Moneybird MCP server

This MCP server provides seamless integration between AI assistants like Claude and your Moneybird accounting software, letting you manage contacts, access financial data, and perform business operations directly through the assistant.

Installation

Prerequisites

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

Standard Installation

1. Install the package globally:

   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
   

Alternative Installation from Source

1. Clone the repository:

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

2. Install dependencies:

   npm install
   

3. Create and configure .env file:

   cp .env.example .env
   

   Then edit the .env file with:

   • MONEYBIRD_API_TOKEN: Your API token (generate at https://moneybird.com/user/applications)
   • MONEYBIRD_ADMINISTRATION_ID: Your administration ID (found in URL when logged in)
   • MCP_SERVER_PORT: Port for the MCP server (default: 3000)

4. Start the server:

   npm run build
   npm start
   

Connecting with Claude Desktop

1. Create or edit the Claude Desktop configuration file (usually at ~/Library/Application Support/Claude/claude_desktop_config.json) to include:

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

2. Restart Claude Desktop to apply changes

3. Connect to the server by typing /mcp moneybird in the Claude chat

Available Features

Contact Management

• List, filter, create, and update contacts
• Advanced filtering options:
  • By creation date: created_after:2023-01-01 00:00:00 UTC
  • By update date: updated_after:2023-01-01 10:45:35 UTC
  • By properties: first_name:value, etc.

Financial Data Access

• View and manage sales invoices
• Access financial accounts information
• Handle payments

Business Operations

• Manage products catalog
• Handle projects data
• Track time entries

Custom API Requests

Make custom requests to any Moneybird API endpoint

Security Recommendations

When implementing this server, consider these security measures:

• Run behind a secure proxy
• Implement authentication
• Use HTTPS
• Restrict network access

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

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

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

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

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "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 for the changes to take effect