Moneybird MCP Server

Name: Moneybird MCP Server
Author: MCP-Mirror

@MCP-Mirror

Repository

About Moneybird MCP Server

Mirror of

#moneybird #mcp-server #api-integration

Basic information

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "vanderheijden86_moneybird-mcp-server": {
      "command": "npx",
      "args": [
        "moneybird-mcp-server"
      ]
    }
  }
}

Tools

List all contacts in Moneybird

Get details for a specific contact by ID

List all sales invoices

Get details for a specific sales invoice by ID

List all financial accounts

List all products

List all projects

List all time entries

Make a custom request to the Moneybird API

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.