MCP Tools Reference

Monetro exposes a Model Context Protocol (MCP) server at /api/mcp, enabling AI assistants (Claude Desktop, Claude.ai, custom agents) to interact with your accounting data using natural language.

Setup

Authentication

The MCP server uses OAuth 2.0 Authorization Code Flow with PKCE. Go to Settings → MCP to create an MCP token and get your connection URL.

monetro+mcp://app.monetro.cloud/api/mcp?token=<your-mcp-token>

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "monetro": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://app.monetro.cloud/api/mcp/sse"],
      "env": { "MCP_TOKEN": "<your-token>" }
    }
  }
}

Claude.ai Remote Connector

Go to Claude.ai → Settings → Integrations → Add MCP Server and paste your Monetro MCP URL.

Available Tools

Invoices & Quotes

Tool	Description
list_invoices	List invoices with optional filters (type, status, date range)
get_invoice	Get a single invoice by ID or number (incl. all items)
create_invoice	Create a new sales invoice as draft
create_offer	Create a new quote (Angebot) as draft. Supports details_markdown for a Markdown detail description rendered as PDF appendix.
delete_invoice	Soft-delete a draft or cancelled invoice/quote by ID or number
set_invoice_details	Write or update the Markdown detail description of a quote (rendered as extra PDF pages)
update_invoice_tax	Set reverse charge or intra-community acquisition flag on a purchase invoice

Customers & Suppliers

Tool	Description
list_customers	List customers, optionally filtered by search query
get_customer	Get a single customer by ID
list_suppliers	List suppliers
update_supplier_tax_default	Set the default tax status for a supplier

Receipts & Payments

Tool	Description
list_receipts	List expense receipts
create_receipt	Create a receipt manually
list_payments	List recorded payments
list_open_vat	List open VAT items

Accounting

Tool	Description
get_stats	Get dashboard statistics (revenue, expenses, open invoices)
account_breakdown	Get a breakdown of a chart-of-accounts account
create_account	Create a new account in the chart of accounts
update_account	Update an existing account
delete_account	Deactivate or hard-delete an account
create_manual_entry	Create a manual journal entry

Tool Details

create_offer

{
  "customer_name": "Acme GmbH",
  "items": [
    {
      "description": "Web Development",
      "quantity": 40,
      "unit_price": 130.00,
      "tax_rate": 20
    }
  ],
  "date": "2026-06-01",
  "due_date": "2026-06-30",
  "notes": "Valid for 14 days.",
  "details_markdown": "## Project Scope\\n\\n- Phase 1: Design\\n- Phase 2: Development"
}

set_invoice_details

Write or replace the Markdown detail description of a quote. The text is rendered as one or more pages appended after the quote in the PDF.

{
  "number": "AN-2026-0042",
  "details_markdown": "## Project Description\\n\\nThis quote covers..."
}

Pass an empty string to clear the description.

delete_invoice

{
  "number": "AN-2026-0042"
}

Only drafts (entwurf) and cancelled documents (storniert) can be deleted.

Example Prompts

"Create a quote for Acme GmbH with 40 hours of consulting at €130/h"

"Show me all open invoices from last month"

"Write the project description for quote AN-2026-0042: [paste your project document]"

"Delete the test quote AN-2026-0099"

"What's my total revenue this month?"

Permissions

MCP tools respect the role of the authenticated user:

• Admin — full access to all tools
• Manager — can create/read invoices, customers; no user management
• Member — read-only for most resources

AI features (create_offer with AI, set_invoice_details via AI) require a Pro or Business plan.