How to Use the Moneybird MCP in Mastra AI

Q: How do I build a Moneybird reconciliation workflow in Mastra AI?

Use the listfinancialmutations tool inside a Mastra step definition. You can chain this with listinvoices to build a conditional workflow that matches payments to invoices automatically.

Q: Can Mastra AI handle Moneybird API failures?

Yes, Mastra AI has built-in exponential backoff. If the getinvoice tool hits a temporary network glitch on the MCP Server, Mastra retries the call automatically before failing the workflow.

Q: How do I register Moneybird tools in my Mastra AI agent?

Instantiate the Vinkius MCP client and call mcpClient.listTools(). You then spread these tools directly into your Mastra agent configuration block to give it full access.

Q: Can I require human approval before Mastra AI modifies contacts?

Yes, you can configure Mastra to pause when the createcontact tool is called. This holds the execution until a human reviews and approves the new contact details.

Q: How does Mastra AI protect my ledger accounts data?

Your ledger configuration from listledgeraccounts stays protected behind Vinkius's zero-trust gateway. The Mastra agent only receives the specific data payloads required for the active step, keeping your chart of accounts safe.

Automate complex Moneybird bookkeeping loops and multi-step workflows with Mastra AI agents.

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Connect Moneybird MCP to Mastra AI

Create your Vinkius account to connect Moneybird to Mastra AI 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 Mastra AI

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Match bank transactions to open invoices automatically

The `list_financial_mutations` tool reads your incoming bank transactions and feeds them directly into your Mastra AI reconciliation workflow. The Mastra agent compares these transactions against open invoices retrieved by the `list_invoices` tool. If a transaction matches an invoice number, the agent flags it as paid. If the description is messy, Mastra uses conditional branching to route the transaction to a manual review queue via our MCP Server.

Run automated subscription billing audits with Mastra AI

The `list_recurring_invoices` tool lets your agent audit active subscriptions to catch billing errors before they hit your customers. Mastra AI schedules this check daily, running through your active recurring profiles. If the tool finds an inactive workflow or an outdated plan, the agent triggers a conditional branch. It automatically updates the client profile using `create_contact` or alerts your billing team.

Automate your sales pipeline from proposal to invoice

The `list_estimates` tool retrieves pending business proposals so your Mastra AI agent can track which deals are stalling. The agent runs a scheduled workflow to check expiration dates and send follow-up emails. Once a client signs, the workflow branches to trigger the `list_workflows` tool. It selects the correct accounting workflow and transitions the estimate into a live invoice without human intervention.

Setup guide

Set up Moneybird MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Moneybird tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "moneybird-mcp-client",
  servers: {
    "moneybird-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Moneybird Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Moneybird tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Moneybird transactions"
);
console.log(result.text);

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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 Mastra AI

Use the `list_financial_mutations` tool inside a Mastra step definition. You can chain this with `list_invoices` to build a conditional workflow that matches payments to invoices automatically.

Yes, Mastra AI has built-in exponential backoff. If the `get_invoice` tool hits a temporary network glitch on the MCP Server, Mastra retries the call automatically before failing the workflow.

Instantiate the Vinkius MCP client and call `mcpClient.listTools()`. You then spread these tools directly into your Mastra agent configuration block to give it full access.

Yes, you can configure Mastra to pause when the `create_contact` tool is called. This holds the execution until a human reviews and approves the new contact details.

Your ledger configuration from `list_ledger_accounts` stays protected behind Vinkius's zero-trust gateway. The Mastra agent only receives the specific data payloads required for the active step, keeping your chart of accounts safe.

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