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How to Use the Moneybird MCP in VS Code Copilot

Automate Moneybird accounting workflows across your entire team using VS Code Copilot and shared workspace configurations.

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VS Code Copilot

Connect Moneybird MCP to VS Code Copilot

Create your Vinkius account to connect Moneybird to VS Code Copilot 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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Run team-wide ledger validation in Copilot

The `list_ledger_accounts` tool pulls your unified accounting categories directly into the VS Code Copilot chat window. Developers verify that their database migrations match actual ledger codes without leaving the editor. By sharing a `.vscode/mcp.json` configuration file, your entire engineering team gains access to these MCP tools. This shared setup prevents mismatched accounting categories across different development branches.

Debug billing flows with this MCP Server

The `list_purchase_invoices` tool lets you inspect incoming bills directly inside your VS Code Copilot environment. Your agent analyzes the structure of these documents to help you write accurate parsing algorithms. When errors occur, the agent cross-references the data with your active tax rates using `list_tax_rates`. This debugging loop isolates integration issues without requiring manual API requests.

Automate recurring invoice testing

The `list_recurring_invoices` tool retrieves your active subscription templates straight into the VS Code Copilot interface. Your agent inspects these templates to write automated cron jobs that match your accounting schedule. It uses the template IDs to draft test cycles using `create_sales_invoice` programmatically. This ensures your automated subscription billing logic matches your official bookkeeper templates.

Setup guide

Set up Moneybird MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Moneybird MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Moneybird tools listed. Try asking: "List my recent Moneybird transactions" and Copilot will invoke them automatically.

.vscode/mcp.json
{
  "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.

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Common questions about Moneybird MCP in VS Code Copilot

Create a `.vscode/mcp.json` file in your repository to load the MCP Server. Every developer using VS Code Copilot with the repository will automatically load the accounting tools.
Yes, you can ask Copilot to draft one using `create_sales_invoice` by providing the contact ID and line items. The tool creates a draft invoice instantly inside your account.
No, the team uses a single endpoint token managed securely through Vinkius. This token authorizes VS Code Copilot to interact with your accounting environment safely.
Run `check_api_health` in your chat window. The server will immediately return the connection status of your integration.
Yes, your CRM contacts and purchase invoices are protected by a SOC 2 compliant infrastructure. The server runs inside an ephemeral MCP isolate sandbox, preventing any persistent storage or leakage of your customer records.

Start using the Moneybird MCP today

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