Overview
what is Moneybird MCP Server?
Moneybird MCP Server is a Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via API, enabling seamless interaction with financial data.
how to use Moneybird MCP Server?
To use the Moneybird MCP Server, install the package, set up your Moneybird credentials in a .env file, and run the server. You can then connect it to AI assistants by providing the server URL.
key features of Moneybird MCP Server?
- Contact Management: List, retrieve, filter, create, and update contacts with advanced filtering options.
- Financial Data Access: Retrieve sales invoices, financial accounts, and payments.
- Business Operations Management: Manage products, projects, and time entries.
- Custom API Requests: Make tailored requests to Moneybird endpoints.
- Interactive Assistant: Preconfigured prompt for a Moneybird assistant.
use cases of Moneybird MCP Server?
- Automating financial reporting through AI assistants.
- Managing customer contacts and invoices efficiently.
- Integrating financial data into AI-driven applications.
FAQ from Moneybird MCP Server?
- Can I use this server with any AI assistant?
Yes! The server is compatible with any AI assistant that supports the Model Context Protocol.
- Is there a cost to use Moneybird MCP Server?
The server is open-source and free to use.
- What are the prerequisites for running the server?
You need Node.js (v18 or higher) and a Moneybird account with API access.