Moneybird MCP Server
by vanderheijden86
The Moneybird MCP Server connects AI assistants like Claude to Moneybird accounting software via API. It enables interaction with Moneybird data using the Model Context Protocol.
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What is Moneybird MCP Server?
This server is a Model Context Protocol (MCP) server that acts as a bridge between AI assistants and Moneybird accounting software. It allows AI assistants to access and manipulate Moneybird data through a defined protocol.
How to use Moneybird MCP Server?
To use the server, you need to install it, configure it with your Moneybird API credentials, and then connect it to your AI assistant. The server provides a set of tools that can be called by the AI assistant to perform specific actions in Moneybird.
Key features of Moneybird MCP Server
Contact Management (List, retrieve, filter, create, update)
Financial Data Access (Sales invoices, financial accounts, payments)
Business Operations Management (Products, projects, time entries)
Custom API Requests to Moneybird endpoints
Interactive Assistant with preconfigured prompt
Use cases of Moneybird MCP Server
Automated contact management through AI
AI-powered financial reporting and analysis
Streamlined business operations management with AI assistance
Custom integrations with Moneybird using AI assistants
Building AI-powered accounting workflows
FAQ from Moneybird MCP Server
What is an MCP server?
What is an MCP server?
An MCP server acts as an intermediary, enabling AI assistants to interact with external applications like Moneybird.
What are the prerequisites for using this server?
What are the prerequisites for using this server?
You need Node.js, a Moneybird account with API access, and a Moneybird API token.
How do I install the server?
How do I install the server?
Use npm: npm install -g moneybird-mcp-server
How do I configure the server?
How do I configure the server?
Create a .env file with your Moneybird API token and administration ID.
How do I connect the server to my AI assistant?
How do I connect the server to my AI assistant?
Provide the server URL (e.g., http://your-server-address:3000) to your AI assistant.