# MYOB MCP for AI Agents AI Agent Connect > MYOB MCP for AI agents. Automate your accounting and sales tasks by letting your AI agent read and manage your MYOB business data. You can pull ledger accounts, track sale invoices, monitor customer payments, and manage inventory or payroll records without leaving your chat window. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_O7u9eAiwA4qCS8muor9VSSkyD8Uysu0iWS1JVNZ2/ai-agent-connect - **Tags:** accounting, invoicing, ledger, financial-reporting, business-management ## Description This MYOB MCP connects your business account to an AI agent and changes how you handle the daily grind of financial management. Instead of digging through nested menus or exporting CSV files just to see your latest sales, you can just ask your agent to pull that information for you in a single sentence. You get a direct line into your general ledger, sales orders, and customer payments, making it easy to spot trends or catch discrepancies in real-time. This connection helps you move from manual data hunting to active oversight. Whether you are checking inventory levels across different locations or pulling payroll timesheets, the data is right there in your conversation. Since Vinkius hosts this connection, you can plug it into your preferred workspace and start getting answers immediately. It is about having your financial records ready whenever you need them, whether you are auditing tax codes or checking on a specific job's progress. You can query your purchase bills to manage upcoming costs or look up sale quotes to see what was promised to clients. This replaces the need to have multiple browser tabs open or keep a mental map of where everything is stored. It makes the data work for you instead of you working for the software. ## Tools ### list_banking_bank_accounts View all bank accounts linked to your business. Use this to see which accounts are active and connected. ### list_banking_receive_money_txns See all incoming money transactions from your bank. This is great for tracking deposits and customer payments. ### list_banking_spend_money_txns Check outgoing money transactions from your bank. Use this to monitor expenses and identify large spend categories. ### list_banking_transfer_money_txns List all internal bank transfers between accounts. This helps you track how money moves between your different business accounts. ### list_gl_accounts Get a full list of your general ledger accounts. Use this to verify your chart of accounts or find specific account codes. ### list_gl_categories View the various categories used in your general ledger. This helps you organize your financial data into logical groups. ### list_gl_jobs See all jobs currently listed in your general ledger. Use this to track specific projects or work orders. ### list_gl_journal_transactions Pull journal transactions for audit or reporting. This allows you to see the history of entries made to your ledger. ### list_gl_tax_codes View the tax codes associated with your accounts. Use this to ensure your reporting meets correct tax requirements. ### list_inventory_adjustments Check recent adjustments made to your inventory. This is useful for reconciling stock levels after a physical count. ### list_inventory_item_price_matrices See the price matrices for your inventory items. Use this to check different pricing levels for different customers. ### list_inventory_locations View the different locations where inventory is stored. This helps you manage stock across multiple warehouses or stores. ### list_payroll_categories List the categories used for your payroll. Use this to see how your payroll costs are being bucketed. ### list_payroll_superannuation_funds See the superannuation funds used in your payroll. This helps you track which funds are being contributed to. ### list_payroll_timesheets Retrieve payroll timesheets for employee tracking. Use this to see hours worked against specific jobs or projects. ### list_purchase_bills View all bills received from your suppliers. This is the best way to keep track of your outstanding accounts payable. ### list_purchase_orders List all purchase orders currently in the system. Use this to see what you have ordered but not yet received. ### list_purchase_supplier_payments See the payments made to your various suppliers. Use this to confirm that your creditors have been paid. ### list_sale_invoices List all sale invoices for your business. Use this to check the status of your current billings. ### list_sale_orders See all sale orders that have been placed. Use this to monitor incoming demand and fulfillment status. ### list_sale_quotes View all quotes provided to your customers. Use this to track your sales pipeline and pending deals. ### list_sale_customer_payments View all payments received from your customers. This helps you quickly identify who has paid their outstanding balance. ### list_inventory_items Get a list of all items currently in your inventory. Use this to see what stock you have on hand. ## Prompt Examples **Prompt:** ``` List the sale invoices for the company at https://ar1.api.myob.com/accountright/guid. ``` **Response:** ``` I've pulled the latest sale invoices for that company file. Here are the 5 most recent ones: | Invoice # | Date | Amount | Status | |------------|------|--------|--------| | INV-001 | Oct 12| $1,200.00| Open | | INV-002 | Oct 13| $450.00 | Paid | | INV-003 | Oct 14| $890.00 | Open | | INV-004 | Oct 15| $2,100.00| Paid | | INV-005 | Oct 16| $320.00 | Open | Would you like me to check the payments for any of these specifically? ``` **Prompt:** ``` Show me the banking transactions for this month. ``` **Response:** ``` I've retrieved the banking transactions for the current period: **Incoming Money:** - $5,000.00 from Global Industries (Yesterday) - $1,200.00 from Customer A (Oct 14) **Outgoing Spend:** - $450.00 to Office Supplies Co. (Oct 10) - $1,200.00 to Web Hosting Inc. (Oct 01) Would you like a full list of all transfers between accounts as well? ``` **Prompt:** ``` What are our current inventory locations? ``` **Response:** ``` I found 3 active inventory locations for your business: - **Warehouse A**: Primary distribution center. - **Retail Store - Downtown**: Customer facing showroom. - **Storage Unit B**: Overflow stock area. Would you like to see the specific inventory items at any of these locations? ``` ## Capabilities ### Pull general ledger details Get a full list of your accounts, categories, and tax codes in one request. ### Track sales and revenue View all sale invoices, orders, and quotes to monitor your incoming revenue. ### Monitor customer payments Check who has paid their balance by listing customer payments directly. ### Manage inventory levels See your stock items, locations, and price matrices across your entire business. ### Audit payroll records Retrieve payroll categories, superannuation funds, and employee timesheets. ### View banking activity List bank accounts and all types of transactions like spend, receive, and transfers. ## Use Cases ### Audit a specific ledger A bookkeeper asks the agent to find all journal transactions for a specific tax code to identify a discrepancy. The agent uses list_gl_journal_transactions to pull the history. ### Check a customer's balance A sales rep asks the agent to show all sale invoices and customer payments for a specific client. The agent uses list_sale_invoices and list_sale_customer_payments to give an update. ### Review inventory stock A warehouse manager asks for a list of inventory items and their price matrices to check stock levels. The agent pulls data from list_inventory_items and list_inventory_item_price_matrices. ### Track supplier payments A purchasing agent asks to see all purchase bills and supplier payments to manage upcoming costs. The agent uses list_purchase_bills and list_purchase_supplier_payments. ## Benefits - Stop manual exports by letting your agent pull sale invoices and customer payments directly using list_sale_invoices. - Audit ledgers faster by using list_gl_accounts and list_gl_tax_codes to find specific data points without searching. - Monitor cash flow in real-time by viewing banking transactions like list_banking_receive_money_txns. - Track inventory across multiple sites using list_inventory_locations and list_inventory_items. - Simplify payroll by retrieving timesheets and superannuation funds with list_payroll_timesheets. - Get precise reporting by using OData expressions to filter and order specific financial records for custom views. ## How It Works The bottom line is you get a conversational interface for your entire MYOB financial database. 1. Subscribe to the MYOB MCP and provide your API key and company tokens. 2. Connect the Connector to your AI client like Claude or Cursor. 3. Ask your agent to perform tasks like listing invoices or checking ledger balances. ## Frequently Asked Questions **Can the MYOB MCP help me with bookkeeping and audits?** Yes, it lets you query your general ledger, tax codes, and journal transactions using natural language. This makes it much faster to find specific entries during an audit without manual searching. **Does the MYOB MCP work with Claude or Cursor?** Yes, it works with any MCP-compatible client including Claude, Cursor, and Windsurf. You just connect it through Vinkius and start chatting with your data. **How do I access my company data with the MYOB MCP?** You'll need to provide your MYOB API Key, Access Token, and the specific Company File URI. Once connected, your AI agent can access the data you authorize. **Can I use the MYOB MCP to see my sales orders?** Yes, it can list all sale orders currently in your system. This helps you keep track of what your customers have ordered and what is still pending. **Is the MYOB MCP good for inventory tracking?** It's great for viewing your stock. You can ask the agent to list inventory items, check price matrices, or see which locations your stock is stored in. **How does the MYOB MCP handle banking?** It can pull your banking bank accounts and list various transaction types, including money received, money spent, and internal transfers. **How can I view my company's chart of accounts?** Use the `list_gl_accounts` tool by providing your Company File URI. You can optionally filter the results using OData expressions to find specific account types. **Can I check the status of my sales orders?** Yes! The `list_sale_orders` tool retrieves all sale orders for a specified company file, allowing your AI to analyze order volumes and statuses. **Is it possible to see the tax codes configured in my MYOB file?** Absolutely. Use the `list_gl_tax_codes` tool to fetch all tax codes associated with your company file, ensuring your AI has the correct context for financial calculations.