Moneybird MCP. Manage accounts, invoices, and contacts conversationally.

Q: How do I get a list of all my customers with Moneybird MCP?

You use the listcontacts tool. This gives you a comprehensive list of every customer and supplier record available in Moneybird.

Q: Does Moneybird MCP help me check unpaid invoices?

Yes, absolutely. The agent can run listinvoices to show all sales invoices and filter the results specifically for those that are currently marked as unpaid.

Q: What if I need to add a new supplier contact using Moneybird MCP?

You use the createcontact tool. Just give your agent the required details, and it will create the record directly in Moneybird for you.

Q: Can I see my accounting codes with the Moneybird MCP?

Yes, running listledgeraccounts retrieves your chart of accounts. This is useful if you need to reference a specific ledger code while book-keeping.

Moneybird lets your AI agent manage all your business accounting tasks through natural conversation. List sales invoices, pull supplier expense reports, check bank transactions, and update customer contacts—all without logging into the Moneybird app. It gives you conversational control over invoicing, bookkeeping, and estimate tracking for small businesses.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

See Vinkius in Action

Give Claude and any AI agent real-world access

Track Sales and Expenses

Pull lists of sales invoices (for revenue) and incoming purchase invoices (for expenses).

Review Financial Flow

Get a detailed view of bank mutations, transaction history, and the full chart of accounts.

Manage Customer Data

List existing contacts or create new ones for customers and suppliers.

Monitor Sales Potential

View a list of business estimates to keep tabs on sales that haven't turned into invoices yet.

Automate Billing Checks

List and check recurring invoice templates for automated billing schedules.

Ask an AI about this

Waiting for input…

AI Agent

What AI agents can do with Moneybird MCP: 10 Tools for Finance Management

Use these tools to read financial data, create contacts, track expenses, and manage all core accounting functions within Moneybird.

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 Moneybird MCP

Create Contact

Adds a completely new contact record (customer or vendor) into Moneybird's system.

Get Invoice

Retrieves detailed information for one specific sales invoice you identify by its...

List Contacts

Generates a full list of all contacts stored in Moneybird.

List Estimates

Shows a summary and status of all business estimates you have created.

List Financial Mutations

Pulls records of recent bank movements to help reconcile your accounts.

List Invoices

Lists all completed sales invoices, allowing you to check payment status and amounts.

List Ledger Accounts

Provides a list of your defined accounting codes (chart of accounts) for bookkeeping reference.

List Purchase Invoices

Gathers details on all incoming invoices from suppliers that you need to pay.

List Recurring Invoices

Shows the templates used for automatically generating repeat sales billing.

List Workflows

Lists and views your defined accounting workflows within Moneybird.

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 Moneybird integration is available immediately — no restart needed.

Antigravity

Configure Agent Environment

Open your Antigravity agent's workspace configuration or mcp-servers.json file.

Bind the Endpoint

Add the Vinkius endpoint URL to your agent's MCP connections list:

"mcp_servers": {
  "moneybird": {
    "serverUrl": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
  }
}

Provide your secure token in place of [YOUR_TOKEN_HERE] to ensure your agent requests are authenticated.

Execute

Start your Antigravity session. The agent will autonomously discover and utilize the Moneybird tools with full Vinkius guardrails applied.

Moneybird MCP is compatible with VS Code

VS Code Copilot

⚡

One-Click Install (Recommended)

In your Vinkius Dashboard, simply click the Add to VS Code button for this server. We'll automatically configure your local workspace.

Or configure manually

Open MCP Settings

Open VS Code, press Ctrl/Cmd + Shift + P, and search for GitHub Copilot: MCP Servers.

Add Server Config

Add the Vinkius endpoint configuration to your mcp-servers.json file:

"moneybird": {
  "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}

Ensure you replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

LangChain

Install Dependencies

Install the LangChain MCP adapters for your environment:

pip install langchain-mcp-adapters

Connect the Server

Use the SSEClient in LangChain to connect to the Vinkius managed endpoint:

from langchain_mcp_adapters.client import SSEClient

# Connect to Vinkius
client = SSEClient(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
tools = client.get_tools()

CrewAI

Define the Tool

Load the Vinkius MCP tools into your CrewAI agents:

from crewai import Agent
from mcp_crewai import MCPTool

# Connect securely to Vinkius
vinkius_tools = MCPTool(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")

# Assign to Agent
researcher = Agent(
    role='Data Researcher',
    tools=vinkius_tools.get_all()
)

Execute Task

Run your CrewAI process. The agent will autonomously route tasks to the Vinkius managed server.

