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Moneybird MCP Server

moneybird mcp server

Local serverstdioTypeScript

What is the Moneybird MCP Server?

moneybird mcp server

What you get

A Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via API.

This server allows AI assistants to interact with your Moneybird accounting data using the Model Context Protocol. It provides various tools to:

  • Contact Management — List, retrieve, filter, create, and update contacts
  • Advanced filtering by creation date, update date, name, and more
  • Financial Data — Access sales invoices, financial accounts, and payments
  • Business Operations — Manage products, projects, and time entries
  • Custom Requests — Make custom API requests to Moneybird endpoints
  • Interactive Assistant — Preconfigured prompt for a Moneybird assistant

Configuration and credentials

  • Node.js (v18 or higher recommended) - A Moneybird account with API access - A Moneybird API token

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
list_contactsList all contacts in Moneybird
get_contactGet details for a specific contact by ID
list_sales_invoicesList all sales invoices
get_sales_invoiceGet details for a specific sales invoice by ID
list_financial_accountsList all financial accounts
list_productsList all products
list_projectsList all projects
list_time_entriesList all time entries
moneybird_requestMake a custom request to the Moneybird API

How to install the Moneybird MCP Server

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

From the project documentation. Replace placeholders and example paths before connecting.

Configuration

  • Node.js (v18 or higher recommended) - A Moneybird account with API access - A Moneybird API token
VariableDescriptionRequired
MONEYBIRD_API_TOKENDeclared in the maintainer’s client configuration.Check documentation
MONEYBIRD_ADMINISTRATION_IDDeclared in the maintainer’s client configuration.Check documentation

Example prompts to try

  • “Use Moneybird to list contacts.”
  • “Use Moneybird to get contact.”
  • “Use Moneybird to list sales invoices.”

Frequently asked questions

moneybird mcp server Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.

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