Finance & Accounting
Connect Moneybird to Your AI Agents
Let your Wkil agents create invoices, manage contacts, and handle payment mandates through Moneybird.
Authentication: OAuth 2.0
What you can do
- Create and manage sales invoices
- Manage contact records
- Generate payment mandate links
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Sales Invoice
Generate a new sales invoice for a contact.
Create Moneybird Contact
Add a new contact record.
List Sales Invoices
Retrieve a list of sales invoices.
Update Sales Invoice
Modify the details of an existing invoice.
Request Payments Mandate URL
Generate a payment mandate link for a contact.
Practical agent use cases
- An agent creates and sends an invoice as soon as a project is marked complete.
- An agent checks for unpaid invoices and follows up with contacts.
How it works with Wkil
- 1Choose the integrationAdd Moneybird to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Does this connect through my own Moneybird account?
Yes — authentication uses Moneybird's standard OAuth flow, scoped to your administration.