How to integrate Moneybird MCP with Autogen

This guide walks you through connecting Moneybird to AutoGen using the Composio tool router. By the end, you'll have a working Moneybird agent that can create a sales invoice for a new client, filter contacts added this month, add a note to a specific contact through natural language commands. This guide will help you understand how to give your AutoGen agent real control over a Moneybird account through Composio's Moneybird MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Moneybird is an online invoicing and accounting platform for small businesses and freelancers. It streamlines billing, expense management, and financial reporting—all in one place.

21 Tools

Introduction

This guide walks you through connecting Moneybird to AutoGen using the Composio tool router. By the end, you'll have a working Moneybird agent that can create a sales invoice for a new client, filter contacts added this month, add a note to a specific contact through natural language commands.

This guide will help you understand how to give your AutoGen agent real control over a Moneybird account through Composio's Moneybird MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Moneybird with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Moneybird
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Moneybird tools
  • Run a live chat loop where you ask the agent to perform Moneybird operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

What is the Moneybird MCP server, and what's possible with it?

The Moneybird MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Moneybird account. It provides structured and secure access to your invoicing and accounting data, so your agent can perform actions like creating contacts, sending invoices, managing notes, and keeping your financial records up to date on your behalf.

  • Automated contact creation and management: Instantly add new clients or companies, update existing records, archive unused contacts, or remove outdated information—without manual entry.
  • Easy invoice generation: Direct your agent to create detailed sales invoices for any contact, including custom line items, for fast and accurate billing.
  • Contact note and to-do tracking: Record comments, assign to-dos, and manage notes on contacts, ensuring follow-ups and client history are always at your fingertips.
  • Contact filtering and segmentation: Effortlessly filter and retrieve contacts based on criteria like creation date or name, making it easy to target communications or review segments of your client base.
  • Comprehensive contact person management: Add or remove individual contact persons linked to organizations, keeping your records detailed and up to date for every client relationship.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Moneybird account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Moneybird via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Moneybird connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Moneybird session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["moneybird"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Moneybird tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Moneybird assistant agent with MCP tools
    agent = AssistantAgent(
        name="moneybird_assistant",
        description="An AI assistant that helps with Moneybird operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Moneybird tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Moneybird related question or task to the agent.\n")

# Conversation loop
while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Moneybird tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Moneybird and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Moneybird session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["moneybird"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Moneybird assistant agent with MCP tools
        agent = AssistantAgent(
            name="moneybird_assistant",
            description="An AI assistant that helps with Moneybird operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Moneybird related question or task to the agent.\n")

        # Conversation loop
        while True:
            user_input = input("You: ").strip()

            if user_input.lower() in ['exit', 'quit', 'bye']:
                print("\nGoodbye!")
                break

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Moneybird through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Moneybird, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
TOOLS

Supported Tools

Every Moneybird action and event your agent gets out of the box.

Add Note to Contact

Tool to add a note or to-do to a contact.

Archive Contact

Tool to archive a contact.

Create Moneybird Contact

Tool to create a new contact in Moneybird.

Create Contact Person

Tool to create a new contact person.

Create Sales Invoice

Tool to create a new sales invoice.

Delete Contact

Tool to delete a contact.

Delete Contact Note

Tool to delete a note from a contact.

Delete Contact Person

Tool to delete a contact person from a contact.

Filter Contacts

Tool to filter contacts.

Get Additional Charges

Tool to get additional charges for a contact.

Get Contact

Tool to retrieve all information about a specific contact by ID.

Get Contact by Customer ID

Tool to retrieve full contact details by customer ID.

Get Contact Person

Tool to get all information about a contact person.

Get Sales Invoice

Tool to get a single sales invoice by ID.

List Administrations

Tool to list all administrations accessible by the authenticated user.

List Contacts Synchronization

Tool to list all contact IDs and versions for synchronization.

List Sales Invoices

Tool to list all sales invoices in an administration.

Request Payments Mandate URL

Tool to request a URL for setting up a Payments mandate.

Update Contact

Tool to update a contact.

Update Contact Person

Tool to update a contact person.

Update Sales Invoice

Tool to update an existing sales invoice by ID.

FRAMEWORKS

How to build Moneybird MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Moneybird MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Moneybird MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Moneybird MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Moneybird MCP with Claude Cowork

Codex logo

Codex

Use Moneybird MCP with Codex

OpenClaw logo

OpenClaw

Use Moneybird MCP with OpenClaw

Hermes logo

Hermes

Use Moneybird MCP with Hermes

CLI logo

CLI

Use Moneybird MCP with CLI

Google ADK logo

Google ADK

Use Moneybird MCP with Google ADK

LangChain logo

LangChain

Use Moneybird MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Moneybird MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Moneybird MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Moneybird MCP with LlamaIndex

CrewAI logo

CrewAI

Use Moneybird MCP with CrewAI

FAQ

Frequently asked questions

With a standalone Moneybird MCP server, the agents and LLMs can only access a fixed set of Moneybird tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Moneybird and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Autogen fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Moneybird tools.

Yes, absolutely. You can configure which Moneybird scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Moneybird data and credentials are handled as safely as possible.

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