# Moneybird MCP > Moneybird connects your Dutch and European accounting data directly to your natural language agent. Manage invoices, reconcile bank accounts, and generate tax-ready financial reports without opening a dashboard. It lets you chat with your books, instantly listing contacts, tracking receipts, or creating draft sales invoices—all while staying compliant with EU bookkeeping standards. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, expense-tracking, vat-compliance, bank-reconciliation, financial-reporting, bookkeeping ## Description Managing complex European finance data used to mean jumping between tabs, running specific reports, and manually cross-referencing numbers in dedicated software. Now, your agent can handle that conversationally. You simply tell it what you need done—like listing all paid invoices or showing receipts uploaded last week—and the MCP accesses Moneybird's structured data behind the scenes. This gives you a full accounting picture without needing to master complex financial menus. By connecting this MCP through Vinkius, your AI client gains immediate access to over 12 specific functions: everything from browsing ledger categories and listing purchase invoices to tracking bank mutations in real time. It turns dense bookkeeping processes into simple conversation prompts. ## Tools ### check_api_health Verifies that the connection between your AI client and Moneybird is working correctly. ### create_sales_invoice Drafts a new invoice for a customer after you specify the contact details and items sold. ### list_crm_contacts Retrieves a directory listing of all your current customers and suppliers. ### list_sales_invoices Gathers a list of sales invoices, allowing you to filter by status like draft or paid. ### list_ledger_accounts Provides an exhaustive list of all available accounting ledger categories for proper bookkeeping. ### list_financial_mutations Retrieves a history of bank transactions, which is essential for reconciling your books. ### list_catalog_products Lists all the products and services you offer to clients, ensuring correct pricing. ### list_purchase_invoices Shows a list of supplier invoices that you have received and need to pay. ### list_expense_receipts Retrieves a catalog of uploaded expense receipts for tax documentation purposes. ### list_recurring_invoices Lists templates for invoices that are set up to generate automatically every period. ### list_tax_rates Shows all the VAT or tax rates you have configured in your system for compliance checks. ### send_sales_invoice Takes a draft invoice and sends it immediately to the specified customer email address. ## Prompt Examples **Prompt:** ``` List recent sales invoices and their statuses. ``` **Response:** ``` Sales Invoices: 5. 1) INV-2024-045 — Acme Corp, €1,200.00 (Status: Paid ✅). 2) INV-2024-046 — Beta Ltd, €450.00 (Status: Open, Due: Apr 30). 3) INV-2024-047 — Gamma Inc, €2,800.00 (Status: Draft). 4) INV-2024-048 — Delta BV, €89.00 (Status: Paid ✅). 5) INV-2024-049 — Epsilon, €340.00 (Status: Late ⚠️, Overdue 5 days). ``` **Prompt:** ``` Create a draft invoice for Beta Ltd with 2 line items. ``` **Response:** ``` Invoice created! ✅ ID: 890123456. Number: INV-2024-050. Contact: Beta Ltd. Items: 1) 'Consulting Hours' (10x €75.00 = €750.00). 2) 'Travel Expenses' (1x €120.00). Subtotal: €870.00. VAT 21%: €182.70. Total: €1,052.70. Status: Draft. Ready to send? ``` **Prompt:** ``` Show unreconciled bank transactions. ``` **Response:** ``` Financial Mutations (Unreconciled): 3. 1) +€1,200.00 from Acme Corp (Apr 20, Matches: INV-2024-045). 2) -€45.00 Office Supplies (Apr 18, No match ⚠️). 3) +€89.00 from Delta BV (Apr 15, Matches: INV-2024-048). Want to auto-reconcile the matched items? ``` ## Capabilities ### Manage Client Records List all your customers and suppliers using the list_crm_contacts tool. ### Invoice Management Draft new sales invoices or send existing ones directly to clients. ### Expense Tracking & Reporting View uploaded expense receipts and list recurring invoice templates for quick reference. ### Bank Reconciliation List bank transactions (financial mutations) to identify outstanding items needing reconciliation. ### Accounting Data Retrieval Access detailed financial information, such as listing tax rates or browsing ledger accounts. ## Use Cases ### Checking up on receivables A small business owner needs to know which invoices are late. They prompt their agent: 'List all sales invoices that are over 7 days overdue.' The MCP calls list_sales_invoices and filters the results, giving them a clear action list. ### Reconciling a new bank statement An accountant wants to verify if last month's sales cleared. They prompt: 'Show me any financial mutations that don't match an invoice.' The MCP calls list_financial_mutations, identifies the gap, and flags unmatched transactions. ### Preparing for tax filing A freelancer needs to confirm their VAT rates before invoicing. They prompt: 'What are our configured tax rates?' The MCP uses list_tax_rates to return the current legal options, ensuring compliance on every invoice. ### Handling vendor payments A business owner receives a batch of receipts and needs to track what they owe. They ask the agent to 'List all received purchase invoices.' The MCP calls list_purchase_invoices, giving them a clear picture of pending supplier bills. ## Benefits - Stop running manual reports. You can use the list_sales_invoices tool to instantly get a status overview of all client payments, whether they're draft or overdue. - Reconcile bank statements faster. By calling list_financial_mutations, you pull transaction history and immediately spot any items that don't match an expected invoice payment. - Maintain compliance effortlessly. The MCP lets you access list_tax_rates and list_ledger_accounts to make sure every financial entry is properly categorized according to local tax law. - Manage all vendor spending in one place. You can list_purchase_invoices and list_expense_receipts to quickly gather documentation needed for tax filings. - Create and send invoices without leaving your chat window. Use create_sales_invoice followed by send_sales_invoice to draft and deliver payment requests immediately. ## How It Works The bottom line is that you talk to your books like they’re on the phone, and your AI client handles the complicated database queries. 1. Subscribe to the Moneybird MCP and enter your API Key along with your Administration ID. 2. Your AI client connects using those credentials, granting it read/write access to your accounting records. 3. You ask your agent a question—like 'Show me all open invoices for Beta Ltd'—and the MCP executes the necessary tool calls. ## Frequently Asked Questions **How do I use Moneybird with my AI client for basic listing?** You start by asking your agent to list the data you need. For example, ask it to 'List all current suppliers' using the list_crm_contacts tool. **Can I use Moneybird MCP to reconcile bank statements?** Yes, you can. Prompt your agent to show unmatching transactions by calling list_financial_mutations. It helps pinpoint items that need manual reconciliation. **Do I need an API key for the Moneybird MCP?** Yep, absolutely. You must subscribe and provide your specific Moneybird API Key and Administration ID for the connection to work. **How can I check my current VAT rates using Moneybird MCP?** Just ask your agent to list all configured tax/VAT rates, which uses the list_tax_rates tool. This ensures you're compliant before invoicing. **What is the difference between listing invoices and sending them with Moneybird MCP?** list_sales_invoices only shows you a record of what exists. To actually deliver it, you must use send_sales_invoice.