Cashboard MCP for AI. Manage all project billing and expenses from chat.
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Cashboard MCP connects your client billing, project tracking, and expense management into any AI agent conversation. Pull invoice status, check active projects, monitor billable hours, or list business expenses without opening a dashboard.
What your AI can do
Get cashboard account
Pulls your core subscription details and overall account status.
List cashboard contacts
Lists the full directory of client and staff contacts.
List estimates
Pulls a list of all financial estimates created for clients.
Retrieve core information about your Cashboard subscription and overall account status.
Get a list of all projects that are currently active in your system.
Pull a record of tracked expenses, allowing you to see how much money was spent and on what.
Retrieve the full roster of both clients and staff members associated with your account.
Get a list and details for any financial estimate you've created for a client.
List all past and current invoices, checking their payment status and amounts due.
Get a list of specific tasks assigned to any monitored project.
Ask an AI about this
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Cashboard: Your Financial Operations Hub (8 Tools)
Use these eight tools to pull precise data on billing status, project progress, expenditures, and client contacts directly into your AI agent chat.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Cashboard on VinkiusGet Cashboard Account
Pulls your core subscription details and overall account status.
List Cashboard Contacts
Lists the full directory of client and staff contacts.
List Estimates
Pulls a list of all financial estimates created for clients.
List Business Expenses
Retrieves a record of all tracked business expenditures.
List Invoices
Retrieves details on every invoice, including payment status and amounts due.
List Active Projects
Provides a list of all projects currently marked as active in Cashboard.
List Project Tasks
Lists all specific tasks associated with monitored projects.
List Time Entries
Gets the most recent records of time spent working on various projects.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Cashboard integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Cashboard, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Cashboard. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
It's a mess switching between client portals and spreadsheets every day.
Right now, checking your business status means opening three separate tabs: one for active projects to see deadlines, another for invoices to check payment dates, and a third sheet of spreadsheets just for expenses. You copy data from the project tab into the spreadsheet, then cross-reference it with the invoice screen—it's slow, tedious manual clicking.
With this MCP, you ask your agent once: 'What are my overdue clients and what were my top expenses last month?' The system pulls together the needed data using tools like `list_invoices` and `list_business_expenses`. You get a single, synthesized report in chat. Period.
Cashboard MCP: Get full visibility into your financial workflow.
The manual process of auditing requires you to look at `list_time_entries`, then manually check the corresponding `list_project_tasks` for completion, and finally compare that against available estimates using `list_estimates`. You're building the report piece by tedious piece.
Now, your agent does the heavy lifting. It correlates project status with billing potential automatically. That’s how much time you save—you just talk to it.
What your AI can actually do with this
You can manage almost every aspect of running a small operation using natural language. Instead of jumping through tabs to see if an estimate was approved or checking which client contact needs a follow-up email, you just ask your AI agent. It pulls the data directly from Cashboard, giving you real-time visibility into finances and project status.
Need to know if a recent expense was tied to the right job? Ask. Want to see all outstanding invoices across five clients? You can get that list instantly. The whole process of tracking time, managing expenses, and handling client billing happens conversationally. If you're looking for multiple business data sources in one place, Vinkius makes it easy to connect this MCP alongside others into your existing agent workflow.
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Here's how it actually works
The bottom line is you get direct financial and project operational data inside your agent conversation without leaving the chat window.
Subscribe to this MCP and provide your Cashboard API Key and account Subdomain.
Your AI client authenticates the connection, establishing secure access to your business data.
You ask a specific question (e.g., 'Show me all outstanding invoices') and receive an immediate, structured data response in chat.
Who is this actually for?
Freelancers who spend too much time switching between invoicing software, expense spreadsheets, and task management dashboards. Small business owners who need a quick financial pulse check without logging into the main platform.
Needs to quickly pull up list_time_entries and match them against outstanding estimates to prepare for a client call.
Wakes up needing to know the total business expenses from the last month, matching it against active projects without opening any web portal.
Needs to audit project tasks and client contacts to make sure all team members are aligned before a deadline hits.
What Changes When You Connect
Stop jumping between tabs. Instead of opening the dashboard just to check if an estimate was approved, you simply ask your agent for a list of estimates. This keeps everything in one flow.
Audit profitability instantly. You can pull both list_time_entries and list_business_expenses in sequence. Your agent aggregates this data so you know exactly where the money went versus how much time was billed.
