Task lists

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

POST/{administration_id}/task_list_groups/{task_list_group_id}/tasks{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_groups/:task_list_group_id/tasks:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "task": {
    "name": "New Task"
  }
}'

Example Request Body

{
  "task": {
    "name": "New Task"
  }
}

json

application/json

Example Responses

{
  "id": "499054024185611597",
  "administration_id": 123,
  "name": "New Task",
  "description": null,
  "row_order": 1,
  "completed_at": null,
  "report_type": null,
  "task_lists_group_id": "499054024163591498",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:07.085Z",
  "updated_at": "2026-09-23T09:17:07.085Z",
  "assignee_id": null,
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:07.087Z",
      "updated_at": "2026-09-23T09:17:07.087Z"
    }
  ]
}

json

application/json

Returns information about a task

GET

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{id}{format}

Returns information about a task, including its subtasks, notes, and events.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Returns information about a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Returns information about a task › Responses

A task

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

GET/{administration_id}/task_list_tasks/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:id:format \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "499054020710631258",
  "administration_id": 123,
  "name": "Task #1",
  "description": "Description 1",
  "row_order": 0,
  "completed_at": null,
  "report_type": null,
  "task_lists_group_id": "499054020709582681",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:03.772Z",
  "updated_at": "2026-09-23T09:17:03.772Z",
  "assignee_id": null,
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:03.773Z",
      "updated_at": "2026-09-23T09:17:03.773Z"
    }
  ]
}

json

application/json

Deletes a task

DELETE

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{id}{format}

Permanently deletes a task and all its subtasks. Generated tasks cannot be deleted.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Deletes a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Deletes a task › Responses

Task deleted

No data returned

Updates a task

PATCH

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{id}{format}

Updates a task's attributes.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Updates a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Updates a task › Request Body

object

Updates a task › Responses

Task updated

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

PATCH/{administration_id}/task_list_tasks/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:id:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "task": {
    "name": "Updated Task"
  }
}'

Example Request Body

{
  "task": {
    "name": "Updated Task"
  }
}

json

application/json

Example Responses

{
  "id": "499054020876306289",
  "administration_id": 123,
  "name": "Updated Task",
  "description": "Description 1",
  "row_order": 0,
  "completed_at": null,
  "report_type": null,
  "task_lists_group_id": "499054020875257712",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:03.930Z",
  "updated_at": "2026-09-23T09:17:03.946Z",
  "assignee_id": null,
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:03.931Z",
      "updated_at": "2026-09-23T09:17:03.931Z"
    },
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_name",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "name": "Updated Task"
      },
      "created_at": "2026-09-23T09:17:03.947Z",
      "updated_at": "2026-09-23T09:17:03.947Z"
    }
  ]
}

json

application/json

Assigns a user to a task

POST

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{task_list_task_id}/assignment{format}

Assigns a user to the specified task.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Assigns a user to a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_task_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Assigns a user to a task › Request Body

assignee_id

identifier · pattern: ^\d+$ · required

The ID of the user to assign to the task. A user must have permissions to a task or else a 404 will be thrown.

Assigns a user to a task › Responses

User assigned to task

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

POST/{administration_id}/task_list_tasks/{task_list_task_id}/assignment{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:task_list_task_id/assignment:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "assignee_id": "499053793402422374"
}'

Example Request Body

{
  "assignee_id": "499053793402422374"
}

json

application/json

Example Responses

{
  "id": "499054021595629555",
  "administration_id": 123,
  "name": "Task #1",
  "description": "Description 1",
  "row_order": 0,
  "completed_at": null,
  "report_type": null,
  "task_lists_group_id": "499054021594580978",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:04.616Z",
  "updated_at": "2026-09-23T09:17:04.616Z",
  "assignee_id": "499053793402422374",
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:04.617Z",
      "updated_at": "2026-09-23T09:17:04.617Z"
    },
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_assigned",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {
        "assignee": "Mo Neybird"
      },
      "created_at": "2026-09-23T09:17:04.638Z",
      "updated_at": "2026-09-23T09:17:04.638Z"
    }
  ]
}

json

application/json

Unassigns the user from a task

DELETE

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{task_list_task_id}/assignment{format}

