Wiki · AI connections

Connect Moneybird

Invoices, contacts and financial reports for your AI assistants.

Create the API token

  • Sign in to Moneybird and open moneybird.com/user/applications/new.
  • Choose “Personal use” as the application type and name it “Cortex”.
  • Moneybird asks which administration(s) the token may access — pick your bookkeeping.
  • Copy the token that appears.

Permissions

A personal-use token can read and write everything in the administrations you granted — invoices, contacts, and reports alike. Only connect administrations you actually want your AIs to see.

Paste it into Cortex

  • Connect AI page → Connected tools → “Connect a tool” → pick Moneybird.
  • Paste the token into the “API token” field and click Connect.

Confirm it worked

When the tool count appears, ask a connected AI for “my open Moneybird invoices” — the answer should match your dashboard.

Questions? See the FAQNext: Connect Stripe