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 each call
Real time usage dashboard and cost metering
Publish to catalog or keep private

Start building

Make Your AI Do More

Start with Moneybird, 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
Connections are secured and governed automatically
Track usage and costs across all your servers
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 Moneybird. 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.

VINKIUS CLOUD

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

Your data is protected. See how we built it.

The headache of opening up the accounting software

Right now, checking basic financial statuses means jumping into Moneybird. You open the app, navigate to 'Invoicing' to check due dates, then click over to 'Bank Accounts' to see if payments cleared. If you just need a quick list of unpaid invoices and a glance at recent bank activity, it takes five clicks and ten minutes of context switching.

With this MCP, your agent handles the navigation. You simply ask: 'What are my overdue sales invoices and what were my last three bank movements?' The conversation returns both lists immediately, without you ever having to log into Moneybird or touch a menu.

Manage contacts and estimates with the Moneybird MCP

Previously, if you needed to check on potential sales, you had to drill down into the 'Estimates' section. If you needed to update a client's name or address for billing, it was another multi-step process of searching and editing records.

Now, your agent handles that flow. You can use `list_estimates` to review potential sales and then use `create_contact` if the deal is won, ensuring all your customer data stays clean and immediately accessible.

Support 24/7 support@vinkius.com ↗

Security Vinkius Trust Center ↗

SLA Service Level Agreement ↗

Report Listing Send Report ↗

invoicing

bookkeeping

expense-tracking

small-business-finance

estimates

What Moneybird MCP does for your AI

You can connect your Moneybird administration directly to your agent and take full command of your business finances using only conversation. Need to know which invoices are overdue? Just ask. Want a list of all incoming supplier expenses? Tell your AI client. This MCP gives you the ability to view financial transactions, manage contacts, track potential sales with estimates, and check bank mutations—all in one chat session.

You don't have to open the Moneybird app or navigate multiple menus to get basic data points. By connecting through Vinkius, you gain access to all of your accounting tools from a single interface. This means whether you’re an owner checking on cash flow or an accountant pulling reports, you keep the workflow moving without context switching.

Built · Hosted · Managed by Vinkius Moneybird MCP - Manage Invoices & Contacts

Server ID 019d75d7-f081-7136-b80b-07539048ff14

Vinkius Inspector

Compliance Grade A+

Score 100/100

Report View Report ↗

Benefits of connecting Moneybird MCP

Stop switching between tabs. Instead of logging into Moneybird to check overdue payments, simply ask your agent to run list_invoices and get a concise summary instantly.

Bank reconciliation is faster. Instead of downloading statements and cross-referencing every transaction manually, just ask the MCP to list financial mutations for quick checking.

Keep sales potential organized. You can use list_estimates to see which deals are close without having to dive into complex reporting dashboards.

Data entry becomes conversational. Need a new supplier record? Use create_contact and tell your agent the details, rather than navigating three separate forms.

Understand your spending instantly. Running list_purchase_invoices gives you immediate access to every expense claim from suppliers without opening the billing section.

Moneybird MCP use cases

01 01

Checking Cash Flow Before a Meeting

An owner needs to know exactly how much cash is coming in. They ask their agent, and it uses list_invoices to pull all sales invoices from the last 30 days, providing a total revenue figure and highlighting which ones are unpaid.

02 02

Preparing for Tax Filing

An accountant needs to summarize expenses. They ask their agent to use list_purchase_invoices and get the list of all incoming supplier invoices, making it easy to export a clean record of deductions.

03 03

Onboarding a New Client

A bookkeeper needs client details. They ask their agent to use list_contacts, which provides the full contact history and billing address for immediate verification.

04 04

Reviewing Bank Activity Quickly

Someone needs to spot an unauthorized charge. They prompt their agent, asking to list financial mutations, allowing them to see a clear timeline of all recent bank transactions instantly.

Moneybird MCP tradeoffs

What to watch out for, and the recommended way to handle each one.

Manual Data Gathering

Avoid

A user tries to check if an invoice is paid by logging into the Moneybird app, clicking 'Invoices', filtering by date, and manually checking status one by one.

Instead

Just tell your agent to run list_invoices and ask it to filter for unpaid items. The MCP handles the clicks and returns a clean list of exactly what you need.

