# How to integrate Moneybird MCP with Autogen ```json { "title": "How to integrate Moneybird MCP with Autogen", "toolkit": "Moneybird", "toolkit_slug": "moneybird", "framework": "AutoGen", "framework_slug": "autogen", "url": "https://composio.dev/toolkits/moneybird/framework/autogen", "markdown_url": "https://composio.dev/toolkits/moneybird/framework/autogen.md", "updated_at": "2026-05-06T08:20:38.474Z" } ``` ## Introduction This guide walks you through connecting Moneybird to AutoGen using the Composio tool router. By the end, you'll have a working Moneybird agent that can create a sales invoice for a new client, filter contacts added this month, add a note to a specific contact through natural language commands. This guide will help you understand how to give your AutoGen agent real control over a Moneybird account through Composio's Moneybird MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved. ## Also integrate Moneybird with - [OpenAI Agents SDK](https://composio.dev/toolkits/moneybird/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/moneybird/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/moneybird/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/moneybird/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/moneybird/framework/codex) - [OpenClaw](https://composio.dev/toolkits/moneybird/framework/openclaw) - [Hermes](https://composio.dev/toolkits/moneybird/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/moneybird/framework/cli) - [Google ADK](https://composio.dev/toolkits/moneybird/framework/google-adk) - [LangChain](https://composio.dev/toolkits/moneybird/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/moneybird/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/moneybird/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/moneybird/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/moneybird/framework/crew-ai) ## TL;DR Here's what you'll learn: - Get and set up your OpenAI and Composio API keys - Install the required dependencies for Autogen and Composio - Initialize Composio and create a Tool Router session for Moneybird - Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams - Configure an Autogen AssistantAgent that can call Moneybird tools - Run a live chat loop where you ask the agent to perform Moneybird operations ## What is AutoGen? Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows. Key features include: - Multi-Agent Systems: Build collaborative agent workflows - MCP Workbench: Native support for Model Context Protocol tools - Streaming HTTP: Connect to external services through streamable HTTP - AssistantAgent: Pre-built agent class for tool-using assistants ## What is the Moneybird MCP server, and what's possible with it? 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. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `MONEYBIRD_ADD_NOTE_TO_CONTACT` | Add Note to Contact | Tool to add a note or to-do to a contact. use when you need to record a comment or assign a task to a contact. | | `MONEYBIRD_ARCHIVE_CONTACT` | Archive Contact | Tool to archive a contact. use when a contact is no longer needed and should be hidden permanently. | | `MONEYBIRD_CREATE_CONTACT` | Create Moneybird Contact | Tool to create a new contact in moneybird. use after you have an administration id and need to onboard a new company/person. provide either company name or both firstname and lastname. | | `MONEYBIRD_CREATE_CONTACT_PERSON` | Create Contact Person | Tool to create a new contact person. use when you have the contact id and need to add a person after confirming their firstname and lastname. | | `MONEYBIRD_CREATE_SALES_INVOICE` | Create Sales Invoice | Tool to create a new sales invoice. use when you need to bill a contact with specified line items. | | `MONEYBIRD_DELETE_CONTACT` | Delete Contact | Tool to delete a contact. use after confirming that contact should be removed. | | `MONEYBIRD_DELETE_CONTACT_NOTE` | Delete Contact Note | Tool to delete a note from a contact. use when a note is no longer needed and should be removed permanently. | | `MONEYBIRD_DELETE_CONTACT_PERSON` | Delete Contact Person | Tool to delete a contact person from a contact. use after confirming the administration id, contact id, and contact person id. | | `MONEYBIRD_FILTER_CONTACTS` | Filter Contacts | Tool to filter contacts. use when you need to retrieve contacts matching specific criteria like created after or first name. | | `MONEYBIRD_GET_ADDITIONAL_CHARGES` | Get Additional Charges | Tool to get additional charges for a contact. use when you need to view pending (or optionally billed) usage or recurring charges. | | `MONEYBIRD_GET_CONTACT` | Get Contact | Tool to retrieve all information about a specific contact by id. use when you need the full details of a contact, for example before generating invoices. | | `MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID` | Get Contact by Customer ID | Tool to retrieve full contact details by customer id. use when you need all fields of a contact given its customer id. | | `MONEYBIRD_GET_CONTACT_PERSON` | Get Contact Person | Tool to get all information about a contact person. use when you have the administration, contact, and contact person ids and need full details before updating. | | `MONEYBIRD_GET_SALES_INVOICE` | Get Sales Invoice | Tool to get a single sales invoice by id. use when you need detailed invoice data for a known invoice id. | | `MONEYBIRD_LIST_ADMINISTRATIONS` | List Administrations | Tool to list all administrations accessible by the authenticated user. use when you need to obtain administration id for subsequent operations like create contact. | | `MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION` | List Contacts Synchronization | Tool to list all contact ids and versions for synchronization. use when you need to detect which contacts have