# How to integrate Moneybird MCP with Claude Code ```json { "title": "How to integrate Moneybird MCP with Claude Code", "toolkit": "Moneybird", "toolkit_slug": "moneybird", "framework": "Claude Code", "framework_slug": "claude-code", "url": "https://composio.dev/toolkits/moneybird/framework/claude-code", "markdown_url": "https://composio.dev/toolkits/moneybird/framework/claude-code.md", "updated_at": "2026-05-06T08:20:38.474Z" } ``` ## 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: - Via [Composio Connect](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_connect&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code) - Direct and easiest approach - Via [Composio SDK](https://docs.composio.dev/docs?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=composio_sdk) - Programmatic approach with more control ## 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 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 - Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles. - Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling. - Handling Large tool responses out of LLM context to minimize context rot. - Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need. ## Connect Moneybird to Claude Code ### Connecting Moneybird to Claude Code using Composio 1. Add the Composio MCP to Claude ```bash claude mcp add --scope user --transport http composio https://connect.composio.dev/mcp ``` ## What is Claude Code? Claude Code is Anthropic's command line developer tool that lets you use Claude directly inside your terminal. Instead of switching between your editor, browser, and chat, you can stay in your project folder and ask Claude to help you build, debug, refactor, and understand code right where you're working. Key features include: - Terminal-Native Experience: Work with Claude directly in your command line without switching contexts - MCP Support: Built-in support for Model Context Protocol servers to extend Claude's capabilities - Project Context: Claude understands your project structure and can read, write, and modify files - Interactive Development: Ask questions, debug code, and get help in real-time while coding - Multi-Platform: Works on macOS, Linux, WSL, and Windows ## 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 Claude Code (and other AI assistants like Claude and Cursor) directly to your Moneybird account. It provides structured and secure access so Claude can perform Moneybird operations on your behalf. 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 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 ### 1. Install Claude Code To install Claude Code, use one of the following methods based on your operating system: ```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 ``` ### 2. Set up Claude Code 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 ```bash cd your-project-folder claude ``` ### 3. Set up environment variables Create a .env file in your project root with the following variables: - COMPOSIO_API_KEY authenticates with Composio (get it from [Composio dashboard](https://dashboard.composio.dev/login?utm_source=toolkits&utm_medium=framework_template&utm_campaign=claude-code&utm_content=api_key&next=%2F~%2Forg%2Fconnect%2Fclients%2Fclaude-code)) - USER_ID identifies the user for session management (use any unique identifier) ```bash COMPOSIO_API_KEY=your_composio_api_key_here USER_ID=your_user_id_here ``` ### 4. Install Composio library No description provided. ```python pip install composio-core python-dotenv ``` ```typescript npm install @composio/core dotenv ``` ### 5. Generate Composio MCP URL No description provided. ```python 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}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['moneybird'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http moneybird-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`); ``` ### 6. Run the script and copy the MCP URL No description provided. ```python python generate_mcp_url.py ``` ```typescript node --loader ts-node/esm generate_mcp_url.ts # or if using tsx tsx generate_mcp_url.ts ``` ### 7. Add Moneybird MCP to Claude Code 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. ```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 ``` ### 8. Verify the installation 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: ```bash claude mcp list ``` ### 9. 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 ```python 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}"') ``` ```typescript import 'dotenv/config'; import { Composio } from '@composio/core'; const { COMPOSIO_API_KEY, USER_ID } = process.env; if (!COMPOSIO_API_KEY || !USER_ID) { throw new Error('COMPOSIO_API_KEY and USER_ID required in .env'); } const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY }); const composioSession = await composioClient.create(USER_ID, { toolkits: ['moneybird'], }); const composioMcpUrl = composioSession?.mcp.url; console.log(`MCP URL: ${composioMcpUrl}`); console.log(`\nUse this command to add to Claude Code:`); console.log(`claude mcp add --transport http moneybird-composio "${composioMcpUrl}" --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. ## 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 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 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)