Moneybird MCP Server

Moneybird MCP Server is an MCP server that connects AI assistants to the Moneybird accounting software platform using its official API. Designed for business owners, accountants, bookkeepers, and developers, this tool lets users interface directly with financial records from Model Context Protocol compatible clients such as Claude Desktop. The integration exposes a wide range of operational tools, allowing clients to query and manage contacts, inspect sales invoices, monitor financial accounts, check products, review projects, and examine time entries. It includes advanced filtering capabilities for contact lookups by creation dates, update timestamps, and individual properties, alongside response chunking optimizations for larger datasets. In addition to standard data retrieval functions, the server offers an extensible endpoint that executes custom HTTP requests directly against the Moneybird API, giving assistants the flexibility to interact with specialized accounting resources as required.

Category: CRM, ERP & E-commerce

Tags: accounting, bookkeeping, invoicing, moneybird

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How to install and configure Moneybird MCP Server

Follow these steps to install and register the server with Claude Desktop: 1. Install the package globally using npm: bash npm install -g moneybird-mcp-server 2. Open your Claude Desktop configuration file (claude_desktop_config.json). 3. Add the server entry under the mcpServers object: json { "mcpServers": { "moneybird": { "command": "npx", "args": ["-y", "moneybird-mcp-server"], "env": { "MONEYBIRD_API_TOKEN": "your_api_token_here", "MONEYBIRD_ADMINISTRATION_ID": "your_administration_id_here" } } } } 4. Replace your_api_token_here and your_administration_id_here with your Moneybird credentials. 5. Restart Claude Desktop.

What you can do with Moneybird MCP Server

• Querying sales invoices and reviewing transaction payment statuses directly within chat sessions to verify balances without opening the web application. * Filtering and retrieving customer contacts by update timestamps or specific property values to keep client records accurate. * Auditing logged time entries across active projects to track billable team hours and streamline month-end invoicing workflows. * Executing arbitrary Moneybird API requests via the custom request tool to fetch unsupported accounting data points. * Checking active financial accounts and item product catalogs to confirm correct ledger details before drafting estimates or invoices.

Key facts

• https://github.com/vanderheijden86/moneybird-mcp-server
• CRM, ERP & E-commerce, Finance, Crypto & Payments
• accounting, bookkeeping, invoicing, moneybird

Part of MCP Servers

What is Moneybird MCP Server?

Moneybird MCP Server is a Model Context Protocol tool that links AI assistants to Moneybird accounting software. It allows clients like Claude Desktop to retrieve contacts, check sales invoices, view financial accounts, inspect tracked time, and manage products.

How do I install Moneybird MCP Server?

You can install it globally via npm using npm install -g moneybird-mcp-server. Alternatively, run it via npx moneybird-mcp-server and supply your MONEYBIRD_API_TOKEN and MONEYBIRD_ADMINISTRATION_ID environment variables in your MCP client configuration.

What tools does Moneybird MCP Server provide?

It provides tools such as list_contacts, get_contact, list_sales_invoices, get_sales_invoice, list_financial_accounts, list_products, list_projects, list_time_entries, and moneybird_request for custom direct API calls.

Is Moneybird MCP Server open source?

Yes, Moneybird MCP Server is open source and licensed under the MIT license. You can review and clone the source code on GitHub at https://github.com/vanderheijden86/moneybird-mcp-server.