changed and update local data accordingly. | | `MONEYBIRD_LIST_SALES_INVOICES` | List Sales Invoices | Tool to list all sales invoices in an administration. use when you need an overview of invoices for a given administration. | | `MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL` | Request Payments Mandate URL | Tool to request a url for setting up a payments mandate. use when you need to generate a direct-debit authorization link for a contact (valid for 14 days). | | `MONEYBIRD_UPDATE_CONTACT` | Update Contact | Tool to update a contact. use when you need to modify existing contact details by id. only provided fields will be changed. | | `MONEYBIRD_UPDATE_CONTACT_PERSON` | Update Contact Person | Tool to update a contact person. use after selecting a specific contact person when you need to change their details. | | `MONEYBIRD_UPDATE_SALES_INVOICE` | Update Sales Invoice | Tool to update an existing sales invoice by id. use when modifying invoice header or line items. | ## Supported Triggers None listed. ## Creating MCP Server - Stand-alone vs Composio SDK The Moneybird MCP server is an implementation of the Model Context Protocol that connects your AI agents and assistants directly to Moneybird. Instead of manually wiring Moneybird APIs, OAuth, and scopes yourself, you get a structured, tool-based interface that an LLM can call safely. With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster. ## Step-by-step Guide ### 1. Prerequisites You will need: - A Composio API key - An OpenAI API key (used by Autogen's OpenAIChatCompletionClient) - A Moneybird account you can connect to Composio - Some basic familiarity with Autogen and Python async ### 1. Getting API Keys for OpenAI and Composio OpenAI API Key - Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) and create an API key. You'll need credits to use the models, or you can connect to another model provider. - Keep the API key safe. Composio API Key - Log in to the [Composio dashboard](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs). - Navigate to your API settings and generate a new API key. - Store this key securely as you'll need it for authentication. ### 2. Install dependencies Install Composio, Autogen extensions, and dotenv. What's happening: - composio connects your agent to Moneybird via MCP - autogen-agentchat provides the AssistantAgent class - autogen-ext-openai provides the OpenAI model client - autogen-ext-tools provides MCP workbench support ```bash pip install composio python-dotenv pip install autogen-agentchat autogen-ext-openai autogen-ext-tools ``` ### 3. Set up environment variables Create a .env file in your project folder. What's happening: - COMPOSIO_API_KEY is required to talk to Composio - OPENAI_API_KEY is used by Autogen's OpenAI client - USER_ID is how Composio identifies which user's Moneybird connections to use ```bash COMPOSIO_API_KEY=your-composio-api-key OPENAI_API_KEY=your-openai-api-key USER_ID=your-user-identifier@example.com ``` ### 4. Import dependencies and create Tool Router session What's happening: - load_dotenv() reads your .env file - Composio(api_key=...) initializes the SDK - create(...) creates a Tool Router session that exposes Moneybird tools - session.mcp.url is the MCP endpoint that Autogen will connect to ```python import asyncio import os from dotenv import load_dotenv from composio import Composio from autogen_agentchat.agents import AssistantAgent from autogen_ext.models.openai import OpenAIChatCompletionClient from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams load_dotenv() async def main(): # Initialize Composio and create a Moneybird session composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY")) session = composio.create( user_id=os.getenv("USER_ID"), toolkits=["moneybird"] ) url = session.mcp.url ``` ### 5. Configure MCP parameters for Autogen Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for. What's happening: - url points to the Tool Router MCP endpoint from Composio - timeout is the HTTP timeout for requests - sse_read_timeout controls how long to wait when streaming responses - terminate_on_close=True cleans up the MCP server process when the workbench is closed ```python # Configure MCP server parameters for Streamable HTTP server_params = StreamableHttpServerParams( url=url, timeout=30.0, sse_read_timeout=300.0, terminate_on_close=True, headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")} ) ``` ### 6. Create the model client and agent What's happening: - OpenAIChatCompletionClient wraps the OpenAI model for Autogen - McpWorkbench connects the agent to the MCP tools - AssistantAgent is configured with the Moneybird tools from the workbench ```python # Create model client model_client = OpenAIChatCompletionClient( model="gpt-5", api_key=os.getenv("OPENAI_API_KEY") ) # Use McpWorkbench as context manager async with McpWorkbench(server_params) as workbench: # Create Moneybird assistant agent with MCP tools agent = AssistantAgent( name="moneybird_assistant", description="An AI assistant that helps with Moneybird operations.", model_client=model_client, workbench=workbench, model_client_stream=True, max_tool_iterations=10 ) ``` ### 7. Run the interactive chat loop What's happening: - The script prompts you in a loop with You: - Autogen passes your input to the model, which decides which Moneybird tools to call via MCP - agent.run_stream(...) yields streaming messages as the agent thinks and calls tools - Typing exit, quit, or bye ends the loop ```python print("Chat started! Type 'exit' or 'quit' to end the conversation.\n") print("Ask any Moneybird related question or task to the agent.\n") # Conversation loop while True: user_input = input("You: ").strip() if user_input.lower() in ["exit", "quit", "bye"]: print("\nGoodbye!") break if not user_input: continue print("\nAgent is thinking...