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How to Use the Moneybird MCP in Cline

Cline handles your Moneybird accounting tasks by executing end-to-end workflows for invoicing and reporting.

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Cline

Connect Moneybird MCP to Cline

Create your Vinkius account to connect Moneybird to Cline 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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Execute end-to-end invoicing in Cline

Tell Cline to draft a new bill and it will handle the API calls. By combining `list_crm_contacts` and `create_sales_invoice`, it builds the document for you in seconds. It doesn't stop at creation. You can instruct the agent to use `send_sales_invoice` to finalize the process. It’s a direct way to clear your to-do list.

Fetch financial records in Cline

Need to see what's currently in your books? Use `list_sales_invoices` to grab a list of your recent records and filter by their status. It pulls the data directly into your workspace. You can then use that information to generate summaries or spot errors without ever opening the web dashboard.

Manage receipts and products in Cline

Your agent can list your inventory using `list_catalog_products` to ensure you're billing for the right items. It keeps your product list synced with your actual sales data. Use `list_expense_receipts` if you need to track your spending. It brings your expense data into the editor so you have a full view of your cash flow.

Setup guide

Set up Moneybird MCP in Cline

Prerequisites

  • VS Code with Cline extension installed
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open Cline MCP settings

    Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.

  2. 2

    Add a remote server

    Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type moneybird-alternative-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.

  3. 3

    Enable the server

    After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.

  4. 4

    Start using tools

    Return to the Cline chat and ask: "Check my latest Moneybird refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

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

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

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visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Moneybird MCP in Cline

Open the MCP icon in your sidebar. You can paste the server details into the settings file to get started.
Yes, just ask Cline to list the rates. It calls the `list_tax_rates` tool and gives you the current breakdown.
It uses the token you provide in your config. The server only uses it to perform the actions you authorize.
It accesses your sales invoices, CRM contacts, and bank mutations. It only reads or writes what you tell it to.
Your data is handled locally by the MCP server. It never leaves your machine unless you send it to the API.

Start using the Moneybird MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 12 tools

We've already built the connector for Moneybird. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 12 tools are live and waiting. You're up and running in seconds.

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