Juggling Multiple Screens

Avoid

A team member needs to update a customer's address, but has to switch from their CRM to Moneybird, manually edit the record, and save.

Instead

Use list_contacts first to find the client ID. Then, ask your agent to execute the necessary updates through the MCP interface.

Forgetting Specific Data Points

Avoid

A user knows they need an expense list but forgets if it’s purchase invoices or bank mutations and just guesses.

Instead

Don't guess. Ask your agent to compare list_purchase_invoices against list_financial_mutations so you can see both records side-by-side.

When to use Moneybird MCP

Use this MCP if your accounting tasks involve retrieving structured financial data, listing contacts, or reviewing transaction logs. It's perfect for roles that need to read and verify information across Moneybird (e.g., 'Show me all unpaid invoices'). Don't use it if you need to perform complex calculations that require external logic, like running a full quarterly tax report using advanced spreadsheet formulas; those tasks are better handled by specialized analytics tools. Likewise, don't use it for accounting advice—it only retrieves data. If your goal is simply to create a brand-new contact record, the create_contact tool handles that perfectly.

Frequently asked questions about Moneybird MCP

Can I check bank transactions using Moneybird MCP? +

Yes. You can ask the agent to list financial mutations, which pulls records of recent bank movements so you can reconcile your accounts quickly.

How do I get a list of all my customers with Moneybird MCP? +

You use the list_contacts tool. This gives you a comprehensive list of every customer and supplier record available in Moneybird.

Does Moneybird MCP help me check unpaid invoices? +

Yes, absolutely. The agent can run list_invoices to show all sales invoices and filter the results specifically for those that are currently marked as unpaid.

What if I need to add a new supplier contact using Moneybird MCP? +

You use the create_contact tool. Just give your agent the required details, and it will create the record directly in Moneybird for you.

Can I see my accounting codes with the Moneybird MCP? +

Yes, running list_ledger_accounts retrieves your chart of accounts. This is useful if you need to reference a specific ledger code while book-keeping.

Give Claude and any AI agent real-world access

What AI agents can do with Moneybird MCP: 10 Tools for Finance Management

Create Contact

Adds a completely new contact record (customer or vendor) into Moneybird's system.

Get Invoice

Retrieves detailed information for one specific sales invoice you identify by its...

List Contacts

Generates a full list of all contacts stored in Moneybird.

List Estimates

Shows a summary and status of all business estimates you have created.

List Financial Mutations

Pulls records of recent bank movements to help reconcile your accounts.

List Invoices

Lists all completed sales invoices, allowing you to check payment status and amounts.

List Ledger Accounts

Provides a list of your defined accounting codes (chart of accounts) for bookkeeping reference.

List Purchase Invoices

Gathers details on all incoming invoices from suppliers that you need to pay.

List Recurring Invoices

Shows the templates used for automatically generating repeat sales billing.

List Workflows

Lists and views your defined accounting workflows within Moneybird.

Security and governance baked right in.

Claude AI

Open Claude Settings

Add Custom Connector

Start a conversation

Claude Code

Open your terminal

Add the MCP Server

Start coding

Cursor

One-Click Install (Recommended)

Open Cursor Settings

Add New Server

Use in Composer

Antigravity

Configure Agent Environment

Bind the Endpoint

Execute

VS Code Copilot

One-Click Install (Recommended)

Open MCP Settings

Add Server Config

Windsurf

One-Click Install (Recommended)

Open Windsurf Settings

Add Server Endpoint

LangChain

Install Dependencies

Connect the Server

CrewAI

Define the Tool

Execute Task

Choose How to Get Started

Build Your Own

Make Your AI Do More

The headache of opening up the accounting software

Manage contacts and estimates with the Moneybird MCP

invoicing

bookkeeping

expense-tracking

small-business-finance

estimates

What Moneybird MCP does for your AI

How to set up Moneybird MCP

Who uses Moneybird MCP

Benefits of connecting Moneybird MCP

Moneybird MCP use cases

Checking Cash Flow Before a Meeting

Preparing for Tax Filing

Onboarding a New Client

Reviewing Bank Activity Quickly

Moneybird MCP tradeoffs

Manual Data Gathering

Juggling Multiple Screens

Forgetting Specific Data Points

When to use Moneybird MCP

Frequently asked questions about Moneybird MCP