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.

Cashboard MCP Server for CrewAI 8 tools — connect in under 2 minutes

Name: Cashboard
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 8 Tools Framework

Connect your CrewAI agents to Cashboard through Vinkius, pass the Edge URL in the `mcps` parameter and every Cashboard tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

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python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Cashboard Specialist",
    goal="Help users interact with Cashboard effectively",
    backstory=(
        "You are an expert at leveraging Cashboard tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Cashboard "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 8 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Cashboard MCP Server

Connect your Cashboard account to any AI agent and take full control of your freelance or small business operations through natural conversation. Streamline time tracking and client invoicing.

When paired with CrewAI, Cashboard becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Cashboard tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

What you can do

Invoicing Oversight — List and retrieve details for all client invoices and estimates natively
Time Tracking — Access recent time tracking entries to monitor project progress and billable hours
Expense Management — List business expenses and associate them with specific projects securely
Project Control — Monitor active projects and tasks to ensure delivery timelines are met flawlessly
Contact Management — List client and staff contacts to maintain seamless communication
Account Visibility — Retrieve core account and subscription information directly within your workspace

The Cashboard MCP Server exposes 8 tools through the Vinkius. Connect it to CrewAI in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Cashboard to CrewAI via MCP

Follow these steps to integrate the Cashboard MCP Server with CrewAI.

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 8 tools from Cashboard

Why Use CrewAI with the Cashboard MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Cashboard through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Cashboard + CrewAI Use Cases

Practical scenarios where CrewAI combined with the Cashboard MCP Server delivers measurable value.

Automated multi-step research: a reconnaissance agent queries Cashboard for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Cashboard, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Cashboard tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Cashboard against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Cashboard MCP Tools for CrewAI (8)

These 8 tools become available when you connect Cashboard to CrewAI via MCP:

get_cashboard_account

Retrieve core account and subscription information

list_active_projects

List active projects

list_business_expenses

List tracked business expenses

list_cashboard_contacts

List client and staff contacts

list_estimates

List all project estimates

list_invoices

List all invoices

list_project_tasks

List all project tasks

list_time_entries

List recent time tracking entries

Example Prompts for Cashboard in CrewAI

Ready-to-use prompts you can give your CrewAI agent to start working with Cashboard immediately.

"Show me my last 5 invoices in Cashboard."

"What are my active projects right now?"

"List my business expenses from the last 30 days."

Troubleshooting Cashboard MCP Server with CrewAI

Common issues when connecting Cashboard to CrewAI through the Vinkius, and how to resolve them.

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Cashboard + CrewAI FAQ

Common questions about integrating Cashboard MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.