# How to integrate Money Forward MCP with Hermes

```json
{
  "title": "How to integrate Money Forward MCP with Hermes",
  "toolkit": "Money Forward",
  "toolkit_slug": "money_forward",
  "framework": "Hermes",
  "framework_slug": "hermes-agent",
  "url": "https://composio.dev/toolkits/money_forward/framework/hermes-agent",
  "markdown_url": "https://composio.dev/toolkits/money_forward/framework/hermes-agent.md",
  "updated_at": "2026-11-06T07:04:47.520Z"
}
```

## Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.
This guide explains the easiest and most robust way to connect your Money Forward account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

## Also integrate Money Forward with

- [ChatGPT](https://composio.dev/toolkits/money_forward/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/money_forward/framework/claude-cowork)
- [Atomic Agent](https://composio.dev/toolkits/money_forward/framework/atomic-agent)

## TL;DR

### What is Composio Connect?
Composio Connect is a consumer offering that lets anyone plug 1,700+ applications directly into their agent harness — including Hermes. It can:
- Search and load tools from relevant toolkits on-demand, reducing context usage.
- Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
- Manage app authentication end-to-end with zero manual overhead.

## Connect Money Forward to Hermes

### Integrating Money Forward with Hermes
### Using Composio Connect CLI
1. Install the Composio CLI
Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

```bash
curl -fsSL https://composio.dev/install | bash
```

## 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.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `MONEY_FORWARD_CREATE_JOURNAL` | Create Journal | Create and persist an accounting journal with one to 300 debit and credit lines. This action changes the connected Cloud Accounting ledger. On create, Money Forward appends a newline and the OAuth application name to memo; leave room within the 200-character input limit and trust the returned memo as the persisted value. |
| `MONEY_FORWARD_CREATE_TRADE_PARTNERS` | Create Trade Partners | Create and persist one or more Cloud Accounting trade-partner master records in one batch. A successful call has a persistent side effect; the approved API surface provides no operation to update or delete these records. |
| `MONEY_FORWARD_CREATE_TRANSACTIONS` | Create Transactions | Create and persist a batch of one to 1,000 manual transactions under one Money Forward connected service. New transactions can take a short time to appear in filtered transaction lists. |
| `MONEY_FORWARD_CREATE_VOUCHERS` | Create Vouchers | Persist one to five base64-encoded voucher files in Money Forward Cloud Accounting and optionally attach them to a journal. A successful call stores the uploaded evidence; the documented vouchers API can detach a voucher from a journal but does not provide an operation to delete the stored file. |
| `MONEY_FORWARD_DELETE_JOURNAL` | Delete Journal | Permanently delete one Money Forward Cloud Accounting journal by ID. Back up the journal before deletion; if it is linked to a transaction, that transaction becomes excluded. |
| `MONEY_FORWARD_DETACH_VOUCHER_FROM_JOURNAL` | Detach Voucher From Journal | Remove the association between one Money Forward voucher and one journal. This irreversible update does not delete the stored voucher file. |
| `MONEY_FORWARD_GET_ACCOUNT_BALANCE_TRENDS` | 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. |
| `MONEY_FORWARD_GET_JOURNAL` | Get Journal | Return one accounting journal by its journal ID, including debit and credit branches and attached voucher IDs. |
| `MONEY_FORWARD_GET_OFFICE` | Get Accounting Office | Return the connected Cloud Accounting office and its accounting periods; fails if the tenant is not registered for Cloud Accounting. |
| `MONEY_FORWARD_GET_TENANT` | Get Tenant | Return the code and name of the Money Forward business tenant authorized by the connected account. |
| `MONEY_FORWARD_GET_TRIAL_BALANCE` | 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. |
| `MONEY_FORWARD_JOURNALIZE_TRANSACTION` | Journalize Transaction | Create and persist a journal from one Money Forward transaction using the supplied account classification. This compound operation also irreversibly changes the source transaction's journalizing state. |
| `MONEY_FORWARD_LIST_ACCESSIBLE_OFFICES` | List Accessible Accounting Offices | List every Cloud Accounting office available to the current authorization; offices that cannot use Cloud Accounting are excluded. |
| `MONEY_FORWARD_LIST_ACCOUNTS` | List Accounts | List Cloud Accounting chart-of-account entries and their IDs for use in journals and reports. |
| `MONEY_FORWARD_LIST_CONNECTED_ACCOUNTS` | List Connected Accounts | List external financial services connected to the current Cloud Accounting office, including manual status and linked account and sub-account IDs. |
| `MONEY_FORWARD_LIST_DEPARTMENTS` | List Departments | List Cloud Accounting departments and their IDs for interpreting or constructing journal lines. |
| `MONEY_FORWARD_LIST_JOURNALS` | List Journals | Return one page of accounting journals for a transaction-date period, requiring at least a start or end date. Optionally filter by account, transaction IDs, or realization status; use the returned total_pages to continue through results. |
| `MONEY_FORWARD_LIST_SUB_ACCOUNTS` | List Sub-Accounts | List Cloud Accounting sub-accounts, optionally limited to one parent account, and return their IDs and tax mappings. |
| `MONEY_FORWARD_LIST_TAXES` | List Tax Categories | List Cloud Accounting tax categories, rates, availability, and IDs used on journal lines. |
| `MONEY_FORWARD_LIST_TERM_SETTINGS` | List Term Settings | Return all accounting-year settings for the connected Cloud Accounting office, ordered by descending start date. |
| `MONEY_FORWARD_LIST_TRADE_PARTNERS` | List Trade Partners | List Cloud Accounting trade partners and their codes, registration numbers, and availability for use on journal lines. |
| `MONEY_FORWARD_LIST_TRANSACTIONS` | 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. Use page and returned total_pages to continue; newly created transactions can take a short time to appear in filtered lists. |
| `MONEY_FORWARD_UPDATE_JOURNAL` | Update Journal | Replace an existing accounting journal's writable fields. This is a full replacement: writable fields omitted from the journal body are overwritten rather than preserved. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Money Forward MCP server provides comprehensive access to Money Forward operations through Composio. Once connected, Hermes can perform all major Money Forward actions on your behalf using natural language commands.

## Complete Code

None listed.

## Conclusion

### Way Forward
With Money Forward connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.
From here, you can extend Hermes further:
- Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
- Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
- Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.
If you run into trouble or want to share what you've built, join the [community](https://discord.com/invite/composio) or check out the [Docs](https://docs.composio.dev?cta_placement=toolkit-framework-hermes-docs) for deeper configuration options.

## How to build Money Forward MCP Agent with another framework

- [ChatGPT](https://composio.dev/toolkits/money_forward/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/money_forward/framework/claude-cowork)
- [Atomic Agent](https://composio.dev/toolkits/money_forward/framework/atomic-agent)

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## Frequently Asked Questions

### What are the differences in Tool Router MCP and Money Forward MCP?

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.

### Can I use Tool Router MCP with Hermes?

Yes, you can. Hermes 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.

### Can I manage the permissions and scopes for Money Forward while using Tool Router?

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.

### How safe is my data with Composio Tool Router?

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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