Moneybird MCP. Pulling invoice data and managing accounts via chat.
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Moneybird connects your entire accounting system to your AI agent. It lets you list invoices, track contacts, and manage estimates—all without opening the Moneybird app.
Your agent pulls specific financial data on demand: from viewing purchase invoices to monitoring bank mutations or listing overdue sales records.
This gives you direct control over complex bookkeeping tasks through natural conversation.
What your AI agents can do
Create contact
Creates a new customer or supplier record in Moneybird.
Get invoice
Fetches specific, detailed information for one particular invoice ID.
List contacts
Retrieves a list of all contacts (customers and suppliers) managed in Moneybird.
Create new contacts or list existing customer/supplier records to keep your CRM updated.
List all sales invoices, retrieve details for specific bills, or check recurring billing templates.
Pull incoming purchase invoices from suppliers to keep a clear record of company expenses.
Access and list all bank mutations and financial transactions for reconciliation.
View your chart of accounts (ledger) and available accounting workflows.
List business estimates to track potential revenue before it becomes an invoice.
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Moneybird MCP Server: 10 Tools for Finance Management
Use these tools to create contacts, list transactions, retrieve specific invoices, and perform core bookkeeping functions directly through your AI agent.
019d75d7create contact
Creates a new customer or supplier record in Moneybird.
019d75d7get invoice
Fetches specific, detailed information for one particular invoice ID.
019d75d7list contacts
Retrieves a list of all contacts (customers and suppliers) managed in Moneybird.
019d75d7list estimates
Lists all active business estimates to track potential sales revenue.
019d75d7list financial mutations
Retrieves a list of recent bank movements and financial transactions for reconciliation.
019d75d7list invoices
Gets a comprehensive list of all generated sales invoices, including amounts and due dates.
019d75d7list ledger accounts
Retrieves the chart of accounts (the ledger) defining your company's core financial categories.
019d75d7list purchase invoices
Lists all incoming invoices received from suppliers that need to be paid.
019d75d7list recurring invoices
Shows the templates and details for automated, repeating billing cycles.
019d75d7list workflows
Provides a list of defined accounting workflows and standard business processes within your account.
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What you can do with this MCP connector
This Moneybird MCP Server connects your entire accounting system directly to your agent. You'll manage core business bookkeeping functions using simple conversation, keeping your fingers off the moneybird app and out of spreadsheets. Your AI client pulls specific financial data on demand: you get direct control over complex tasks like viewing purchase invoices or listing overdue sales records—all through natural language prompts.
Managing Client Accounts and Contacts
You can keep your entire CRM updated using this server. To see every customer or supplier record, just run list_contacts. If you find a new client or vendor you need to track, your agent uses create_contact to build that new record in Moneybird immediately. When you're planning for future sales, you can check out potential revenue streams by calling list_estimates, which shows all active business estimates before they turn into actual invoices.
Handling Sales and Billing Cycles
To track cash flow, your agent accesses the full history of generated sales bills using list_invoices; this gives you a list of amounts and due dates for every single sale. If you need deep details on just one specific bill, you use get_invoice with the ID to pull everything related to that transaction.
You can also view your automated billing templates—those recurring charges—by running list_recurring_invoices, which shows all the setups and details for repeating payment cycles.
Tracking Expenses and Incoming Bills
When you got bills from suppliers, this server gets them for ya. To see every incoming purchase invoice that needs paying, your agent runs list_purchase_invoices. This keeps a clear record of company expenses without you having to manually download attachments or cross-reference files.
Auditing and Financial Oversight
For deep financial dives, your agent handles the heavy lifting. You can monitor all bank movements and financial transactions for reconciliation by calling list_financial_mutations, which gives you a comprehensive list of recent activity. If you need to understand your company's core accounting structure, list_ledger_accounts retrieves your full chart of accounts (the ledger).
To see what standard processes are already set up in Moneybird, run list_workflows; this pulls a list of defined accounting workflows and business standards within your account.
How Moneybird MCP Works
- 1 Subscribe to the Moneybird server and provide your specific Access Token and Administration ID.
- 2 Instruct your AI client (e.g., 'List all unpaid invoices from last month').
- 3 The agent calls the relevant tool (like
list_invoices), processes the data, and sends you a summarized report.
The bottom line is: you talk to your AI agent about accounting needs; it handles the API calls and reports the findings.
Who Is Moneybird MCP For?
Founders who hate manual bookkeeping lookups. Accountants needing audit-ready data lists fast. Sales reps who need real-time invoice status checks during a pitch. This is for anyone whose job involves navigating multiple financial dashboards.
Needs to quickly check if an important client's invoice is overdue or what the current estimate stands at, without logging into Moneybird.
Requires automated retrieval of transaction lists, ledger accounts, and purchase invoices for quarterly reporting.
Must verify a prospect's contact details or check if an estimate has been converted to an invoice during the sales cycle.
What Changes When You Connect
- Check overdue invoices instantly. Use
list_invoicesto get a summary of all sales, flagging exactly which bills are past their due date without opening the full Moneybird dashboard. - Keep your books clean with transaction history. Run
list_financial_mutationsand you get five or six recent bank movements—payouts, payments, etc.—so fast you can see if that wire transfer went through. - Manage client data efficiently. Need a new supplier? Use
create_contactto add them immediately, or runlist_contactsto verify their existing record before sending an invoice. - Track pipeline revenue. Don't wait for estimates to become invoices. Run
list_estimatesto see the total potential value of deals currently in progress and gauge future cash flow. - Simplify expense tracking. Use
list_purchase_invoicesto pull all incoming bills from vendors, so you can easily spot anything that might be missing or about to go unpaid.
