How to integrate Moneybird MCP with Codex

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Moneybird MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or app, whichever you prefer.

Composio removes the Authentication handling completely from you. We handle the entire integration lifecycle, and all you need to do is just copy the URL below, authenticate inside Codex, and start using it.

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

• CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
• Large tool responses: Handle them to minimise context rot.
• Dynamic just-in-time access to 20,000 tools across 870+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Moneybird MCP in Codex

Codex CLI

Run the command in your terminal.

This will auto-redirect you to the Rube authentication page.

Once you're authenticated, you will be able to access the tools.

Verify the installation by running:

codex mcp list

If you otherwise prefer to use config.toml, add the following URL to it. You can get the bearer token from rube.app → Use Rube → MCP URL → Generate token

[projects."/home/user/composio"]
trust_level = "untrusted"

[mcp_servers.rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex in VS Code

If you have installed Codex in VS Code.

Then: ⚙️ → MCP Settings → + Add servers → Streamable HTTP:

Add the Rube MCP URL: https://rube.app/mcp and the bearer token.

To verify, click on the Open config.toml

Make sure it's there:

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex App

Codex App follows the same approach as VS Code.

1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:

2. Restart and verify if it's there in .codex/config.toml

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

3. Save, restart the extension, and start working.

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.

Conclusion

You've successfully integrated Moneybird with Codex using Composio's Rube MCP server. Now you can interact with Moneybird directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

• Seamless integration across CLI, VS Code, and standalone app
• Natural language commands for Moneybird operations
• Managed authentication through Composio's Rube
• Access to 20,000+ tools across 870+ apps for cross-app workflows
• CodeAct workbench for complex tool chaining

Next steps:

• Try asking Codex to perform various Moneybird operations
• Explore cross-app workflows by connecting more toolkits
• Build automation scripts that leverage Codex's AI capabilities