# Cashboard MCP for AI Agents AI Agent Connect

> Cashboard lets you manage your business finances and project tracking through any AI agent. Track billable hours, pull up invoices, and organize expenses without switching tabs. It connects your Cashboard account to your AI client so you can handle the administrative side of freelancing or small business ownership using natural language.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/ai-agent-connect
- **Tags:** time-tracking, invoicing, billing, expense-management, project-billing, freelance-tools

## Description

Cashboard connects your business operations to your AI agent so you can handle the administrative heavy lifting without leaving your chat interface. Instead of jumping between tabs to see if a client paid or how many hours were logged on a specific project, you can just ask your agent for the status. It handles the boring stuff like pulling up old estimates, listing your business expenses, or checking on active project tasks. If you're tired of the constant context switching between your project management tools and your invoicing software, this Connector puts that data right where you're already working. It's a practical way to keep your freelance or small business operations organized while staying focused on actual work. You can find this and thousands of other tools in the Vinkius catalog to build out your custom workspace.

## Tools

### get_cashboard_account
Get your core account and subscription info. Use this to check your current plan status.

### list_business_expenses
List tracked business expenses. This helps you see what you're spending to run your business.

### list_active_projects
List active projects. This gives you a quick overview of everything currently on your plate.

### list_cashboard_contacts
List your client and staff contacts. This helps you quickly find the right person for a message.

### list_estimates
List all project estimates. Use this to see what you quoted a client before starting the work.

### list_invoices
List all invoices. Use this to see what has been billed and what's still outstanding.

### list_project_tasks
List all project tasks. Use this to see the specific to-do list for any given project.

### list_time_entries
List recent time tracking entries. This shows you exactly how many hours were logged recently.

## Prompt Examples

**Prompt:** 
```
Show me my last 5 invoices.
```

**Response:** 
```
I've pulled your recent invoices from Cashboard. Here's the latest:

| Invoice # | Amount | Status |
| :--- | :--- | :--- |
| #1001 | $500.00 | Paid |
| #1002 | $1,250.00 | Outstanding |

Would you like to see the details for any of these?
```

**Prompt:** 
```
What's the status of my active projects?
```

**Response:** 
```
You currently have 3 active projects in Cashboard:

* **Website Redesign**
* **Mobile App Development**
* **Marketing Consultation**

Let me know if you want to see the specific tasks for any of them.
```

**Prompt:** 
```
List my business expenses from this month.
```

**Response:** 
```
I found 12 business expenses logged so far this month. The total comes to $845.50. The largest single expense was **AWS Hosting** ($120.00).
```

## Capabilities

### Pull up client invoices
View all your sent invoices and their current payment statuses instantly.

### Track billable hours
Get a list of recent time entries to see how much work has actually been done.

### Manage project expenses
See which business costs are tied to specific projects for better profit tracking.

### Monitor active projects
Get a high-level view of your current projects and the tasks remaining for each.

### Look up client contacts
Access your list of clients and staff members to find the right person to reach out to.

### Check account details
See your core subscription info and account status without logging into the dashboard.

## Use Cases

### Checking payment status
A freelancer asks "Did the Smith project pay the last invoice?" and the agent uses list_invoices to confirm.

### Reviewing project costs
A business owner wants to know the overhead for a new site. The agent uses list_business_expenses to sum up costs.

### Checking task progress
A project manager asks "What's left to do on the app launch?" and the agent uses list_project_tasks to show the remaining items.

### Quick contact lookup
Someone needs to find a staff member's info. The agent uses list_cashboard_contacts to provide the details instantly.

## Benefits

- Stop tab switching by accessing invoices and estimates directly in your chat. Use list_invoices to see what's paid without leaving your workspace.
- Track project profitability by pulling business expenses with list_business_expenses. This helps you see the real cost of every job.
- Stay on top of deadlines by viewing all project tasks with list_project_tasks. You'll always know what needs to happen next.
- Manage client relationships faster by pulling up contact lists with list_cashboard_contacts. It keeps everyone's info handy.
- Keep your schedule clear by viewing active projects with list_active_projects. You can see your current workload at a glance.
- Audit your billable time easily with list_time_entries. It makes sure every hour worked actually gets accounted for.

## How It Works

The bottom line is you get a direct line to your business data without having to open a separate browser tab.

1. Subscribe to the Cashboard MCP on Vinkius.
2. Provide your Cashboard API Key and subdomain in the configuration.
3. Ask your AI client to pull invoices, check expenses, or list project tasks.

## Frequently Asked Questions

**What can I do with the Cashboard MCP?**
You can use it to pull invoice data, check project tasks, and monitor your business expenses using natural language. It connects your Cashboard account to your AI client so you can manage your business from one place.

**Can I use Cashboard MCP to see if my clients have paid?**
Yes. You can ask your agent to list your invoices, and it will show you the status of each one, including whether they are paid or outstanding.

**How does Cashboard MCP help with project management?**
It lets you see your active projects and specific tasks in a single view. This helps you stay on top of your workload without having to dig through the full project dashboard.

**Can I see my business expenses with Cashboard MCP?**
Yes, you can list your tracked business expenses to see what you're spending. This is great for keeping an eye on your overhead and project profitability.

**Does Cashboard MCP work with my current AI client?**
It works with any MCP-compatible client like Claude, Cursor, or Windsurf. Once you connect it via Vinkius, your agent can access your Cashboard data.

**Is Cashboard MCP for tracking my time?**
It lets you view your recent time tracking entries. You can use it to check how many hours were logged on various tasks to ensure your billing is accurate.

**Can I list my billable time entries for this week?**
Yes! Use the `list_time_entries` tool. The agent will return recent time tracking records, allowing you to audit hours worked across your projects.

**How do I check if an invoice has been paid?**
Use the `list_invoices` tool. Your agent will fetch the list of invoices along with their current status (e.g., Paid, Outstanding, Overdue).

**Where do I find my Cashboard API Key?**
Log in to your Cashboard account and look for the 'API' or 'Developer' section in your account settings. If you can't find it, contact Cashboard support.