Overview
What is Moneybird MCP Server?
A Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via its API. It provides tools to manage contacts, financial data, products, projects, and time entries, as well as make custom API requests.
How to use Moneybird MCP Server?
Install globally with npm install -g moneybird-mcp-server, create a .env file with your MONEYBIRD_API_TOKEN and MONEYBIRD_ADMINISTRATION_ID, then run npx moneybird-mcp-server. To use with Claude Desktop, add the server configuration to claude_desktop_config.json, restart Claude, and connect with /mcp moneybird. You can also clone the repository and run npm run dev for development or npm run build && npm start for production.
Key features of Moneybird MCP Server
- Contact management: list, retrieve, filter, create, and update contacts
- Financial data: access sales invoices, financial accounts, and payments
- Business operations: manage products, projects, and time entries
- Custom API requests to Moneybird endpoints
- Advanced contact filtering by date and properties
- Interactive assistant prompt preconfigured for Moneybird
Use cases of Moneybird MCP Server
- List and search contacts using advanced filters
- View and retrieve sales invoices and payments
- Check financial account balances and details
- Access product catalogs and project information
- Make arbitrary Moneybird API requests from an AI assistant
FAQ from Moneybird MCP Server
What are the prerequisites for using Moneybird MCP Server?
Node.js v18 or higher, a Moneybird account with API access, and a Moneybird API token (generated at https://moneybird.com/user/applications).
How do I get my Moneybird API token and administration ID?
Generate an API token under your Moneybird user applications. The administration ID is found in the URL when you are logged into Moneybird.
How do I connect Moneybird MCP Server to Claude Desktop?
Install the package globally, edit the Claude Desktop configuration file to include the server definition with your credentials, restart Claude, and type /mcp moneybird in the chat.
Is Moneybird MCP Server secure?
The server should be deployed behind a secure proxy, with authentication, HTTPS, and restricted network access, as it exposes your Moneybird data.
What transport does the server use?
The server runs as an HTTP MCP server on a configurable port (default 3000) and provides its URL for AI assistants to connect.
