How to Use the Moneybird MCP in Windsurf
Get your accounting done in Windsurf by letting Cascade handle invoice generation and bank reconciliation.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Moneybird MCP to Windsurf
Create your Vinkius account to connect Moneybird to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Auto-generate invoices for your clients
Stop manual data entry and let your agent create documents directly in your ledger. It uses `create_sales_invoice` to pull contact data and build line items without you leaving your editor. Once the draft is ready, you can trigger `send_sales_invoice` to get it out the door. It handles the heavy lifting so you stay in your flow.
Reconcile bank transactions with Windsurf
Your agent can fetch every bank mutation using `list_financial_mutations` to keep your ledger up to date. It maps transactions to your existing records so you don't have to guess where the money went. Use `list_ledger_accounts` to verify your categories are set up correctly. It keeps your books clean and ready for your accountant.
Check your Moneybird API status
Connectivity issues kill productivity, so you can run `check_api_health` to verify your server status before starting a task. It gives you an immediate read on whether your environment is ready to sync. If you need to verify specific tax configurations, you can call `list_tax_rates` at any time. It ensures your calculations stay accurate across every invoice.
Set up Moneybird MCP in Windsurf
Prerequisites
- Windsurf IDE installed (macOS, Windows, or Linux)
- Active Vinkius subscription with a valid endpoint token
- 1
Open MCP configuration
Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open
~/.codeium/windsurf/mcp_config.json. - 2
Add the Moneybird MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. Replace[YOUR_TOKEN_HERE]with your endpoint token from cloud.vinkius.com. - 3
Refresh MCPs
Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
- 4
Verify in Cascade
Start a new Cascade conversation and ask something like "Show my Moneybird payment history." If connected, Cascade will call the Moneybird tools directly. You will see a green dot next to the server name in the MCP panel.
{
"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
Live
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 Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Moneybird MCP today
We host it, we monitor it, we maintain it. You just paste one token.
