# Moneybird MCP for AI Agents AI Agent Connect > Moneybird lets you manage your small business accounting through your AI agent. You can pull sales invoices, track supplier expenses, check bank mutations, and manage customer contacts without leaving your workspace. It turns your accounting software into a conversational tool for real-time financial oversight. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/ai-agent-connect - **Tags:** invoicing, expense-tracking, vat-compliance, bank-reconciliation, financial-reporting, bookkeeping ## Description Handling the books shouldn't feel like a chore of endless tabs and copy-pasting. This Connector lets you talk to your Moneybird account to get the answers you need instantly. Instead of hunting through a dashboard to see who owes you money or what is coming out of your bank account, you just ask your agent. It pulls the data, summarizes the totals, and gives you a clear picture of your cash flow in seconds. You can also keep your CRM fresh by adding new contacts or checking the status of a pending estimate while you are in the middle of a sales call. It is about moving from searching for data to acting on information. By using the Vinkius catalog to connect this tool, you are essentially giving your AI a seat at the accounting table. It handles the heavy lifting of data retrieval so you can focus on actually running your business. ## Tools ### list_purchase_invoices List all incoming invoices from your suppliers. It makes tracking your business expenses much easier. ### list_recurring_invoices See your automated sales invoice templates. Use this to manage your subscription or recurring billing setup. ### check_api_health Verify Moneybird API connectivity ### list_crm_contacts List customers and suppliers ### create_sales_invoice Requires a contact ID and line items. Create a new draft invoice ### list_sales_invoices Can be filtered by status (e.g., draft, open, paid). List sales invoices ### list_ledger_accounts View your chart of accounts. This helps you understand your bookkeeping structure and how money is categorized. ### list_financial_mutations List all recent financial transactions. It is perfect for checking bank activity and spotting unexpected charges. ### list_catalog_products List products and services ### list_expense_receipts List uploaded receipts ### list_tax_rates List configured tax/VAT rates ### send_sales_invoice Send an invoice to the customer ## Prompt Examples **Prompt:** ``` Show me my latest 5 sales invoices. ``` **Response:** ``` I've pulled your 5 most recent sales invoices for you: | Invoice ID | Amount | Status | Due Date | | :--- | :--- | :--- | :--- | | INV-992 | €1,250.00 | **Paid** | Oct 12, 2023 | | INV-993 | €450.00 | **Pending** | Oct 25, 2023 | | INV-994 | €2,100.00 | **Overdue** | Oct 15, 2023 | | INV-995 | €800.00 | **Paid** | Oct 18, 2023 | | INV-996 | €1,120.00 | **Pending** | Oct 28, 2023 | ``` **Prompt:** ``` Who are my top 3 suppliers? ``` **Response:** ``` Based on your purchase invoices, here are your top 3 suppliers: 1. **Cloud Services Inc.** (12 invoices) 2. **Office Supplies Co.** (8 invoices) 3. **Logistics Partners** (5 invoices) Would you like me to list the pending purchase invoices for any of these? ``` **Prompt:** ``` Did I pay the AWS bill last week? ``` **Response:** ``` I checked your recent financial mutations. Yes, there was a payment to **AWS Cloud Services** on October 20th for **$145.50**. It was processed successfully. ``` ## Capabilities ### Pull sales invoices Get a list of all your sent invoices and their current payment status. ### Track supplier expenses See what you owe to your vendors and which purchase invoices are pending. ### Monitor bank activity View recent financial mutations to keep a pulse on your cash flow. ### Manage customer contacts Create or view client and supplier details to keep your CRM accurate. ### Check recurring billing See your automated invoice templates to ensure consistent revenue. ### Review ledger accounts Access your chart of accounts to understand your bookkeeping structure. ## Use Cases ### The Overdue Follow-up An owner asks the agent for invoices overdue by 30 days. The agent uses list_invoices and get_invoice to provide a summary of who to call. ### The New Lead A salesperson meets a new client. They tell the agent to add a new contact. The agent uses create_contact to save the info immediately. ### The Expense Audit An accountant needs to check supplier costs. The agent uses list_purchase_invoices to pull all costs from the last month for a summary. ### The Cash Flow Check A founder wants to know the latest bank movements. The agent uses list_financial_mutations to list the last 10 transactions. ## Benefits - Stop hunting through dashboards. Use list_invoices to see who has not paid you yet without opening your browser. - Keep your CRM clean. Use create_contact to add new clients instantly while you are still on a call with them. - Track expenses faster. Use list_purchase_invoices to see exactly what you owe your suppliers in one list. - Monitor your cash flow. Use list_financial_mutations to see recent bank activity and catch errors immediately. - Simplify reporting. Use list_ledger_accounts and list_workflows to get a high-level view of your bookkeeping structure. - Manage recurring revenue. Use list_recurring_invoices to ensure your automated billing templates are set up correctly. ## How It Works The bottom line is you get a conversational interface for your entire Moneybird accounting suite. 1. Subscribe to the Moneybird MCP on Vinkius. 2. Provide your Moneybird Access Token and Administration ID in your client settings. 3. Ask your agent to find invoices, check bank balances, or update contact info. ## Frequently Asked Questions **Can I use Moneybird MCP to see my bank transactions?** Yes, you can view your latest bank movements and financial mutations directly through your AI agent to keep a pulse on your cash flow. **How do I add a new client via the Moneybird MCP?** You can just tell your agent to create a new contact. It will handle the data entry for you, keeping your CRM updated instantly. **Can I check if an invoice is paid?** Yes, the agent can list your sales invoices and show you the current payment status for each one, so you know exactly who is caught up. **Does this work for my purchase invoices too?** Yes, it can list all your incoming invoices from suppliers, making it easy to track your business expenses. **Can I see my ledger accounts?** Yes, you can view your entire chart of accounts to understand how your bookkeeping structure is organized. **Is this good for tracking my recurring billing?** Yes, it can list all your recurring sales invoice templates to ensure your automated billing is set up correctly. **How do I find my Moneybird Administration ID?** Log in to Moneybird via your browser. The ID is the numeric string in the URL immediately following 'moneybird.com/' (e.g., in moneybird.com/123456789/..., the ID is 123456789). **Can I see my bank transactions through this server?** Yes! Use the `list_financial_mutations` tool to retrieve all bank mutations and financial movements recorded in your Moneybird administration. **Does this support purchase invoices (expenses)?** Yes. The `list_purchase_invoices` tool allows you to see all incoming invoices from your suppliers and track your business expenses. **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.