moneybird

The Moneybird skill provides a robust interface for small business owners, freelancers, and accounting professionals to integrate their financial administration directly into an AI agent workflow. By leveraging the Membrane CLI, this skill enables seamless authentication and interaction with the Moneybird API, eliminating the need for manual API key management or complex plumbing. It is designed for users who need to streamline their accounting processes, automate invoice generation, and gain real-time visibility into their financial data without leaving their development environment or agent console.

• Full lifecycle management of financial entities including Contacts, Ledger Accounts, Financial Mutations, Invoices, Purchase Invoices, and Estimates.

• Support for advanced accounting tasks such as tracking time entries, managing recurring sales invoices, credit invoices, and general journal documents.

• Automated authentication and credential management via Membrane, ensuring secure access to Moneybird accounts without manual token handling.

• Intelligent action discovery using natural language intents, allowing users to query specific financial data (e.g., listing sales invoices, checking tax rates, or retrieving product details) effortlessly.

• Built-in support for executing actions including creating, updating, and deleting financial records, as well as sending invoices directly via email or supported delivery channels.

• Before using, ensure the Membrane CLI is installed via npm (npm install -g @membranehq/cli@latest).

• Use membrane connect --connectorKey moneybird to initiate the connection process; Membrane will manage the Auth lifecycle server-side.

• Always discover existing actions first using membrane action list with your specific intent before attempting to create new ones.

• If an action is missing, the membrane action create command allows the agent to build and deploy custom integration logic on the fly.

• Operations are handled via machine-readable JSON, enabling precise data integration with other agent workflows and reporting tools.

• Constraints: Only draft invoices support full updates and deletions; ensure proper administration context when performing actions.