Moneybird OAuth Credentials Setup

Prerequisites

• A Moneybird account (sign up at moneybird.com)

Testing without your own app: Apideck provides shared Moneybird OAuth credentials so you can try the connector before registering your own application. When you use them, the Moneybird authorization screen shows "Apideck" rather than your own brand. Register your own application (steps below) before going to production.

Steps

1. Log in to your Moneybird account
2. Navigate to User Settings → Developer → Applications
3. Click New Application
4. Fill in the application details:
   • Name: Your application name (e.g., "Your Company - Unify")
   • Redirect URI: https://unify.apideck.com/vault/callback
5. Click Create Application
6. Copy the Client ID and Client Secret

Scopes

Moneybird uses scope-based access control. Request the following scopes:

Scope	Access
sales_invoices	Sales invoices, contacts (default scope when none is requested)
documents	Purchase invoices, receipts, general documents
bank	Bank accounts, financial statements
settings	Administration settings, ledger accounts

Moneybird also offers estimates and time_entries scopes. To reach contacts, request at least one of sales_invoices, documents, estimates, bank, or settings — time_entries alone does not grant access to contacts.

Notes

• As of now, Moneybird OAuth tokens do not expire, though Moneybird notes this may change in the future. The connector wires a refresh URL regardless, so if Moneybird does start expiring tokens, existing connections keep working without any action from you.
• The redirect URI must match exactly — including protocol and trailing slash
• For local development, register a separate app with https://localhost:3050/vault/callback