What is Moneybird Mcp Server

Moneybird MCP Server is an AI-powered Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via API, enabling seamless bookkeeping and financial management.

Use cases

Use cases include automating bookkeeping tasks, managing client contacts, tracking financial transactions, and integrating AI assistants for enhanced productivity in accounting workflows.

How to use

To use Moneybird MCP Server, install the package using npm, create a .env file with your Moneybird credentials, and run the server using npx. For Claude Desktop, configure the MCP server in the application settings.

Key features

Key features include contact management (listing, filtering, creating, updating), access to financial data (sales invoices, accounts, payments), management of business operations (products, projects, time entries), custom API requests, and an interactive assistant with preconfigured prompts.

Where to use

Moneybird MCP Server is suitable for businesses and individuals who require efficient bookkeeping and financial management, particularly those using Moneybird accounting software.

Moneybird MCP Server

A Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via API.

Features

• Contact Management: List, retrieve, filter, create, and update contacts
  • Advanced filtering by creation date, update date, name, and more
• Financial Data: Access sales invoices, financial accounts, and payments
• Business Operations: Manage products, projects, and time entries
• Custom Requests: Make custom API requests to Moneybird endpoints
• Interactive Assistant: Preconfigured prompt for a Moneybird assistant

New Developments

• Enhanced Contact Filtering: Filter contacts using Moneybird’s advanced query syntax
  • Filter by creation date: created_after:2023-01-01 00:00:00 UTC
  • Filter by update date: updated_after:2023-01-01 10:45:35 UTC
  • Filter by properties: first_name:value, etc.
• Improved Error Handling: Better error messages and recovery
• Performance Optimizations: Response chunking for large datasets
• TypeScript Integration: Full type safety with Zod schema validation

Setup Instructions

Basic Setup

1. Install the package:

   npm install -g moneybird-mcp-server
   

2. Create a .env file with your Moneybird credentials:

   MONEYBIRD_API_TOKEN=your_api_token
   MONEYBIRD_ADMINISTRATION_ID=your_administration_id
   

3. Run the server:

   npx moneybird-mcp-server
   

Claude Desktop Setup

To set up this MCP server in Claude Desktop:

1. Install the package globally if you haven’t already:

   npm install -g moneybird-mcp-server
   

2. Create or edit the Claude Desktop configuration file (usually in ~/Library/Application Support/Claude/claude_desktop_config.json) to include the MCP server configuration:

   {
     "mcpServers": {
       "moneybird": {
         "command": "npx",
         "args": [
           "-y",
           "moneybird-mcp-server"
         ],
         "env": {
           "MONEYBIRD_API_TOKEN": "your_api_token_here",
           "MONEYBIRD_ADMINISTRATION_ID": "your_administration_id_here"
         }
       }
     }
   }
   

3. Restart Claude Desktop to apply the changes

4. Connect to the MCP server by typing /mcp moneybird in the Claude chat input

Usage Examples

Basic Contact Listing

Overview

This server allows AI assistants to interact with your Moneybird accounting data using the Model Context Protocol. It
provides various tools to:

• List and retrieve contacts
• View sales invoices
• Check financial accounts
• Access products and projects
• View time entries
• Make custom Moneybird API requests

Prerequisites

• Node.js (v18 or higher recommended)
• A Moneybird account with API access
• A Moneybird API token

Setup

1. Clone this repository:

   git clone https://github.com/vanderheijden86/moneybird-mcp-server.git
   cd moneybird-mcp-server
   

2. Install dependencies:

   npm install
   

3. Create .env file from the example:

   cp .env.example .env
   

4. Edit the .env file with your Moneybird API credentials:

   • MONEYBIRD_API_TOKEN: Your Moneybird API token (generate at https://moneybird.com/user/applications)
   • MONEYBIRD_ADMINISTRATION_ID: Your Moneybird administration ID (found in URL when logged in)
   • MCP_SERVER_PORT: The port to run the MCP server on (default: 3000)

Running the Server

For development:

npm run dev

For production:

npm run build
npm start

Using with AI Assistants

This MCP server is compatible with any AI assistant that supports the Model Context Protocol. Once running, you can
connect it to your AI assistant by providing the server URL:

http://your-server-address:3000

Available Tools

The server provides the following tools:

• list_contacts: List all contacts in Moneybird
• get_contact: Get details for a specific contact by ID
• list_sales_invoices: List all sales invoices
• get_sales_invoice: Get details for a specific sales invoice by ID
• list_financial_accounts: List all financial accounts
• list_products: List all products
• list_projects: List all projects
• list_time_entries: List all time entries
• moneybird_request: Make a custom request to the Moneybird API

Security

This server should be deployed with appropriate security measures, as it provides access to your Moneybird data.
Consider:

• Running behind a secure proxy
• Implementing authentication for the MCP server
• Using HTTPS
• Restricting network access

License

MIT