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How to Connect Moedelo to Microsoft Copilot via MCP

Connect Moedelo (Моё Дело), the Russian online accounting service, to Claude or ChatGPT: counterparties and contracts, sales bills, acts, waybills, VAT invoices and UPDs, purchase documents, the bank and cash register, warehouses and goods, chart of accounts, employees and the tax calendar. Writes ship switched off.

HCBy HelpCode teamUpdated 9 min read Open-source on GitHub

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Moedelo

Moedelo

Connect Moedelo (Моё Дело), the Russian online accounting service, to Claude or ChatGPT: counterparties and contracts, sales bills, acts, waybills, VAT invoices and UPDs, purchase documents, the bank and cash register, warehouses and goods, chart of accounts, employees and the tax calendar. Writes ship switched off.

tools

40

Region

INTL

Category

Accounting

Authentication

API Key

Required env vars

MOEDELO_API_KEY
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  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the Moedelo in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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Summary

Connect Moedelo (Моё Дело), the Russian online accounting service, to Claude or ChatGPT: counterparties and contracts, sales bills, acts, waybills, VAT invoices and UPDs, purchase documents, the bank and cash register, warehouses and goods, chart of accounts, employees and the tax calendar. Writes ship switched off.

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Example prompts for Moedelo

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

Moedelo · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Moedelo, paste your credentials, mint an MCP API key and you're done. No Docker, no git clone, no local server.

Moedelo + Microsoft Copilot

Connect Moedelo (Моё Дело), the Russian online accounting service, to Claude or ChatGPT: counterparties and contracts, sales bills, acts, waybills, VAT invoices and UPDs, purchase documents, the bank and cash register, warehouses and goods, chart of accounts, employees and the tax calendar. Writes ship switched off.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

MOEDELO_API_KEY

Step 1 — Get credentials

Setting up takes about 3 minutes and needs nothing but your Moedelo account.

  1. Sign in to Moedelo and open Настройки, then Интеграция с партнерами (integration with partners).
  2. Turn the integration on and copy the API key it shows. It looks like a GUID, xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx. If your account has no such option, request API access on moedelo.org or from [email protected].
  3. Paste the key into MOEDELO_API_KEY, alone, without quotes or spaces.
  4. Install the connector and run moedelo_list_kontragents with a page size of 1: if a counterparty comes back, the key works.

One key, one company: the key opens the data of one company. If you keep books for a second company, install the connector again with that company's key.

How Moedelo is organised: counterparties (контрагенты) are customers and suppliers at once, and their numeric id filters every document list. On the sales side there are bills (счета), acts (акты), waybills (накладные, ТОРГ-12), VAT invoices (счета-фактуры, regular and advance) and UPDs; a bill's linked documents show the acts, waybills and payments that close it. Purchase documents mirror them for suppliers. Bill status 4 means unpaid, 5 partly paid and 6 paid. Amounts are in roubles.

What it reads: counterparties with INN, KPP, OGRN, addresses, bank accounts and contact persons; contracts (договоры); sales bills, acts, waybills, VAT invoices, advance VAT invoices and UPDs with their positions and VAT, plus the documents linked to a bill or UPD; retail sales reports; received acts, waybills, VAT invoices and UPDs from suppliers; the register of all bank and cash operations for a period, each operation in full, the company's own bank accounts, cash desks and cash balances on a date; warehouses, goods and services; the chart of accounts and the postings (проводки) Moedelo generated for a document; employees; and the tax calendar with report and payment deadlines.

Filters: document lists filter by number, by document date (docAfterDate, docBeforeDate) or change date, and by counterparty, and they page with pageNo (from 1) and pageSize. An empty result means nothing matched the filters.

Switched off at install: moedelo_create_kontragent, moedelo_update_kontragent and moedelo_create_bill. moedelo_update_kontragent replaces the whole record, so every field to keep has to be sent too. A bill only records what is owed: no payment is made or registered. An administrator turns on only what is needed, and even then the AI shows you the counterparty, positions and VAT and waits for your yes.

Personal data: employees and counterparties that are people (individuals and sole traders) are personal data under 152-FZ. Share what the AI reads about them only with people allowed to see it.

Common errors: 401 or 403 means the key is wrong, was revoked or belongs to another company. 404 on a detail tool means a wrong id.

The connector never makes, registers or deletes payments, and no tool moves money.

