Use Moneybird with NimbleBrain.
Connect Moneybird and just ask — no workflow to build. Moneybird is an online invoicing and accounting platform designed for small businesses and…. The agent gets 21 actions, running under your own credentials.
Actions
Everything the agent can do in Moneybird
21 actions
- Add note to contact
- Archive contact
- Create contact
- Create contact person
- Create sales invoice
- Delete contact
- Delete contact note
- Delete contact person
- Filter contacts
- Get additional charges
- Get contact
- Get contact by customer id
- Get contact person
- Get sales invoice
- List administrations
- List contacts synchronization
- List sales invoices
- Request contact payments mandate url
- Update contact
- Update contact person
- Update sales invoice
Getting connected
Three steps, and Moneybird is reachable.
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Install it
Find Moneybird in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.