# Moneybird MCP for AI Agents AI Agent Connect > The Moneybird MCP connects your accounting administration to any AI agent to handle Dutch and European bookkeeping. It automates invoice creation, bank reconciliation, and expense tracking, allowing you to manage your finances through natural conversation instead of manual data entry. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_FXJwNzgbBDe4TdZlFaTuwn878wwtyvzA5Auwj3GD/ai-agent-connect - **Tags:** invoicing, expense-tracking, vat-compliance, bank-reconciliation, financial-reporting, bookkeeping ## Description The Moneybird MCP connects your account to any AI agent so you can manage Dutch accounting through natural conversation. Managing books for a European business usually means jumping between tabs, copying bank data into spreadsheets, and manually typing out invoices. It's a chore that eats up time you'd rather spend growing your business. This Connector changes that by letting your AI agent handle the heavy lifting directly within your existing workflow. Instead of hunting for a specific customer's details or trying to remember what VAT rate applies to a specific service, you can just ask your agent to do it for you. You can generate a draft for a client, check if a payment hit your bank account, or pull a list of your current products in seconds. It handles the boring stuff like tracking recurring invoices and organizing your expense receipts so your records stay clean. By connecting this to the Vinkius catalog, you get a centralized way to keep your finances organized without the headache of manual entry. It turns your accounting software into a conversational interface where you can get answers and complete tasks in plain English. You can quickly see who owes you money, update your product list, or check your tax settings without ever leaving your chat window. It makes the entire process of keeping your business compliant and organized feel like a conversation rather than a chore. ## Tools ### check_api_health Verify that your connection to Moneybird is active. It ensures your AI agent can communicate with your accounting data. ### create_sales_invoice Generate a new draft invoice for a specific customer. You can include multiple line items and set the status to draft. ### list_crm_contacts Browse your entire list of customers and suppliers. This helps you find the right contact details quickly. ### list_sales_invoices See all your sales invoices filtered by status. You can quickly check which ones are paid, open, or still drafts. ### list_ledger_accounts View your accounting ledger categories. This is useful for seeing how your finances are structured. ### list_financial_mutations Pull a list of bank transactions. Use this to see recent movements and match them to invoices. ### list_catalog_products See your full list of products and services. It's the fastest way to check your current offerings. ### list_purchase_invoices List all the purchase invoices you've received. This helps keep your supplier costs organized. ### list_expense_receipts View your uploaded expense receipts. Use this to confirm that your costs are properly documented. ### list_recurring_invoices See all your automated recurring invoice templates. This lets you manage your ongoing billing cycles. ### list_tax_rates View your configured tax and VAT rates. This ensures your AI client uses the correct percentages for every quote. ### send_sales_invoice Send a completed invoice to your customer. This moves a draft into the sent category immediately. ## Prompt Examples **Prompt:** ``` List my recent sales invoices and tell me which ones are still unpaid. ``` **Response:** ``` ### Recent Sales Invoices | Invoice # | Customer | Amount | Status | | :--- | :--- | :--- | :--- | | INV-001 | Acme Corp | €1,200.00 | **Paid** ✅ | | INV-002 | Beta Ltd | €450.00 | **Open** ⏳ | | INV-003 | Gamma Inc | €2,800.00 | **Draft** 📝 | **Actionable Summary:** - 1 invoice is currently unpaid and due. - 1 draft is ready for review. - 1 payment was confirmed today. ``` **Prompt:** ``` Create a draft invoice for Beta Ltd with 5 hours of consulting at 100 euros each. ``` **Response:** ``` ✅ **Draft Invoice Created!** - **ID:** 890123456 - **Customer:** Beta Ltd - **Line Items:** 5x Consulting Hours (€100.00 each) - **Subtotal:** €500.00 - **VAT (21%):** €105.00 - **Total:** €605.00 **Status:** Draft. Would you like me to send this to the customer now? ``` **Prompt:** ``` Show me the last 3 bank transactions so I can reconcile them. ``` **Response:** ``` ### Recent Bank Mutations 1. **+€1,200.00** from Acme Corp (Apr 20) *Match found: INV-001* ✅ 2. **-€45.00** Office Supplies (Apr 18) *No match found* ⚠️ 3. **+€89.00** from Delta BV (Apr 15) *Match found: INV-004* ✅ **Next Step:** Would you like me to record the 'Office Supplies' transaction? ``` ## Capabilities ### Create and send sales invoices Generate new drafts for customers and send them out instantly. ### Browse customer and supplier lists Access your full CRM to find contact details and history. ### Track bank transactions Pull financial mutations to match payments against your invoices. ### Manage product catalogs List and organize your services and products in one place. ### Track purchase invoices View all received supplier invoices to keep costs organized. ### Manage recurring invoices View and manage your automated billing templates. ### Organize expense receipts Access your uploaded receipts for easy record keeping. ### Check tax and VAT rates Verify your configured tax rates for accurate billing. ## Use Cases ### Quick billing for new clients A freelancer asks their agent to create a draft for a specific customer using create_sales_invoice and then send it immediately. ### Monthly bank reconciliation An accountant asks the agent to show all unreconciled bank transactions using list_financial_mutations to identify missing matches. ### VAT preparation for small shops A shop owner asks the agent to pull a list of all purchase invoices using list_purchase_invoices to prepare for tax filing. ### Subscription management A service provider asks the agent to list all recurring templates using list_recurring_invoices to verify active client subscriptions. ## Benefits - Stop manual data entry by using create_sales_invoice to build drafts instantly from your chat. - Stay on top of payments by using list_sales_invoices to see which invoices are still outstanding. - Simplify reconciliation by using list_financial_mutations to match bank hits to your records. - Keep your tax records clean by using list_tax_rates to ensure correct VAT application on every quote. - Manage your inventory easily by using list_catalog_products to see what you offer in real time. - Organize your expenses by using list_expense_receipts to keep all your receipts in one accessible place. ## How It Works The bottom line is you get to manage your entire Dutch accounting workflow through a simple chat interface. 1. Subscribe to the Moneybird MCP through the Vinkius catalog. 2. Enter your Moneybird API Key and Administration ID in your client settings. 3. Ask your AI agent to create invoices, check bank status, or list products. ## Frequently Asked Questions **Can the Moneybird MCP help me send invoices automatically?** Yes, your AI agent can create and send invoices to your customers directly. This saves you from having to log in and manually type out every bill. **Does the Moneybird MCP support Dutch VAT rates?** Yes, it can pull your configured tax rates to ensure your invoices always use the correct percentages for your specific region and services. **Can I use the Moneybird MCP to track my business expenses?** You can use it to list your uploaded receipts and purchase invoices. This helps you keep a clear record of your costs for tax season. **How does the Moneybird MCP handle bank transactions?** It pulls your financial mutations so you can see recent bank activity. You can then ask your agent to match these payments against your existing invoices. **Is the Moneybird MCP good for freelancers?** It's perfect for freelancers who need to manage billing and contacts without the headache of manual data entry. You can handle your books through simple chat. **Can I see my product catalog with the Moneybird MCP?** Yes, your agent can pull your full list of products and services instantly. This makes it easy to check your offerings or update your catalog. **Can I create and send invoices?** Yes. Create draft invoices with contact ID and line items, then send them directly to the customer via the API. **How does Moneybird authentication work?** Moneybird requires a Bearer **API Key** and an **Administration ID** against `moneybird.com/api/v2/{administrationId}/`. **Can I list bank transactions?** Yes. Financial mutations (bank transactions) can be listed for reconciliation purposes.