# Moneybird MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, bookkeeping, expense-tracking, small-business-finance, estimates ## Description 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. ## Tools ### 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 number. ### 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. ## Prompt Examples **Prompt:** ``` List all my sales invoices from the last month. ``` **Response:** ``` I've fetched your sales invoices. You have 12 invoices for the last month, including 'INV-2024-001' (€1,200.00) and 'INV-2024-002' (€850.00). 3 invoices are still marked as 'unpaid'. Would you like to see the details for the unpaid ones? ``` **Prompt:** ``` Check my recent bank mutations. ``` **Response:** ``` Retrieving financial mutations... I found 5 recent movements, including a payout from Mollie (+€1,500.00) and an automated rent payment (-€900.00). Shall I show you the remaining 3 transactions? ``` **Prompt:** ``` List my purchase invoices from suppliers. ``` **Response:** ``` I've retrieved your purchase invoices. You have 8 incoming invoices this month, including 'Adobe Subscription' ($20.99) and 'AWS Cloud Services' ($145.50). 2 are currently awaiting payment. Shall I provide the due dates for those? ``` ## Capabilities ### 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. ## Use Cases ### 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. ### 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. ### 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. ### 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. ## Benefits - 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. ## How It Works The bottom line is, you talk to the MCP, and it talks to Moneybird for you. 1. Subscribe to the Moneybird MCP on Vinkius. 2. Enter your specific Moneybird Access Token and Administration ID into your AI client settings. 3. Start asking questions in any compatible agent, like 'What are my unpaid invoices from last month?' ## Frequently Asked Questions **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.