Removes the current assignment from the specified task.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Unassigns the user from a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_task_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Unassigns the user from a task › Responses

User unassigned from task

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

DELETE/{administration_id}/task_list_tasks/{task_list_task_id}/assignment{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:task_list_task_id/assignment:format \
  --request DELETE \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "499054020633036624",
  "administration_id": 123,
  "name": "Task #1",
  "description": "Description 1",
  "row_order": 0,
  "completed_at": null,
  "report_type": null,
  "task_lists_group_id": "499054020631988047",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:03.697Z",
  "updated_at": "2026-09-23T09:17:03.697Z",
  "assignee_id": null,
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:03.699Z",
      "updated_at": "2026-09-23T09:17:03.699Z"
    }
  ]
}

json

application/json

Completes a task

POST

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{task_list_task_id}/completion{format}

Marks a task and all its subtasks as completed.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Completes a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_task_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Completes a task › Responses

Task completed

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

POST/{administration_id}/task_list_tasks/{task_list_task_id}/completion{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:task_list_task_id/completion:format \
  --request POST \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "499054021478189027",
  "administration_id": 123,
  "name": "Task #1",
  "description": "Description 1",
  "row_order": 0,
  "completed_at": "2026-09-23T09:17:04.519Z",
  "report_type": null,
  "task_lists_group_id": "499054021478189026",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:04.504Z",
  "updated_at": "2026-09-23T09:17:04.519Z",
  "assignee_id": null,
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:04.505Z",
      "updated_at": "2026-09-23T09:17:04.505Z"
    },
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_completed",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:04.521Z",
      "updated_at": "2026-09-23T09:17:04.521Z"
    }
  ]
}

json

application/json

Reopens a task

DELETE

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{task_list_task_id}/completion{format}

Reopens a completed task and possible parent tasks.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Reopens a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_task_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Reopens a task › Responses

Task reopened

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

row_order

integer

completed_at

string | null · date-time

report_type

string | null

task_lists_group_id

identifier · pattern: ^\d+$

A unique record identifier

parent_task_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

created_at

timestamp · date-time

updated_at

timestamp · date-time

subtasks

array · task_list_task_response (circular)

DELETE/{administration_id}/task_list_tasks/{task_list_task_id}/completion{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:task_list_task_id/completion:format \
  --request DELETE \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "499054020785080164",
  "administration_id": 123,
  "name": "Task #1",
  "description": "Description 1",
  "row_order": 0,
  "completed_at": null,
  "report_type": null,
  "task_lists_group_id": "499054020784031587",
  "parent_task_id": null,
  "created_at": "2026-09-23T09:17:03.842Z",
  "updated_at": "2026-09-23T09:17:03.863Z",
  "assignee_id": null,
  "subtasks": [],
  "notes": [],
  "events": [
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_created",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:03.844Z",
      "updated_at": "2026-09-23T09:17:03.844Z"
    },
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_completed",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:03.852Z",
      "updated_at": "2026-09-23T09:17:03.852Z"
    },
    {
      "administration_id": 123,
      "user_id": "499053793376207973",
      "action": "task_lists_task_reopened",
      "link_entity_id": null,
      "link_entity_type": null,
      "data": {},
      "created_at": "2026-09-23T09:17:03.864Z",
      "updated_at": "2026-09-23T09:17:03.864Z"
    }
  ]
}

json

application/json

Creates a note on a task

POST

https://moneybird.com/api/v2

/{administration_id}/task_list_tasks/{task_list_task_id}/notes{format}

Creates a new note on the specified task.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Creates a note on a task › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_task_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a note on a task › Request Body

object

Creates a note on a task › Responses

Note created

note_response

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

administration_id · pattern: ^\d+$

A unique record identifier

entity_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

entity_type

string

user_id

identifier · pattern: ^\d+$

A unique record identifier

assignee_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

todo

boolean | string | null

Default: false

note

string | null

completed_at

string | null · date-time

completed_by_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

todo_type

string | null · enum

Enum values:

sales_invoice_due

purchase_invoice_due

general_document_reminder

general_document_due

new_document_awaiting_processing

new_financial_mutation_awaiting_processing

financial_mutations_not_updated

sales_invoice_payment_not_linked_to_financial_mutation

data

object | null

created_at

timestamp · date-time

updated_at

timestamp · date-time

POST/{administration_id}/task_list_tasks/{task_list_task_id}/notes{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_tasks/:task_list_task_id/notes:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "note": {
    "note": "Test note",
    "todo": false
  }
}'

