• DATA
  • DRAFTING
  • DELIVERY
  • REVIEW

How to create and send invoices with your AI

Connect Moneybird to your agent to automate your billing cycle. Once connected, your AI handles the heavy lifting of drafting and delivering invoices.

Ask AI about this page

Short answer

How can I use my AI to handle invoicing?

Your agent uses your Moneybird contact list and product catalog to build accurate sales invoices. It then sends them straight to your clients. You'll see exactly how the data flows below.

The outcomes

What you get done.

The AI handles the data entry and delivery, leaving you with finished tasks.

DATA

Ready-to-use client info

The agent pulls current contact details from your CRM. You don't have to copy-paste names or addresses manually.

DRAFTING

Accurate invoice drafts

The AI matches your product catalog to the items you want to bill. It builds the invoice lines based on your existing pricing.

DELIVERY

Sent invoices

Once you approve the details, the agent sends the invoice to the client. The job is finished without you opening a browser.

REVIEW

Human oversight

You stay in control of the final check. The AI presents the draft for your review before anything is officially sent.

The workflow

What your AI does when you ask for an invoice.

The agent moves through your Moneybird data to turn a request into a sent document.

  1. Identify the client

    The agent looks up the person or company you want to bill to ensure the contact info is correct.

    list_crm_contacts

  2. Select products

    It pulls your specific items and pricing from your catalog to populate the invoice lines.

    list_catalog_products

  3. Build the invoice

    The agent generates the formal sales document using the gathered contact and product data.

    create_sales_invoice

  4. Deliver to client

    The final step is sending the completed invoice directly to the client's inbox.

    send_sales_invoice

Try it

Copy these to start.

Use these prompts to trigger the Moneybird workflow.

Starting points

Swap out the bracketed info with your actual client names or product descriptions.

Moneybird Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/mcp"
    }
  }
}
Copy into chat04

  • Create a sales invoice for Acme Corp using the 'Premium Subscription' from my catalog.

  • Find the contact details for Sarah Jenkins and draft an invoice for her recent order.

  • Send a sales invoice to the client 'Global Tech' for three units of the 'Pro Widget'.

  • List my contacts so I can pick someone to invoice.

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

Start here

Connect Moneybird once, then ask.

Just link your account once. Your credentials stay encrypted and secure, and you can start issuing invoices immediately through your agent.

Connect Moneybird to your AI

FAQ

How the invoicing task works

  • 01

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

    No. The agent 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. You control the flow. The agent drafts the invoice based on your prompt, and you decide when to trigger the send command.

  • 03

    Can I change the prices on an invoice using the AI?

    No. The agent uses the prices found in your product catalog. It cannot modify your established pricing data.

  • 04

    How does the AI know which products to add?

    It uses the list_catalog_products tool to see what you have available, then matches those items to your request.

  • 05

    Can the AI create invoices for people not in my contact list?

    No. The agent relies on your existing Moneybird contacts to ensure the billing information is valid.

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

Connect Moneybird to Claude, Cursor, ChatGPT & more