Authenticate this server against a Moneybird account. Call it when other tools report missing or rejected credentials. It opens the Moneybird token page and stores the token you create.

Report whether this server has working Moneybird credentials, which administration is selected, and which administrations the token can reach.

Change the administration that tools use when they are not given an explicit administration_id. Applies for the rest of this session.

List every Moneybird administration this token can access, with id, name, language, currency and country. Use this first to discover the administration id other tools need.

List or search contacts (customers and suppliers). Supply query for free-text search across name, email, phone, customer id, tax number and address, or filter for structured narrowing.

Retrieve a single contact by its Moneybird id, or by your own customer_id reference.

List the product catalogue, optionally narrowed by free-text query or currency.

Retrieve a product by Moneybird id or by its identifier.

List the VAT rates configured for the administration. Invoice lines reference these by tax_rate_id.

List the chart of accounts. Bookings and invoice lines reference these by ledger_account_id.

Retrieve a single ledger account.

List the identities (sender profiles) an administration can invoice under, including the default one.

Retrieve one identity, or the administration default when no id is given.

List the custom fields defined for contacts, sales invoices and identities, with the ids needed to set them.

List the document styles (invoice and estimate layouts) of the administration.

List the users with access to the administration, with their ids and permissions.

List sales invoices. Defaults to the current financial year, so pass an explicit period in the filter to look further back.

Retrieve one sales invoice by its Moneybird id, including its lines, payments and notes.

Look up a sales invoice by its printed invoice number, e.g. "2025-0001". Drafts have no invoice number and are never found this way.

Look up a sales invoice by the reference you set on it, e.g. a PO or project code.

Return a download URL for the invoice PDF. The link is signed and expires after 30 seconds, so use it immediately.

List estimates (quotes). Defaults to the current financial year, so pass an explicit period in the filter to look further back.

Retrieve one estimate by its Moneybird id, or by the estimate number printed on the document (estimate_number, e.g. "2025-0001").

Return a download URL for the estimate PDF. The link is signed and expires after 30 seconds, so use it immediately.

List the recurring invoice schedules. Only active schedules are returned unless the filter says otherwise.

Retrieve one recurring invoice schedule, including its lines and next invoice date.

List revenue invoiced outside Moneybird, e.g. by a webshop or POS. Defaults to the current financial year, so pass an explicit period in the filter to look further back.

Retrieve one external sales invoice, including its lines and payments.

List the subscriptions of one contact. Moneybird has no administration-wide subscription list, so contact_id is required.

Retrieve one subscription, including its product, billing cycle and recurring invoice.

List the subscription templates of the administration. Requires the settings scope rather than sales_invoices.

List purchase invoices (bills received from suppliers), newest first. Narrow with filter; keys: period (named period such as this_year/prev_quarter, or a range like 20260101..20260131), state (all|new|saved|open|paid|late|pending_payment — paid, late and pending_payment only apply to purchase invoices and receipts), recurring (all|enabled|disabled), attachment (all|with|without), reference, contact_id, ledger_account_id, updated_after (ISO 8601 UTC).

Retrieve one purchase invoice by id, with its lines, payments, attachments and notes.

List receipts (expenses paid on the spot, without a supplier invoice). Narrow with filter; keys: period (named period such as this_year/prev_quarter, or a range like 20260101..20260131), state (all|new|saved|open|paid|late|pending_payment — paid, late and pending_payment only apply to purchase invoices and receipts), recurring (all|enabled|disabled), attachment (all|with|without), reference, contact_id, ledger_account_id, updated_after (ISO 8601 UTC).

Retrieve one receipt by id, with its lines, payments, attachments and notes.

List general documents: filed paperwork such as contracts and correspondence that carries a date and reference but no amounts. Narrow with filter; keys: period (named period such as this_year/prev_quarter, or a range like 20260101..20260131), state (all|new|saved|open|paid|late|pending_payment — paid, late and pending_payment only apply to purchase invoices and receipts), recurring (all|enabled|disabled), attachment (all|with|without), reference, contact_id, ledger_account_id, updated_after (ISO 8601 UTC).

Retrieve one general document by id, with its attachments and notes.

List general journal documents (manual journal entries). Narrow with filter; keys: period (named period such as this_year/prev_quarter, or a range like 20260101..20260131), state (all|new|saved|open|paid|late|pending_payment — paid, late and pending_payment only apply to purchase invoices and receipts), recurring (all|enabled|disabled), attachment (all|with|without), reference, contact_id, ledger_account_id, updated_after (ISO 8601 UTC).

Retrieve one general journal document by id, with its debit and credit entries.

List typeless documents: uploads parked in Moneybird that have not been classified as an invoice, receipt or anything else yet. Narrow with filter; keys: period (named period such as this_year/prev_quarter, or a range like 20260101..20260131), state (all|new|saved|open|paid|late|pending_payment — paid, late and pending_payment only apply to purchase invoices and receipts), recurring (all|enabled|disabled), attachment (all|with|without), reference, contact_id, ledger_account_id, updated_after (ISO 8601 UTC).

Retrieve one typeless document by id, with its attachments.

Return a temporary download URL for one attachment of a document. Get the attachment ids from the document itself with get_purchase_invoice, get_receipt or the matching get tool.

List the bank and payment provider accounts of the administration, with the ids that financial mutations and statements reference as financial_account_id.

List bank transactions. Without a filter Moneybird returns the current financial year only, so pass an explicit period to look further back.

Retrieve one bank transaction by id, including the payments and ledger bookings currently linked to it.

Retrieve a payment by id, whichever document it belongs to. Payment ids appear on invoices, receipts and on the bookings of a financial mutation.

List outgoing payment instructions (purchase transactions). Moneybird defaults to unbatched:true, so pass an explicit filter to see transactions already collected into a batch.

Retrieve one purchase transaction by id, with its amount, state and the document it pays.

List tracked time. Without a filter Moneybird returns the current financial year, so pass an explicit period to look further back, and include_active:true to see timers that are still running.

Retrieve a single time entry by id, with its contact, project, user and billable state.

List projects. Moneybird returns only active projects unless the filter says otherwise. Time entries reference these by project_id.

Retrieve a single project by id, with its name, state and budget.