Moneybird MCP server

Connect Moneybird to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Moneybird MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the manage sales invoice tool in Moneybird
  • Use the update contact tool in Moneybird
  • Use the list tax rates tool in Moneybird
  • Use the list administrations tool in Moneybird
  • Use the create estimate tool in Moneybird
  • Use the manage recurring invoices tool in Moneybird

Supported Tools

manage_sales_invoice

Manage Sales Invoice

Perform actions on an existing sales invoice: update details, send via email, register a payment, create a credit invoice, pause/resume the workflow, or delete. Only one action can be performed per invocation. Call list_administrations to choose administrationId when no default is saved.

update_contact

Update Contact

Update an existing contact in Moneybird. Only provided fields will be updated. Can also archive or delete the contact. Call list_administrations to choose administrationId when no default is saved.

list_tax_rates

List Tax Rates

List all available tax rates (VAT rates) in the Moneybird administration. Tax rate IDs are needed when creating invoices and estimates. Call list_administrations to choose administrationId when no default is saved.

list_administrations

List Administrations

List authorized Moneybird administrations with names, IDs and currency. Choose an administrationId for subsequent operations.

create_estimate

Create Estimate

Create a new estimate (quote/proposal) in Moneybird. Add line items with descriptions, quantities, and prices. The estimate is created as a draft. Use "Manage Estimate" to send, accept, reject, or convert it to an invoice. Call list_administrations to choose administrationId when no default is saved.

manage_recurring_invoices

Manage Recurring Invoices

List, get, create, update, or delete recurring sales invoices. Recurring invoices automatically generate new invoices at configured intervals. Call list_administrations to choose administrationId when no default is saved.

manage_estimate

Manage Estimate

Perform actions on an existing estimate: send via email, change state (accept, reject, mark as open/late/archived), convert an accepted estimate to an invoice (bill), or delete. Call list_administrations to choose administrationId when no default is saved.

create_contact

Create Contact

Create a new contact (customer or supplier) in Moneybird. Requires either a company name, or first and last name. Can set delivery method, address, tax details, and SEPA direct debit information. Call list_administrations to choose administrationId when no default is saved.

list_estimates

List Estimates

List and filter estimates (quotes/proposals) in Moneybird. Filter by state, period, or contact. Supports pagination. Call list_administrations to choose administrationId when no default is saved.

list_contacts

List Contacts

Search and list contacts (customers and suppliers) in Moneybird. Supports text search across company name, names, email, phone, customer ID, and other fields. Use pagination to browse large contact lists. Call list_administrations to choose administrationId when no default is saved.

manage_ledger_accounts

Manage Ledger Accounts

List, get, create, update, or delete ledger accounts (bookkeeping categories). Ledger accounts categorize revenue, costs, assets, liabilities, and equity. They are used on invoices, expenses, and financial mutations. Call list_administrations to choose administrationId when no default is saved.

get_sales_invoice

Get Sales Invoice

Retrieve full details of a sales invoice including line items, payments, and status. Look up by Moneybird ID or human-readable invoice number. Call list_administrations to choose administrationId when no default is saved.

list_sales_invoices

List Sales Invoices

List and filter sales invoices in Moneybird. Filter by state (draft, open, paid, late, reminded, uncollectible), period, or contact. Supports pagination. Call list_administrations to choose administrationId when no default is saved.

get_contact

Get Contact

Retrieve full details of a contact by its Moneybird ID or customer ID. Returns comprehensive contact information including addresses, tax details, SEPA settings, and associated contact persons. Call list_administrations to choose administrationId when no default is saved.

download_sales_invoice

Download Sales Invoice

Prepare a downloadable sales invoice as PDF or UBL XML. Call list_administrations to select the administration.

manage_time_entries

Manage Time Entries

List, get, create, update, or delete time entries. Time entries track time spent on projects and can be billed to customers by converting them to invoices. Call list_administrations to choose administrationId when no default is saved.

manage_products

Manage Products

List, get, create, update, or delete products in the Moneybird product catalog. Products can be referenced when creating invoices and estimates to auto-fill line item details. Call list_administrations to choose administrationId when no default is saved.

create_sales_invoice

Create Sales Invoice

Create a new sales invoice in Moneybird. Add line items with descriptions, amounts, and prices. The invoice is created as a draft by default. Use the "Send Sales Invoice" tool to send it. Call list_administrations to choose administrationId when no default is saved.

manage_projects

Manage Projects

List, get, create, update, or delete projects. Projects are used to group time entries and financial data for specific work. Call list_administrations to choose administrationId when no default is saved.

list_financial_mutations

List Financial Mutations

List bank transactions (financial mutations) in Moneybird. Filter by period, state (unprocessed/processed), mutation type (debit/credit), or financial account. Useful for reconciliation and reviewing unprocessed transactions. Call list_administrations to choose administrationId when no default is saved.

Connect Moneybird to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Moneybird in Metorial. In your Metorial portal, enable the Moneybird MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Moneybird tools.

Run Moneybird through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Moneybird and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Moneybird tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Moneybird

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Technical notes for Moneybird

Discover authorized administrations, manage contacts, draft and send sales invoices and estimates, download invoices as PDF or UBL, manage recurring invoices, products, ledger accounts, projects and time entries, read tax rates and bank transactions, and reconcile bookings. Deleting a used ledger account or recurring invoice can deactivate it; deleting a used project can archive it.

Frequently asked questions

Common questions about connecting Moneybird to AI agents with Metorial.

  1. How many tools does the Moneybird MCP server have?
    The Moneybird MCP server exposes 21 tools, including Manage Sales Invoice, Update Contact, List Tax Rates. Each one is governed and traced through Metorial.
  2. Moneybird exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Moneybird MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Moneybird and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Moneybird MCP server yourself or use the hosted gateway.

Connect Moneybird to production AI agents

See how Metorial gives your team governed access to Moneybird, with tracing and security controls built in.