Example Request Body

{
  "note": {
    "note": "Test note",
    "todo": false
  }
}

json

application/json

Example Responses

{
  "id": "499054021073438605",
  "administration_id": 123,
  "entity_id": "499054021056661387",
  "entity_type": "TaskLists::Task",
  "user_id": "499053793376207973",
  "assignee_id": null,
  "todo": false,
  "note": "Test note",
  "completed_at": null,
  "completed_by_id": null,
  "todo_type": null,
  "data": {},
  "created_at": "2026-09-23T09:17:04.117Z",
  "updated_at": "2026-09-23T09:17:04.117Z"
}

json

application/json

Creates a task list from a template

POST

https://moneybird.com/api/v2

/{administration_id}/task_list_templates/{task_list_template_id}/task_lists{format}

Creates a new task list based on the specified template.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Creates a task list from a template › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_template_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a task list from a template › Request Body optional

object

Creates a task list from a template › Responses

Task list created

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

deadline_on

string | null · date

period_begin

string | null · date

period_end

string | null · date

completed

boolean

template_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

total_tasks_count

integer

completed_tasks_count

integer

created_at

timestamp · date-time

updated_at

timestamp · date-time

POST/{administration_id}/task_list_templates/{task_list_template_id}/task_lists{format}

curl https://moneybird.com/api/v2/:administration_id/task_list_templates/:task_list_template_id/task_lists:format \
  --request POST \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{}'

Example Request Body

{}

json

application/json

Example Responses

{
  "id": "499053866157868631",
  "administration_id": 123,
  "name": "Task list template #1",
  "description": "Template description",
  "deadline_on": null,
  "period_begin": "2026-08-01",
  "period_end": "2026-08-31",
  "completed": false,
  "template_id": "499053866123265618",
  "total_tasks_count": 1,
  "completed_tasks_count": 0,
  "created_at": "2026-09-23T09:14:36.378Z",
  "updated_at": "2026-09-23T09:14:36.378Z",
  "groups": [
    {
      "id": "499053866161014361",
      "name": "Task list group #1",
      "row_order": 0,
      "report_type": null,
      "created_at": "2026-09-23T09:14:36.382Z",
      "updated_at": "2026-09-23T09:14:36.382Z",
      "tasks": [
        {
          "id": "499053866162062938",
          "administration_id": 123,
          "name": "Task #1",
          "description": "Description 1",
          "row_order": 0,
          "completed_at": null,
          "report_type": null,
          "task_lists_group_id": "499053866161014361",
          "parent_task_id": null,
          "created_at": "2026-09-23T09:14:36.382Z",
          "updated_at": "2026-09-23T09:14:36.382Z",
          "assignee_id": null,
          "subtasks": [],
          "notes": [],
          "events": [
            {
              "administration_id": 123,
              "user_id": "499053793376207973",
              "action": "task_lists_task_created",
              "link_entity_id": null,
              "link_entity_type": null,
              "data": {},
              "created_at": "2026-09-23T09:14:36.384Z",
              "updated_at": "2026-09-23T09:14:36.384Z"
            }
          ]
        }
      ]
    }
  ]
}

json

application/json

Returns information about a task list

GET

https://moneybird.com/api/v2

/{administration_id}/task_lists/{id}{format}

Returns information about a task list, including its groups, tasks, and subtasks.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Returns information about a task list › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Returns information about a task list › Responses

A task list

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

deadline_on

string | null · date

period_begin

string | null · date

period_end

string | null · date

completed

boolean

template_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

total_tasks_count

integer

completed_tasks_count

integer

created_at

timestamp · date-time

updated_at

timestamp · date-time

GET/{administration_id}/task_lists/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/task_lists/:id:format \
  --header 'Authorization: Bearer <token>'

