• DATA
  • DRAFT
  • SENT
  • HUMAN

How to create and send invoices with your AI

Connect Moneybird to your AI client to turn a chat window into a billing station. You'll handle everything from finding customer details to hitting send.

Ask AI about this page

Short answer

How can I use my AI to handle invoicing?

Your AI pulls contact and product data from Moneybird to draft accurate sales invoices. Once you review the details in chat, the AI sends the invoice directly to your customer. You get a complete billing workflow without leaving your conversation.

The outcomes

Where your requests land

Every request you send results in one of these four states.

DATA

Ready-to-use contact lists

The AI pulls your Moneybird CRM data so you don't have to look up email addresses or names manually.

DRAFT

Completed invoice drafts

The AI builds the invoice using your catalog items and customer info, presenting it for your approval.

SENT

Invoices in customer inboxes

Once you give the word, the AI pushes the invoice through to the client immediately.

HUMAN

Manual adjustments needed

If a product isn't in your catalog or a contact is missing, the AI will tell you so you can fix it in Moneybird.

The workflow

What your AI does when you ask for an invoice.

The AI handles the data heavy lifting so you can focus on the numbers.

  1. Find the customer

    The AI searches your Moneybird contacts to find the right person or company for the bill.

    list_crm_contacts

  2. Select products

    It looks through your existing product catalog to grab the correct items and pricing.

    list_catalog_products

  3. Build the invoice

    The AI assembles the line items and totals into a new sales invoice draft.

    create_sales_invoice

  4. Deliver the bill

    After you confirm everything looks right, the AI sends the final document to the customer.

    send_sales_invoice

Try it

Copy these to start.

Use these prompts to kick off the invoicing process.

Starting points

These are just ideas. Swap out the names for your actual Moneybird contacts or products.

Moneybird Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_FXJwNzgbBDe4TdZlFaTuwn878wwtyvzA5Auwj3GD/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Moneybird capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "moneybird-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FXJwNzgbBDe4TdZlFaTuwn878wwtyvzA5Auwj3GD/mcp"
    }
  }
}
Copy into chat04

  • Find the contact info for Acme Corp in Moneybird.

  • Create a sales invoice for Sarah Jenkins using the 'Consulting Fee' product.

  • List my products so I can pick what to put on an invoice.

  • Send the invoice I just created to the customer at contact@example.com.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Moneybird once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you'll find the full tool list on the Connector page.

Connect Moneybird to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete an invoice if I make a mistake?

    No. The AI can only create and send invoices. You must handle deletions or edits directly in Moneybird.

  • 02

    Does the AI automatically send invoices without asking me?

    No. The AI drafts the invoice first. It only sends the invoice when you explicitly tell it to.

  • 03

    Can I add custom products that aren't in my catalog?

    No. The AI relies on your existing catalog to ensure pricing and descriptions are accurate.

  • 04

    Can the AI see my bank transactions?

    No. This connector is limited to contacts, products, and invoice creation/sending.

  • 05

    What happens if the AI can't find a customer?

    The AI will tell you it couldn't find a matching contact. You'll need to add the contact in Moneybird before the AI can draft an invoice for them.

  • More questions about Moneybird? See everything the Moneybird Connector can do

Connect Moneybird to Claude, Cursor, ChatGPT & more