How do I find my Moneybird Administration ID?

Log in to Moneybird via your browser. The ID is the numeric string in the URL immediately following 'moneybird.com/' (e.g., in moneybird.com/123456789/..., the ID is 123456789).

Can I see my bank transactions through this server?

Yes! Use the `list_financial_mutations` tool to retrieve all bank mutations and financial movements recorded in your Moneybird administration.

Does this support purchase invoices (expenses)?

Yes. The `list_purchase_invoices` tool allows you to see all incoming invoices from your suppliers and track your business expenses.

Moneybird MCP Server for LlamaIndex 10 tools — connect in under 2 minutes

Name: Moneybird
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 10 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Moneybird as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Moneybird. "
            "You have 10 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Moneybird?"
    )
    print(response)

asyncio.run(main())

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About Moneybird MCP Server

Connect your Moneybird administration to your AI agent and take full control of your business accounting and invoicing through natural conversation.

LlamaIndex agents combine Moneybird tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

Invoicing & Sales — List all sales invoices and get detailed info on specific ones, including amounts and due dates.
Purchase Tracking — Access your incoming purchase invoices from suppliers to keep track of expenses.
Financial Mutations — Monitor bank mutations and all financial transactions within your administration.
Recurring Billing — List and manage your recurring sales invoice templates for automated billing.
Ledger & Bookkeeping — View your chart of accounts (ledger accounts) and defined accounting workflows.
Contact Management — View and create customer or supplier contacts to keep your CRM updated.
Estimates Oversight — Access and list your business estimates to track potential sales.

The Moneybird MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Moneybird to LlamaIndex via MCP

Follow these steps to integrate the Moneybird MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 10 tools from Moneybird

Why Use LlamaIndex with the Moneybird MCP Server

LlamaIndex provides unique advantages when paired with Moneybird through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Moneybird tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Moneybird tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Moneybird, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Moneybird tools were called, what data was returned, and how it influenced the final answer

Moneybird + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Moneybird MCP Server delivers measurable value.

Hybrid search: combine Moneybird real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Moneybird to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Moneybird for fresh data

Analytical workflows: chain Moneybird queries with LlamaIndex's data connectors to build multi-source analytical reports

Moneybird MCP Tools for LlamaIndex (10)

These 10 tools become available when you connect Moneybird to LlamaIndex via MCP:

create_contact

Create a new contact in Moneybird

get_invoice

Get specific invoice details

list_contacts

List Moneybird contacts

list_estimates

List business estimates

list_financial_mutations

List financial transactions

list_invoices

List sales invoices

list_ledger_accounts

List ledger accounts

list_purchase_invoices

List purchase invoices

list_recurring_invoices

List recurring invoices

list_workflows

List accounting workflows

Example Prompts for Moneybird in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Moneybird immediately.

"List all my sales invoices from the last month."

"Check my recent bank mutations."

"List my purchase invoices from suppliers."

Troubleshooting Moneybird MCP Server with LlamaIndex

Common issues when connecting Moneybird to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Moneybird + LlamaIndex FAQ

Common questions about integrating Moneybird MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Moneybird tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.