MF Invoice

This MoneyForward Invoice MCP helps you automate the creation of pro forma quotes and invoices that comply with the invoice system, connecting to MoneyForward Cloud’s API v3. It provides a set of endpoints you can call to manage partners, items, quotes, billings, and related tasks, while handling authentication, token refresh, and invoice-specific tax classifications.

How to use

You will run this MCP as a localizable service and interact with it through an MCP client. The MCP exposes a set of commands you can invoke to perform actions such as listing partners, creating quotes, converting quotes to billings, and generating PDF URLs for documents. You can chain actions in a dialogue with the client to automate end-to-end workflows like creating a quote and turning it into an invoice.

How to install

Prerequisites: Node.js and npm must be installed on your machine.

1. Clone or obtain the MCP package in your environment. Ensure you have access to the package that provides the mf-invoice MCP server.

2. Install dependencies.

3. Build the MCP server.

4. Configure your environment and run the MCP server via one of the supported local execution methods described below.

# Install dependencies
npm install

# Build the MCP server
npm run build

Additional sections

Configuration and runtime details below cover how to set up API access, start the MCP, and use the provided tokens securely.

Environment variables you will use to run the MCP include the client credentials and a callback port. You will pass these variables to the MCP process so it can perform the OAuth flow and communicate with MoneyForward Cloud.

Examples demonstrate common workflows like creating a quote and converting it into a billing, including how the system handles the invoice tax classifications and the requirement to specify a department for invoice creation.

Security notes: protect your client secret and tokens. Do not hard-code credentials in your source or share them in logs. Use environment variables and secure storage for tokens.

Tools and endpoints

The MCP provides endpoints to manage authentication, partners, items, quotes, billings, and PDF downloads. Use the commands listed in the usage guide to perform each operation.

Available tools

mf_auth_status

Check the current authentication status for the MoneyForward API integration.

mf_auth_start

Begin the OAuth authentication flow to obtain an access token.

mf_auth_callback

Handle the OAuth callback and exchange the authorization code for tokens.

mf_refresh_token

Refresh the access token when it expires.

mf_list_partners

Retrieve a list of business partners.

mf_get_partner

Get detailed information for a specific partner.

mf_list_items

Fetch the list of items.

mf_get_item

Get detailed information for a specific item.

mf_list_quotes

Get a list of quotes.

mf_get_quote

Get detailed information for a specific quote.

mf_create_quote

Create a new quote with invoice-capable settings.

mf_update_quote

Update an existing quote.

mf_download_quote_pdf

Obtain the URL to download the quote PDF.

mf_convert_quote_to_billing

Convert a quote into a billing document.

mf_list_billings

Get a list of billings (invoices).

mf_get_billing

Get detailed information for a specific billing.

mf_create_billing

Create a billing document with invoice capabilities.

mf_create_billing_from_quote

Create a billing from an existing quote.

mf_update_billing

Update an existing billing.

mf_update_payment_status

Update the payment status of a billing.

mf_download_billing_pdf

Obtain the URL to download the billing PDF.