# Cashboard MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** time-tracking, invoicing, billing, expense-management, project-billing, freelance-tools ## Description 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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` Show me my last 5 invoices in Cashboard. ``` **Response:** ``` Retrieving your recent invoices... I found 5 including Invoice #1001 ($500.00 - Paid) and #1002 ($1,250.00 - Outstanding). Would you like to see the line items for any of these? ``` **Prompt:** ``` What are my active projects right now? ``` **Response:** ``` Checking your active projects... You currently have 3 active projects: 'Website Redesign', 'Mobile App Development', and 'Marketing Consultation'. ``` **Prompt:** ``` List my business expenses from the last 30 days. ``` **Response:** ``` Retrieving your expenses... I found 12 entries in the last 30 days totaling $845.50. The largest expense was 'AWS Hosting' ($120.00). ``` ## Capabilities ### Review account details Retrieve core information about your Cashboard subscription and overall account status. ### Check current project list Get a list of all projects that are currently active in your system. ### List business expenditures Pull a record of tracked expenses, allowing you to see how much money was spent and on what. ### Manage client contacts Retrieve the full roster of both clients and staff members associated with your account. ### View project estimates Get a list and details for any financial estimate you've created for a client. ### Retrieve invoice records List all past and current invoices, checking their payment status and amounts due. ### Review project tasks Get a list of specific tasks assigned to any monitored project. ## Use Cases ### 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. ## Benefits - 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. ## How It Works The bottom line is you get direct financial and project operational data inside your agent conversation without leaving the chat window. 1. Subscribe to this MCP and provide your Cashboard API Key and account Subdomain. 2. Your AI client authenticates the connection, establishing secure access to your business data. 3. You ask a specific question (e.g., 'Show me all outstanding invoices') and receive an immediate, structured data response in chat. ## Frequently Asked Questions **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.