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Connect Moneybird to Microsoft Copilot via MCP

Moneybird — Dutch online bookkeeping for freelancers and small companies: contacts, sales invoices, purchase invoices, estimates, products and financial mutations. REST API v2, bearer token.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub
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Moneybird

Moneybird

Moneybird — Dutch online bookkeeping for freelancers and small companies: contacts, sales invoices, purchase invoices, estimates, products and financial mutations. REST API v2, bearer token.

tools

9

Region

NL

Category

Accounting

Authentication

Bearer Token

Required env vars

MONEYBIRD_API_TOKENMONEYBIRD_ADMINISTRATION_ID
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    Any MCP-compatible client

Summary

Moneybird — Dutch online bookkeeping for freelancers and small companies: contacts, sales invoices, purchase invoices, estimates, products and financial mutations. REST API v2, bearer token.

Guided setup

Connect Moneybird to Microsoft Copilot in 2 minutes

Start a free trial on AnythingMCP Cloud, connect Moneybird in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.

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Try asking

Example prompts for Moneybird

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

Moneybird · live via MCP
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Claude is AI and can make mistakes. Please double-check responses.

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

Moneybird + Microsoft Copilot

Moneybird — Dutch online bookkeeping for freelancers and small companies: contacts, sales invoices, purchase invoices, estimates, products and financial mutations. REST API v2, bearer token.

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:

MONEYBIRD_API_TOKEN, MONEYBIRD_ADMINISTRATION_ID

Step 1 — Get credentials

Getting a token

  1. Sign in to Moneybird and open Instellingen → Koppelingen → API-tokens (Settings → Integrations → API tokens).
  2. Create a personal access token and put it in MONEYBIRD_API_TOKEN.
  3. Set MONEYBIRD_ADMINISTRATION_ID to the numeric administration id. It is in the URL when you are logged in — moneybird.com/123456789/… — and moneybird_list_administrations also returns it.

Every data path carries the administration id. A Moneybird account can hold several administrations (one per company, or a bookkeeper's client list) and each has its own id. This connector is fixed to one; add a second connector for a second administration.

…(continued in the in-app connector instructions)

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 Moneybird 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
moneybird_list_administrationsList the administrations this token can reach, with their id, name, language and currency
moneybird_list_contactsList contacts — customers and suppliers — with their company name, contact person, address, VAT number and customer id
moneybird_get_contactRead one contact in full: addresses, tax identifiers, payment terms, custom fields and the notes recorded against them
moneybird_list_sales_invoicesList sales invoices with their number, date, due date, contact, totals and state
moneybird_get_sales_invoiceRead one sales invoice in full: every detail line with quantity, price and tax rate, the totals, the payment schedule and the payments recei
moneybird_list_purchase_invoicesList purchase invoices and receipts with their supplier, date, due date and total — the cost side of the ledger
moneybird_list_estimatesList estimates (offertes) with their number, date, contact, total and state, to see what is out with customers and not yet won
moneybird_list_productsList the products and services in the catalogue with their description, price, tax rate and ledger account
moneybird_list_financial_mutationsList bank mutations with their date, amount, description and reconciliation state, so unpaid invoices can be matched against money that actu

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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Connect Moneybird to Microsoft Copilot in 2 minutes

Start a free trial on AnythingMCP Cloud, connect Moneybird in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.

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