Moneybird MCP integration
Looks up invoices by customer, drafts and revises sales invoices, maintains contact records, and issues direct-debit mandate links.
21actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create moneybird contact
Lyro creates a new customer or vendor contact in Moneybird. Set up the invoicing relationship right away without data entry.
Create sales invoice
Lyro generates a sales invoice in Moneybird automatically. Apply taxes, terms, and payment tracking with one command.
Get contact by customer ID
Lyro retrieves a customer's full contact details and payment history by ID. Give yourself complete account context instantly.
How businesses use Moneybird + Lyro
Each card is one request a support team gets, and the Moneybird actions Lyro runs to close it.
Answer an invoice question from the ledger
Lyro resolves the customer from the reference they quote, lists the invoices raised against them, and opens the specific one the question is about.
Get Contact By Customer IDList Sales InvoicesGet Sales InvoiceDraft the invoice for what was just agreed
Lyro confirms the contact's full billing details, creates a sales invoice with the agreed line items, and revises the header or lines if something changes before it is sent.
Get ContactCreate Sales InvoiceUpdate Sales InvoiceKeep the billing contact current
Lyro onboards a new company or person, adds the individual who actually handles their invoices, and corrects details on the existing record when they change.
Create Moneybird ContactCreate Contact PersonUpdate ContactMove a customer onto direct debit
Lyro checks what usage or recurring charges are pending, generates the mandate authorization link, and records on the contact that the request went out.
Get Additional ChargesRequest Payments Mandate URLAdd Note To Contact
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Moneybird actions it has and picks the ones a request needs.
- 01
Connect Moneybird
Authorize the Moneybird account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
- 02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Moneybird actions that close it and chains as many as the request needs.
- 03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Everything else about Moneybird
Setup, permissions, and the limits of what Lyro can do inside Moneybird.
Yes. List Administrations returns every administration the authenticated user can reach, and the administration ID is a required input for the actions that follow, including Create Moneybird Contact. Lyro establishes which set of books it is in before it writes anything.
Every action available in Moneybird
All 21 actions your agent can call on Moneybird, straight from the live MCP connection.
Add note to contact
Add a note or to-do to a contact.
Archive contact
Archive a contact.
Create moneybird contact
Create a new contact in Moneybird.
Create contact person
Create a new contact person.
Create sales invoice
Create a new sales invoice.
Delete contact
Delete a contact.
Delete contact note
Delete a note from a contact.
Delete contact person
Delete a contact person from a contact.
Filter contacts
Filter contacts.
Get additional charges
Get additional charges for a contact.
Get contact
Retrieve all information about a specific contact by ID.
Get contact by customer ID
Retrieve full contact details by customer ID.
Get contact person
Get all information about a contact person.
Get sales invoice
Get a single sales invoice by ID.
List administrations
List all administrations accessible by the authenticated user.
List contacts synchronization
List all contact IDs and versions for synchronization.
List sales invoices
List all sales invoices in an administration.
Request payments mandate URL
Request a URL for setting up a Payments mandate.
Update contact
Update a contact.
Update contact person
Update a contact person.
Update sales invoice
Update an existing sales invoice by ID.
The tools Moneybird sits next to
Same connection, same setup. Pick the next one your team already uses.
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Coupa
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Fixer
Reads live and historical exchange rates and confirms which of the 170 supported currencies it can quote.
Moonclerk
Answers a billing question from live MoonClerk records - the payment, the subscription, the customer and the discount that applied.
Polygon.io
Answers what a symbol last traded at, computes RSI and moving averages, reads income statements and SEC filings, and pulls Treasury and labour data.
Splitwise
Records expenses with the right split, reports group balances and simplified debts, keeps membership current, and restores what was deleted by mistake.
Ready to connect Moneybird?
Authorize the account and your agent has all 21 actions from the first conversation.