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Connect Cashboard to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your freelance business through a simple chat interface.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 8 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 8 available through Cashboard.

  1. 01

    Get cashboard account

    This capability pulls your core account and subscription details. Use it to check your current plan or account status.

  2. 02

    List active projects

    This capability retrieves a list of your currently running projects. It helps you see what is on your plate right now.

  3. 03

    List business expenses

    This capability fetches your recorded business expenses. You can use it to review spending or check project costs.

  4. 04

    List estimates

    This capability provides a list of all your project estimates. It is useful for checking pending quotes for clients.

Capability set02 / 02

05-08

4 capabilities in this set.

Part of 8 available through Cashboard.

  1. 05

    List invoices

    This capability pulls all your client invoices. Use it to track payments or see what is outstanding.

  2. 06

    List project tasks

    This capability lists the tasks associated with your projects. It helps you monitor specific deliverables and progress.

  3. 07

    List time entries

    This capability retrieves your recent time tracking logs. Use it to verify billable hours for specific jobs.

  4. 08

    List cashboard contacts

    This capability lists your client and staff contacts. It makes finding contact information quick and easy.

Real work

What teams actually run

01

Quick Billing Checks

Ask your agent for a list of outstanding invoices to see who needs to pay.

02

Project Status Updates

Check on active tasks and project progress while you are coding or writing.

03

Expense Review

Verify recent business spending to stay on top of your budget.

04

Time Tracking Audits

Review recent time entries to ensure your billable hours match your work.

Automate a task

Put Cashboard to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Cashboard works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Cashboard to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

862ms average. Fast in production.

Cashboard is checked daily against the live service.

Daily averagePeak 1109ms
Oct 3Today
Fastest day
721ms
Slowest day
1109ms
14-day trend
Improving-15%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 8 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Cashboard, so you can see the experience inside your AI.

It does not authenticate your account with Cashboard. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Cashboard Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Cashboard capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cashboard-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Cashboard in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Cashboard owners hand off.

This MCP is designed for independent professionals and small teams who use Cashboard to run their operations.

  • 01

    Freelancers

    They use the agent to track billable hours and manage invoices through chat.

  • 02

    Small Business Owners

    They monitor expenses and project profitability without opening the full dashboard.

  • 03

    Project Managers

    They audit project tasks and time entries directly from their chat interface.

  • 04

    Accountants

    They verify invoice statuses and client billing records quickly.

FAQ

Questions Cashboard owners ask.

  • 01

    How do I connect Cashboard to my AI client?

    You subscribe to the MCP on Vinkius and enter your Cashboard API Key and subdomain. Once connected, you can use it in any MCP-compatible client like Claude or Cursor.

  • 02

    Can I manage my invoices through this MCP?

    Yes. You can list all invoices and estimates to monitor your billing and client payments.

  • 03

    Does this work with Cursor or Windsurf?

    Yes. This MCP works with any MCP-compatible client, including Cursor, Windsurf, and VS Code.

  • 04

    Can I track my business expenses here?

    Yes. You can use the capability to list your business expenses and see how they relate to your projects.

  • 05

    Is my data secure?

    Vinkius hosts the MCP and manages your credentials securely so you can connect your client once and start working.

  • 06

    Can I list my billable time entries for this week?

    Yes! Use the list_time_entries capability. The agent will return recent time tracking records, allowing you to audit hours worked across your projects.

  • 07

    How do I check if an invoice has been paid?

    Use the list_invoices capability. Your agent will fetch the list of invoices along with their current status (e.g., Paid, Outstanding, Overdue).

  • 08

    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.

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