# How to connect Moneybird to Claude Cowork ```json { "title": "How to connect Moneybird to Claude Cowork", "toolkit": "Moneybird", "toolkit_slug": "moneybird", "framework": "Claude Cowork", "framework_slug": "claude-cowork", "url": "https://composio.dev/toolkits/moneybird/framework/claude-cowork", "markdown_url": "https://composio.dev/toolkits/moneybird/framework/claude-cowork.md", "updated_at": "2026-05-12T10:19:23.314Z" } ``` ## Introduction Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Moneybird account to Cowork via Composio Connect, enabling it to create a sales invoice for a new client, filter contacts added this month, add a note to a specific contact, and more such actions on your behalf without compromising your account security. ## 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) - [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) ## Connect Moneybird to Claude Cowork ### Connecting Moneybird to Claude Cowork 1. Open Customize In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top. 2. Add the Composio MCP server Click Add custom connector and paste in the Composio MCP server URL: ```bash https://connect.composio.dev/mcp ``` ## What is Claude Cowork? Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools. With Composio Connect, Cowork can securely access apps like Moneybird through MCP without you sharing account credentials directly with the agent. ## 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 connects Claude Cowork to your Moneybird account through Composio. Once connected, Cowork can use the available Moneybird tools and triggers to complete tasks on your behalf. ## Complete Code None listed. ## 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) - [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. 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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 Cowork? Yes, you can. Claude Cowork 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)