Cashboard Connector for AI agents.
8 live capabilities
Manage freelance invoicing and project tracking through your AI client.
Waiting for input…
Why people use Cashboard
Cashboard for Freelance Invoicing and Project Oversight
With the Cashboard MCP, that friction disappears. You can just ask your AI client to show you your outstanding invoices or list the tasks for a specific project. Instead of hunting through a dashboard, the information comes to you in the window where you're already working. You get a unified view of your business health without ever leaving your chat interface.
What Vinkius changes
You get a direct line to your business data without having to open a separate browser tab.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking payment status
A freelancer asks "Did the Smith project pay the last invoice?
- Real-world use case 02
Reviewing project costs
A business owner wants to know the overhead for a new site.
- Real-world use case 03
Checking task progress
A project manager asks "What's left to do on the app launch?
Complete set · 8capabilities
The complete Cashboard capability set.
These are the exact actions your AI can choose when you ask it to work with Cashboard.
01—04
4 capabilities in this set.
Part of 8 available through Cashboard.
- 01 Capability
Get cashboard account
Get your core account and subscription info. Use this to check your current plan status.
- 02 Capability
List business expenses
List tracked business expenses. This helps you see what you're spending to run your business.
- 03 Capability
List active projects
List active projects. This gives you a quick overview of everything currently on your plate.
- 04 Capability
List cashboard contacts
List your client and staff contacts. This helps you quickly find the right person for a message.
05—08
4 capabilities in this set.
Part of 8 available through Cashboard.
- 05 Capability
List estimates
List all project estimates. Use this to see what you quoted a client before starting the work.
- 06 Capability
List invoices
List all invoices. Use this to see what has been billed and what's still outstanding.
- 07 Capability
List project tasks
List all project tasks. Use this to see the specific to-do list for any given project.
- 08 Capability
List time entries
List recent time tracking entries. This shows you exactly how many hours were logged recently.
Set up in minutes
One URL. Then ask Cashboard to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Cashboard from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Cashboard, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Cashboard for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Cashboard URL.
- Step 03
Save and start
Save the connection and enable Cashboard in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"cashboard": {
"url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Cashboard
Open Agent mode in chat and ask: "Using Cashboard, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"cashboard": {
"url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Cashboard
Ask Copilot: "Using Cashboard, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"cashboard": {
"url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Cashboard
Open Cascade and ask: "Using Cashboard, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"cashboard": {
"url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Cashboard
Ask Cline: "Using Cashboard, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add cashboard --transport http "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Cashboard
Ask Claude: "Using Cashboard, show me...". 8 tools are ready
Where the request belongs
Work Cashboard can move forward.
This is for the freelancer who spends too much time on admin and the small business owner who needs to see project profitability without digging through a complex dashboard.
Freelance Consultant
Handles client billing and hour tracking via natural language while staying in their IDE or chat.
Small Business Owner
Monitors expenses and project progress to keep a pulse on the company's health.
Project Manager
Audits tasks and time entries to ensure the team is hitting milestones on time.
Accountant
Verifies invoice statuses and billing records quickly during tax season or month-end closes.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAvaza
Unified project management, time tracking, and invoicing via Avaza. orchestrate professional services natively via AI.
Moxie
Manage your freelance or agency business with client portals, project tracking, time logging, and invoicing in one clean capability.
Invoice Ninja
Manage clients, invoices, and products directly through AI.
TrackingTime
Track how your team spends time across projects and clients with timesheets, reports, and budgeting capabilities that keep work profitable.
Productive.io
Run your agency with project management, resource planning, budgeting, and profitability tracking designed for professional services.
Productive
Manage your entire agency workflow via Productive. fetch budgets, analyze time entries, track deals, and monitor project health directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Cashboard connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Cashboard.
The practical details behind the request, access and result.
What can I do with the Cashboard MCP?
You can use it to pull invoice data, check project tasks, and monitor your business expenses using natural language. It connects your Cashboard account to your AI client so you can manage your business from one place.
Can I use Cashboard MCP to see if my clients have paid?
Yes. You can ask your agent to list your invoices, and it will show you the status of each one, including whether they are paid or outstanding.
How does Cashboard MCP help with project management?
It lets you see your active projects and specific tasks in a single view. This helps you stay on top of your workload without having to dig through the full project dashboard.
Can I see my business expenses with Cashboard MCP?
Yes, you can list your tracked business expenses to see what you're spending. This is great for keeping an eye on your overhead and project profitability.
Does Cashboard MCP work with my current AI client?
It works with any MCP-compatible client like Claude, Cursor, or Windsurf. Once you connect it via Vinkius, your agent can access your Cashboard data.
Is Cashboard MCP for tracking my time?
It lets you view your recent time tracking entries. You can use it to check how many hours were logged on various tasks to ensure your billing is accurate.
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.
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).
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.
One connection away
Give your agent a direct line to Cashboard.
Connect Cashboard once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available