Can I create and send invoices?

Yes. Create draft invoices with contact ID and line items, then send them directly to the customer via the API.

How does Moneybird authentication work?

Moneybird requires a Bearer **API Key** and an **Administration ID** against `moneybird.com/api/v2/{administrationId}/`.

Can I list bank transactions?

Yes. Financial mutations (bank transactions) can be listed for reconciliation purposes.

INSTANT PLUG AND PLAY

Moneybird MCP Server for WindsurfGive Windsurf instant access to 12 tools to Check Api Health, Create Sales Invoice, List Catalog Products, and more

Name: Moneybird
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Moneybird through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Moneybird app connector for Windsurf is a standout in the Erp Operations category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Moneybird and 3,400+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Moneybird MCP Server

Connect your Moneybird administration to any AI agent and manage Dutch accounting through natural conversation.

Windsurf's Cascade agent chains multiple Moneybird tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

Sales Invoices — Create, list, and send invoices to clients
Contacts — Browse customers and suppliers
Products — List product and service catalog
Financial Mutations — Track bank transactions for reconciliation
Purchase Invoices — List supplier invoices received
Recurring Invoices — View automated recurring templates
Receipts — List uploaded expense receipts
Ledger Accounts — Browse accounting categories
Tax Rates — List configured VAT/tax rates

The Moneybird MCP Server exposes 12 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 Moneybird tools available for Windsurf

When Windsurf connects to Moneybird through Vinkius, your AI agent gets direct access to every tool listed below — spanning invoicing, expense-tracking, vat-compliance, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

check_api_health

Verify Moneybird API connectivity

create_sales_invoice

Requires a contact ID and line items. Create a new draft invoice

list_catalog_products

List products and services

list_crm_contacts

List customers and suppliers

list_expense_receipts

List uploaded receipts

list_financial_mutations

List bank transactions

list_ledger_accounts

List accounting ledger categories

list_purchase_invoices

List received purchase invoices

list_recurring_invoices

List recurring invoice templates

list_sales_invoices

Can be filtered by status (e.g., draft, open, paid). List sales invoices

list_tax_rates

List configured tax/VAT rates

send_sales_invoice

Send an invoice to the customer

Connect Moneybird to Windsurf via MCP

Follow these steps to wire Moneybird into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Moneybird

Open Cascade and ask: "Using Moneybird, help me...". 12 tools available

Why Use Windsurf with the Moneybird MCP Server

Windsurf provides unique advantages when paired with Moneybird through the Model Context Protocol.

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Moneybird + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Moneybird MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from Moneybird and generate models, types, or handlers based on real API responses

Live debugging: query Moneybird tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Moneybird and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Moneybird data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Moneybird in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Moneybird immediately.

"List recent sales invoices and their statuses."

"Create a draft invoice for Beta Ltd with 2 line items."

"Show unreconciled bank transactions."

Troubleshooting Moneybird MCP Server with Windsurf

Common issues when connecting Moneybird to Windsurf through the Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Moneybird + Windsurf FAQ

Common questions about integrating Moneybird MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.