Moneybird
FinanceOAuth 2.0API key
Manage contacts, sales invoices, estimates and bank transactions in a Moneybird bookkeeping administration.
11 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| moneybird_list_administrationsLists the administrations the connection can access | read | General | sales_invoices |
| moneybird_list_contactsLists contacts, optionally searched by name, email, city or customer id | read | Personal data | sales_invoices |
| moneybird_get_contactGets one contact with addresses, email, payment terms and notes | read | Personal data | sales_invoices |
| moneybird_create_contactCreates a contact, a company or a person, to invoice | write | Personal data | sales_invoices |
| moneybird_list_sales_invoicesLists sales invoices filtered by state, period or contact, such as open or late invoices this year | read | Personal data | sales_invoices |
| moneybird_get_sales_invoiceGets one sales invoice with its lines, totals, payments, state and the contact | read | Personal data | sales_invoices |
| moneybird_create_sales_invoiceCreates a draft sales invoice for a contact with one or more lines | write | Personal data | sales_invoices |
| moneybird_send_sales_invoiceSends a draft sales invoice, by email by default, which also finalizes its number | write | Personal data | sales_invoices |
| moneybird_list_estimatesLists estimates (quotes) filtered by state, period or contact | read | Personal data | estimates |
| moneybird_get_estimateGets one estimate (quote) with its lines, totals, state and the contact | read | Personal data | estimates |
| moneybird_list_financial_mutationsLists up to 100 bank transactions (financial mutations) filtered by period, processing state, direction or bank account | read | Personal data | bank |