Moneybird MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Moneybird through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Moneybird and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"moneybird": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
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.
Windsurf's Cascade agent chains multiple Moneybird tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the Moneybird MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Moneybird
Open Cascade and ask: "Using Moneybird, help me...". 10 tools available
Why Use Windsurf with the Moneybird MCP Server
Windsurf provides unique advantages when paired with Moneybird through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Moneybird + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Moneybird MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Moneybird and generate models, types, or handlers based on real API responses
Live debugging: query Moneybird tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Moneybird and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Moneybird data with Cascade's code generation to scaffold entire features in minutes
Moneybird MCP Tools for Windsurf (10)
These 10 tools become available when you connect Moneybird to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting Moneybird to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Moneybird + Windsurf FAQ
Common questions about integrating Moneybird MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Moneybird with your favorite client
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Connect Moneybird to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.