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How to Use the Moneybird MCP in Cline

Cline handles your Moneybird accounting tasks end-to-end. Connect this MCP Server to fetch, create, and update records autonomously.

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Cline

Connect Moneybird MCP to Cline

Create your Vinkius account to connect Moneybird to Cline 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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Cline executes accounting actions

Cline doesn't just suggest changes; it performs the work by calling `get_invoice` or `create_contact` directly. You give the goal, and the agent completes the task in your VS Code environment. This MCP Server provides the granular control needed for complex accounting operations. You get a clear diff of every action taken on your Moneybird account.

Streamline ledger lookups

Access your financial state by running `list_ledger_accounts` through the Cline interface. It pulls the raw data into your file system for immediate analysis or reporting. Your agent processes these lists to identify trends in your purchase invoices. It is built for developers who need to bridge the gap between code and finance.

Automate recurring invoice tracking

Use `list_recurring_invoices` to keep tabs on your subscription revenue without manual checking. Cline monitors these records and alerts you to any upcoming adjustments. This toolset replaces manual dashboard navigation with direct terminal-style execution. It turns your IDE into a command center for your accounting operations.

Setup guide

Set up Moneybird MCP in Cline

Prerequisites

  • VS Code with Cline extension installed
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open Cline MCP settings

    Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.

  2. 2

    Add a remote server

    Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type moneybird-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.

  3. 3

    Enable the server

    After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.

  4. 4

    Start using tools

    Return to the Cline chat and ask: "Check my latest Moneybird refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings
{
  "mcpServers": {
    "moneybird-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 Cline

You add the server via the MCP Servers icon in the Cline sidebar. It uses your API key to authenticate and fetch live data from your account.
It can. Tools like `create_contact` allow Cline to modify your records based on the instructions you provide in the chat.
The server runs in a secure, ephemeral sandbox. Cline only touches the data you explicitly authorize through the tool execution process.
Use the Remote Servers tab to plug in your endpoint. Once connected, Cline detects the available tools and displays them in your MCP panel.
Yes. Cline calls `list_purchase_invoices` to retrieve your records, allowing you to build automated reports or summaries directly within your code base.

Start using the Moneybird MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 10 tools

We've already built the connector for Moneybird. Just plug in your AI agents and start using Vinkius.

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