MONEYBIRD
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
21
Action summaries
Display-only definitions
0
Trigger types
Not installed instances
2
Auth modes
Field names, never values
No
Execution
No runtime adapter
Authentication map
OAUTH2
No fields declared in this snapshot.
API_KEY
No fields declared in this snapshot.
Capability index
Showing 1–21 of 21 actions
MONEYBIRD_ADD_NOTE_TO_CONTACT
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.
Untrusted display-only summary
MONEYBIRD_ARCHIVE_CONTACT
Tool to archive a contact. Use when a contact is no longer needed and should be hidden permanently.
Untrusted display-only summary
MONEYBIRD_CREATE_CONTACT
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.
Untrusted display-only summary
MONEYBIRD_CREATE_CONTACT_PERSON
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.
Untrusted display-only summary
MONEYBIRD_CREATE_SALES_INVOICE
Tool to create a new sales invoice. Use when you need to bill a contact with specified line items.
Untrusted display-only summary
MONEYBIRD_DELETE_CONTACT
Tool to delete a contact. Use after confirming that contact should be removed.
Untrusted display-only summary
MONEYBIRD_DELETE_CONTACT_NOTE
Tool to delete a note from a contact. Use when a note is no longer needed and should be removed permanently.
Untrusted display-only summary
MONEYBIRD_DELETE_CONTACT_PERSON
Tool to delete a contact person from a contact. Use after confirming the administration_id, contact_id, and contact_person_id.
Untrusted display-only summary
MONEYBIRD_FILTER_CONTACTS
Tool to filter contacts. Use when you need to retrieve contacts matching specific criteria like created_after or first_name.
Untrusted display-only summary
MONEYBIRD_GET_ADDITIONAL_CHARGES
Tool to get additional charges for a contact. Use when you need to view pending (or optionally billed) usage or recurring charges.
Untrusted display-only summary
MONEYBIRD_GET_CONTACT
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.
Untrusted display-only summary
MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID
Tool to retrieve full contact details by customer ID. Use when you need all fields of a contact given its customer_id.
Untrusted display-only summary
MONEYBIRD_GET_CONTACT_PERSON
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.
Untrusted display-only summary
MONEYBIRD_GET_SALES_INVOICE
Tool to get a single sales invoice by ID. Use when you need detailed invoice data for a known invoice ID.
Untrusted display-only summary
MONEYBIRD_LIST_ADMINISTRATIONS
Tool to list all administrations accessible by the authenticated user. Use when you need to obtain administration_id for subsequent operations like create_contact.
Untrusted display-only summary
MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION
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.
Untrusted display-only summary
MONEYBIRD_LIST_SALES_INVOICES
Tool to list all sales invoices in an administration. Use when you need an overview of invoices for a given administration.
Untrusted display-only summary
MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL
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).
Untrusted display-only summary
MONEYBIRD_UPDATE_CONTACT
Tool to update a contact. Use when you need to modify existing contact details by ID. Only provided fields will be changed.
Untrusted display-only summary
MONEYBIRD_UPDATE_CONTACT_PERSON
Tool to update a contact person. Use after selecting a specific contact person when you need to change their details.
Untrusted display-only summary
MONEYBIRD_UPDATE_SALES_INVOICE
Tool to update an existing sales invoice by ID. Use when modifying invoice header or line items.
Untrusted display-only summary
Provenance
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.
Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.