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

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.

Available Tools

With our progressive discovery approach, Klavis System is capable of enabling all tools for Moneybird. Please use the get_tools API for more details. If you find any tool that is missing, please reach out to contact@klavis.ai.

Next Steps