Moloni MCP. Audit invoices, manage stock, and track tax compliance instantly.
Moloni (Cloud Invoicing & Fiscal Management) gives your agent full control over certified cloud invoicing and commercial management. Search for customers using their fiscal NIF or VAT number, audit invoices, track stock levels in real-time, and manage complex tax records for compliance across Portuguese and Spanish jurisdictions.
Give Claude and any AI agent real-world access
The tool finds and pulls detailed profiles for any registered customer using their name or specific tax identification number (NIF/VAT).
It lists and retrieves details on completed invoices, receipts, and credit notes to track sales records and tax liabilities.
You can list the entire product catalog, check real-time stock movements, or audit specific unit pricing and VAT configurations.
The system accesses active quotes and proforma estimates, allowing you to track sales pipelines awaiting client approval.
It retrieves necessary legal reference IDs for taxes, measurement units, and payment methods required for official documentation.
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What AI agents can do with Moloni (Cloud Invoicing & Fiscal Management) with 20 Tools
Use these tools to manage every aspect of your business operation, from listing customer records to auditing complex tax documents and real-time inventory levels.
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 Moloni (Cloud Invoicing & Fiscal Management) MCPList Customers
Retrieves a list of all customers currently registered in the Moloni system.
Get Customer By Vat
Searches for and retrieves a specific customer using their tax identification number...
Create Customer
Registers a new client record in the Moloni system with all necessary fiscal...
Update Customer
Modifies existing tax or billing information for an already registered customer.
List Products
Lists the entire catalog of chargeable articles and associated services within...
Get Product
Gets detailed unit information, including VAT rates, for a specific product or service ID.
Create Product
Creates a new base chargeable article record in the system.
List Product Categories
Lists the hierarchical structure of product categories used for organization.
List Product Stocks
Consults and displays an auditable record of all stock movements for inventory...
List Invoices
Lists completed or open official invoices (AT) within the system.
Get Invoice
Retrieves deep details, including line items and VAT breakdowns, for a specific...
List Invoice Receipts
Lists official invoice-receipt equivalents (FRV).
List Receipts
Lists liquidized regularization receipts (RCs).
List Credit Notes
Lists legal credit notes used for issuing refunds or adjustments (NCs).
List Delivery Notes
Generates a list of physical transport guides (GTs) associated with shipments.
List Estimates
Lists active or pending quotes and proforma estimates for clients.
List Taxes
Shows a list of all active VAT taxes and exemptions configured in the system.
List Payment Methods
Lists payment method IDs associated with tax authorities (AT).
List Measurement Units
Retrieves a list of formally configured metric measurement units.
List Countries
Lists ISO IDs and fiscal jurisdictions for international reference.
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.
Choose How to Get Started
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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 each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Moloni (Cloud Invoicing & Fiscal Management), then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Moloni. 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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Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Dealing with Tax Documents is a Click-Heavy Nightmare
Today, checking sales history means logging into the platform, navigating through the 'Invoicing' tab, filtering by date range, and then manually opening individual invoices to check itemized VAT breakdowns. If you need to audit multiple documents or verify a client’s status across different regions, it's an hours-long process of clicking between tabs.
With this MCP, you just tell your agent what you need—for instance, 'Show me all credit notes and invoices for Q2.' Your agent pulls the required data from list_credit_notes and list_invoices simultaneously. You get a single, comprehensive answer without opening a single dashboard.
Moloni MCP: Instant Fiscal Visibility
Manual processes force you to check customer data using one tool and then cross-reference the results with another system just for the tax ID. You have to physically copy the NIF from a quote into the billing profile.
Now, your agent handles that entire workflow internally. It uses get_customer_by_vat to verify the client's legal status and ensures all related documents, whether it’s an estimate or a final invoice, use compliant data points.
What Moloni MCP does for your AI
Connecting Moloni to your AI client puts all your core business operations into conversation. You can ask your agent to find a customer by their exact fiscal NIF, instantly pulling up detailed profiles including billing addresses. Need to check sales history? Your agent retrieves certified invoices, invoice-receipts, and credit notes so you can monitor tax distributions securely.
It also handles inventory; list all articles, check real-time stock movements, or review warehousing logs directly from your workflow. Beyond transactions, you can manage the financial groundwork by accessing legal reference IDs for taxes and measurement units needed for compliant documentation. Everything is managed through the Vinkius catalog, letting you talk to this system without ever opening a dashboard.
You'll handle everything from creating new client records with full fiscal metadata to auditing pending quotes, all using natural language.
019d75d7-aa63-7309-80f7-541d037c523d How to set up Moloni MCP
The bottom line is you manage complex accounting and commercial tasks by talking to it like a teammate.
