MCP For Claude Marketplace
Cashboard

Cashboard MCP Connector for Claude

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Manage time tracking, invoicing, and projects via Cashboard — track expenses, send estimates, and monitor client billing directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Cashboard account to any AI agent and take full control of your freelance or small business operations through natural conversation. Streamline time tracking and client invoicing.

What you can do

  • Invoicing Oversight — List and retrieve details for all client invoices and estimates natively
  • Time Tracking — Access recent time tracking entries to monitor project progress and billable hours
  • Expense Management — List business expenses and associate them with specific projects securely
  • Project Control — Monitor active projects and tasks to ensure delivery timelines are met flawlessly
  • Contact Management — List client and staff contacts to maintain seamless communication
  • Account Visibility — Retrieve core account and subscription information directly within your workspace

How it works

  1. Subscribe to this server
  2. Enter your Cashboard API Key and account Subdomain
  3. Start managing your business finances from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Freelancers — track billable hours and send invoices using natural language
  • Small Business Owners — monitor expenses and project profitability without opening the dashboard
  • Project Managers — audit project tasks and time entries straight from their chat interface
  • Accountants — quickly verify invoice statuses and client billing records
time-trackinginvoicingbillingexpense-managementproject-billingfreelance-tools

8 tools expose this connector's capabilities to your AI agent.

get_cashboard_account

Retrieve core account and subscription information

list_cashboard_contacts

List client and staff contacts

list_estimates

List all project estimates

list_business_expenses

List tracked business expenses

list_invoices

List all invoices

list_active_projects

List active projects

list_project_tasks

List all project tasks

list_time_entries

List recent time tracking entries

See how to talk to your AI agent using Cashboard.

Show me my last 5 invoices in Cashboard.

Retrieving your recent invoices... I found 5 including Invoice #1001 ($500.00 - Paid) and #1002 ($1,250.00 - Outstanding). Would you like to see the line items for any of these?

What are my active projects right now?

Checking your active projects... You currently have 3 active projects: 'Website Redesign', 'Mobile App Development', and 'Marketing Consultation'.

List my business expenses from the last 30 days.

Retrieving your expenses... I found 12 entries in the last 30 days totaling $845.50. The largest expense was 'AWS Hosting' ($120.00).

Yes! Use the `list_time_entries` tool. The agent will return recent time tracking records, allowing you to audit hours worked across your projects.

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