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Moneybird MCP Server
for AI Agents

Connect your AI agent to StackOne's Moneybird MCP server and give it 68 MCP tools out of the box. Auth, tool execution, and security all managed.

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Moneybird MCP Server
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Coverage

68 Agent Actions

Create, read, update, and delete across Moneybird — and extend your agent's capabilities with custom actions.

MCP Actions → Build Actions →

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Moneybird MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Moneybird tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Moneybird call.

Tools Discovery →

What is the Moneybird MCP Server?

A Moneybird MCP server lets AI agents read and write Moneybird data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Moneybird MCP server ships with 68 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Moneybird MCP Tools

Every action from Moneybird's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

Contacts

  • Create Contact

    Create a new contact in the administration.

  • List Contacts

    Retrieve a list of contacts for the administration.

  • Get Contact

    Retrieve a single company or organization contact by ID.

  • Update Contact

    Update an existing contact.

  • Sync Contacts

    Retrieve a list of contact IDs for synchronization.

  • Delete Contact

    Delete a contact from the administration.

Contact Persons

  • Create Contact Person

    Create a new contact person for a contact.

  • Get Contact Person

    Retrieve a specific person (individual) within a company contact by their person ID.

  • Update Contact Person

    Update an existing contact person.

  • Delete Contact Person

    Delete a contact person from a contact.

Contact Notes

  • Create Contact Note

    Create a note or to-do for a contact.

  • Delete Contact Note

    Delete a note from a contact.

Contact Additional Charges

  • Create Contact Additional Charge

    Create an additional charge for a contact.

  • Get Contact Additional Charges

    Retrieve additional charges for a contact.

Estimates

  • Create Estimate

    Create a new estimate in the administration.

  • Send Estimate

    Send an estimate to the associated contact.

  • List Estimates

    Retrieve a list of estimates for the administration.

  • Get Estimate

    Retrieve a single estimate by ID.

  • Update Estimate

    Update an existing estimate.

  • Delete Estimate

    Delete an estimate from the administration.

Ledger Accounts

  • Create Ledger Account

    Create a new ledger account in the administration.

  • List Ledger Accounts

    Retrieve a list of ledger accounts for the administration.

  • Get Ledger Account

    Retrieve a single ledger account by ID.

  • Update Ledger Account

    Update an existing ledger account.

  • Delete Ledger Account

    Delete or deactivate a ledger account.

Products

  • Create Product

    Create a new product in the administration.

  • List Products

    Retrieve a list of products for the administration.

  • Get Product

    Retrieve a single product by ID.

  • Update Product

    Update an existing product.

  • Delete Product

    Delete or deactivate a product.

Purchase Invoices

  • Create Purchase Invoice

    Create a new purchase invoice in the administration.

  • List Purchase Invoices

    Retrieve a list of purchase invoices for the administration.

  • Get Purchase Invoice

    Retrieve a single purchase invoice by ID.

  • Update Purchase Invoice

    Update an existing purchase invoice.

  • Delete Purchase Invoice

    Delete a purchase invoice from the administration.

Sales Invoices

  • Create Sales Invoice

    Create a new sales invoice in the administration.

  • Send Sales Invoice

    Send a sales invoice to the contact.

  • List Sales Invoices

    Retrieve a list of sales invoices for the administration.

  • Get Sales Invoice

    Retrieve a single sales invoice by ID.

  • Update Sales Invoice

    Update an existing sales invoice.

  • Delete Sales Invoice

    Delete a sales invoice.

Other (27)

  • Create Purchase Invoice Note

    Add a note or to-do to a purchase invoice.

  • Create Sales Invoice Payment

    Create a payment for a sales invoice.

  • Send Sales Invoice Reminders

    Send payment reminders for sales invoices in bulk.

  • Get Contact By Customer ID

    Retrieve a contact by its customer ID.

  • Download Estimate PDF

    Download the PDF document for an estimate.

  • List Financial Accounts

    Retrieve a list of financial accounts for the administration.

  • Get Payment

    Retrieve a single payment record by ID.

  • Download Sales Invoice PDF

    Download a sales invoice as a PDF document.

  • Download Sales Invoice UBL

    Download a sales invoice in UBL format.

  • List Tax Rates

    Retrieve a list of tax rate definitions for the administration.

  • Delete Purchase Invoice Payment

    Delete a payment from a purchase invoice.

  • Filter Contacts

    Retrieve a filtered list of contacts.

  • Archive Contact

    Archive a contact in the administration.

  • Fetch Contacts By IDs

    Fetch full contact records for a list of IDs.

  • Find Estimate By Estimate ID

    Find an estimate by its human-readable estimate number.

  • Change Estimate State

    Change the state of an estimate.

  • Bill Estimate

    Convert an estimate into a sales invoice.

  • Find Product By Identifier

    Find a product by its unique identifier field value.

  • Register Purchase Invoice Payment

    Register a payment for a purchase invoice.

  • Register Sales Invoice Payment

    Register a payment for a sales invoice.

  • Mark Sales Invoice As Dubious

    Mark a sales invoice as dubious.

  • Mark Sales Invoice As Uncollectible

    Mark a sales invoice as uncollectible.

  • Duplicate Sales Invoice To Credit Invoice

    Duplicate a sales invoice as a credit invoice.

  • Pause Sales Invoice

    Pause the workflow of a sales invoice.

  • Resume Sales Invoice

    Resume the workflow of a paused sales invoice.

  • Find Sales Invoice By Invoice ID

    Find a sales invoice by its human-readable invoice ID.

  • Find Sales Invoice By Reference

    Find a sales invoice by its reference value.

Moneybird AI Agent Use Cases

Connect your AI agent to Moneybird and help your team scale the finance operations they run by hand today.

Invoice Processing

Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.

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QuickBooks OnlineXeroNetSuiteSage IntacctBillFreshBooksWaveZoho Books
Accounts Receivable Dunning

Use StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.

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QuickBooksXeroFreshBooksStripePayPalSalesforceHubSpotGmail
Invoice Processing

Use StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.

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QuickBooks OnlineXeroGmailOutlookGoogle DriveSharePointDropboxSlack
More Accounting & Finance use cases

Set Up Your Moneybird MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Moneybird in under 10 lines of code.

MCP Clients

Claude Desktop setup guide
Claude Code setup guide
Cursor setup guide
Goose setup guide

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Platform Resources

MCP Code Mode: Keeping Tool Responses Out of Agent Context

Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.

11 min

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.

12 min

Moneybird MCP Server FAQ

Does StackOne have a Moneybird MCP server?
Yes. StackOne offers a hosted Moneybird MCP server with 68 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Moneybird MCP server vs direct API integration — what's the difference?
A Moneybird MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Moneybird. A Moneybird MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Moneybird at runtime. StackOne provides both.
How does Moneybird authentication work for AI agents?
Moneybird authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Moneybird account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Moneybird MCP tools vulnerable to prompt injection?
Yes — Moneybird MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Moneybird agent and how do I avoid it?
Context bloat happens when Moneybird tool schemas and API responses eat your Moneybird agent's memory, preventing it from reasoning effectively. A single Moneybird query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Moneybird agent can access?
Yes — you can limit which actions your Moneybird agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Moneybird MCP server?
Yes — you can create custom agent actions for your Moneybird MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Moneybird's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Moneybird MCP server?
Skip a Moneybird MCP server if your integration is purely software-to-software — direct Moneybird API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Moneybird actions at runtime.
What AI frameworks and AI clients does the StackOne Moneybird MCP server support?
The StackOne Moneybird MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.

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