How to Use the Moneybird MCP in VS Code Copilot

Q: How do I share the Moneybird MCP configuration with my team in VS Code Copilot?

Create a .vscode/mcp.json file in your repository root and commit it to Git. Every developer with VS Code Copilot will instantly get access to the Moneybird tools.

Q: Can VS Code Copilot read Moneybird estimates?

Yes, you can use listestimates to pull active quotes directly into VS Code Copilot. This helps your team verify pricing terms while writing custom billing logic.

Q: How do I fetch Moneybird invoice details using VS Code Copilot?

Ask Copilot to run getinvoice with the specific invoice ID in the chat panel. Copilot will query the server and display the complete line-item breakdown.

Equip your team to query Moneybird ledger balances and sync billing workflows directly inside VS Code Copilot.

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Connect Moneybird MCP to VS Code Copilot

Create your Vinkius account to connect Moneybird to VS Code Copilot 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 VS Code Copilot

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Query Moneybird Ledgers via MCP Server

The `list_ledger_accounts` tool brings your complete chart of Moneybird accounts right into VS Code Copilot. This MCP server allows developers to verify Moneybird ledger IDs inside VS Code Copilot without pinging the finance team. This shared access ensures your development team uses correct Moneybird tax codes when building custom checkout systems. VS Code Copilot reads the live Moneybird ledger structure to suggest the exact IDs needed in your config files.

Audit Purchase Invoices in the Editor

The `list_purchase_invoices` tool retrieves your company's Moneybird expense records directly inside VS Code Copilot. You can quickly cross-reference Moneybird SaaS bills against your active codebases using VS Code Copilot. When an API subscription cost spikes, ask VS Code Copilot to analyze the Moneybird invoice details. It pulls the Moneybird line items instantly inside the editor, helping you match resource usage to actual business costs.

Manage Recurring Invoices and Contacts

The `list_recurring_invoices` tool exposes your active Moneybird subscription templates to VS Code Copilot. This lets you inspect Moneybird billing schedules while you write the logic for customer portal upgrades in VS Code Copilot. If a user upgrades their plan, run `create_contact` via VS Code Copilot to verify the Moneybird integration creates records properly. You can test the entire Moneybird lifecycle inside VS Code Copilot without leaving your main workspace.

Setup guide

Set up Moneybird MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Moneybird MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Moneybird tools listed. Try asking: "List my recent Moneybird transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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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 VS Code Copilot

Create a `.vscode/mcp.json` file in your repository root and commit it to Git. Every developer with VS Code Copilot will instantly get access to the Moneybird tools.

Yes, you can use `list_estimates` to pull active quotes directly into VS Code Copilot. This helps your team verify pricing terms while writing custom billing logic.

Ask Copilot to run `get_invoice` with the specific invoice ID in the chat panel. Copilot will query the server and display the complete line-item breakdown.

You need VS Code version 1.96 or higher along with the GitHub Copilot Chat extension to use these tools.

No, your purchase invoices and sales ledgers are fetched using direct API requests authenticated by your private token. The data is handled in accordance with enterprise SOC 2 standards, keeping your financial records isolated.

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