Example Responses

{
  "id": "499054027158324910",
  "administration_id": 123,
  "name": "Task list #1",
  "description": "List description",
  "deadline_on": null,
  "period_begin": "2026-04-01",
  "period_end": "2026-06-30",
  "completed": false,
  "template_id": null,
  "total_tasks_count": 1,
  "completed_tasks_count": 0,
  "created_at": "2026-09-23T09:17:09.921Z",
  "updated_at": "2026-09-23T09:17:09.921Z",
  "groups": [
    {
      "id": "499054027161470640",
      "name": "Task list group #1",
      "row_order": 0,
      "report_type": null,
      "created_at": "2026-09-23T09:17:09.924Z",
      "updated_at": "2026-09-23T09:17:09.924Z",
      "tasks": [
        {
          "id": "499054027162519217",
          "administration_id": 123,
          "name": "Task #1",
          "description": "Description 1",
          "row_order": 0,
          "completed_at": null,
          "report_type": null,
          "task_lists_group_id": "499054027161470640",
          "parent_task_id": null,
          "created_at": "2026-09-23T09:17:09.925Z",
          "updated_at": "2026-09-23T09:17:09.925Z",
          "assignee_id": null,
          "subtasks": [],
          "notes": [],
          "events": [
            {
              "administration_id": 123,
              "user_id": "499053793376207973",
              "action": "task_lists_task_created",
              "link_entity_id": null,
              "link_entity_type": null,
              "data": {},
              "created_at": "2026-09-23T09:17:09.926Z",
              "updated_at": "2026-09-23T09:17:09.926Z"
            }
          ]
        }
      ]
    }
  ]
}

json

application/json

Deletes a task list

DELETE

https://moneybird.com/api/v2

/{administration_id}/task_lists/{id}{format}

Permanently deletes a task list and all its groups and tasks.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Deletes a task list › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Deletes a task list › Responses

Task list deleted

No data returned

Updates a task list

PATCH

https://moneybird.com/api/v2

/{administration_id}/task_lists/{id}{format}

Updates a task list's name, description, or deadline.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Updates a task list › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Updates a task list › Request Body

object

Updates a task list › Responses

Task list updated

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

deadline_on

string | null · date

period_begin

string | null · date

period_end

string | null · date

completed

boolean

template_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

total_tasks_count

integer

completed_tasks_count

integer

created_at

timestamp · date-time

updated_at

timestamp · date-time

PATCH/{administration_id}/task_lists/{id}{format}

curl https://moneybird.com/api/v2/:administration_id/task_lists/:id:format \
  --request PATCH \
  --header 'Content-Type: application/json' \
  --header 'Authorization: Bearer <token>' \
  --data '{
  "task_list": {
    "name": "Updated Name"
  }
}'

Example Request Body

{
  "task_list": {
    "name": "Updated Name"
  }
}

json

application/json

Example Responses

{
  "id": "499054026703242864",
  "administration_id": 123,
  "name": "Updated Name",
  "description": "List description",
  "deadline_on": null,
  "period_begin": "2026-04-01",
  "period_end": "2026-06-30",
  "completed": false,
  "template_id": null,
  "total_tasks_count": 1,
  "completed_tasks_count": 0,
  "created_at": "2026-09-23T09:17:09.486Z",
  "updated_at": "2026-09-23T09:17:09.505Z",
  "groups": [
    {
      "id": "499054026706388594",
      "name": "Task list group #1",
      "row_order": 0,
      "report_type": null,
      "created_at": "2026-09-23T09:17:09.489Z",
      "updated_at": "2026-09-23T09:17:09.489Z",
      "tasks": [
        {
          "id": "499054026707437171",
          "administration_id": 123,
          "name": "Task #1",
          "description": "Description 1",
          "row_order": 0,
          "completed_at": null,
          "report_type": null,
          "task_lists_group_id": "499054026706388594",
          "parent_task_id": null,
          "created_at": "2026-09-23T09:17:09.490Z",
          "updated_at": "2026-09-23T09:17:09.490Z",
          "assignee_id": null,
          "subtasks": [],
          "notes": [],
          "events": [
            {
              "administration_id": 123,
              "user_id": "499053793376207973",
              "action": "task_lists_task_created",
              "link_entity_id": null,
              "link_entity_type": null,
              "data": {},
              "created_at": "2026-09-23T09:17:09.492Z",
              "updated_at": "2026-09-23T09:17:09.492Z"
            }
          ]
        }
      ]
    }
  ]
}

