SIGN UPLOG IN
X (Twitter)LinkedInGitHubDiscordYouTube

Money Forward MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Money Forward MCP or direct API to access tenant details, manage accounting offices, query journals, and review financial reports through natural language.

Get started for freeGet a demo
Money Forward logoMoney Forward
Oauth2

Money Forward is a business accounting service for managing financial data, journals, offices, and trade partners. It gives businesses a centralized view of accounting records and financial reports.

23 Tools

Try Money Forward now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Money Forward
Try asking
TOOLS

Supported Tools

Every Money Forward action and event your agent gets out of the box.

Create Journal

Create and persist an accounting journal with one to 300 debit and credit lines.

Create Trade Partners

Create and persist one or more Cloud Accounting trade-partner master records in one batch.

Create Transactions

Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service.

Create Vouchers

Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal.

Delete Journal

Permanently delete one Money Forward Cloud Accounting journal by ID.

Detach Voucher From Journal

Remove the association between one Money Forward voucher and one journal.

Get Account Balance Trends

Return monthly balance-sheet or profit-and-loss trends for a fiscal period; the report excludes unrealized journals and aggregates all departments.

Get Journal

Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs.

Get Accounting Office

Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting.

Get Tenant

Return the code and name of the Money Forward business tenant authorized by the connected account.

Get Trial Balance

Return a balance-sheet or profit-and-loss trial balance for a fiscal period; the report excludes unrealized journals and aggregates all departments.

Journalize Transaction

Create and persist a journal from one Money Forward transaction using the supplied account classification.

List Accessible Accounting Offices

List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded.

List Accounts

List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports.

List Connected Accounts

List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs.

List Departments

List Cloud Accounting departments and their IDs for interpreting or constructing journal lines.

List Journals

Return one page of accounting journals for a transaction-date period, requiring at least a start or end date.

List Sub-Accounts

List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings.

List Tax Categories

List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines.

List Term Settings

Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date.

List Trade Partners

List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines.

List Transactions

Return one page of collected transaction details for an inclusive date range no more than 366 days apart, with connected-account, amount, text, journalization-status, and ordering filters.

Update Journal

Replace an existing accounting journal's writable fields.

SETUP GUIDE

Connect Money Forward MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["money_forward"],
  mcp: true,
});
Create a session scoped to Money Forward and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List the Money Forward accounting offices and summarize this month's journal entries.",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Money Forward request
SETUP GUIDE

Connect Money Forward API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["money_forward"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Money Forward
3

Run Money Forward tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List the Money Forward accounting offices and summarize this month's journal entries." }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Money Forward tool calls through the session, and print the final answer

Why Use Composio?

AI Native Money Forward Integration

  • Supports both Money Forward MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Money Forward data

Managed Auth

  • Connect your own Money Forward OAuth credentials securely
  • Central place to manage, scope, and revoke Money Forward access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Money Forward
  • Scoped, least privilege access to Money Forward resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Money Forward with any AI Agent Framework

Choose a Framework you want to connect Money Forward with

ChatGPT logo

ChatGPT

Use Money Forward MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Money Forward MCP with Claude Cowork

Hermes logo

Hermes

Use Money Forward MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Money Forward MCP with Atomic Agent

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Money Forward requires connections to go through your own OAuth app. You register it once with Money Forward, add its client ID and secret in the Composio dashboard, and from then on everyone connects by signing in to Money Forward as usual. Composio handles the rest of the flow and the token refresh.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Money Forward connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

When you connect a Money Forward account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Money Forward as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Exactly the ones Money Forward lists on its consent screen when you connect. Review that screen before approving. If you connect a work account, your Money Forward administrator may need to approve the app first, and you can revoke the access inside Money Forward whenever you want.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Money Forward connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio refreshes Money Forward tokens automatically, so day to day you do nothing. If you revoke access inside Money Forward, or Money Forward invalidates the session, the connection shows as expired in Composio and the agent stops acting on that account until you reconnect it, which is a single sign-in.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Money Forward use. Paid plans add higher limits and team features. Your Money Forward plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Money Forward accounts).

With Composio, you connect Money Forward once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

Start with Money Forward.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Money Forward tool your agent needs.Free to start.

Start building