Moneybird MCP Server

🚀 Moneybird MCP Server

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

🚀 Quick Start

This server enables AI assistants to interact with your Moneybird data using the Model Context Protocol. Here's an overview:

• Features: List, retrieve, and filter key business data.
• Installation: Simple steps to set up in minutes.
• Security: Precautions include network restrictions and authentication recommendations.
• License: MIT License.

✨ Features

• Contact Management: List, retrieve, filter, create, and update contacts.
  • Advanced filtering using creation date, update date, name, and other attributes.
• 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: Pre-configured Moneybird assistant prompts.

🆕 New Developments

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

📦 Installation

Basic Installation

1. Install the package:

   npm install -g moneybird-mcp-server
   

2. Create an .env file containing your Moneybird credentials:

   MONEYBIRD_API_TOKEN=your_api_token
   MONEYBIRD_ADMINISTRATION_ID=your_administration_id
   

3. Run the server:

   npx moneybird-mcp-server
   

Installation in Claude Desktop

Set up this MCP server in Claude Desktop:

1. Install the package globally (if not already installed):

   npm install -g moneybird-mcp-server
   

2. Create or edit the Claude Desktop configuration file (usually located at ~/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"
         }
       }
     }
   }
   

3. Restart Claude Desktop to apply the changes.

4. Connect to the MCP server by typing /mcp moneybird in the Claude chat input.

💻 Usage Examples

Basic Contact List

🔒 Security Precautions

• Deploy on a trusted network backend.
• Implement authentication mechanisms.
• Use HTTPS encryption.
• Limit access permissions.

📄 License

MIT License