Moxie MCP. Manage Client Projects and Finances via AI.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Moxie manages everything for freelance and agency operations: client data, project timelines, time tracking, expense logging, and invoicing. It's a centralized hub that lets your AI agent manage your entire business cycle—from initial contact search to sending out final invoices—all through natural conversation.
What your AI agents can do
Create client
Creates a brand new client record in the Moxie system.
Create expense
Logs a specific business expense that needs to be tracked for accounting purposes.
Create invoice
Generates and drafts a new invoice document for an existing client.
List all clients, search contacts by name or company, and create new client profiles.
Log billable hours using create_time_entry and record specific business expenses with create_expense.
Create new invoices or search for existing payable invoices to track outstanding revenue.
Set up new projects and create associated tasks within the system using create_project and create_task.
Create support tickets for clients or team members needing assistance with a service issue.
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Supported MCP Clients
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Moxie MCP Server: 12 Tools for Business Ops
Use these twelve specialized tools in conjunction with your agent to handle every part of the client billing and project tracking cycle.
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 Moxie on Vinkius019dd129create client
Creates a brand new client record in the Moxie system.
019dd129create expense
Logs a specific business expense that needs to be tracked for accounting purposes.
019dd129create invoice
Generates and drafts a new invoice document for an existing client.
019dd129create project
Sets up the main container record for a new project engagement with a client.
019dd129create task
Adds a specific to-do item or milestone related to an existing project.
019dd129create ticket
Creates and logs a new support ticket for client issues or internal help requests.
019dd129create time entry
Records a specific block of time spent working on a project, useful for billing hours.
019dd129list clients
Retrieves a list of all clients currently stored in the Moxie workspace.
019dd129list users
Shows a roster of everyone who has an account within your workspace team.
019dd129search contacts
Searches the database for specific client or contact information by name or criteria.
019dd129search invoices
Finds invoices that are payable, letting you check on outstanding payments.
019dd129search projects
Searches for existing projects to confirm details or status before making changes.
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
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- Built in DLP, auth, and compliance on every call
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- Use this MCP plus 5,000+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Moxie. 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.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The headache of switching between accounting, CRM, and PM tools.
Today, managing a client's account means jumping through hoops. You open the CRM for contact info, switch tabs to the Project Management tool to see tasks, then copy-paste time entries into a separate billing sheet. Finally, you log into accounting software just to generate an invoice. It’s painful.
With Moxie MCP, your agent handles the whole sequence in one chat window. You tell it what needs doing—like 'I need to bill Acme Corp'—and it runs `search_contacts`, collects all necessary data, and uses `create_invoice`. The entire process stays within your AI client.
Moxie MCP Server: Get Client & Finance Data Flow.
The biggest time sinks disappear. You don't manually search for the correct invoice ID, you don't switch to a different platform to log hours, and you don't need copy-pasting data points between systems.
You just tell your agent what needs tracking—time, money, or tasks—and it executes the exact sequence of tools needed. It’s seamless because it lives where you are.
What you can do with this MCP connector
The Moxie MCP Server handles your entire freelance or agency operation cycle right through your AI client. You connect it to manage client relationships, track project spending, and handle invoicing without ever leaving the chat window. Your agent acts as a virtual operations manager for everything you do.
Managing Client Records
Your agent keeps tabs on who you work with. It can run list_clients to pull up a complete roster of every client currently in your workspace. Need details on someone specific? Use search_contacts; it searches the database for any client or contact by name or other criteria so you'll find what you need fast.
If you land a new gig, you can instantly create a brand-new file using create_client, getting the whole profile set up in one go.
Organizing Projects and Tasks
When you start work, your agent handles the structure. You tell it to run create_project, setting up the main container record for that new client engagement. Once the project is active, you can add specific milestones or small to-dos using create_task. Before making changes, your agent checks existing records with search_projects so you know exactly what status everything's in.
Tracking Time and Spending
Billing requires precision. For hours worked, you use create_time_entry to record specific blocks of time against a project—this is crucial for accurate billing. When the job involves costs, you log them using create_expense, tracking every business expense needed for your accounting books. You'll never lose track of where your money goes.
Handling Finances and Invoicing
Getting paid shouldn't be a headache. Your agent manages this with two key tools. First, if you need to know what’s outstanding, it runs search_invoices, finding all the invoices that are currently payable so you can check on overdue payments. If you're ready to bill, your agent generates and drafts a new document using create_invoice for an existing client.
Support and Team Operations
Your agent handles internal needs too. If a client runs into trouble or if a team member needs help, it creates a formal record with create_ticket. For visibility across your team, you can check who's on board by running list_users, seeing the roster of everyone who has an account in your workspace.
You also get full access to review all client data and project status through natural conversation.
This setup lets your AI agent manage your entire business lifecycle—from initial contact search to sending out final invoices—all without you jumping between different software tools.
019dd129-b356-70ee-b681-ca933467e281 
How Moxie MCP Works
- 1 Ask your agent to start the process, for example: 'I need to send an invoice for Acme Corp.'
- 2 Your AI client first uses
search_contactsorlist_clientsto verify the client exists and then callscreate_invoicewith the necessary details. - 3 The agent confirms creation success and provides the new Invoice ID, giving you a trackable record.