Real-World Use Cases
End-of-Month Reconciliation
The bookkeeper needs to confirm the total expenses paid last month. They ask their agent, 'What are my incoming bills?' The agent uses list_purchase_invoices, pulling a list of 15 supplier invoices, allowing the bookkeeper to verify payment status against the ledger without manual export/spreadsheet work.
Pre-Sales Financial Check
A sales rep is talking to a prospect and needs to know if they are set up as a client. They run list_contacts and confirm the contact exists. Then, they ask their agent to use get_invoice to pull details on the last invoice sent, confirming service continuity.
Auditing Revenue Streams
The founder needs a quick overview of all money expected this quarter. They prompt: 'Show me estimates and recurring revenue.' The agent uses both list_estimates and list_recurring_invoices in one query, giving the founder two key numbers for cash flow planning.
Quick Billing Review
The accountant needs to check if a client's billing cycle is set up correctly. They ask their agent about automated billing and run list_recurring_invoices, verifying the template details instantly, rather than navigating through settings menus.
The Tradeoffs
Trying to reconcile everything at once
Asking 'Give me all my money issues.' This vague request forces the agent to guess which tools to run, resulting in a confusing mix of data from invoices, contacts, and ledger accounts that is hard to parse.
→
Break it down. Start by running list_invoices for sales, then use list_purchase_invoices for expenses. If you need the money flow summary, run list_financial_mutations. Target tools specific.
Assuming contact creation is enough
The user just calls 'Add a client.' This only executes create_contact and doesn't capture any billing data. The agent can't know if the client needs an invoice or estimate.
→
Always specify intent. First, use list_contacts to check for duplicates. If none exist, then run create_contact, and finally ask to generate a new estimate using the contact ID.
Ignoring workflow context
Simply asking 'What are my accounts?' This runs list_ledger_accounts but doesn't tell you why they are listed, ignoring current billing status or pending estimates.
→ Contextualize your query. Combine tools: 'Show me the ledger account for services and list any open estimates.' This links the accounting structure to potential revenue.
When It Fits, When It Doesn't
Use this server if you need to read, list, or create specific records in Moneybird (e.g., adding a contact via create_contact, listing invoices via list_invoices). It's perfect for data retrieval and basic record maintenance.
Don't use it if you need advanced process automation that requires multi-step approvals or custom logic outside of the available tools. For instance, if your business requires running a complex 'Year-End Tax Calculation' workflow that isn't modeled in list_workflows, this server won't do it.
If you only need to view general reports (like an annual P&L), pulling raw data via list_ledger_accounts is fine. But if you want a clean, formatted summary of your revenue status based on current estimates and invoices, the combination of list_estimates and list_invoices gives you the right scope.
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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Sifting through Moneybird's dashboard takes forever.
Right now, checking basic financials means logging into Moneybird. You click 'Invoices,' then filter by status. If you want to compare invoices against purchases, you have to open a second tab and run the supplier report. It's constant context switching, clicking through multiple menus just to answer one question: 'Are we paid?'
With this server, your AI client handles it all. You tell your agent, 'Show me my outstanding sales.' The system runs `list_invoices` instantly and gives you a clean summary of what's overdue. No clicks needed; you just get the answer.
Moneybird MCP Server: Managing finances with one chat.
Manual tasks include opening the app, navigating to 'Contacts,' running a search, and then manually copying the ID or name into another system (like your CRM). This wastes time and creates copy-paste errors.
Now you just tell your agent, 'Get me the contact details for Acme Corp.' The agent uses `list_contacts` and returns the data directly to your chat window. It's instant, accurate, and keeps your workflow focused on thinking, not clicking.
Common Questions About Moneybird MCP
How do I check overdue invoices using list_invoices? +
The agent uses list_invoices and filters the results by due date status. It returns a count of all unpaid invoices, detailing which ones are past due versus simply not yet paid.
Can I see bank activity with list_financial_mutations? +
Yes. list_financial_mutations retrieves the latest financial movements from your bank account within Moneybird, including both deposits and withdrawals for reconciliation purposes.
What is the difference between list_estimates and list_invoices? +
list_estimates tracks potential sales—the deals that haven't been billed yet. list_invoices, however, shows money you've already billed for and are waiting to be paid.
How do I update a customer record? (create_contact) +
You use create_contact when you need to add a new person or company. You must provide the necessary details like name, address, and type (customer/supplier) for it to work.
Do I have to manually run reports on ledger accounts? (list_ledger_accounts) +
No. Running list_ledger_accounts gives you the full structure of your chart of accounts, letting your agent understand which category a transaction belongs in for accurate reporting.
How do I get full details for a single invoice using the `get_invoice` tool? +
It pulls all specific data points for one invoice when you provide an ID. You get more than just the amount; you retrieve payment status, line item breakdowns, and customer billing information instantly.
What does `list_purchase_invoices` show me regarding supplier bills? +
This tool tracks all money coming in from your suppliers. You can quickly see incoming purchase invoices, including the vendor name, description of goods/services, and whether they are marked as paid or due.
How do I check what accounting processes are available with `list_workflows`? +
This list shows all defined accounting workflows within your Moneybird account. It lets you see the structure of how Moneybird handles specific financial events before running any reports.
How do I find my Moneybird Administration ID? +
Log in to Moneybird via your browser. The ID is the numeric string in the URL immediately following 'moneybird.com/' (e.g., in moneybird.com/123456789/..., the ID is 123456789).
Can I see my bank transactions through this server? +
Yes! Use the list_financial_mutations tool to retrieve all bank mutations and financial movements recorded in your Moneybird administration.
Does this support purchase invoices (expenses)? +
Yes. The list_purchase_invoices tool allows you to see all incoming invoices from your suppliers and track your business expenses.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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