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

1. Subscribe to this server
2. Enter your Moneybird Access Token and Administration ID
3. 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.