The account holder name for the SEPA direct debit IBAN. Example: example.

sepa_mandate_date

string

Optional

Should be a date in the past. Example: 2026-01-31.

sepa_mandate_id

string

Optional

Should be unique for the administration. Example: 401892365587990113.

sepa_sequence_type

string

Optional

Can be `RCUR`, `FRST`, `OOFF` or `FNAL`. Example: example.

si_identifier

string

Optional

The Peppol/e-invoicing identifier value for this contact. The format depends on the `si_identifier_type`. Example: example.

si_identifier_type

string

Optional

tax_number

string

Optional

The tax identification number (VAT number) of the contact, e.g. `NL123456789B01`. Example: NL123456789B01.

zipcode

string

Optional

Postal code or ZIP code of the contact's address. Example: 1011 AB.

moneybird_update_external_sales_invoice

Update external sales invoice

moneybird_update_project

Update project

moneybird_update_recurring_sales_invoice

Update recurring sales invoice

Update a recurring sales invoice template. Returns the updated recurring sales invoice including id, administration_id, contact_id, contact, contact_person_id, contact_person, workflow_id. Only the fields you pass are changed.

Parameters

Name

Type

Required

Description

administration_id

string

Required

Id of the Moneybird administration (bookkeeping account) to work in. Use list_administrations to find it.

recurring_sales_invoice_id

string

Required

Id of the recurring sales invoice. Use the matching list tool to find it. Example: 401892365587990113.

auto_send

boolean

Optional

When `true`, each generated invoice is automatically sent to the contact. Example: true.

contact_id

string

Optional

Should be a valid contact id. Example: 401892365587990113.

contact_person_id

string

Optional

Should be a valid contact person id. Example: 401892365587990113.

currency

string

Optional

ISO three-character currency code, e.g. EUR or USD. Example: EUR.

custom_fields_attributes

array

Optional

Array of custom field values. Each entry needs the custom field id (from list_custom_fields) and a value. Example: [{"id": "401892365587990113", "value": "PO-123"}].

desired_count

string

Optional

The maximum number of invoices to generate. Only applied when `has_desired_count` is `true`. Example: example.

details_attributes

array

Optional

discount

number

Optional

Discount percentage, e.g. 10,0%. Example: 10.

document_style_id

string

Optional

Should be a valid document style id. Example: 401892365587990113.

first_due_interval

integer

Optional

The number of days after the invoice date before each generated invoice is due. Example: 14.

frequency

string

Optional

The interval multiplier. Combined with `frequency_type` to determine the billing cycle. Example: example.

frequency_type

string

Optional

Can be `day`, `week`, `month`, `quarter` or `year`. Example: example.

has_desired_count

boolean

Optional

When `true`, the recurring invoice stops after `desired_count` invoices have been created. Example: true.

invoice_date

string

Optional

Should be in the future. Example: 2026-01-31.

mergeable

boolean

Optional

When `true`, generated invoices may be merged with other mergeable invoices for the same contact, if they share the same workflow, layout, currency, language and other invoice settings. Example: true.

prices_are_incl_tax

boolean

Optional

Whether the prices on generated invoices are inclusive of tax. Example: false.

reference

string

Optional

A reference to include on each generated invoice, e.g. a contract or project code. Example: PO-2026-0042.

update_contact

boolean

Optional

When `true`, the contact's address and other details are refreshed from the current contact record each time a new invoice is generated. Example: true.

workflow_id

string

Optional

Should be a valid workflow id. Example: 401892365587990113.

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Moneybird tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["moneybird"], toolNames: [
    "moneybird_get_debtors_report",
    "moneybird_list_sales_invoices",
    "moneybird_send_sales_invoice"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "List customers with open receivables and send their overdue invoices again" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["moneybird"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "List customers with open receivables and send their overdue invoices again" }],
  tools,
});

// Execute the tool call with the user's vaulted Moneybird OAuth token
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["moneybird"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "List customers with open receivables and send their overdue invoices again" }],
  tools,
});

// Tool call runs with the user's vaulted Moneybird OAuth token
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["moneybird"] }, pageSize: 100,
});

const agent = new Agent({
  name: "bookkeeping_agent",
  model: "gemini-2.5-pro",
  instruction: "Moneybird tools scoped to this user",
  tools,
});

await agent.run("List customers with open receivables and send their overdue invoices again");

Try these prompts

Copy any prompt into your agent. Each maps directly to a Moneybird tool. Click to copy, paste into your agent, done.

Invoicing

Copy the prompt

Copied

Create a draft sales invoice for Van Dijk Bouw for 8 hours of advice at €110.

Copy the prompt

Copied

Send invoice 2026-0142 to the customer by email.

Copy the prompt

Copied

Turn the accepted estimate for De Vries into an invoice.

Bookkeeping

Copy the prompt

Copied

List this month's bank mutations that are not processed yet.

Copy the prompt

Copied

Link this bank line to invoice 2026-0138.

Copy the prompt

Copied

Create a receipt for €42.50 of office supplies.

Reports

Copy the prompt

Copied

Show the profit and loss report for Q3.

Copy the prompt

Copied

Get the VAT report for last quarter.

Copy the prompt

Copied

How much do we still owe each supplier?

SEE HOW AUTH WORKS

Each user signs in to Moneybird once, and Scalekit stores and refreshes their tokens. Credentials stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

Moneybird

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Moneybird

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Moneybird

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Moneybird

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other accounting and finance connectors.

GTM and RevOps Teams

Revenue forecast commentary

Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Moneybird token looks fine in a demo. In production every invoice and bank booking looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared token
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Moneybird today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Moneybird as the user or through a shared service account?

As the user. Each user signs in to Moneybird once, and Scalekit stores and refreshes their tokens. Invoices, bookings, and payments the agent records are attributed to that user in your audit trail, not a shared service account.

Where is the Moneybird OAuth token stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in Moneybird?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example the report and list tools without moneybird_delete_contact, which deletes a contact permanently, or moneybird_mark_sales_invoice_uncollectible, which writes an invoice off as bad debt. Scalekit also enforces scope checks before every API call.

What happens when a user revokes Moneybird access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Which Moneybird administration does the agent work in?

moneybird_list_administrations returns the administrations, or bookkeeping accounts, the signed-in user can access. Every other Moneybird tool takes an administration_id, so one connection can work in any administration that user can reach.