Subscribe to this MCP and enter your Moloni Access Token and Company ID.
Connect your AI client (like Cursor or Claude) to the Vinkius catalog.
Ask your agent natural language questions, such as 'What is the stock level for product X?' or 'Find my last three invoices.'
Who uses Moloni MCP
This MCP serves business owners who hate clicking through multiple dashboards just to check tax compliance, and accountants who need instant access to detailed invoice breakdowns for quarterly reporting.
You use this tool to monitor overall sales flow and audit fiscal documents without manually navigating the Moloni dashboard.
Your agent pulls detailed invoice data, tax breakdowns, and customer metadata directly into your workspace for faster financial reporting.
You verify stock levels against sales orders and manage customer fiscal profiles to ensure high-performance digital commerce compliance.
Benefits of connecting Moloni MCP
Instead of manually opening the customer portal to find a client's fiscal NIF, your agent pulls detailed profiles immediately using list_customers or get_customer_by_vat. This saves clicks and time.
You don't need to jump between tabs to track sales; simply ask for invoices, and your agent fetches complete details on tax-compliant documents via list_invoices and get_invoice.
Managing inventory becomes conversational. Ask about stock levels or product details—the MCP handles listing products and checking real-time movement using list_product_stocks.
The system tracks pending sales easily. You can audit active quotes with list_estimates, keeping your entire sales pipeline visible without manual data entry.
Compliance is built in. The agent accesses necessary tax and legal IDs (list_taxes, list_measurement_units) so you never generate a document that fails fiscal checks.
Moloni MCP use cases
Client asks for invoice audit
A client calls asking about their last shipment. Instead of searching through emails or logging into the portal, your agent uses list_invoices and get_invoice to pull up the exact details, including VAT breakdowns, instantly.
Tax compliance check
You are setting up a new product line. Instead of consulting multiple guides for tax codes, you ask your agent to list_taxes and get_product to ensure that the correct VAT rate is applied from day one.
Stock reconciliation
The warehouse manager needs to know if they have enough stock before a big sale. They prompt the agent, which uses list_product_stocks to give an immediate, auditable count of physical goods.
New client onboarding
A sales rep signs a new contract but needs the customer's fiscal data. They ask the agent to create_customer and get_customer_by_vat, populating all necessary tax fields in one go.
Moloni MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Assuming universal compliance
A user assumes that simply listing a product (list_products) is enough to guarantee the correct VAT rate for an international sale, leading to incorrect tax reporting.
Don't just list products. Always cross-reference with get_product and use list_countries to verify both the item details and the client’s fiscal jurisdiction before finalizing a quote.
Ignoring document types
The user only checks for 'invoices' when they should be auditing credit notes or receipts, resulting in incomplete financial records.
Remember there are multiple document types. Check list_credit_notes and list_invoice_receipts specifically to get a complete picture of all required fiscal documents.
Manual data transfer
The user copies VAT numbers from a spreadsheet into the system because they can't find the customer record easily.
Always start by using get_customer_by_vat. This ensures you are pulling verified, official fiscal metadata directly from Moloni.
When to use Moloni MCP
Use this MCP if your job involves constant reconciliation between physical inventory counts and legally required financial records. You need to audit why a tax amount is what it is, or confirm that the client's NIF matches their official billing address. Don't use it if you only need simple communication tools (like general messaging); this MCP is purely for structured business data. If your goal is just to create a basic list of names without fiscal compliance checks, other simpler CRM connectors might suffice. However, if the core task involves generating legally sound documents or managing complex stock movements, this combination of customer management, invoicing (list_invoices), and product tracking (list_products) is essential.
Frequently asked questions about Moloni MCP
How does Moloni MCP help with tax compliance? +
It provides access to specific tools like list_taxes and get_product that ensure you retrieve the necessary legal IDs (VAT rates, measurement units) required for legally compliant document generation.
Can I find a customer by their NIF using Moloni MCP? +
Yes. You use the get_customer_by_vat tool to search and retrieve detailed profiles based on the client's exact tax identification number.
Which tool should I use for checking stock levels? +
You should use list_product_stocks. This function provides a comprehensive, auditable view of all stock movements and current inventory counts.
What if I need to update a client's billing address? +
Use the update_customer tool. This allows you to modify an existing customer’s record with new fiscal metadata without having to recreate their profile entirely.
Does Moloni MCP track only invoices or other documents too? +
No, it tracks more than just invoices. You can also audit invoice-receipts (list_invoice_receipts), credit notes (list_credit_notes), and transport guides (list_delivery_notes).