Moneybird MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Moneybird MCP or direct API to automate invoicing, track expenses, manage contacts, and generate financial reports through natural language.

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Oauth2Api Key

Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.

21 Tools

Try Moneybird now

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

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

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

Add Note to Contact

Tool to add a note or to-do to a contact.

Archive Contact

Tool to archive a contact.

Create Moneybird Contact

Tool to create a new contact in Moneybird.

Create Contact Person

Tool to create a new contact person.

Create Sales Invoice

Tool to create a new sales invoice.

Delete Contact

Tool to delete a contact.

Delete Contact Note

Tool to delete a note from a contact.

Delete Contact Person

Tool to delete a contact person from a contact.

Filter Contacts

Tool to filter contacts.

Get Additional Charges

Tool to get additional charges for a contact.

Get Contact

Tool to retrieve all information about a specific contact by ID.

Get Contact by Customer ID

Tool to retrieve full contact details by customer ID.

Get Contact Person

Tool to get all information about a contact person.

Get Sales Invoice

Tool to get a single sales invoice by ID.

List Administrations

Tool to list all administrations accessible by the authenticated user.

List Contacts Synchronization

Tool to list all contact IDs and versions for synchronization.

List Sales Invoices

Tool to list all sales invoices in an administration.

Request Payments Mandate URL

Tool to request a URL for setting up a Payments mandate.

Update Contact

Tool to update a contact.

Update Contact Person

Tool to update a contact person.

Update Sales Invoice

Tool to update an existing sales invoice by ID.

SETUP GUIDE

Connect Moneybird 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: ["moneybird"],
  mcp: true,
});
Create a session scoped to Moneybird 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: "Create a new sales invoice for Acme Corp with two line items and today’s date.",
  stopWhen: stepCountIs(10),
});

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

Connect Moneybird 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: ["moneybird"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Moneybird
3

Run Moneybird tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create a new sales invoice for Acme Corp with two line items and today’s date." }],
});

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 Moneybird tool calls through the session, and print the final answer

Why Use Composio?

AI Native Moneybird Integration

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

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Moneybird 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 Moneybird
  • Scoped, least privilege access to Moneybird resources
  • Full audit trail of agent actions to support review and compliance

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

Moneybird requires connections to go through your own OAuth app. You register it once with Moneybird, add its client ID and secret in the Composio dashboard, and from then on everyone connects by signing in to Moneybird 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 Moneybird 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 Moneybird account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Moneybird 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 Moneybird lists on its consent screen when you connect. Review that screen before approving. If you connect a work account, your Moneybird administrator may need to approve the app first, and you can revoke the access inside Moneybird 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 Moneybird 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 Moneybird tokens automatically, so day to day you do nothing. If you revoke access inside Moneybird, or Moneybird 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 Moneybird use. Paid plans add higher limits and team features. Your Moneybird 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 Moneybird accounts).

With Composio, you connect Moneybird 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 Moneybird.It takes 30 seconds.

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

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