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MoneyForward

Shanone’s MoneyForward integration gives your agent 59 tools spanning core accounting (journals, trial balances), expense reports, invoicing, and payables — across MoneyForward’s separate accounting, expense, invoice, and payable services.

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Getting Started

1

Connect via OAuth

Ask your agent to do something with MoneyForward (e.g. “list this month’s journal entries”), or connect proactively from Integrations in the Shanone dashboard.
2

Authorize each MoneyForward service you use

MoneyForward Accounting, Expense, Invoice, and Payable are separate OAuth-protected services — you may need to authorize more than one depending on which moneyforward_* tools you use.
3

Retry your request

Once connected, shanone_execute_tool calls for moneyforward_* tools will succeed.

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Available Tools

Shanone provides 59 tools for MoneyForward, organized into these categories:
moneyforward_get_office, moneyforward_list_accounts, moneyforward_list_departments, moneyforward_list_taxes, moneyforward_list_sub_accounts, moneyforward_get_term_settings
moneyforward_list_journals, moneyforward_get_journal, moneyforward_create_journal, moneyforward_update_journal, moneyforward_delete_journal, moneyforward_create_voucher, moneyforward_detach_voucher
moneyforward_list_trade_partners, moneyforward_create_trade_partner, moneyforward_list_transactions, moneyforward_create_transaction, moneyforward_create_journal_from_transaction, moneyforward_list_connected_accounts, moneyforward_get_connected_account
moneyforward_get_trial_balance_bs, moneyforward_get_trial_balance_pl, moneyforward_get_transition_bs, moneyforward_get_transition_pl
moneyforward_expense_list_offices, moneyforward_expense_get_office, moneyforward_expense_list_transactions, moneyforward_expense_get_transaction, moneyforward_expense_create_transaction, moneyforward_expense_update_transaction, moneyforward_expense_delete_transaction, moneyforward_expense_upload_receipt
moneyforward_expense_list_reports, moneyforward_expense_get_report, moneyforward_expense_create_report, moneyforward_expense_update_report, moneyforward_expense_submit_report, moneyforward_expense_list_approvals, moneyforward_expense_approve_report, moneyforward_expense_reject_report
moneyforward_invoice_list_billings, moneyforward_invoice_get_billing, moneyforward_invoice_create_billing, moneyforward_invoice_update_billing, moneyforward_invoice_delete_billing, moneyforward_invoice_send_billing, moneyforward_invoice_list_quotes, moneyforward_invoice_get_quote, moneyforward_invoice_create_quote, moneyforward_invoice_update_quote
moneyforward_payable_list_offices, moneyforward_payable_list_payment_requests, moneyforward_payable_get_payment_request, moneyforward_payable_create_payment_request, moneyforward_payable_update_payment_request, moneyforward_payable_submit_payment_request, moneyforward_payable_list_approvals, moneyforward_payable_approve_request, moneyforward_payable_reject_request

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Common Use Cases

Monthly close support

Pull trial balances and reconcile journal entries before closing the books

Expense approval queues

List pending expense report approvals and approve or reject them from natural language

Invoice follow-ups

Create and send a billing, then track it until payment

Payment request triage

Review payable requests awaiting approval before month-end payment runs

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Troubleshooting

Accounting, Expense, Invoice, and Payable each have their own OAuth token — reconnect the specific service the failing tool belongs to from Integrations.
MoneyForward requires debit and credit amounts to sum to zero across all journal lines; use moneyforward_list_accounts and moneyforward_list_sub_accounts to confirm account IDs before submitting.
Reports must be submitted (moneyforward_expense_submit_report) before they appear in moneyforward_expense_list_approvals — draft reports aren’t approvable yet.