How to Use the Moneybird MCP in Windsurf
Let Windsurf chain your accounting tasks automatically. Connect the Moneybird MCP Server to sync invoices and contacts in seconds.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Moneybird MCP to Windsurf
Create your Vinkius account to connect Moneybird to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Automate accounting with Windsurf
Cascade reads your accounting context and executes multi-step sequences without stopping for manual prompts. When you need to reconcile records, the agent uses `list_financial_mutations` and `list_invoices` to map transactions against your books. This MCP Server allows you to offload repetitive bookkeeping tasks to your IDE. Windsurf identifies the required data points and triggers the necessary tools to keep your ledger current.
Manage contacts and workflows
Keep your client database accurate by triggering `create_contact` directly through your editor. You no longer need to switch tabs to add a new entity to your Moneybird account. Your agent inspects current `list_workflows` to suggest the right accounting path for every entry. It handles the data retrieval so you stay focused on the code.
Review financial data in context
Get instant visibility into your business health by querying `list_estimates` or `list_purchase_invoices` inside your workspace. Cascade pulls these records into the chat interface for immediate review. Stop digging through web dashboards. This connection puts your raw financial numbers right where you write your logic.
Set up Moneybird MCP in Windsurf
Prerequisites
- Windsurf IDE installed (macOS, Windows, or Linux)
- Active Vinkius subscription with a valid endpoint token
- 1
Open MCP configuration
Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open
~/.codeium/windsurf/mcp_config.json. - 2
Add the Moneybird MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. Replace[YOUR_TOKEN_HERE]with your endpoint token from cloud.vinkius.com. - 3
Refresh MCPs
Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
- 4
Verify in Cascade
Start a new Cascade conversation and ask something like "Show my Moneybird payment history." If connected, Cascade will call the Moneybird tools directly. You will see a green dot next to the server name in the MCP panel.
{
"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.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Moneybird MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Moneybird MCP today
We host it, we monitor it, we maintain it. You just paste one token.