Step 2 — Install the adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Step 3 — Add the connector in Microsoft Copilot

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the Moedelo tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
moedelo_list_kontragentsList counterparties (контрагенты: customers and suppliers) with id, INN, KPP, OGRN, name, type (buyer, supplier, both) and legal form
moedelo_get_kontragentRead one counterparty in full: INN, KPP, OGRN, OKPO, names, legal and postal address, signer and legal form
moedelo_list_kontragent_bank_accountsList the bank accounts (расчётные счета) of a counterparty: bank, BIK, account and correspondent account
moedelo_list_kontragent_contactsList the contact persons of a counterparty with their position, phone and email
moedelo_list_contractsList contracts (договоры) with number, date, counterparty, subject and status
moedelo_get_contractRead one contract (договор) in full: number, date, counterparty, subject, amounts and status
moedelo_list_billsList sales bills (счета на оплату) with number, date, counterparty, contract, sum, status (4 unpaid, 5 partly paid, 6 paid) and positions
moedelo_get_billRead one sales bill (счёт) with its positions, VAT, payment status and contract
moedelo_list_bill_linked_documentsList the documents linked to a sales bill: acts, waybills, UPDs, invoices and the payments that settle it
moedelo_list_sales_actsList sales acts (акты выполненных работ) with number, date, counterparty, sum and positions
moedelo_get_sales_actRead one sales act (акт выполненных работ) with its positions, VAT, counterparty and linked bill
moedelo_list_sales_waybillsList sales waybills (товарные накладные, ТОРГ-12) with number, date, counterparty, warehouse, sum and positions
moedelo_get_sales_waybillRead one sales waybill (накладная) with its goods, quantities, prices and VAT
moedelo_list_sales_invoicesList issued VAT invoices (счета-фактуры, regular) with number, date, counterparty and VAT sums
moedelo_get_sales_invoiceRead one issued VAT invoice (счёт-фактура) with its positions and VAT
moedelo_list_sales_advance_invoicesList issued advance VAT invoices (авансовые счета-фактуры) for prepayments received
moedelo_get_sales_updRead one sales UPD (универсальный передаточный документ) with its positions, VAT and status
moedelo_list_sales_upd_linked_documentsList the documents linked to a sales UPD: bills, payments and corrections
moedelo_list_retail_reportsList retail sales reports (отчёты о розничной продаже) with number, date and sums
moedelo_list_purchase_actsList received acts (акты от поставщиков) for services bought, with supplier, date and sum
moedelo_list_purchase_waybillsList received waybills (накладные от поставщиков) for goods bought, with supplier, warehouse, date and sum
moedelo_list_purchase_invoicesList received VAT invoices (счета-фактуры от поставщиков, regular) with supplier, date and VAT
moedelo_get_purchase_updRead one received UPD (универсальный передаточный документ от поставщика) with its positions and VAT
moedelo_list_money_operationsList money operations (реестр операций): bank and cash receipts and payments with date, number, counterparty, direction, sum and type, in…
moedelo_get_bank_operationRead one bank operation (Деньги / Банк) by its document id from moedelo_list_money_operations: type, counterparty, sum, purpose and linked…
moedelo_get_cash_operationRead one cash desk operation (Деньги / Касса) by its document id from moedelo_list_money_operations
moedelo_list_settlement_accountsList the company's own bank accounts (расчётные счета): bank, BIK, account number and currency
moedelo_list_cash_desksList the company's cash desks (кассы) with their ids and names, for cash operations and balances
moedelo_get_cash_balanceGet the balance of every cash desk of the company on a given date (остаток по кассам на дату)
moedelo_list_warehousesList warehouses (склады) with their ids, names and type, for stock and purchase waybill filters
moedelo_list_goodsList goods and materials (товары) with id, name, article, unit, prices and VAT
moedelo_get_goodRead one product (товар) in full: name, article, unit, sale and purchase price, VAT and group
moedelo_list_servicesList services (услуги) from the catalogue with name, unit, price and VAT
moedelo_list_chart_of_accountsList the chart of accounts (план счетов бухгалтерского учёта) with synthetic account codes and names
moedelo_get_document_postingsGet the accounting postings (проводки) Moedelo generated for one document, by its base document id
moedelo_list_employeesList employees (сотрудники) with name, position, department and hiring dates
moedelo_list_tax_calendarList the events of the tax calendar (налоговый календарь): report and payment deadlines for the company
moedelo_create_kontragentCreate a counterparty (контрагент) with its requisites
moedelo_update_kontragentSave changes to a counterparty
moedelo_create_billCreate a sales bill (счёт на оплату) for a counterparty

Example prompts

  • "Which of our September bills are still unpaid, and which counterparties are they for?"
  • "Find the counterparty Romashka LLC and show me its contracts and bank details."
  • "Show me every bank and cash operation from last week, incoming and outgoing."
  • "Which tax reports and payments are due in the next month according to the tax calendar?"
  • "Which acts and waybills close bill number 152, and has it been paid?"

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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