How to Use the Moneybird MCP in Claude

Q: How do I configure Moneybird on Claude Desktop?

Open your claudedesktopconfig.json file and add the Moneybird server configuration under the mcpServers key to register the MCP Server. Restart Claude Desktop, and you will see the tools ready to use in your chat window.

Q: Does Moneybird on Claude Desktop support Dutch VAT rules?

Yes, it pulls live tax rates using the listtaxrates tool. Claude Desktop matches these rates to your invoice line items to guarantee tax compliance.

Q: How do I verify if the accounting server is online?

Run the checkapihealth tool inside your chat. This tool tests the link between your local environment and the accounting API to confirm your credentials work.

Run your entire Moneybird accounting workflow directly from Claude Desktop using local or remote tools.

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Connect Moneybird MCP to Claude Desktop

Create your Vinkius account to connect Moneybird to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Moneybird with Claude Desktop

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Run billing tasks inside Claude Desktop

The `create_sales_invoice` tool lets you generate new drafts inside Claude Desktop's chat window without opening a web browser. Your local agent reads your project files, extracts the billable hours or items, and drafts the document with the correct client details. Once the draft is ready, you use `send_sales_invoice` to email it directly to your customer. This MCP Server runs as a local background process on your machine, so your financial drafts stay secure inside your desktop environment.

Auditing financial records with this MCP Server

The `list_financial_mutations` tool fetches your recent bank transactions directly into your Claude Desktop chat window. Your agent reconciles these mutations against open invoices to find unpaid balances. It pulls the raw transaction data and compares it to your ledger codes via `list_ledger_accounts` instantly. This setup means you do not have to export CSV files from your bank and manually upload them to Claude Desktop.

Validate tax rates and contacts instantly

The `list_tax_rates` tool pulls active Dutch and European VAT configurations directly into your Claude Desktop workspace. Your agent references these rates to ensure every line item on your draft invoice complies with local tax rules. To prevent duplicate records, `list_crm_contacts` cross-references your current customer database before creating new profiles. This local execution keeps your CRM data accurate without manual double-entry.

Setup guide

Set up Moneybird MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Moneybird MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Moneybird MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under moneybird-alternative-mcp.

json

{
  "mcpServers": {
    "moneybird-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Moneybird. 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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Common questions about Moneybird MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the Moneybird server configuration under the `mcpServers` key to register the MCP Server. Restart Claude Desktop, and you will see the tools ready to use in your chat window.

Yes, you can draft and dispatch invoices directly from the interface. Use `create_sales_invoice` to build the draft, then run `send_sales_invoice` to email the PDF to your customer.

Yes, it pulls live tax rates using the `list_tax_rates` tool. Claude Desktop matches these rates to your invoice line items to guarantee tax compliance.

Run the `check_api_health` tool inside your chat. This tool tests the link between your local environment and the accounting API to confirm your credentials work.

Your invoices, CRM contacts, and financial mutations are processed locally on your machine. Vinkius runs the MCP Server in an isolated sandbox, meaning your accounting records are never cached or exposed to external servers.

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