The bottom line is that your AI client runs a sequence of specific tool calls—like checking contacts, creating projects, or logging time—all based on one conversational prompt.
Who Is Moxie MCP For?
Anyone who runs a service-based business and spends more than an hour a week manually moving data between spreadsheets, accounting software, and project management dashboards. This is for the person sick of context switching.
Uses Moxie to log time on client projects and automatically generate invoices at the end of the month.
Manages team workloads, creates new client accounts, and tracks project budgets across multiple simultaneous clients.
Handles the full business cycle: creating tickets for support, logging expenses, and ensuring all data is correctly linked to a parent client or project.
What Changes When You Connect
- Track everything in one place. You log time entries (
create_time_entry) and expenses (create_expense), and the system links them all to the correct client or project, so you never lose data. - Billing is faster. Instead of manually compiling spreadsheets, your agent can search for payable invoices (
search_invoices) and draft new ones usingcreate_invoice—all in a single conversation. - Never forget a team member. The
list_userstool lets you see who's on the roster, which is crucial when coordinating complex projects across a small agency team. - Client data stays clean. Use
search_contactsto verify a person’s existence before creating an invoice or starting a new project, preventing bad data from entering your system. - Project status is always current. You can use
create_taskandsearch_projectstogether to see exactly where every client stands without opening the main dashboard.
Real-World Use Cases
Billing a long-term project
A freelancer finishes work for Acme Corp. Instead of manually logging into three different tools, they prompt their agent: 'Create an invoice for Acme Corp.' The agent uses search_contacts first, then calls create_invoice, and finally drafts the document ready to send.
Onboarding a new client
An agency gets a lead. They prompt their agent: 'Start working with Beta Design.' The agent uses create_client to set up the account, then calls create_project for the initial scope of work.
Handling an unexpected support issue
A client reports a bug. Instead of emailing a ticket form, they tell their agent: 'The Acme Corp site is broken.' The agent instantly uses create_ticket to log the issue and assigns it to the right internal team.
Tracking project profitability
A PM needs to know if a project is making money. They ask their agent: 'What's the total time logged for Gamma Studios?' The agent uses search_projects and then calls create_time_entry data summaries, giving an immediate financial view.
The Tradeoffs
Trying to list everything
Asking the agent: 'Show me all client projects, invoices, and contacts.' This is vague and doesn't tell the system what you need right now.
→
Be specific. Instead, ask: 'What payable invoices are due from Acme Corp?' This triggers search_invoices with the correct parameters, giving you a focused answer.
Creating client data piecemeal
Just creating a contact without linking them to a project or tracking their expenses. The record is useless and hard to find later.
→
Always start with the core relationship. Use create_client first, then immediately use create_project linked to that new client ID.
Forgetting support details
The agent logs time but doesn't record why they spent it (e.g., a required third-party fee). The billing is incomplete.
→
After logging time, run create_expense immediately to log any related costs, ensuring your client gets paid for all associated effort.
When It Fits, When It Doesn't
Use this server if your business requires managing the full financial and project lifecycle—meaning you need tools that connect client records to tasks, time logs, expenses, and invoices. If your primary goal is only simple data storage (like a basic address book), search_contacts handles that fine. However, if you just need to send out emails or manage a calendar without billing components, this server is overkill. You'll want it if the process of 'doing work' inherently involves tracking time and money; in that case, rely on the combination of create_time_entry, create_expense, and create_invoice to build your workflow.
Common Questions About Moxie MCP
How do I use create_invoice with Moxie? +
You tell your agent to 'create an invoice for Client X.' The agent uses search_contacts first, then calls create_invoice, filling in the necessary details like billing period and amount.
Can I log time entries with create_time_entry? +
Yes. Just tell your agent how many hours you worked and what project it was for (e.g., 'Log 4 hours on the Beta Design site'). The agent runs create_time_entry.
What if I need to find a client's info before invoicing? +
Use search_contacts. This tool lets your agent verify the client ID and details. You can then feed that confirmed data into create_invoice for accuracy.
Do I need to use list_clients if I search_contacts? +
No, you don't always have to. If you know the client name, using search_contacts is faster because it targets a specific person or company record directly.
How does the `create_time_entry` tool handle linking time to specific projects? +
It requires both start and end times, plus a Project ID. If you only provide the project name, your agent will first look up the correct internal Project ID before logging the entry for billing.
When should I use `search_projects` rather than listing all active projects? +
You use search_projects when you know specific criteria, like a keyword or client name. This limits the search results immediately, preventing your agent from processing hundreds of irrelevant entries.
If I log an expense using `create_expense`, how do I ensure it ties back to a specific project? +
You must include both the Project ID and Client ID when calling create_expense. This structure ensures the record appears correctly in your financial reports for accurate tracking.
Does running `list_users` provide details about a team member's current workload? +
No, list_users only returns the list of active workspace accounts. For detailed workload metrics or assigned projects, you need to check Moxie’s main project management dashboard.
Can I track time and create invoices? +
Yes. Log time entries with descriptions and durations, then create invoices linked to specific clients.
How does Moxie authentication work? +
Moxie uses an X-API-KEY header with your API key, plus your workspace Base URL.
Can I manage projects and tasks? +
Yes. Search projects, create new ones with client associations, and add tasks within projects.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.