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How to connect Money Forward to Claude

Connect Claude Web, Desktop and Cowork 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 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

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Money Forward account to Claude via Composio Connect, enabling it to list Money Forward accounting offices, review Money Forward journal entries this month, summarize Money Forward financial reports, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Money Forward with

ChatGPTHermesAtomic Agent

Connecting Money Forward to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Money Forward account

Back in Claude, ask it to connect to Money Forward or give it any Money Forward-related task.

For example, ask Claude to:

  • "List Money Forward accounting offices"
  • "Review Money Forward journal entries this month"
  • "Summarize Money Forward financial reports"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Money Forward account is ready to use.

What is the Money Forward Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Money Forward?

The connector can show as connected, but Claude must use it in each Money Forward conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Money Forward again.

2. Why does Claude show an MCP server error before Money Forward connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Money Forward.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Money Forward.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Money Forward authorization link not work?

The Composio connector is one server. Your Money Forward account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Money Forward connection.
  • Composio creates a fresh Money Forward authorization link.
  • Open that link in your browser and finish the Money Forward sign-in.

4. Why do Money Forward actions fail after they worked before?

The Money Forward connection can expire or lose permission.

  • Ask Claude to inspect the Money Forward connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Money Forward account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Money Forward.
  • If the action still fails with a permission error, check that the connected account has that permission in Money Forward itself.

5. How do I switch to a different Money Forward account?

Claude can manage the Money Forward connection for you.

  • Ask Claude to disconnect or delete the current Money Forward account.
  • Ask Claude to connect Money Forward again.
  • Open the new Composio authorization link for Money Forward.
  • Sign in with the other Money Forward account in the browser.
  • After the account connects, ask Claude to retry the Money Forward task.

6. Why is my Money Forward connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Money Forward connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Money Forward tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Money Forward.
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 logo

ChatGPT

Use Money Forward MCP with ChatGPT

Hermes logo

Hermes

Use Money Forward MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Money Forward MCP with Atomic Agent

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. Claude Cowork 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.

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