vanderheijden86/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: createdafter:2023-01-01 00:00:00 UTC
Filter by update date: updatedafter:2023-01-01 10:45:35 UTC
Filter by properties: firstname: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
1. Install the package:
bash
npm install -g moneybird-mcp-server
2. Create a .env file with your Moneybird credentials:
MONEYBIRDAPITOKEN=yourapitoken
MONEYBIRDADMINISTRATIONID=youradministrationid
3. Run the server:
bash
npx moneybird-mcp-server
### Claude Desktop Setup
To set up this MCP server in Claude Desktop:
1. Install the package globally if you haven't already:
bash
npm install -g moneybird-mcp-server
2. Create or edit the Claude Desktop configuration file (usually in ~/Library/Application
Support/Claude/claudedesktopconfig.json) to include the MCP server configuration:
json
"mcpServers": {
"moneybird": {
"command": "npx",
"args": [
"-y",
"moneybird-mcp-server"
],
"env": {
"MONEYBIRDAPITOKEN": "yourapitokenhere",
"MONEYBIRDADMINISTRATIONID": "youradministrationidhere"
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 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
1. Clone this repository:
git clone https://github.com/vanderheijden86/moneybird-mcp-server.git
cd moneybird-mcp-server
2. Install dependencies:
npm install
3. Create .env file from the example:
cp .env.example .env
4. Edit the .env file with your Moneybird API credentials:
MONEYBIRDAPITOKEN: Your Moneybird API token (generate at https://moneybird.com/user/applications)
MONEYBIRDADMINISTRATIONID: Your Moneybird administration ID (found in URL when logged in)