Cashboard MCP. Manage time, billing, and projects from your chat.
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Cashboard MCP Server. Manage time tracking, project scope, and client billing from your chat client. This server lets your agent list active projects, track expenses, retrieve invoices, and manage client contacts without opening the Cashboard dashboard.
What your AI agents can do
Get cashboard account
Retrieves core account and subscription information for the connected Cashboard account.
List active projects
Lists all currently active projects in your account.
List business expenses
Lists all business expenses that have been tracked and saved.
List all invoices and estimates, and retrieve details on tracked business expenses.
List all active projects and retrieve a list of associated project tasks.
Access recent time tracking entries and list all client and staff contacts.
Retrieve core account and subscription information for the connected Cashboard account.
Ask AI about this MCP
Supported MCP Clients
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019d756aget cashboard account
Retrieves core account and subscription information for the connected Cashboard account.
019d756alist active projects
Lists all currently active projects in your account.
019d756alist business expenses
Lists all business expenses that have been tracked and saved.
019d756alist cashboard contacts
Lists all client and staff contacts associated with the account.
019d756alist estimates
Lists all project estimates that were created.
019d756alist invoices
Lists all client invoices, including paid and outstanding status.
019d756alist project tasks
Lists all tasks assigned to active projects.
019d756alist time entries
Lists recent time tracking entries for billing review.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Cashboard, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your agent talks directly to Cashboard, giving you full control over your business finances, projects, and clients right from your chat window. You don't gotta open the dashboard to manage time, track expenses, or handle billing—it's all conversational.
Reviewing Financial Records
Your agent pulls everything you need on money. You can get a list of all client invoices, checking out what's paid and what's still outstanding. You can also list every project estimate you've made, and you'll see all your tracked business expenses. You can also get the core account and subscription info for your connected Cashboard account.
Managing Projects and Tasks
To keep track of what you're working on, your agent lists every active project in your account. It also gives you a list of all tasks attached to those projects. You can use these tools to scope out what's going on across all your client work.
Tracking Time and Contacts
Need to bill for time? Your agent pulls recent time entries so you can review your billing. You can also get a full list of all client and staff contacts associated with your account.
Your agent keeps your business data current. You can list all client invoices and project estimates. You can check all business expenses. You can list active projects and associated project tasks. You can pull recent time entries and list client and staff contacts. You've got the full picture, all without leaving your chat.
How Cashboard MCP Works
- 1 Subscribe to this server and input your Cashboard API Key and account Subdomain.
- 2 Your AI client sends a natural language prompt, asking for a specific data set (e.g., 'What are my overdue invoices?').
- 3 The server runs the appropriate tool (e.g.,
list_invoices) and passes the resulting data set back to your agent for review.
The bottom line is, you manage your business data by talking to your agent, not by navigating a web dashboard.
Who Is Cashboard MCP For?
The freelancer who hates switching tabs. The small business owner who needs a quick financial audit without logging into the platform. The project manager who needs to verify scope creep against project tasks. This tool replaces the need to open the Cashboard dashboard for basic operational checks.
Uses the server to list time entries and send invoices using natural language prompts, keeping a clear audit trail of billable hours.
Checks business expenses and monitors project profitability by asking the agent, eliminating the need to open the full financial dashboard.
Audits project tasks and time entries directly from the chat interface to ensure delivery timelines are being met.
What Changes When You Connect
- See your project scope and financial status instantly. You can ask the agent to run
list_active_projectsand thenlist_estimatesto compare the initial scope against current billing status. - Stop digging through tabs to track money. You get a quick rundown of financials by calling
list_invoicesandlist_business_expenses, seeing exactly what's paid vs. outstanding. - Never lose track of billable hours again. Use
list_time_entriesto check recent work logs and cross-reference those hours againstlist_project_tasksto validate effort. - Keep client comms clean. Use
list_cashboard_contactsto pull up necessary details before discussing a project, avoiding manual lookups. - Audit your work flow easily. By calling
list_project_tasksand thenlist_active_projects, you verify that every task is linked to a currently running, revenue-generating project. - Know your account status immediately. The
get_cashboard_accounttool gives you core subscription details without needing to log into the settings page.
Real-World Use Cases
Client needs to know their billing status.
The client asks, 'What invoices are overdue?' Your agent calls list_invoices. The agent returns a list showing exactly which invoices are overdue and their amounts. This answers the question in one step, eliminating the need for the client to log into the billing portal.
Project Manager needs to check scope creep.
The PM asks, 'Are we tracking enough time for the Website Redesign?' The agent runs list_project_tasks and list_time_entries. The results show task milestones and the corresponding hours logged, immediately highlighting if effort is falling behind the project plan.
Small Business Owner needs to reconcile expenses.
