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Prerequisites Before you begin, create an account and get your API Key.

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Getting started

Connect to Moneybird to manage accounting data, contacts, invoices, and financial records through AI agents.
  • API
  • UI
  • Open Source
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Moneybird

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

# Create a Strata MCP server with Moneybird
response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.MONEYBIRD],
    user_id="user123"
)

API Reference

Full Strata API endpoints
3

Authenticate with API Key

klavis_client.mcp_server.set_strata_auth(
    strata_id=response.strata_id,
    server_name=McpServerName.MONEYBIRD,
    auth_data={
        "token": "YOUR_MONEYBIRD_API_TOKEN"
    }
)
🎉 Your Moneybird MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

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Available Tools

Tool NameDescription
moneybird_list_administrationsList all administrations that the authenticated user has access to
moneybird_list_contactsRetrieve a list of contacts from a Moneybird administration
moneybird_get_contactRetrieve a specific contact by ID from a Moneybird administration
moneybird_create_contactCreate a new company contact in Moneybird
moneybird_create_contact_personCreate a new contact person within an existing contact in Moneybird
moneybird_create_sales_invoiceCreate a new sales invoice in Moneybird
moneybird_list_sales_invoicesRetrieve a list of sales invoices from a Moneybird administration
moneybird_get_sales_invoiceRetrieve a specific sales invoice by ID from a Moneybird administration
moneybird_list_financial_accountsRetrieve a list of financial accounts from a Moneybird administration
moneybird_list_productsRetrieve a list of products from a Moneybird administration
moneybird_list_projectsRetrieve a list of projects from a Moneybird administration
moneybird_list_time_entriesRetrieve a list of time entries from a Moneybird administration
For more details about tool input schema, use the get_tools API.

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Next Steps

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas

White-label Authentication

Customize OAuth flows with your own branding
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