CONNECT APP
Build with Moneybird
Commerce
- OAuth
MCP
Give your agent Moneybird tools
Every Moneybird action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Moneybird account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "moneybird",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Create Contact:
const result = await mcp.callTool({
name: "moneybird-create-contact",
arguments: {
firstName: "First Name",
lastName: "Last Name",
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "moneybird",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Create Contact:
result = await session.call_tool("moneybird-create-contact", {
"firstName": "First Name",
"lastName": "Last Name",
})API PROXY
Call the Moneybird API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Moneybird API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.example.com/v1/me",
})
// Any allowed Moneybird endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run Moneybird actions from your backend
Connect a user's Moneybird account once, then run Create Contact on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "moneybird-create-contact",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
moneybird: { authProvisionId: "apn_xxxxxxx" },
firstName: "First Name",
lastName: "Last Name",
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="moneybird-create-contact",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"moneybird": {"authProvisionId": "apn_xxxxxxx"},
"firstName": "First Name",
"lastName": "Last Name",
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "moneybird-create-contact",
"configured_props": {
"moneybird": { "authProvisionId": "apn_xxxxxxx" },
"firstName": "First Name",
"lastName": "Last Name"
}
}'TOOLS
Moneybird actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Create Contact
actionCreate a new contact. See docs hereWritev0.0.2 -
Create Quote
actionCreate a new quote. See docs hereWritev0.0.2 -
Create Sale Invoice
actionCreate a sale invoice. See docs hereWritev0.0.2 -
List Contact ID Options
actionRetrieves available options for the Contact ID field.Read-onlyv0.0.1 -
List Product ID Options
actionRetrieves available options for the Product ID field.Read-onlyv0.0.1 -
List Project ID Options
actionRetrieves available options for the Project ID field.Read-onlyv0.0.1
EVENTS
Moneybird triggers
Event sources your backend can deploy for users and receive through a webhook.
MULTI-APP
Use Moneybird with other popular apps
Most products don't stop at one integration. Pair Moneybird with the other apps your users rely on, and ship use cases that span both.
- App slug
- moneybird
- Authentication
- OAuth
- Categories
- Commerce
- Actions
- 6
- Triggers
- 1
- API proxy
- Available
OAuth scopes
These are the scopes Pipedream's managed Moneybird OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.
- sales_invoices
- documents
- estimates
- bank
- settings
- time_entries