Moneybird Connector for AI agents.
12 live capabilities
Manage your small business accounting and invoicing through a conversational interface.
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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.
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
- Real-world use case 01
The Overdue Follow-up
An owner asks the agent for invoices overdue by 30 days.
- Real-world use case 02
The New Lead
A salesperson meets a new client.
- 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.
01—04
4 capabilities in this set.
Part of 12 available through Moneybird.
- 01 Capability
List purchase invoices
List all incoming invoices from your suppliers. It makes tracking your business expenses much easier.
- 02 Capability
List recurring invoices
See your automated sales invoice templates. Use this to manage your subscription or recurring billing setup.
- 03 Capability
Check api health
Verify Moneybird API connectivity
- 04 Capability
List crm contacts
List customers and suppliers
05—08
4 capabilities in this set.
Part of 12 available through Moneybird.
- 05 Capability
Create sales invoice
Requires a contact ID and line items. Create a new draft invoice
- 06 Capability
List sales invoices
Can be filtered by status (e.g., draft, open, paid). List sales invoices
- 07 Capability
List ledger accounts
View your chart of accounts. This helps you understand your bookkeeping structure and how money is categorized.
- 08 Capability
List financial mutations
List all recent financial transactions. It is perfect for checking bank activity and spotting unexpected charges.
09—12
4 capabilities in this set.
Part of 12 available through Moneybird.
- 09 Capability
List catalog products
List products and services
- 10 Capability
List expense receipts
List uploaded receipts
- 11 Capability
List tax rates
List configured tax/VAT rates
- 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 previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Moneybird for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird URL.
- Step 03
Save and start
Save the connection and enable Moneybird in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"moneybird": {
"url": "https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird
Open Agent mode in chat and ask: "Using Moneybird, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"moneybird": {
"url": "https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird
Ask Copilot: "Using Moneybird, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"moneybird": {
"url": "https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird
Open Cascade and ask: "Using Moneybird, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"moneybird": {
"url": "https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird
Ask Cline: "Using Moneybird, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add moneybird --transport http "https://edge.vinkius.com/vk_preview_RPd03vha7YmvW8LnVdMO8l3b10DWuvLQtQJlLttM/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 Moneybird
Ask Claude: "Using Moneybird, show me...". 12 tools are ready
Where the request belongs
Work Moneybird can move forward.
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.
Small Business Owner
Checking for overdue invoices during a lunch break to see who needs a follow-up.
Freelance Accountant
Pulling transaction lists for monthly reporting without manual exports.
Sales Representative
Verifying a lead's estimate status during a live demo to provide quick answers.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Quaderno
Bring automated tax compliance and invoicing directly into your AI workflow. calculate global taxes, issue invoices, and manage CRM contacts in seconds.
Evoliz
Handle French business invoicing with quote generation, expense tracking, and accounting integrations designed for compliance.
Altoviz
Business management and invoicing. manage customers, invoices, and expenses via AI.
Dext
Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.
Bring your own AI
Change the model, client or framework. Keep Moneybird 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 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.
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