json

application/json

Creates a new group in a task list

POST

https://moneybird.com/api/v2

/{administration_id}/task_lists/{task_list_id}/groups{format}

Creates a new group in the specified task list.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Creates a new group in a task list › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

task_list_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a new group in a task list › Request Body

object

Creates a new group in a task list › Responses

Group created

task_list_group_response

id

identifier · pattern: ^\d+$

A unique record identifier

name

string | null

row_order

integer

report_type

string | null

created_at

timestamp · date-time

updated_at

timestamp · date-time

task_list_task_response[]

List all task lists of an administration

GET

https://moneybird.com/api/v2

/{administration_id}/task_lists{format}

Returns a paginated list of task lists in the administration. Each page contains 30 task lists by default. Use the page parameter to fetch the next page.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

List all task lists of an administration › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

List all task lists of an administration › query Parameters

per_page

integer | string · min: 1 · max: 100 · pattern: ^\d+$

Amount of task lists per page, default: 30

page

integer | string

The page to fetch, starting at 1.

List all task lists of an administration › Responses

A list of task lists

task_list_response[]

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

deadline_on

string | null · date

period_begin

string | null · date

period_end

string | null · date

completed

boolean

template_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

total_tasks_count

integer

completed_tasks_count

integer

created_at

timestamp · date-time

updated_at

timestamp · date-time

GET/{administration_id}/task_lists{format}

curl https://moneybird.com/api/v2/:administration_id/task_lists:format \
  --header 'Authorization: Bearer <token>'

Example Responses

[
  {
    "id": "499054026283812414",
    "administration_id": 123,
    "name": "Task list #1",
    "description": "List description",
    "deadline_on": null,
    "period_begin": "2026-04-01",
    "period_end": "2026-06-30",
    "completed": false,
    "template_id": null,
    "total_tasks_count": 1,
    "completed_tasks_count": 0,
    "created_at": "2026-09-23T09:17:09.086Z",
    "updated_at": "2026-09-23T09:17:09.086Z",
    "groups": [
      {
        "id": "499054026286958144",
        "name": "Task list group #1",
        "row_order": 0,
        "report_type": null,
        "created_at": "2026-09-23T09:17:09.089Z",
        "updated_at": "2026-09-23T09:17:09.089Z",
        "tasks": [
          {
            "id": "499054026286958145",
            "administration_id": 123,
            "name": "Task #1",
            "description": "Description 1",
            "row_order": 0,
            "completed_at": null,
            "report_type": null,
            "task_lists_group_id": "499054026286958144",
            "parent_task_id": null,
            "created_at": "2026-09-23T09:17:09.090Z",
            "updated_at": "2026-09-23T09:17:09.090Z",
            "assignee_id": null,
            "subtasks": [],
            "notes": [],
            "events": [
              {
                "administration_id": 123,
                "user_id": "499053793376207973",
                "action": "task_lists_task_created",
                "link_entity_id": null,
                "link_entity_type": null,
                "data": {},
                "created_at": "2026-09-23T09:17:09.091Z",
                "updated_at": "2026-09-23T09:17:09.091Z"
              }
            ]
          }
        ]
      }
    ]
  }
]

json

application/json

Creates a new task list

POST

https://moneybird.com/api/v2

/{administration_id}/task_lists{format}

Creates a new task list. Optionally, you can provide a template_id to create the task list from a template.

Required scope(s)

All of: bank, documents, estimates, sales_invoices, settings and time_entries

Creates a new task list › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Creates a new task list › Request Body

object

Creates a new task list › Responses

Task list created

id

identifier · pattern: ^\d+$

A unique record identifier

administration_id

identifier · pattern: ^\d+$

A unique record identifier

name

string

description

string | null

deadline_on

string | null · date

period_begin

string | null · date

period_end

string | null · date

completed

boolean

template_id

identifier_nullable · pattern: ^\d+$

A unique record identifier

total_tasks_count

integer

completed_tasks_count

integer

created_at

timestamp · date-time

updated_at

timestamp · date-time