How to integrate Moneybird MCP with Atomic Agent

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Moneybird.

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 Moneybird account. See the Atomic Agent documentation for installation instructions.

How Atomic Agent connects to Moneybird

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 Moneybird to Atomic Agent

1. Sign up or sign in to the Composio dashboard. Copy your API key.
2. 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.
3. Ask Atomic Agent to do something in Moneybird. It searches Composio for the right tool.
4. On first use, open the sign-in link returned in the chat. Connect your Moneybird 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.

The Moneybird MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Moneybird account. It provides structured and secure access to your invoicing and accounting data, so your agent can perform actions like creating contacts, sending invoices, managing notes, and keeping your financial records up to date on your behalf.

• Automated contact creation and management: Instantly add new clients or companies, update existing records, archive unused contacts, or remove outdated information—without manual entry.
• Easy invoice generation: Direct your agent to create detailed sales invoices for any contact, including custom line items, for fast and accurate billing.
• Contact note and to-do tracking: Record comments, assign to-dos, and manage notes on contacts, ensuring follow-ups and client history are always at your fingertips.
• Contact filtering and segmentation: Effortlessly filter and retrieve contacts based on criteria like creation date or name, making it easy to target communications or review segments of your client base.
• Comprehensive contact person management: Add or remove individual contact persons linked to organizations, keeping your records detailed and up to date for every client relationship.

Use Moneybird from Atomic Agent

With your account connected, ask Atomic Agent to work with Moneybird 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.