Supports configuration through environment variables stored in a .env file, enabling secure storage of Moneybird API credentials.
Runs on Node.js runtime, requiring v18 or higher for optimal performance.
Available as an npm package that can be installed globally, with support for running through npx.
Implements full type safety with TypeScript and uses Zod schema validation to ensure data integrity.
Utilizes Zod for schema validation to provide type safety when interacting with the Moneybird API.
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
Install the package:
npm install -g moneybird-mcp-serverCreate a .env file with your Moneybird credentials:
MONEYBIRD_API_TOKEN=your_api_token MONEYBIRD_ADMINISTRATION_ID=your_administration_idRun the server:
npx moneybird-mcp-server
Claude Desktop Setup
To set up this MCP server in Claude Desktop:
Install the package globally if you haven't already:
npm install -g moneybird-mcp-serverCreate 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" } } } }Restart Claude Desktop to apply the changes
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
Clone this repository:
git clone https://github.com/vanderheijden86/moneybird-mcp-server.git cd moneybird-mcp-serverInstall dependencies:
npm installCreate
.env
file from the example:cp .env.example .envEdit 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:
For production:
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:
Available Tools
The server provides the following tools:
list_contacts
: List all contacts in Moneybirdget_contact
: Get details for a specific contact by IDlist_sales_invoices
: List all sales invoicesget_sales_invoice
: Get details for a specific sales invoice by IDlist_financial_accounts
: List all financial accountslist_products
: List all productslist_projects
: List all projectslist_time_entries
: List all time entriesmoneybird_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
This server cannot be installed
remote-capable server
The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.
A Model Context Protocol server that connects AI assistants like Claude to Moneybird accounting software, enabling management of contacts, financial data, products, and business operations through natural language.
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