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Moneybird connects to a Nagent workspace with OAuth sign-in. Once it is connected, agents can call 21 Moneybird actions, such as "Add Note to Contact", "Create Moneybird Contact" and "Create Contact Person". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Moneybird, with input parameters and output schema.
MONEYBIRD_ADD_NOTE_TO_CONTACTTool 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.
Input parameters
Payload containing the note details
ID of the contact to which the note will be added
Numeric administration ID, part of the Moneybird URL path.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_ARCHIVE_CONTACTTool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
Input parameters
The unique identifier of the contact to archive
The unique identifier of the administration
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_CREATE_CONTACTTool 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.
Input parameters
City name
Phone number
ISO 3166-1 alpha-2 country code, e.g., NL
Postal code
Street and number
Additional address line
Last name; required if company_name is blank
Valid BIC; required if sepa_active
First name; required if company_name is blank
Valid IBAN; required if sepa_active
Tax/VAT number
Unique customer identifier; autogenerated if empty
Enable SEPA direct debit; when true, other SEPA fields are required
Bank account number
Company name; required if firstname and lastname are blank
SEPA identifier
Delivery method
Mandate ID; required if sepa_active
ID of the administration
Mandate date (YYYY-MM-DD); required if sepa_active
SEPA sequence type; required if sepa_active
SEPA identifier type
Chamber of Commerce number
Invoice workflow ID
Estimate workflow ID
Comma-separated emails to send invoices to
Account holder name for SEPA
Comma-separated emails to send estimates to
Custom fields as dict of {index:{id, value}}
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_CREATE_CONTACT_PERSONTool 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.
Input parameters
ID of the contact under which the person will be created
Container for all contact person fields
ID of the administration under which the contact person will be created
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_CREATE_SALES_INVOICETool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Input parameters
Sales invoice data to create
Numeric administration ID, part of the Moneybird URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_DELETE_CONTACTTool to delete a contact. Use after confirming that contact should be removed.
Input parameters
ID of the contact to delete
ID of the administration
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_DELETE_CONTACT_NOTETool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
Input parameters
The unique identifier of the note to delete
The unique identifier of the contact
The unique identifier of the administration
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_DELETE_CONTACT_PERSONTool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
Input parameters
The ID of the contact from which to remove a person
The Moneybird administration ID under which the contact resides
The ID of the contact person to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_FILTER_CONTACTSTool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
Input parameters
Number of contacts to return per page (1-100)
Filter contacts by last name (case-insensitive)
Filter contacts by first name (case-insensitive)
Select contacts created after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-06T07:27:49Z'
Select contacts updated after this ISO 8601 UTC datetime (exclusive), e.g., '2025-05-07T07:27:54Z'
Include archived contacts in the results
Numeric administration ID for the Moneybird URL path.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_GET_ADDITIONAL_CHARGESTool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
Input parameters
ID of the contact to retrieve additional charges for
If true, includes additional charges that have already been billed. Default is false.
Numeric administration ID, as part of the Moneybird URL path.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_GET_CONTACTTool 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.
Input parameters
ID of the contact to retrieve
Return archived contact when true (default false)
Numeric administration ID, part of the Moneybird URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_GET_CONTACT_BY_CUSTOMER_IDTool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
Input parameters
Unique customer identifier for the contact.
Numeric administration ID, used in the URL path.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_GET_CONTACT_PERSONTool 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.
Input parameters
The ID of the contact to which the person belongs.
Numeric administration ID, used in the URL path.
The ID of the contact person to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_GET_SALES_INVOICETool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
Input parameters
ID of the sales invoice to retrieve
Numeric administration ID, part of the Moneybird URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_LIST_ADMINISTRATIONSTool to list all administrations accessible by the authenticated user. Use when you need to obtain administration_id for subsequent operations like create_contact.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATIONTool to list all contact IDs and versions for synchronization. Use when you need to detect which contacts have changed and update local data accordingly.
Input parameters
Optional filter expression to narrow results, e.g., 'first_name:henk'
If true, include archived contacts in the synchronization list
The unique identifier of the administration
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_LIST_SALES_INVOICESTool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
Input parameters
Page number for pagination (must be >= 1).
Filter expression to limit invoices. See Moneybird docs for supported filters, e.g., 'state=sent' or 'period=current_year'.
Number of invoices per page (max 100).
Numeric administration ID, part of the Moneybird URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URLTool 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).
Input parameters
ID of the contact for which to generate a payments mandate URL
Optional identity ID when multiple identities exist; must be a valid identity.
Numeric administration ID, as part of the Moneybird URL path.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_UPDATE_CONTACTTool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
Input parameters
Key-value map of contact fields to update
ID of the contact to update
Numeric administration ID, part of the Moneybird URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_UPDATE_CONTACT_PERSONTool to update a contact person. Use after selecting a specific contact person when you need to change their details.
Input parameters
Email address of the contact person.
Phone number of the contact person.
Last name of the contact person.
First name of the contact person.
ID of the contact containing the person to update.
Department of the contact person.
Numeric administration ID, part of the Moneybird URL path.
ID of the contact person to update.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
MONEYBIRD_UPDATE_SALES_INVOICETool to update an existing sales invoice by ID. Use when modifying invoice header or line items.
Input parameters
Fields to update on the invoice
ID of the sales invoice to update
Administration ID in Moneybird URL path
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 21 Moneybird actions on Nagent, including "Add Note to Contact", "Create Moneybird Contact" and "Create Contact Person". Add Note to Contact: Add a note or to-do to a contact. Each action is listed on this page with its input parameters and its output.
Moneybird connects with OAuth sign-in, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Add Note to Contact takes 3 required inputs: note, contact_id and administration_id. It returns data, error and successful.