How to Use the Moneybird MCP in Claude

Q: Can Claude Desktop automatically reconcile my Moneybird invoices?

Yes, you can run listfinancialmutations alongside listinvoices in Claude Desktop to match payments. The agent processes the numbers locally and flags matches.

Q: Can I manage recurring Moneybird profiles in Claude Desktop?

Yes, you can run listrecurringinvoices to inspect active payment templates inside Claude Desktop. This lets you audit active subscriptions without leaving the chat interface.

Run your Moneybird bookkeeping right inside Claude Desktop using local commands to pull transactions and update contacts instantly.

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Connect Moneybird MCP to Claude Desktop

Create your Vinkius account to connect Moneybird to Claude Desktop 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 Claude Desktop

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Audit Ledger Accounts in Claude Desktop

The `list_ledger_accounts` tool pulls your entire chart of accounts directly into your Claude Desktop chat window. You can instantly spot misclassified transactions or check run-rates without logging into the Moneybird web portal. This desktop integration lets you cross-reference ledger codes against local CSV files using your local file system. Your agent handles the dirty work of matching raw Moneybird bank lines to the correct accounts in Claude Desktop.

Verify Sales Invoices via MCP Server

The `list_invoices` tool fetches your sales history directly into Claude Desktop to verify paid balances. This MCP server returns raw invoice numbers, dates, and amounts without clicking through slow web dashboards. If a client disputes a Moneybird charge, ask Claude Desktop to run `get_invoice` to pull the exact line items. It parses the Moneybird details locally inside Claude Desktop, letting you write a response draft with correct numbers immediately.

Sync Contacts and Estimates Instantly

The `create_contact` tool registers new clients in Moneybird directly from your Claude Desktop chat. You don't have to copy-paste names and emails from your email client anymore. Once the contact is set up, run `list_estimates` through Claude Desktop to check open Moneybird proposals. This stops Claude Desktop users from sending duplicate Moneybird quotes to the same prospect.

Setup guide

Set up Moneybird MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Moneybird MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Moneybird MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under moneybird-mcp.

json

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

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 Claude Desktop

Open your local configuration file and add the Moneybird MCP server under the servers key. Restart Claude Desktop, and you will see the tools appear in your chat window.

Yes, you can run `list_financial_mutations` alongside `list_invoices` in Claude Desktop to match payments. The agent processes the numbers locally and flags matches.

Yes, you can run `list_recurring_invoices` to inspect active payment templates inside Claude Desktop. This lets you audit active subscriptions without leaving the chat interface.

No, you only need a standard Moneybird API token. Once you paste it into your Claude configuration, the tools gain access to your workspace.

Your invoice details and contact records never pass through third-party servers. Claude Desktop communicates with the Moneybird API directly from your local machine, keeping your accounting details private.

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