Moneybird
Finance
Read, create, and update invoices, documents, bank transactions, time entries, and settings in one Moneybird administration.
Available connection methods
d5s may offer more than one governed way to reach the same service. Choose the method that matches the account and authorization flow your workspace is prepared to manage.
Read-only MCP
Remote MCPRetrieve Moneybird data with modifications blocked at the provider boundary.
OAuthRead-write MCP
Remote MCPCreate and update Moneybird data with write tools requiring approval by default. Deletion is not supported.
OAuthConnect in d5s
- Open Connectors in the workspace and find Moneybird.
- Choose a connection method and complete its authorization flow.
- Activate the resulting workspace credential on the project or agent that needs it.
- Review operation policy where it is available. Otherwise use a read-only or narrowly permissioned external account before allowing external actions.
Follow Connect and activate a connector for the complete workflow.
Keep access bounded
A connection uses the permissions of the external account that authorized it. Prefer a dedicated account or the narrowest provider permissions that still support the job. Project activation and d5s operation policy narrow where and how the credential may be used when those controls are available. They cannot grant access the external account does not already have.