Bring Time Tracking
to LlamaIndex
Create your Vinkius account to connect Cashboard to LlamaIndex and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Cashboard MCP Server?
Connect your Cashboard account to any AI agent and take full control of your freelance or small business operations through natural conversation. Streamline time tracking and client invoicing.
What you can do
- Invoicing Oversight — List and retrieve details for all client invoices and estimates natively
- Time Tracking — Access recent time tracking entries to monitor project progress and billable hours
- Expense Management — List business expenses and associate them with specific projects securely
- Project Control — Monitor active projects and tasks to ensure delivery timelines are met flawlessly
- Contact Management — List client and staff contacts to maintain seamless communication
- Account Visibility — Retrieve core account and subscription information directly within your workspace
How it works
- Subscribe to this server
- Enter your Cashboard API Key and account Subdomain
- Start managing your business finances from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Freelancers — track billable hours and send invoices using natural language
- Small Business Owners — monitor expenses and project profitability without opening the dashboard
- Project Managers — audit project tasks and time entries straight from their chat interface
- Accountants — quickly verify invoice statuses and client billing records
Built-in capabilities (8)
Retrieve core account and subscription information
List active projects
List tracked business expenses
List client and staff contacts
List all project estimates
List all invoices
List all project tasks
List recent time tracking entries
Why LlamaIndex?
LlamaIndex agents combine Cashboard tool responses with indexed documents for comprehensive, grounded answers. Connect 8 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.
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Data-first architecture: LlamaIndex agents combine Cashboard tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Cashboard tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Cashboard, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Cashboard tools were called, what data was returned, and how it influenced the final answer
Cashboard in LlamaIndex
Why run Cashboard with Vinkius?
The Cashboard connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Cashboard using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Cashboard and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Cashboard to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Cashboard for LlamaIndex
Every request between LlamaIndex and Cashboard is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can I list my billable time entries for this week?
Yes! Use the list_time_entries tool. The agent will return recent time tracking records, allowing you to audit hours worked across your projects.
How do I check if an invoice has been paid?
Use the list_invoices tool. Your agent will fetch the list of invoices along with their current status (e.g., Paid, Outstanding, Overdue).
Where do I find my Cashboard API Key?
Log in to your Cashboard account and look for the 'API' or 'Developer' section in your account settings. If you can't find it, contact Cashboard support.
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 Cashboard tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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