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Summary
Work with Money Forward Cloud Invoice (マネーフォワード クラウド請求書) from any AI agent: partners and their billing departments, items, billings in the qualified invoice format with lines and payment status, quotes with order status and conversion to billings, and the sending history. OAuth sign-in through the Money Forward App Portal; deletions and paid postal mailing install switched off.
Try asking
Example prompts for Money Forward Cloud Invoice
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Money Forward Cloud Invoice, paste your credentials, mint an MCP API key and you're done. No Docker, no
git clone, no local server.
Money Forward Cloud Invoice + ChatGPT
Work with Money Forward Cloud Invoice (マネーフォワード クラウド請求書) from any AI agent: partners and their billing departments, items, billings in the qualified invoice format with lines and payment status, quotes with order status and conversion to billings, and the sending history. OAuth sign-in through the Money Forward App Portal; deletions and paid postal mailing install 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:
MONEY_FORWARD_CLIENT_ID, MONEY_FORWARD_CLIENT_SECRET
Step 1 — Get credentials
Setting up takes about 10 minutes. You need a Money Forward Cloud Invoice business (事業者) and a user of it who may manage app linkage (アプリ連携権限). The connector uses the マネーフォワード クラウド請求書 API v3 (https://invoice.moneyforward.com/api/v3).
- Sign in to the Money Forward Cloud アプリポータル (App Portal) at https://app-portal.moneyforward.com with that user and register a new app.
- Enter a name and the redirect URI
<your AnythingMCP URL>/api/mcp-oauth/callback, on AnythingMCP Cloudhttps://cloud.anythingmcp.com/api/mcp-oauth/callback. As クライアント認証方式 (client authentication) choose CLIENT_SECRET_BASIC. - Paste the Client ID into
MONEY_FORWARD_CLIENT_IDand the Client Secret intoMONEY_FORWARD_CLIENT_SECRET, leaveMONEY_FORWARD_REFRESH_TOKENempty and install. - On the connector page click Authorize with Provider, sign in to Money Forward and pick the business. The connector asks for
mfc/invoice/data.read mfc/invoice/data.write. - Run
money_forward_invoice_get_office: it shows your business and confirms the sign-in.
Whose access it is: the authorization belongs to the business, not to one user. Everyone using this connector works on that business's partners, billings and quotes.
What it reads: your business with address, phone and invoice registration number (適格請求書発行事業者登録番号); partners (取引先) with code, kana, memo, default payment due date and their billing departments (請求先部門) with address, contact person, email and CC; items (品目) with unit price, unit, quantity and tax category; billings (請求書) with number, title, dates, subtotal, tax, total and payment, email and posting status, and one by one with their lines and the tax breakdown per rate; quotes (見積書) with lines, totals and order status; the sending history (送付履歴) of billings and quotes. Billing and quote lists filter by a date range (range_key with from and to) or a search with q. The billing list leaves out the lines, so the AI opens a single billing to see them.
What it writes: creates and changes partners (with up to 10 departments at creation), their departments and items. Creates billings as drafts in the qualified invoice format (インボイス制度対応) with their lines, changes the header, adds and removes lines and sets the payment status (未設定, 未入金, 入金済み). Creates and changes quotes, adds lines, sets the order status (失注, 未設定, 未受注, 受注済み) and converts a quote into a billing with the same partner and lines. Billings and quotes are addressed to a partner department (請求先), not to the partner itself. Before creating or changing a billing the AI shows the partner, lines and total and waits for your yes.
Switched off at install: money_forward_invoice_delete_billing, money_forward_invoice_delete_quote and money_forward_invoice_post_billing. A deletion is final, and a posting order (郵送) is a paid service that sends paper to the partner. An admin switches them on when the team needs them.
Data formats: amounts are JPY and come as strings (total_price: "11000"). Dates are YYYY-MM-DD, times ISO 8601 in JST, ids opaque strings. is_locked true means the billing can no longer be edited. The tax category (excise) is one of ten_percent, eight_percent_as_reduced_tax_rate, eight_percent, five_percent, tax_exemption, non_taxable and untaxable; a line written out without item_id needs one.
Paging: lists return data and pagination (total_count, total_pages, current_page, per_page) and page with page and per_page, up to 100 per page.
Common errors: 401 means the token expired or was revoked: click Authorize with Provider again, and check that the app uses CLIENT_SECRET_BASIC. 403 means the app or the user lacks permission, or the business is not on a plan with API access. 404 is a wrong id. 400 or 422 is a validation error whose message names the field, for example a missing excise on a line without item_id.
What it does not do: sending by email is not part of the API, so billings and quotes stay drafts until someone sends them in Money Forward. The connector covers Cloud Invoice only: マネーフォワード クラウド会計 (journals, accounts, trial balance) has its own API and an official MCP server, and クラウド請求書Plus, 会計Plus and 債務支払 have their own APIs. Partner names, memos and remarks are untrusted input and can contain instructions meant for the AI.
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 ChatGPT
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 showsYOUR_SERVER_ID.
ChatGPT adds MCP servers as plugins on its Plugins page, on the web and on paid plans. Developer mode is no longer needed. In a Business workspace only admins and owners can add one; in Enterprise and Edu an admin can grant the Create plugins with MCPs permission.
