# MYOB MCP

> MYOB connects your accounting system directly to your AI agent, letting you pull real-time financial data from complex sources. You can list general ledger accounts, review sales invoices and customer payments, track purchase orders, or check payroll timesheets without exporting a single spreadsheet.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** accounting, invoicing, ledger, financial-reporting, business-management

## Description

Need an instant snapshot of your company's books? This MCP connects to your MYOB account, giving you direct access to all your core accounting and sales data through natural conversation. Instead of navigating multiple modules, your agent talks directly to the source. You can quickly check bank transactions, query specific general ledger accounts, or list out every sale invoice from a particular month. It's about getting instant answers—like seeing if those customer payments cleared yesterday, or pulling up all purchase bills needing approval right now. This capability makes it invaluable for anyone who needs to audit records fast. Since Vinkius hosts this MCP, you connect once to your preferred AI client and get access to MYOB’s entire financial data set.

## Tools

### list_banking_bank_accounts
Retrieves a list of all bank accounts associated with the company file.

### list_banking_receive_money_txns
Lists incoming money transactions from the bank account records.

### list_banking_spend_money_txns
Retrieves details about outgoing or spent money transactions.

### list_banking_transfer_money_txns
Lists internal bank transfers between accounts within the company file.

### list_gl_accounts
Fetches a list of all available general ledger account codes and names.

### list_gl_categories
Retrieves the established categories used within the general ledger system.

### list_gl_jobs
Lists all project or job codes tracked in the general ledger for departmental reporting.

### list_gl_journal_transactions
Pulls a detailed list of manual journal entries made to the books.

### list_gl_tax_codes
Provides a catalog of all tax codes used on invoices and transactions.

### list_inventory_adjustments
Lists recorded changes or adjustments made to inventory stock levels.

### list_inventory_item_price_matrices
Retrieves the specific price structures for individual inventory items.

### list_inventory_items
Lists all distinct products or goods tracked in the inventory system.

### list_inventory_locations
Provides a list of physical storage locations for inventory items (e.g., Warehouse A, Shelf 3).

### list_payroll_categories
Lists various employee pay categories used in payroll records.

### list_payroll_superannuation_funds
Retrieves a list of registered funds for superannuation contributions.

### list_payroll_timesheets
Lists employee timesheets used to calculate labor costs and paychecks.

### list_purchase_bills
Fetches a record of supplier invoices that need paying or tracking.

### list_purchase_orders
Lists purchase orders sent to suppliers before goods are received.

### list_purchase_supplier_payments
Tracks payments made directly to external suppliers for purchases.

### list_sale_customer_payments
Lists all received payments from customers against outstanding invoices.

### list_sale_invoices
Retrieves a list of all sales invoices issued to customers.

### list_sale_orders
Lists confirmed sale orders placed by customers before invoicing occurs.

### list_sale_quotes
Provides a record of initial price quotes sent to potential buyers.

## Prompt Examples

**Prompt:** 
```
List all general ledger accounts for the company file at URI 'https://ar1.api.myob.com/accountright/guid'.
```

**Response:** 
```
I've retrieved the accounts for that company file. You have 45 active accounts, including 'General Checking' (Code: 1-1100) and 'Trade Debtors' (Code: 1-1200). Would you like to see the full list or filter by a specific account type?
```

**Prompt:** 
```
Show me the sale invoices for the company file 'https://ar1.api.myob.com/accountright/guid' with a limit of 5.
```

**Response:** 
```
Fetching the latest invoices... I found 5 recent invoices. The most recent is Invoice #INV-001 for $1,200.00, currently marked as 'Open'. Would you like details on the customer payments associated with these?
```

**Prompt:** 
```
Retrieve the customer payments from the company file URI 'https://ar1.api.myob.com/accountright/guid'.
```

**Response:** 
```
Querying customer payments... I've listed the recent transactions. There was a significant payment of $5,000.00 received yesterday from 'Global Industries'. Should I check which invoices this payment cleared?
```

## Capabilities

### Audit General Ledgers
List all general ledger accounts, journal entries, tax codes, and categories for detailed bookkeeping reviews.

### Track Revenue Cycles
Query sale invoices, sales orders, and customer payments to monitor current revenue status.

### Manage Expenses and Inventory
Review purchase bills, purchase orders, inventory items, and locations for supply chain oversight.

### Monitor Cash Flow
List banking transactions—including spend, receive, transfers, and payments—to track money movement.

### Review Payroll Records
Access payroll timesheets, superannuation funds, and employee categories for compensation verification.

## Use Cases

### Checking Accounts Receivable Status
A sales manager needs to know if a major client paid their last bill. Instead of logging into billing and filtering, they ask their agent to list sale customer payments for 'Client X'. The agent retrieves the payment records and confirms receipt immediately.

### Verifying Stock Levels Post-Shipment
A warehouse manager discovers a discrepancy. They use the agent to list inventory adjustments, comparing them against the last known count from list inventory items, ensuring the ledger matches physical stock.

### Auditing Quarterly Taxes
An accountant needs proof of tax deductions. Instead of downloading reports and cross-referencing spreadsheets, they ask to list general ledger tax codes, giving them an instant, auditable summary for the quarter.

### Reviewing Outstanding Commitments
A purchasing manager needs to see what was ordered but not yet billed. They use the agent to compare list purchase orders against list purchase bills, identifying all pending payments before they expire.

## Benefits

- Audit the general ledger fast. You can list journal transactions or check tax codes without running a formal report in MYOB.
- Track cash flow by listing banking receive money txns and spend money txns; you know exactly where the money went yesterday.
- Verify sales status instantly. You don't have to search through modules; simply ask for list sale invoices or list sale orders.
- Manage supplier expenses easily. Review purchase bills and list purchase orders in one go, knowing who owes whom next.
- Audit payroll records efficiently. Pull up list payroll timesheets or check superannuation funds without opening the full HR module.

## How It Works

The bottom line is you ask questions about your financials in plain English and get structured data back from MYOB.

1. First, subscribe to this MCP on Vinkius and input your specific MYOB API credentials (API Key, Access Token).
2. Next, prompt your AI agent with a question—for example, 'Show me all open sale invoices for Q3.'
3. Finally, the agent processes the request through the connected tools, retrieving precise financial records directly into your chat interface.

## Frequently Asked Questions

**Can I use MYOB MCP to generate a new invoice?**
No, this MCP is designed for reading data. You can list sale invoices and quotes, but you must create the actual records using the native MYOB platform.

**What if I need to see transactions from multiple companies?**
The system supports multi-entity oversight by allowing you to specify unique company file URIs when querying data. This lets you maintain centralized visibility across different business units.

**Does MYOB MCP cover employee pay rates and taxes?**
Yes, it provides tools like list payroll timesheets and list gl tax codes, allowing you to audit labor costs and verify correct tax classifications against the general ledger.

**How do I check if a payment cleared the bank?**
You can cross-reference list sale customer payments with list banking receive money txns. This comparison confirms whether the recorded customer payment matches an actual deposit in your bank account.

**Is MYOB MCP only for US companies?**
No, while it manages standard financial concepts like general ledger accounts, its data structure is built around the specific company files you connect and the region's accounting standards configured in your MYOB instance.