Moneybird
for LuumenAI
Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking, and financial reporting.
Operate Moneybird from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Moneybird toolbox
21 tools: 9 read, 12 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadFilter ContactsFilter contacts.
- ReadGet Additional ChargesGet additional charges for a contact.
- ReadGet ContactRetrieve all information about a specific contact by ID.
- ReadGet Contact by Customer IDRetrieve full contact details by customer ID.
- ReadGet Contact PersonGet all information about a contact person.
- ReadGet Sales InvoiceGet a single sales invoice by ID.
- ReadList AdministrationsList all administrations accessible by the authenticated user.
- ReadList Contacts SynchronizationList all contact IDs and versions for synchronization.
- ReadList Sales InvoicesList all sales invoices in an administration.
- WriteAdd Note to ContactAdd a note or to-do to a contact. Approval by default
- WriteArchive ContactArchive a contact. Approval by default
- WriteCreate Moneybird ContactCreate a new contact in Moneybird. Approval by default
- WriteCreate Contact PersonCreate a new contact person. Approval by default
- WriteCreate Sales InvoiceCreate a new sales invoice. Approval by default
- WriteDelete ContactDelete a contact. Approval by default
- WriteDelete Contact NoteDelete a note from a contact. Approval by default
- WriteDelete Contact PersonDelete a contact person from a contact. Approval by default
- WriteRequest Payments Mandate URLRequest a URL for setting up a Payments mandate. Approval by default
- WriteUpdate ContactUpdate a contact. Approval by default
- WriteUpdate Contact PersonUpdate a contact person. Approval by default
- WriteUpdate Sales InvoiceUpdate an existing sales invoice by ID. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — add note to contact, archive contact, create moneybird contact, create contact person, and more — is shown as a plan and requires approval by default, including the 4 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Moneybird — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Moneybird to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.