Skip to content
Vinkius

Moneybird Connector for AI agents.

12 live capabilities

Manage your small business accounting and invoicing through a conversational interface.

Live agent request Moneybird / Connector

Waiting for input…

AI Agent

Why people use Moneybird

Moneybird for Small Business Accounting

With this Connector, that process disappears. You just ask your agent, "Did the Smith account pay their last bill?" and it gives you the answer immediately. You get to spend your time on actual work instead of navigating menus.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire Moneybird accounting suite.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    The Overdue Follow-up

    An owner asks the agent for invoices overdue by 30 days.

  2. Real-world use case 02

    The New Lead

    A salesperson meets a new client.

  3. Real-world use case 03

    The Expense Audit

    An accountant needs to check supplier costs.

Complete set · 12capabilities

The complete Moneybird capability set.

These are the exact actions your AI can choose when you ask it to work with Moneybird.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Moneybird.

  1. 01 Capability

    List purchase invoices

    List all incoming invoices from your suppliers. It makes tracking your business expenses much easier.

  2. 02 Capability

    List recurring invoices

    See your automated sales invoice templates. Use this to manage your subscription or recurring billing setup.

  3. 03 Capability

    Check api health

    Verify Moneybird API connectivity

  4. 04 Capability

    List crm contacts

    List customers and suppliers

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Moneybird.

  1. 05 Capability

    Create sales invoice

    Requires a contact ID and line items. Create a new draft invoice

  2. 06 Capability

    List sales invoices

    Can be filtered by status (e.g., draft, open, paid). List sales invoices

  3. 07 Capability

    List ledger accounts

    View your chart of accounts. This helps you understand your bookkeeping structure and how money is categorized.

  4. 08 Capability

    List financial mutations

    List all recent financial transactions. It is perfect for checking bank activity and spotting unexpected charges.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Moneybird.

  1. 09 Capability

    List catalog products

    List products and services

  2. 10 Capability

    List expense receipts

    List uploaded receipts

  3. 11 Capability

    List tax rates

    List configured tax/VAT rates

  4. 12 Capability

    Send sales invoice

    Send an invoice to the customer

Set up in minutes

One URL. Then ask Moneybird to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Moneybird from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Moneybird, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Moneybird for the conversation.

Where the request belongs

Work Moneybird can move forward.

Built around the request

Entrepreneurs who are tired of jumping between their email, bank, and accounting software. It is for the person who needs to know their numbers without logging into a complex dashboard.

01

Small Business Owner

Checking for overdue invoices during a lunch break to see who needs a follow-up.

02

Freelance Accountant

Pulling transaction lists for monthly reporting without manual exports.

03

Sales Representative

Verifying a lead's estimate status during a live demo to provide quick answers.

Bring your own AI

Change the model, client or framework. Keep Moneybird connected.

  • 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 Moneybird.

The practical details behind the request, access and result.

Can I use Moneybird MCP to see my bank transactions?

Yes, you can view your latest bank movements and financial mutations directly through your AI agent to keep a pulse on your cash flow.

How do I add a new client via the Moneybird MCP?

You can just tell your agent to create a new contact. It will handle the data entry for you, keeping your CRM updated instantly.

Can I check if an invoice is paid?

Yes, the agent can list your sales invoices and show you the current payment status for each one, so you know exactly who is caught up.

Does this work for my purchase invoices too?

Yes, it can list all your incoming invoices from suppliers, making it easy to track your business expenses.

Can I see my ledger accounts?

Yes, you can view your entire chart of accounts to understand how your bookkeeping structure is organized.

Is this good for tracking my recurring billing?

Yes, it can list all your recurring sales invoice templates to ensure your automated billing is set up correctly.

How do I find my Moneybird Administration ID?

Log in to Moneybird via your browser. The ID is the numeric string in the URL immediately following 'moneybird.com/' (e.g., in moneybird.com/123456789/..., the ID is 123456789).

Can I see my bank transactions through this server?

Yes! Use the list_financial_mutations capability to retrieve all bank mutations and financial movements recorded in your Moneybird administration.

Does this support purchase invoices (expenses)?

Yes. The list_purchase_invoices capability allows you to see all incoming invoices from your suppliers and track your business expenses.

Can I create and send invoices?

Yes. Create draft invoices with contact ID and line items, then send them directly to the customer via the API.

How does Moneybird authentication work?

Moneybird requires a Bearer API Key and an Administration ID against moneybird.com/api/v2/{administrationId}/.

Can I list bank transactions?

Yes. Financial mutations (bank transactions) can be listed for reconciliation purposes.

One connection away

Give your agent a direct line to Moneybird.

Connect Moneybird once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available