Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Tools
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.
Archive Contact
Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently.
Create Moneybird 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.
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.
Create Sales Invoice
Tool to create a new sales invoice. use when you need to bill a contact with specified line items.
Delete Contact
Tool to delete a contact. use after confirming that contact should be removed.