Moneybird MCP Server

What is Moneybird MCP Server?

A Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via API. It provides tools to manage contacts, financial data, products, projects, time entries, and make custom Moneybird API requests.

How to use Moneybird MCP Server?

Install the package globally (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. For Claude Desktop, add the configuration to claude_desktop_config.json and restart. Connect by typing /mcp moneybird in Claude chat. Alternatively, run the server directly and connect any MCP‑compatible assistant via the server URL.

Key features of Moneybird MCP Server

• Contact management with advanced filtering (date, name, properties)
• Access sales invoices, financial accounts, and payments
• Business operations: products, projects, and time entries
• Custom Moneybird API requests via moneybird_request tool
• Enhanced error handling and performance optimizations
• Full TypeScript support with Zod schema validation

Use cases of Moneybird MCP Server

• List and retrieve contacts with complex filter criteria
• View and manage sales invoices from an AI assistant
• Check financial account balances and transactions
• Access product catalogs, project lists, and time entries
• Execute arbitrary Moneybird API calls for custom workflows

FAQ from Moneybird MCP Server

What are the prerequisites to use Moneybird MCP Server?

Node.js v18 or higher, a Moneybird account with API access, and a Moneybird API token.

How do I obtain a Moneybird API token and administration ID?

Generate an API token at https://moneybird.com/user/applications. The administration ID is found in the URL when logged into Moneybird.

Is this server compatible with AI assistants other than Claude?

Yes, it works with any AI assistant that supports the Model Context Protocol. Provide the server URL (http://your-server-address:3000) to connect.

What transport protocol does the server use?

The server communicates via HTTP. It listens on a configurable port (default 3000).

What security measures should I consider when deploying?

Run the server behind a secure proxy, use HTTPS, implement authentication for the MCP server, and restrict network access.