Never miss a payment. Instead of manually reviewing invoices, ask your agent to list all invoices and filter for 'outstanding.' You get an immediate status report.
Stay organized on client communication. Need to reach someone? Use list_cashboard_contacts to pull the right name or email directly into your conversation without leaving it.
Keep projects moving. Check if a timeline is slipping by asking the agent to list project tasks for all active projects, ensuring nothing falls through the cracks.
See it in action
Preparing for Quarterly Review
The owner needs to know total revenue and expenses. They ask their agent: 'Show me all invoices, list my business expenses from the last quarter, and give me a summary.' The agent pulls data from list_invoices and list_business_expenses, giving them one comprehensive financial picture.
Billing for Completed Work
A project manager finishes work. They ask: 'Generate an estimate based on the last two weeks of time entries.' The agent runs through list_time_entries and presents a draft estimate, minimizing manual data compilation.
Checking Client Status
A consultant calls a client. They ask their agent: 'What are the active projects for Acme Corp?' The agent runs list_active_projects, giving them talking points immediately without having to log into the portal.
Onboarding New Staff
An admin needs to onboard a new employee. They ask: 'List all client and staff contacts.' The agent uses list_cashboard_contacts to pull the full directory, which they can then copy for internal use.
The honest tradeoffs
Treating it like a search bar
Trying to ask vague questions like 'Tell me about my money.' The agent doesn't know which data set you mean (expenses vs. invoices).
Be specific and use the tool names in your mind: Ask, 'List all outstanding invoices,' or 'What were the business expenses last month?' Direct commands get accurate results.
Ignoring project boundaries
Assuming that listing time entries automatically filters by a specific client. It won't; you need to narrow the scope.
If you need details, first call list_active_projects to get the IDs, then ask for list_time_entries and specify the project ID in your prompt.
Confusing estimates with invoices
Mistaking an estimate list for actual billing records. Estimates are just suggestions; they aren't finalized money.
Always use list_estimates when you need to see potential future revenue, and use list_invoices when you need to check paid or outstanding bills.
When It Fits, When It Doesn't
Use this MCP if your primary bottleneck is gathering disparate business data—specifically time, money, tasks, and contacts—from Cashboard into a single conversation. It's essential for operational oversight.
Don't use it if you are trying to perform deep accounting functions like tax filing or complex GAAP analysis; those require dedicated accounting software integration. If your goal is simply generating content based on internal documents (like notes), then a document-indexing MCP would be better. This tool excels at retrieving structured, real-time operational records using tools like list_invoices and list_project_tasks; it doesn't create the data itself.
Questions you might have
How do I use list_invoices in Cashboard MCP? +
You simply ask your agent for the invoices, specifying filters like 'outstanding' or 'last 90 days.' The agent runs list_invoices and gives you a clean breakdown of what needs paying.
Can I check my account details with get_cashboard_account? +
Yes. If you need to know your subscription tier or general account limits, just ask the agent to run get_cashboard_account. It pulls that core info immediately.
Does list_project_tasks help me with billing? +
Yes. By listing project tasks, you can prove work was completed before asking your agent to generate a new estimate using list_estimates based on those logged activities.
What is the difference between list_invoices and list_estimates? +
Invoices are bills for work already done, with a status (paid/unpaid). Estimates are suggested amounts for future work; they aren't finalized billing documents.
How do I find out who my clients are using list_cashboard_contacts? +
Just ask the agent to use list_cashboard_contacts. It pulls a complete roster of every person and company associated with your account.
When I use list_time_entries, can I filter by specific dates or projects? +
Yes, you can pass parameters to narrow the results. You should specify date ranges or project IDs in your prompt to get exactly the time entries you need.
What kind of permissions do I need for list_business_expenses to work? +
You must grant read-only access to expense records. If credentials lack this scope, the agent will return an authentication error. Check your account settings first.
If I have many projects, how does list_active_projects handle pagination? +
The MCP is designed to handle large datasets by returning results in manageable chunks. If you need more entries than the initial batch provides, your agent will automatically request the next page.
Can I list my billable time entries for this week? +
Yes! Use the list_time_entries tool. 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 tool. 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.
We've already built the connector for Cashboard. Just plug in your AI agents and start using Vinkius.
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