How to Use the Moneybird MCP in CrewAI

Q: Can CrewAI agents perform Moneybird tax reporting?

Yes. By using listtaxrates and listsalesinvoices, your agents can compile the data needed for your periodic tax returns.

Q: Do Moneybird tools work with CrewAI shared memory?

Yes. When one agent fetches data with listcrmcontacts, the other agents in your crew can access that information to process invoices.

Deploy specialized accounting agents in CrewAI to manage your entire financial operation, from research to ledger entry.

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Connect Moneybird MCP to CrewAI

Create your Vinkius account to connect Moneybird to CrewAI 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 CrewAI

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Specialized accounting crews for CrewAI

Assign specific tasks to different agents. One agent uses `list_purchase_invoices` to gather data, while another uses `list_ledger_accounts` to categorize expenses. They share the workload. This division of labor keeps your operations moving without overloading any single agent.

Autonomous invoice dispatch with CrewAI

Let your agents handle the full lifecycle of a bill. They can create a draft with `create_sales_invoice` and wait for a moderator agent to confirm before sending. It keeps a human in the loop while automating the busy work. Your crew manages the steps until the invoice is marked as sent.

Financial monitoring agents in CrewAI

Keep a constant watch on your bank mutations. A dedicated agent uses `list_financial_mutations` to alert you of any unexpected bank activity. It acts as an automated auditor. You get notified only when something requires your attention, keeping your inbox clear.

Setup guide

Set up Moneybird MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Moneybird tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Moneybird Analyst",
    goal="Access and analyze Moneybird data via MCP.",
    backstory="Expert analyst with direct Moneybird access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Moneybird transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

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

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Moneybird Analyst",
        goal="Access and analyze Moneybird data via MCP.",
        backstory="Expert analyst with direct Moneybird access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Moneybird transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

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

Get your connection token →

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 CrewAI

Pass the server URL to your agent configuration. Once connected, your agents can call tools like `list_sales_invoices` as part of their assigned tasks.

Yes. By using `list_tax_rates` and `list_sales_invoices`, your agents can compile the data needed for your periodic tax returns.

Yes. When one agent fetches data with `list_crm_contacts`, the other agents in your crew can access that information to process invoices.

You can define a moderator agent to check the output of each tool. If `create_sales_invoice` returns an error, the moderator can trigger a fix or escalate it.

Vinkius uses a zero-trust environment for your server connection. Your financial mutation logs are encrypted and accessible only through your authenticated session.

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