Moneybird

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.

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

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.

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.

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

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

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

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

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

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

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.

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

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.

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

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

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.

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

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).

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

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

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