The owner asks, 'What were my AWS costs last month?' The agent calls list_business_expenses, pulling a detailed list of categorized costs. This allows the owner to verify expenses against current projects without exporting a CSV and opening a spreadsheet.
Freelancer needs to start a new project quote.
The freelancer asks, 'Can you list all contacts for Acme Corp?' The agent calls list_cashboard_contacts to pull the right contact details, and then runs list_estimates to generate a preliminary quote based on the contact's history.
The Tradeoffs
Jumping between dashboards
A user opens the Invoicing tab, copies the client ID, then switches to the Contacts tab, and finally pastes the ID to check if the contact is active. This is slow, prone to copy/paste errors, and requires multiple logins.
→
Ask your agent to manage the whole flow. You can ask the agent to list_cashboard_contacts and then, based on that data, run list_estimates for the contact's last project. It handles the data linking automatically.
Guessing the right data set
A user only knows they need 'money info' and tries to manually cross-reference list_invoices with list_estimates in their head. They might miss the difference between a quote and a final bill.
→
Don't guess. Ask the agent to differentiate. Use list_invoices for final bills and list_estimates for preliminary quotes. The agent handles the specific data distinction.
Over-reliance on one data point
A user sees a task is complete (list_project_tasks) and assumes the billing is done. They forget to check if the corresponding hours were logged and billed via list_time_entries or list_invoices.
→
Always validate the full chain. Check the task completion via list_project_tasks, then immediately check the effort via list_time_entries, and finally check the cash flow via list_invoices.
When It Fits, When It Doesn't
Use this if your workflow requires constantly cross-referencing operational data (tasks, time logs) with financial data (invoices, estimates). This is perfect for PMs and accountants who need a unified audit trail. Don't use it if you just need to view a single, isolated metric (e.g., 'What is my account subscription level?'). For simple checks, the get_cashboard_account tool is enough. If you only need to view project tasks and have no interest in billing, you can use dedicated project management tools, but Cashboard provides the necessary financial context.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Cashboard. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
You don't want to open four different tabs just to know if a project is profitable.
Right now, figuring out profitability is a mess. You open the Projects tab to see active tasks. Then you open the Invoices tab to see if the client paid. Next, you jump to Expenses to see what you spent. You copy the client name, switch tabs, and manually try to match the dates. It's tedious, slow, and you always risk missing a data point or mixing up the date range.
With the Cashboard MCP Server, you just ask your agent, 'Tell me the profitability status for Project X.' The agent runs multiple tools—`list_project_tasks`, `list_business_expenses`, and `list_invoices`—and synthesizes the answer in one go. You get the full picture without the dashboard friction.
Cashboard MCP Server: Get Project Financials and Time Logs
Before, linking a task to an expense meant manually finding the task ID, then finding the expense ID, and finally manually writing up the billing entry. It was a painful, multi-step process involving copy-pasting identifiers across three different screens.
Now, you ask your agent to 'Audit the last month of work for Project Y.' It runs `list_time_entries`, `list_project_tasks`, and `list_business_expenses`, generating a cohesive report. You don't just get data; you get an audit trail that tells you exactly where the money came from and how much time was spent.
Common Questions About Cashboard MCP
How do I check if my client has paid the invoices using the list_invoices tool? +
The list_invoices tool shows the payment status for every invoice. It lists whether an invoice is 'Paid,' 'Outstanding,' or in another status, giving you an immediate view of your cash flow.
What is the difference between list_estimates and list_invoices? +
list_estimates shows preliminary quotes for work, while list_invoices lists finalized bills. Estimates are what you quote; invoices are what you send to get paid.
Can I list all my expenses and link them to a project using list_business_expenses? +
Yes, list_business_expenses lists all tracked expenses. The tool allows you to associate those expenses with specific projects, keeping your accounting records clean.
Do I need to run list_time_entries to track billable hours? +
No, the agent handles the aggregation. You simply ask the agent to 'Show me recent billable hours,' and it uses list_time_entries to pull the latest data for you.
How do I use the `list_active_projects` tool to see all my current client jobs? +
The list_active_projects tool shows all jobs currently marked as active in Cashboard. It's useful for getting a quick overview of every project that's running right now, so you don't miss anything.
If I need to see who I've talked to, should I use the `list_cashboard_contacts` tool? +
Yes, the list_cashboard_contacts tool retrieves both client and staff contacts. This lets your agent pull up names and details so you can keep track of who needs to hear from you.
What if I need to check my account status? Can the `get_cashboard_account` tool help? +
The get_cashboard_account tool provides your core account and subscription information. You can use it to verify your plan level or check account details without logging into the web dashboard.
How do I find out what tasks are pending for a specific project using `list_project_tasks`? +
The list_project_tasks tool lists all tasks associated with projects. You can use this to audit project progress and make sure all delivery deadlines are on track.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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