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Prerequisites

  • Moneybird Account

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Step 1: Registration of your application

  1. Visit https://moneybird.com/user/applications/new
  2. Enter a Good Name
  3. Add callback URL: https://api.klavis.ai/oauth/moneybird/callback
  4. Click Save.
Moneybird App Creation Form From This, You will Get Your Client ID and Client secret. Moneybird App Creation Form

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Step 2: Request Scopes

Klavis Moneybird MCP Server uses the following OAuth scopes: sales_invoices, documents, estimates, bank, time_entries, settings
When redirecting a user to the Moneybird authorization page, include the scope parameter in your URL. Multiple scopes should be space-separated. Example authorization URL: 
curl -vv \
    'https://moneybird.com/oauth/authorize?client_id=9a833de2d13b07dfdfb50a8124b148d8&redirect_uri=urn:ietf:wg:oauth:2.0:oob&response_type=code&scope=extimates%20bank'
You have successfully created a Moneybird OAuth application! You now have your Client ID and Client Secret ready for integration with Klavis AI.

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(Optional) Step 3: White Labeling

White labeling allows you to customize the OAuth experience with your own branding instead of Klavis AI’s.
If you want to use your own Moneybird OAuth application with custom branding:
  1. Configure White Labeling: Go to https://www.klavis.ai/home/white-label
  2. Add Your Credentials: Enter your Moneybird Client ID and Client Secret from Step 1
  3. Set Redirect URI: Use https://api.klavis.ai/oauth/moneybird/callback or your custom callback URL
  4. Initiate OAuth: Use your client ID when starting the OAuth flow: 
    // Example: Initiating Moneybird OAuth with white-label
const authUrl = `https://api.klavis.ai/oauth/moneybird/authorize?instance_id=${instanceId}&client_id=${yourClientId}`;
window.location.href = authUrl;
For detailed white labeling implementation and code examples, see our OAuth & White Labeling guide.

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Resources

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