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.
StackOne 
Coverage
68 Agent Actions
Create, read, update, and delete across Moneybird — and extend your agent's capabilities with custom 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.
Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.
ViewUse StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.
ViewUse StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.
ViewSet Up Your Moneybird MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Moneybird in under 10 lines of code.
Agent Frameworks
JSON{
"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>"
]
}
}
}Check More Accounting MCP Servers
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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
MCP vs A2A: Architecture, Security, and When to Use Each
MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What 200+ Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building 200+ connectors that serve both, here's when each approach wins.
14 min read
Moneybird MCP Server FAQ
Does StackOne have a Moneybird MCP server?
Moneybird MCP server vs direct API integration — what's the difference?
How does Moneybird authentication work for AI agents?
origin_owner_id.Are Moneybird MCP tools vulnerable to prompt injection?
What is the context bloat of a Moneybird agent and how do I avoid it?
Can I limit which actions my Moneybird agent can access?
Can I create custom agent actions for my Moneybird MCP server?
When should I NOT use a Moneybird MCP server?
What AI frameworks and AI clients does the StackOne Moneybird MCP server support?
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.