Bring Invoicing
to Windsurf
Learn how to connect Moneybird to Windsurf and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Moneybird MCP Server?
Connect your Moneybird administration to any AI agent and manage Dutch accounting through natural conversation.
What you can do
- Sales Invoices — Create, list, and send invoices to clients
- Contacts — Browse customers and suppliers
- Products — List product and service catalog
- Financial Mutations — Track bank transactions for reconciliation
- Purchase Invoices — List supplier invoices received
- Recurring Invoices — View automated recurring templates
- Receipts — List uploaded expense receipts
- Ledger Accounts — Browse accounting categories
- Tax Rates — List configured VAT/tax rates
How it works
1. Subscribe to this server
2. Enter your Moneybird API Key and Administration ID
3. Start managing your books from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Freelancers — automate invoice creation and sending
- Accountants — reconcile transactions and manage ledgers
- Small Businesses — track expenses and VAT
Built-in capabilities (12)
Verify Moneybird API connectivity
Requires a contact ID and line items. Create a new draft invoice
List products and services
List customers and suppliers
List uploaded receipts
List bank transactions
List accounting ledger categories
List received purchase invoices
List recurring invoice templates
Can be filtered by status (e.g., draft, open, paid). List sales invoices
List configured tax/VAT rates
Send an invoice to the customer
Why Windsurf?
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 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Moneybird in Windsurf
Moneybird and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Moneybird to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Moneybird in Windsurf
The Moneybird 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Moneybird for Windsurf
Every tool call from Windsurf to the Moneybird MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I create and send invoices?
Yes. Create draft invoices with contact ID and line items, then send them directly to the customer via the API.
How does Moneybird authentication work?
Moneybird requires a Bearer API Key and an Administration ID against moneybird.com/api/v2/{administrationId}/.
Can I list bank transactions?
Yes. Financial mutations (bank transactions) can be listed for reconciliation purposes.
How does Windsurf discover MCP tools?
Windsurf reads the 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?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.