MCP For Claude Marketplace
Moneybird

Moneybird MCP Connector for Claude

A+

Manage your accounting via Moneybird — list invoices, track contacts, and oversee estimates directly from your AI agent.

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

Connect your Moneybird administration to your AI agent and take full control of your business accounting and invoicing through natural conversation.

What you can do

  • Invoicing & Sales — List all sales invoices and get detailed info on specific ones, including amounts and due dates.
  • Purchase Tracking — Access your incoming purchase invoices from suppliers to keep track of expenses.
  • Financial Mutations — Monitor bank mutations and all financial transactions within your administration.
  • Recurring Billing — List and manage your recurring sales invoice templates for automated billing.
  • Ledger & Bookkeeping — View your chart of accounts (ledger accounts) and defined accounting workflows.
  • Contact Management — View and create customer or supplier contacts to keep your CRM updated.
  • Estimates Oversight — Access and list your business estimates to track potential sales.

How it works

  1. Subscribe to this server
  2. Enter your Moneybird Access Token and Administration ID
  3. Start managing your finances from Claude, Cursor, or any MCP client

Who is this for?

  • Entrepreneurs — quickly check for overdue invoices or bank mutations without opening the Moneybird app.
  • Accountants — automate the retrieval of transaction, invoice, and ledger lists for reporting.
  • Sales Teams — verify estimate statuses and customer information during the sales cycle.
invoicingbookkeepingexpense-trackingsmall-business-financeestimates

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

create_contact

Create a new contact in Moneybird

get_invoice

Get specific invoice details

list_contacts

List Moneybird contacts

list_estimates

List business estimates

list_financial_mutations

List financial transactions

list_invoices

List sales invoices

list_ledger_accounts

List ledger accounts

list_purchase_invoices

List purchase invoices

list_recurring_invoices

List recurring invoices

list_workflows

List accounting workflows

See how to talk to your AI agent using Moneybird.

List all my sales invoices from the last month.

I've fetched your sales invoices. You have 12 invoices for the last month, including 'INV-2024-001' (€1,200.00) and 'INV-2024-002' (€850.00). 3 invoices are still marked as 'unpaid'. Would you like to see the details for the unpaid ones?

Check my recent bank mutations.

Retrieving financial mutations... I found 5 recent movements, including a payout from Mollie (+€1,500.00) and an automated rent payment (-€900.00). Shall I show you the remaining 3 transactions?

List my purchase invoices from suppliers.

I've retrieved your purchase invoices. You have 8 incoming invoices this month, including 'Adobe Subscription' ($20.99) and 'AWS Cloud Services' ($145.50). 2 are currently awaiting payment. Shall I provide the due dates for those?

Log in to Moneybird via your browser. The ID is the numeric string in the URL immediately following 'moneybird.com/' (e.g., in moneybird.com/123456789/..., the ID is 123456789).

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