Moloni (Cloud Invoicing & Fiscal Management)

Moloni (Cloud Invoicing & Fiscal Management) MCP Connector for Claude

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Manage certified invoicing via Moloni — track customers by VAT/NIF, audit invoices, and monitor stock levels.

20 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Moloni account to any AI agent and take full control of your certified cloud invoicing, commercial management, and fiscal compliance through natural conversation.

What you can do

  • Customer CRM (VAT/NIF) — Search for registered customers by name or exact fiscal NIF and retrieve detailed profiles including billing addresses and legal dependencies directly from your agent
  • Invoice & Document Audit — List and retrieve detailed representations of certified invoices (FT), invoice-receipts (FR), and credit notes (NC) to monitor your sales and tax distributions securely
  • Product & Stock Tracking — List your complete catalog of articles and services, including base pricing and VAT configurations, and monitor real-time stock movements and warehousing logs natively
  • Commercial Estimations — Access and audit active quotes and proforma estimates to track pending client approvals and sales pipeline boundaries securely
  • Fiscal Configuration — Retrieve legal reference IDs for taxes, measurement units, and payment methods required for generating compliant mutations across Portuguese and Spanish jurisdictions
  • Customer Registration — Instantly create new client records with full fiscal metadata, including zip-coded addresses and country mappings, to prepare your environment for rapid invoicing
  • Metadata Inspection — Deep-dive into specific Document or Product IDs to retrieve precise JSON payloads and unit mapping constants instantly

How it works

  1. Subscribe to this server
  2. Enter your Moloni Access Token and Company ID
  3. Start managing your business operations from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Business Owners — monitor sales flows and audit fiscal documents through natural conversation without manual dashboard navigation
  • Accountants — retrieve detailed invoice data and tax breakdowns directly from your workspace to streamline financial reporting
  • E-commerce Managers — verify stock levels and manage customer fiscal profiles efficiently to maintain high-performance digital commerce
invoicingfiscal-compliancevat-nifcommercial-managementtax-reportingcloud-accounting

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

list_customers

Listar todos os clientes registados na empresa Moloni

get_customer_by_vat

Pesquisar exato cliente pelo seu NIF fiscal

create_customer

Registar formalmente novo cliente no Moloni

update_customer

Atualizar registo de dados fiscais num cliente existente

list_products

Listar todos os artigos e stock de serviços Moloni

get_product

Obter pormenores unitários e ID de taxas de um serviço

create_product

Criar registo de novo artigo faturável base

list_product_categories

Listar hierarquia de categorias guardando os produtos

list_product_stocks

Consultar movimentos brutos auditáveis do stock

list_invoices

Listar faturas simples já finalizadas ou abertas AT

get_invoice

Obter detalhe intrínseco (items e IVAs) duma exata Fatura

list_invoice_receipts

Listar FRV (Fatura-Recibo equivalentes portugueses)

list_receipts

Listar RCs (Recibos líquidos de regularização liquidados)

list_credit_notes

Listar NCs legais (Notas de Crédito estornos)

list_delivery_notes

Listar GTs puras (Guias de Transporte físicas)

list_estimates

Listar orçamentos simulados (Proformas/Orçamentos)

list_taxes

Listar impostos e isenções IVA ativos

list_payment_methods

Listar IDs de pagamento associados à AT

list_measurement_units

Listar unidades métricas configuradas formalmente

list_countries

Listar referências ISO IDs e jurisdições fiscais

See how to talk to your AI agent using Moloni (Cloud Invoicing & Fiscal Management).

Find the customer with NIF '123456789' in my Moloni account

Retrieving fiscal entity… I've identified the customer 'Innovative Tech Solutions Lda' (ID: 98765) matching NIF 123456789. The account is active and has a billing address in Lisbon. Would you like to see their last 3 invoices?

List all pending estimates (budgets) from this month

I've retrieved 5 active estimates generated this month. Highlights include 'Web Design Quote' (€1,200), 'Monthly Maintenance' (€450), and 'Hardware Provisioning' (€3,500). None have been converted to invoices yet. Would you like to check the details for the design quote?

Check the stock level for product 'Standard SaaS License' (ID: 13579)

Retrieving inventory for ID 13579… You currently have 45 units available in your main warehouse. The last movement was an outbound sale 2 hours ago. There are no pending delivery notes for this item. Would you like to see the price history?

Yes. Use the `get_customer_by_vat` tool and provide the exact numeric NIF. Your agent will retrieve the certified customer record, ensuring you have the correct fiscal identifiers before generating any new document in Moloni.

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