Moneybird

You can connect Claude and other AI assistants to Moneybird data through a dedicated MCP server. This server exposes Moneybird contacts, invoices, accounts, products, projects, time entries, and custom API requests, enabling practical automation and interactive AI workflows with your Moneybird account.

How to use

To use the Moneybird MCP Server, run the server locally or deploy it where your MCP client can reach it, then connect your AI assistant to the provided MCP endpoint. You can list and retrieve contacts, view sales invoices and financial accounts, explore products and projects, and access time entries. You can also perform custom requests to Moneybird endpoints and use a preconfigured Moneybird-focused assistant prompt to guide conversations.

How to install

Prerequisites: Node.js v18 or higher is recommended, a Moneybird account with API access, and a Moneybird API token.

npm install -g moneybird-mcp-server

Create a configuration file with your Moneybird credentials.

MONEYBIRD_API_TOKEN=your_api_token
MONEYBIRD_ADMINISTRATION_ID=your_administration_id

Run the MCP server.

npx moneybird-mcp-server

Configuration and setup notes

For Claude Desktop, you can configure the MCP server to run when Claude starts. The configuration uses npx to launch the server and passes your Moneybird credentials via environment variables.

{
  "mcpServers": {
    "moneybird": {
      "command": "npx",
      "args": [
        "-y",
        "moneybird-mcp-server"
      ],
      "env": {
        "MONEYBIRD_API_TOKEN": "your_api_token_here",
        "MONEYBIRD_ADMINISTRATION_ID": "your_administration_id_here"
      }
    }
  }
}

Additional setup notes

You can also run the server locally with a direct environment configuration file and start it normally in your development workflow. Ensure the credentials used for Moneybird are kept secure and access to the MCP server is restricted as appropriate for your environment.

Security considerations

Deploy the MCP server behind a secure proxy, enable authentication for access control, use HTTPS, and restrict network access to trusted clients.

Usage with AI assistants

Connect your MCP client to the server URL, for example: http://your-server-address:3000. Then invoke the available tools to list and retrieve data or make custom Moneybird requests through the AI assistant.

Troubleshooting tips

If you encounter authentication or token errors, verify MONEYBIRD_API_TOKEN and MONEYBIRD_ADMINISTRATION_ID are correct and accessible by the running process. Check that the MCP server port is not blocked by a firewall and that your MCP client can reach the server URL.

Available tools

list_contacts

List all contacts in Moneybird, with optional filtering and pagination.

get_contact

Retrieve details for a specific contact by ID.

list_sales_invoices

List all sales invoices in Moneybird.

get_sales_invoice

Retrieve details for a specific sales invoice by ID.

list_financial_accounts

List all financial accounts in Moneybird.

list_products

List all product items in Moneybird.

list_projects

List all projects you have in Moneybird.

list_time_entries

List all time entries recorded in Moneybird.

moneybird_request

Make a custom request to the Moneybird API for endpoints not exposed by default tools.