How to integrate Moneybird MCP with Claude Code

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Introduction

Manage your Moneybird directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Rube - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Why Rube?

Rube is a universal MCP server with access to 850+ SaaS apps. It ensures just-in-time tool loading so Claude can access the tools it needs, a remote workbench for programmatic tool calling and handling large tool responses out of the LLM context window, ensuring the LLM context window remains clean.

Connect Moneybird to Claude Code with Rube

1. Get the MCP URL

Copy and paste the below command in Claude Code to add Rube MCP.

Terminal

2. Authenticate Rube

Run /mcp to view Rube

bash
/mcp
Run /mcp to view Rube in Claude Code
Click on Rube to authenticate
Authentication flow complete

3. Ensure it's connected

Run /mcp again to verify the connection. Now, do whatever you want with Claude Code and Moneybird.

Rube connected successfully

Supported Tools & Triggers

Tools
Add Note to ContactTool to add a note or to-do to a contact.
Archive ContactTool to archive a contact.
Create Moneybird ContactTool to create a new contact in moneybird.
Create Contact PersonTool to create a new contact person.
Create Sales InvoiceTool to create a new sales invoice.
Delete ContactTool to delete a contact.
Delete Contact NoteTool to delete a note from a contact.
Delete Contact PersonTool to delete a contact person from a contact.
Filter ContactsTool to filter contacts.
Get Additional ChargesTool to get additional charges for a contact.
Get ContactTool to retrieve all information about a specific contact by id.
Get Contact by Customer IDTool to retrieve full contact details by customer id.
Get Contact PersonTool to get all information about a contact person.
Get Sales InvoiceTool to get a single sales invoice by id.
List AdministrationsTool to list all administrations accessible by the authenticated user.
List Contacts SynchronizationTool to list all contact ids and versions for synchronization.
List Sales InvoicesTool to list all sales invoices in an administration.
Request Payments Mandate URLTool to request a url for setting up a payments mandate.
Update ContactTool to update a contact.
Update Contact PersonTool to update a contact person.
Update Sales InvoiceTool to update an existing sales invoice by id.

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.

Connecting Moneybird via Tool Router

Tool Router is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Moneybird) for even more tool search precision. It's secure and reliable.

How the Tool Router works

The Tool Router follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Moneybird account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["moneybird"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http moneybird-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Moneybird. This URL will be used to connect Claude Code to Moneybird.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Moneybird
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Moneybird MCP to Claude Code

bash
claude mcp add --transport http moneybird-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (moneybird-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Moneybird MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your moneybird-composio entry in the list
  • This confirms that Claude Code can now access Moneybird tools

If everything is wired up, you should see your moneybird-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Moneybird

The first time you try to use Moneybird tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Moneybird
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Moneybird authorization flow
  • Return to the terminal and start using Moneybird through Claude Code

Once authenticated, you can ask Claude Code to perform Moneybird operations in natural language. For example:

  • "Create a sales invoice for a new client"
  • "Filter contacts added this month"
  • "Add a note to a specific contact"

Complete Code

Here's the complete code to get you started with Moneybird and Claude Code:

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["moneybird"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http moneybird-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Moneybird with Claude Code using Composio's MCP server. Now you can interact with Moneybird directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Moneybird operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Moneybird operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

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FAQ

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 Claude Code?

Yes, you can. Claude Code 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.

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