\n") # Run the agent with streaming try: response_text = "" async for message in agent.run_stream(task=user_input): if hasattr(message, "content") and message.content: response_text = message.content # Print the final response if response_text: print(f"Agent: {response_text}\n") else: print("Agent: I encountered an issue processing your request.\n") except Exception as e: print(f"Agent: Sorry, I encountered an error: {str(e)}\n") ``` ## Complete Code ```python import asyncio import os from dotenv import load_dotenv from composio import Composio from autogen_agentchat.agents import AssistantAgent from autogen_ext.models.openai import OpenAIChatCompletionClient from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams load_dotenv() async def main(): # Initialize Composio and create a Moneybird session composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY")) session = composio.create( user_id=os.getenv("USER_ID"), toolkits=["moneybird"] ) url = session.mcp.url # Configure MCP server parameters for Streamable HTTP server_params = StreamableHttpServerParams( url=url, timeout=30.0, sse_read_timeout=300.0, terminate_on_close=True, headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")} ) # Create model client model_client = OpenAIChatCompletionClient( model="gpt-5", api_key=os.getenv("OPENAI_API_KEY") ) # Use McpWorkbench as context manager async with McpWorkbench(server_params) as workbench: # Create Moneybird assistant agent with MCP tools agent = AssistantAgent( name="moneybird_assistant", description="An AI assistant that helps with Moneybird operations.", model_client=model_client, workbench=workbench, model_client_stream=True, max_tool_iterations=10 ) print("Chat started! Type 'exit' or 'quit' to end the conversation.\n") print("Ask any Moneybird related question or task to the agent.\n") # Conversation loop while True: user_input = input("You: ").strip() if user_input.lower() in ['exit', 'quit', 'bye']: print("\nGoodbye!") break if not user_input: continue print("\nAgent is thinking...\n") # Run the agent with streaming try: response_text = "" async for message in agent.run_stream(task=user_input): if hasattr(message, 'content') and message.content: response_text = message.content # Print the final response if response_text: print(f"Agent: {response_text}\n") else: print("Agent: I encountered an issue processing your request.\n") except Exception as e: print(f"Agent: Sorry, I encountered an error: {str(e)}\n") if __name__ == "__main__": asyncio.run(main()) ``` ## Conclusion You now have an Autogen assistant wired into Moneybird through Composio's Tool Router and MCP. From here you can: - Add more toolkits to the toolkits list, for example notion or hubspot - Refine the agent description to point it at specific workflows - Wrap this script behind a UI, Slack bot, or internal tool Once the pattern is clear for Moneybird, you can reuse the same structure for other MCP-enabled apps with minimal code changes. ## How to build Moneybird MCP Agent with another framework - [OpenAI Agents SDK](https://composio.dev/toolkits/moneybird/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/moneybird/framework/claude-agents-sdk) - [Claude Code](https://composio.dev/toolkits/moneybird/framework/claude-code) - [Claude Cowork](https://composio.dev/toolkits/moneybird/framework/claude-cowork) - [Codex](https://composio.dev/toolkits/moneybird/framework/codex) - [OpenClaw](https://composio.dev/toolkits/moneybird/framework/openclaw) - [Hermes](https://composio.dev/toolkits/moneybird/framework/hermes-agent) - [CLI](https://composio.dev/toolkits/moneybird/framework/cli) - [Google ADK](https://composio.dev/toolkits/moneybird/framework/google-adk) - [LangChain](https://composio.dev/toolkits/moneybird/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/moneybird/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/moneybird/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/moneybird/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/moneybird/framework/crew-ai) ## Related Toolkits - [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide. - [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions. - [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management. - [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly. - [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth. - [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone. - [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place. - [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations. - [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications. - [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities. - [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation. - [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place. - [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics. - [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses. - [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly. - [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place. - [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows. - [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Moneybird MCP? With a standalone Moneybird MCP server, the agents and LLMs can only access a fixed set of Moneybird tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Moneybird and many other apps based on the task at hand, all through a single MCP endpoint. ### Can I use Tool Router MCP with Autogen? Yes, you can. Autogen 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 Moneybird tools. ### Can I manage the permissions and scopes for Moneybird while using Tool Router? Yes, absolutely. You can configure which Moneybird 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 Moneybird data and credentials are handled as safely as possible. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)