# Moneybird MCP - Tools, Setup and Examples | FlyMy.AI

> Moneybird MCP for Claude, Cursor and Codex. Financial workflows, with 21 actions. Your account via OAuth. See setup, examples and pricing.

Page: https://flymy.ai/mcp/moneybird/

MCP / Finance

# Moneybird MCP: financial workflows - your account

Moneybird is an online invoicing and accounting platform designed for small businesses and freelancers, offering features like invoicing, expense tracking... Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP.

[Connect Moneybird](https://flymy.ai/mcp/moneybird/#connect) [What it can do](https://flymy.ai/mcp/moneybird/#actions)

Sign in once, 21 actions, Finance

$ YOUR NEXT RUN

Claude Code, Codex, Cursor, Any agent

## Use Moneybird MCP in your assistant

Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect.

```
Read https://flymy.ai/skill.md and https://flymy.ai/mcp/moneybird.md. Help me connect Moneybird MCP to this assistant. Then help me run this task: Use Moneybird to add note to contact. Ask me for the required inputs first and show the result.
```

[Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/moneybird.md)

## What Moneybird MCP can do

21 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs.

| Action | What it does |
|---|---|
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_ADD_NOTE_TO_CONTACT) `MONEYBIRD_ADD_NOTE_TO_CONTACT` | Add a note or to-do to a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_ARCHIVE_CONTACT) `MONEYBIRD_ARCHIVE_CONTACT` | Archive a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_CREATE_CONTACT) `MONEYBIRD_CREATE_CONTACT` | Create a new contact in moneybird. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_CREATE_CONTACT_PERSON) `MONEYBIRD_CREATE_CONTACT_PERSON` | Create a new contact person. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_CREATE_SALES_INVOICE) `MONEYBIRD_CREATE_SALES_INVOICE` | Create a new sales invoice. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_DELETE_CONTACT) `MONEYBIRD_DELETE_CONTACT` | Delete a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_DELETE_CONTACT_NOTE) `MONEYBIRD_DELETE_CONTACT_NOTE` | Delete a note from a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_DELETE_CONTACT_PERSON) `MONEYBIRD_DELETE_CONTACT_PERSON` | Delete a contact person from a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_FILTER_CONTACTS) `MONEYBIRD_FILTER_CONTACTS` | Filter contacts. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_GET_ADDITIONAL_CHARGES) `MONEYBIRD_GET_ADDITIONAL_CHARGES` | Get additional charges for a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_GET_CONTACT) `MONEYBIRD_GET_CONTACT` | Retrieve all information about a specific contact by id. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID) `MONEYBIRD_GET_CONTACT_BY_CUSTOMER_ID` | Retrieve full contact details by customer id. |

**Show all 21 actions**

| Action | What it does |
|---|---|
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_GET_CONTACT_PERSON) `MONEYBIRD_GET_CONTACT_PERSON` | Get all information about a contact person. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_GET_SALES_INVOICE) `MONEYBIRD_GET_SALES_INVOICE` | Get a single sales invoice by id. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_LIST_ADMINISTRATIONS) `MONEYBIRD_LIST_ADMINISTRATIONS` | List all administrations accessible by the authenticated user. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION) `MONEYBIRD_LIST_CONTACTS_SYNCHRONIZATION` | List all contact ids and versions for synchronization. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_LIST_SALES_INVOICES) `MONEYBIRD_LIST_SALES_INVOICES` | List all sales invoices in an administration. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL) `MONEYBIRD_REQUEST_CONTACT_PAYMENTS_MANDATE_URL` | Request a url for setting up a payments mandate. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_UPDATE_CONTACT) `MONEYBIRD_UPDATE_CONTACT` | Update a contact. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_UPDATE_CONTACT_PERSON) `MONEYBIRD_UPDATE_CONTACT_PERSON` | Update a contact person. |
| [#](https://flymy.ai/mcp/moneybird/#method-MONEYBIRD_UPDATE_SALES_INVOICE) `MONEYBIRD_UPDATE_SALES_INVOICE` | Update an existing sales invoice by id. |

## Ask your agent

Requests to paste as they are. Each one runs on the actions named under it.

**“Use Moneybird to add note to contact. Ask me for the required inputs first and show the result.”** uses `MONEYBIRD_ADD_NOTE_TO_CONTACT`

**“Use Moneybird to archive contact. Ask me for the required inputs first and show the result.”** uses `MONEYBIRD_ARCHIVE_CONTACT`

**“Use Moneybird to create contact. Ask me for the required inputs first and show the result.”** uses `MONEYBIRD_CREATE_CONTACT`

## Connect Moneybird in a minute

One MCP for every integration. Add it once, then every MCP in the catalog is a request away.

1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy.
2. 02 ### Sign in to Moneybird Open the Moneybird [connection settings](https://app.flymy.ai/mcp-configs#moneybird) and sign in once. Your agent then works as your account; the token stays with FlyMy.AI, never in a prompt or a chat.
3. 03 ### Ask Paste a request from this page. Every run shows what it cost.

Claude Code

```
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
```

Then run /mcp in Claude Code and sign in.

Codex

```
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
```

Then run codex mcp login flymy to sign in.

claude.ai and Claude Desktop

```
https://mcp-agents.flymy.ai/mcp
```

Settings, Connectors, Add custom connector: paste this URL.

## Pay per run

FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Moneybird account, under its plan and limits. No seats and no minimum.

[See usage pricing →](https://flymy.ai/pricing/)

## More Finance MCPs

Payments, banking, accounting, invoices and market data.

### Brex

Brex corporate cards & banking: transactions, statements, expenses, budgets, spend limits, transfers, vendors, cards, team, accounting, webhooks, travel...

104 actions / your API key

Link: https://flymy.ai/mcp/brex/

### Alpaca

Stock and crypto trading platform with commission-free trading, real-time market data, and algorithmic trading capabilities

100 actions / your API key

Link: https://flymy.ai/mcp/alpaca/

### Alpha Vantage

Alpha Vantage provides free APIs for real-time and historical financial data, including stock time series, technical indicators, and more

20 actions / your API key

Link: https://flymy.ai/mcp/alpha-vantage/

### Altoviz

Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable...

9 actions / your API key

Link: https://flymy.ai/mcp/altoviz/

### Benzinga

Benzinga provides real-time financial news and data APIs, offering comprehensive coverage of market-moving information for developers and financial...

9 actions / your API key

Link: https://flymy.ai/mcp/benzinga/

### Better Proposals

Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals

22 actions / your API key

Link: https://flymy.ai/mcp/better-proposals/

## Go to the source

[Moneybird in the docs →](https://docs.flymy.ai/mcp/apps/moneybird), [Moneybird connection settings →](https://app.flymy.ai/mcp-configs#moneybird), [Moneybird website →](https://moneybird.com), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/)

From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs.

---

For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.
