How to Use the Moneybird MCP in CrewAI

Q: How do I assign Moneybird tools to a CrewAI agent?

Pass the Vinkius MCP Server URL directly into the agent's mcps parameter. You can use a tool filter to limit specific agents to tools like listinvoices while keeping other tools restricted.

Q: Where is my Moneybird estimate data stored during execution?

Your business proposal details from listestimates are processed in memory during the session and never written to disk. Vinkius secures the transport layer, keeping your private deal values confidential.

Deploy a crew of specialized AI agents to manage your Moneybird accounting and billing operations.

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Connect Moneybird MCP to CrewAI

Create your Vinkius account to connect Moneybird to CrewAI 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 CrewAI

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Audit your sales ledger with specialized CrewAI agents

The `list_invoices` tool provides your auditing crew with the raw sales data needed to spot billing anomalies. One specialized agent pulls the invoices, while a second agent cross-references them with estimates from `list_estimates`. This division of labor stops billing mistakes before they reach tax season. The agents use shared memory to track which invoices have already been verified, saving API tokens and execution time across the MCP Server.

Let CrewAI agents manage your Moneybird contacts list

The `list_contacts` tool allows your customer operations crew to scan your current client database for missing tax details. When a gap is found, an outreach agent drafts an email while an admin agent stands by. Once the client replies with their info, the admin agent uses the `create_contact` tool to update the record. This autonomous loop keeps your CRM and accounting software perfectly aligned.

Reconcile purchase invoices without manual data entry

The `list_purchase_invoices` tool lets your expense management crew pull external bills and match them against bank records. A researcher agent reads the purchase invoices, while a coordinator agent checks the ledger. The coordinator agent uses the `list_ledger_accounts` tool to find the correct tax category for each bill. The crew then logs the expense under the right code, keeping your books audit-ready.

Setup guide

Set up Moneybird MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Moneybird tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Moneybird Analyst",
    goal="Access and analyze Moneybird data via MCP.",
    backstory="Expert analyst with direct Moneybird access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Moneybird transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Moneybird Analyst",
        goal="Access and analyze Moneybird data via MCP.",
        backstory="Expert analyst with direct Moneybird access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Moneybird transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

Pass the Vinkius MCP Server URL directly into the agent's `mcps` parameter. You can use a tool filter to limit specific agents to tools like `list_invoices` while keeping other tools restricted.

Yes, you can set up a sequential crew where the first agent uses `list_financial_mutations` to grab transactions, and the second agent runs `get_invoice` to match them.

Vinkius hosts the MCP Server and buffers the API requests to prevent rate limit blocks. Your CrewAI agents can execute tasks without hitting Moneybird's API thresholds directly.

Yes, you can deploy an agent specifically to pull data via the MCP. If it detects an anomaly in `list_recurring_invoices`, it passes the task to a manager agent to decide on the fix.

Your business proposal details from `list_estimates` are processed in memory during the session and never written to disk. Vinkius secures the transport layer, keeping your private deal values confidential.

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