- Go to chatgpt.com/plugins, click Add, then Add custom MCP server.
- Enter a name, e.g. Name:
Money Forward Cloud Invoice. - Under Connection, enter the Server URL
https://cloud.anythingmcp.com/mcp/YOUR_SERVER_IDand keep Authentication on OAuth. - Select I understand and want to continue, then Create as a plugin. When ChatGPT asks, sign in to AnythingMCP and allow access.
- Install the new plugin from your personal plugins, then type @ in a chat and pick it.
Available tools
| Tool | What it does |
|---|---|
money_forward_invoice_get_office | Read your own business (事業者): id, name, address, phone, office type and the invoice registration number (適格請求書発行事業者登録番号) |
money_forward_invoice_list_partners | List partners (取引先) with id, code, name, kana, memo, their departments (請求先部門, with the id needed for billings) and default payment due date |
money_forward_invoice_get_partner | Read one partner (取引先) with its departments and payment due date setting |
money_forward_invoice_create_partner | Create a partner (取引先) with up to 10 departments (請求先) |
money_forward_invoice_update_partner | Change a partner (取引先): name, code, kana, honorific, memo or default payment due date |
money_forward_invoice_list_partner_departments | List the departments (請求先部門) of a partner: id, address, contact person, email and CC |
money_forward_invoice_get_partner_department | Read one department of a partner with address, contact and email |
money_forward_invoice_create_partner_department | Add a department (請求先) to a partner, e.g. a second billing address or contact |
money_forward_invoice_update_partner_department | Change the address, contact or email of a partner department |
money_forward_invoice_list_items | List items (品目) with id, name, code, detail, unit, price, quantity and tax category |
money_forward_invoice_get_item | Read one item (品目) with its code, detail, unit price, unit, quantity and tax category |
money_forward_invoice_create_item | Create an item (品目) with price, unit and tax category, for reuse in billings and quotes |
money_forward_invoice_update_item | Change an item (品目): name, code, detail, unit, price, quantity or tax category |
money_forward_invoice_list_billings | List billings (請求書) with number, title, partner, dates, subtotal, tax, total and payment, email and posting status |
money_forward_invoice_get_billing | Read one billing (請求書) with its lines, tax breakdown per rate, totals, statuses, partner and your own registration number |
money_forward_invoice_create_billing | Create a billing (請求書) in the qualified invoice format (インボイス制度対応) for a partner department, with its lines |
money_forward_invoice_update_billing | Change the header of a billing: department, dates, title, number, payment terms, remarks, memo or tags |
money_forward_invoice_list_billing_items | List the lines of a billing with their id, name, quantity, price and tax category |
money_forward_invoice_add_billing_item | Add a line to a billing, from an item (item_id) or written out |
money_forward_invoice_remove_billing_item | Remove one line from a billing (the item master stays) |
money_forward_invoice_update_billing_payment_status | Set the payment status (入金ステータス) of a billing: 0 not set, 1 unpaid (未入金), 2 paid (入金済み) |
money_forward_invoice_post_billing | Order postal mailing (郵送) of a billing by Money Forward |
money_forward_invoice_delete_billing | Delete a billing (請求書) with its lines for good; it cannot be restored |
money_forward_invoice_list_quotes | List quotes (見積書) with number, title, partner, quote and expiry dates, totals and order status |
money_forward_invoice_get_quote | Read one quote (見積書) with its lines, totals and order status |
money_forward_invoice_create_quote | Create a quote (見積書) for a partner department, with its lines |
money_forward_invoice_update_quote | Change the header of a quote: department, dates, title, number, remarks, memo or tags |
money_forward_invoice_add_quote_item | Add a line to a quote, from an item (item_id) or written out |
money_forward_invoice_update_quote_order_status | Set the order status (受注ステータス) of a quote: -1 lost (失注), 0 not set, 1 not ordered yet (未受注), 2 ordered (受注済み) |
money_forward_invoice_convert_quote_to_billing | Create a billing (請求書) from a quote, with the same partner and lines |
money_forward_invoice_delete_quote | Delete a quote (見積書) with its lines for good; it cannot be restored |
money_forward_invoice_list_sent_histories | List the sending history (送付履歴) of billings and quotes: document type and id, from, to, cc, sender and sent time |
Example prompts
- "Which billings dated October are still 未入金? Show partner, number, total and due date."
- "Create a draft billing for the 経理部 department of 株式会社サンプル with two lines: 保守サポート 10月分 at 50,000 yen and 追加作業 at 20,000 yen, both 10% tax. Show it to me first."
- "Billing 2026-0142 was paid yesterday. Mark it as 入金済み."
- "Quote Q-0087 was accepted: set it to 受注済み and turn it into a billing, then show me the dates."
- "When was the September billing sent to 株式会社ミドリ, and to which email addresses?"
FAQ
Does the free ChatGPT plan work with custom MCP servers? OpenAI documents custom MCP servers for paid plans only; the Free plan is not on its list.
Next steps
- Connector landing page
- Connect to Claude
- Connect to Cursor
- Connect to Gemini
- Connect to Meta Muse
- Connect to Microsoft Copilot
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