Moneybird MCP Server

A Model Context Protocol (MCP) server that connects AI assistants like Claude to Moneybird accounting software via API.

Features

Contact Management: List, retrieve, filter, create, and update contacts
- Advanced filtering by creation date, update date, name, and more
Financial Data: Access sales invoices, financial accounts, and payments
Business Operations: Manage products, projects, and time entries
Custom Requests: Make custom API requests to Moneybird endpoints
Interactive Assistant: Preconfigured prompt for a Moneybird assistant

New Developments

Enhanced Contact Filtering: Filter contacts using Moneybird's advanced query syntax
- Filter by creation date: created_after:2023-01-01 00:00:00 UTC
- Filter by update date: updated_after:2023-01-01 10:45:35 UTC
- Filter by properties: first_name:value, etc.
Improved Error Handling: Better error messages and recovery
Performance Optimizations: Response chunking for large datasets
TypeScript Integration: Full type safety with Zod schema validation

Setup Instructions

Basic Setup

Install the package:
```
npm install -g moneybird-mcp-server
```

Create a .env file with your Moneybird credentials:

MONEYBIRD_API_TOKEN=your_api_token
MONEYBIRD_ADMINISTRATION_ID=your_administration_id

Run the server:
```
npx moneybird-mcp-server
```

Claude Desktop Setup

To set up this MCP server in Claude Desktop:

Install the package globally if you haven't already:
```
npm install -g moneybird-mcp-server
```

Create or edit the Claude Desktop configuration file (usually in ~/Library/Application Support/Claude/claude_desktop_config.json) to include the MCP server configuration:

{
  "mcpServers": {
    "moneybird": {
      "command": "npx",
      "args": [
        "-y",
        "moneybird-mcp-server"
      ],
      "env": {
        "MONEYBIRD_API_TOKEN": "your_api_token_here",
        "MONEYBIRD_ADMINISTRATION_ID": "your_administration_id_here"
      }
    }
  }
}

Restart Claude Desktop to apply the changes
Connect to the MCP server by typing /mcp moneybird in the Claude chat input

Usage Examples

Basic Contact Listing

Overview

This server allows AI assistants to interact with your Moneybird accounting data using the Model Context Protocol. It provides various tools to:

List and retrieve contacts
View sales invoices
Check financial accounts
Access products and projects
View time entries
Make custom Moneybird API requests

Prerequisites

Node.js (v18 or higher recommended)
A Moneybird account with API access
A Moneybird API token

Setup

Clone this repository:

git clone https://github.com/vanderheijden86/moneybird-mcp-server.git
cd moneybird-mcp-server

Install dependencies:
```
npm install
```
Create .env file from the example:
```
cp .env.example .env
```
Edit the .env file with your Moneybird API credentials:
- MONEYBIRD_API_TOKEN: Your Moneybird API token (generate at https://moneybird.com/user/applications)
- MONEYBIRD_ADMINISTRATION_ID: Your Moneybird administration ID (found in URL when logged in)
- MCP_SERVER_PORT: The port to run the MCP server on (default: 3000)

Running the Server

For development:

npm run dev

For production:

npm run build
npm start

Using with AI Assistants

This MCP server is compatible with any AI assistant that supports the Model Context Protocol. Once running, you can connect it to your AI assistant by providing the server URL:

http://your-server-address:3000

Available Tools

The server provides the following tools:

list_contacts: List all contacts in Moneybird
get_contact: Get details for a specific contact by ID
list_sales_invoices: List all sales invoices
get_sales_invoice: Get details for a specific sales invoice by ID
list_financial_accounts: List all financial accounts
list_products: List all products
list_projects: List all projects
list_time_entries: List all time entries
moneybird_request: Make a custom request to the Moneybird API

Security

This server should be deployed with appropriate security measures, as it provides access to your Moneybird data. Consider:

Running behind a secure proxy
Implementing authentication for the MCP server
Using HTTPS
Restricting network access

License

MIT

Moneybird Accounting