Bring Invoicing
to Windsurf
Create your Vinkius account to connect Moneybird to Windsurf and start using all 10 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 Moneybird MCP Server?
Connect your Moneybird administration to your AI agent and take full control of your business accounting and invoicing through natural conversation.
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.
How it works
- Subscribe to this server
- Enter your Moneybird Access Token and Administration ID
- Start managing your finances from Claude, Cursor, or any MCP client
Who is this for?
- Entrepreneurs — quickly check for overdue invoices or bank mutations without opening the Moneybird app.
- Accountants — automate the retrieval of transaction, invoice, and ledger lists for reporting.
- Sales Teams — verify estimate statuses and customer information during the sales cycle.
Built-in capabilities (10)
Create a new contact in Moneybird
Get specific invoice details
List Moneybird contacts
List business estimates
List financial transactions
List sales invoices
List ledger accounts
List purchase invoices
List recurring invoices
List accounting workflows
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 10 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 10 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
Why run Moneybird with Vinkius?
The Moneybird 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 10 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 Moneybird using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Moneybird and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Moneybird to Windsurf 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
Moneybird for Windsurf
Every request between Windsurf and Moneybird 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
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.
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.
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