Moneybird MCP server

What the model can do

Moneybird bookkeeping: contacts, sales invoices with state, amounts and what is unpaid, estimates, projects, time entries, and the administration's users. Can create, update or archive contacts and add notes or to-dos, draft, send, credit or delete sales invoices, register payments and send payment reminders, send estimates and change their state, record, stop, edit or delete time entries, and create projects.

Reads

• moneybird_contactsContacts (customers and suppliers) in Moneybird: company or person name, email, customer number, and the id other tools take.
• moneybird_sales_invoicesSales invoices, newest invoice date first: number, contact, state (draft, open, late, paid…), invoice and due dates, totals and the amount unpaid…
• moneybird_time_entriesTime entries: start and end, minutes, description, billable, person, contact and project, with total minutes.
• moneybird_usersThe people in the Moneybird administration: name, email, type and the user id a time entry needs.
• moneybird_projectsProjects in the Moneybird administration: name, state and budget, and the project id time entries and invoice lines take.
• moneybird_estimatesEstimates (quotes): number, contact, state (draft, open, late, accepted, rejected, billed, archived), dates and totals…
• moneybird_workflowsThe administration's workflows (how invoices and estimates are sent and reminded) and document styles (layouts), with their ids…

Acts, when you ask

These change something in Moneybird. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• moneybird_add_contact_noteAdds a note to a contact in Moneybird, or a to-do when todo is true (assigned to a user if assignee_id is given, who will see it in Moneybird).
• moneybird_create_time_entryRecords a time entry in Moneybird for a named user, with what was done, when, and optionally the contact and project.
• moneybird_create_contactCreates a contact (customer or supplier) in Moneybird.
• moneybird_update_contactChanges a contact's details in Moneybird.
• moneybird_archive_contactArchives a contact in Moneybird, hiding it from lists and new documents; its invoices and history stay.
• moneybird_create_sales_invoiceCreates a draft sales invoice in Moneybird for a contact.
• moneybird_send_sales_invoiceSends a sales invoice to the contact (by email, by Peppol, or marks it sent for Manual delivery), or schedules it for a date.
• moneybird_register_paymentRegisters a payment on a sales invoice in Moneybird (the books record it as paid by that amount).
• moneybird_send_reminderSends a payment reminder for one or more of a contact's sales invoices (up to 20), by email or marked as sent for Manual delivery.
• moneybird_delete_sales_invoicePermanently deletes a sales invoice in Moneybird.
• moneybird_credit_sales_invoiceCreates a credit invoice from a sales invoice in Moneybird, crediting all its lines or the detail_ids given.
• moneybird_send_estimateSends an estimate to the contact by email (or marks it sent for Manual delivery).
• moneybird_set_estimate_stateChanges an estimate's state in Moneybird (accepted, rejected, open, late, billed, archived).
• moneybird_stop_time_entryStops a running time entry in Moneybird now.
• moneybird_update_time_entryEdits a time entry in Moneybird.
• moneybird_delete_time_entryPermanently deletes a time entry in Moneybird.
• moneybird_create_projectCreates a project in Moneybird, which time entries and invoice lines can be booked to.

Connect it

First connect Moneybird on Dashboard → Connections, then add Memtro to your client once. The Moneybird tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Moneybird connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › Which sales invoices are late, and how much is unpaid on each?
• › How many hours were logged for Northwind this month?
• › Which time entries for Acme have not been invoiced yet?
• › Send a payment reminder to Globex for their two overdue invoices
• › Record two hours for Dan Fletcher on the BigCo website project yesterday

Questions

Is this an official Moneybird MCP server?

No. It is Memtro's MCP server with Memtro's Moneybird connector behind it: the connector reads Moneybird through its API with the credentials you connect on Dashboard → Connections, and Moneybird publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Moneybird?

Only when you ask, and only what it has been granted: add a note or to-do to a contact; record a time entry; create a contact; update a contact's details; archive a contact; create a draft sales invoice; send or schedule a sales invoice to the contact; register a payment on a sales invoice; send a payment reminder to a contact; delete a sales invoice (permanent); create a credit invoice from a sales invoice; send an estimate to the contact; change an estimate's state; stop a running time entry; edit a time entry; delete a time entry (permanent); create a project. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

Other MCP servers · Finance and commerce

• Xero MCP server
• Stripe MCP server
• Felloh MCP server
• Wise MCP server
• Starling Bank MCP server
• QuickBooks Online MCP server