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How to integrate Money Forward MCP with Atomic Agent

Connect Atomic Agent to Money Forward MCP. List money forward accounting offices, review money forward journal entries this month, and more using natural language, with authentication handled for you.

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Money 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

Managed auth

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Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,700+ apps through Composio, including Money Forward.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Money Forward account. See the Atomic Agent documentation for installation instructions.

Also integrate Money Forward with

ChatGPT Claude Cowork Hermes

How Atomic Agent connects to Money Forward

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Money Forward to Atomic Agent

Sign up or sign in to the Composio dashboard. Copy your API key.
In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
Ask Atomic Agent to do something in Money Forward. It searches Composio for the right tool.
On first use, open the sign-in link returned in the chat. Connect your Money Forward account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash

COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Money Forward MCP server, and what's possible with it?

The Money Forward MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Money Forward account. It provides structured and secure access to your tenant details, accounting offices, journals, transactions, master data, vouchers, and financial reports, so your agent can review accounting information, create and update records, manage trade partners and vouchers, and generate financial reports on your behalf.

Accounting office and setup details: Have your agent identify your Money Forward tenant, list accessible accounting offices, review accounting periods, and check connected financial accounts.
Journal and transaction management: Let the agent list, create, update, journalize, and delete accounting journals, while also creating and reviewing manual transactions.
Accounting master data: Direct your agent to find accounts, sub-accounts, departments, tax categories, trade partners, and accounting-year settings for accurate record keeping.
Vouchers and trade partners: Instruct your agent to create voucher files, attach them to journals, detach them when needed, and create or list trade partners.
Financial reporting: Have your agent retrieve trial balances and monthly account balance trends for balance-sheet or profit-and-loss review.

Use Money Forward from Atomic Agent

With your account connected, ask Atomic Agent to work with Money Forward in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FRAMEWORKS

How to build Money Forward MCP Agent with another framework

ChatGPT

Use Money Forward MCP with ChatGPT

Claude Cowork

Use Money Forward MCP with Claude Cowork

Hermes

Use Money Forward MCP with Hermes

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FAQ

Frequently asked questions

With a standalone Money Forward MCP server, the agents and LLMs can only access a fixed set of Money Forward tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Money Forward and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Money Forward tools.

Yes, absolutely. You can configure which Money Forward scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Money Forward data and credentials are handled as safely as possible.

Start with Money Forward.It takes 30 seconds.

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

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