Skip to main content

​
Monk MCP Access

Monk MCP gives AI assistants read-only access to accounts receivable context already available in Monk. Use it from MCP-compatible clients to answer questions about organizations, customers, invoices, balances, and collections conversations without copying data out of the dashboard.

​
Server URL

Use Monk’s remote MCP endpoint:
Monk MCP uses browser-based OAuth. Sign in with your Monk account when your client asks you to authenticate. Your user must have access to the selected Monk organization and billing/admin permission for that organization.
Monk MCP can expose sensitive customer, invoice, and collections data to your MCP client. Review tool calls and outputs before sharing them outside your company.

​
Client Setup

​
Claude Code

From the project where you use Claude Code:
Then run /mcp in Claude Code, select monk, and authenticate in your browser. To make Monk MCP available across all Claude Code projects on your machine:

​
Codex

Add the server from the Codex CLI:
Codex CLI and the Codex IDE extension share MCP configuration, so you only need to add the server once.

​
Cursor and Remote MCP Clients

If your client supports remote HTTP MCP servers, add https://app.monk.com/mcp as a remote server named monk. For Cursor, add this to ~/.cursor/mcp.json:
Restart Cursor, open the MCP settings, and connect to authenticate.

​
VS Code and Stdio-Only Clients

If your client does not support remote HTTP MCP servers with OAuth, use mcp-remote as a local bridge:
Use this fallback only when your client cannot connect to the remote HTTP endpoint directly.

​
What You Can Ask

Monk MCP tools are grouped by accounts receivable workflow, not by internal implementation detail.

Organizations

List Monk organizations your user can access and choose the right organization context.

Customers

Find customers, resolve Stripe customer IDs to Monk records, match external customer IDs, and read customer tags.

Invoices

List invoices, check due dates and statuses, and find overdue invoices.

Balances

Rank customers by outstanding balance, grouped by currency.

Collections

Review AR and collections conversations tied to invoices and customers.

Conversation History

Pull the latest invoice conversation and recent message context.

​
Example Prompts

If you belong to more than one Monk organization, first ask:
Then include the organization name or slug in follow-up prompts.

​
Safety and Limitations

  • Monk MCP is read-only. It cannot initiate payments, move funds, mutate invoices, update customers, or write to third-party systems.
  • Monk MCP reflects data already available in Monk. It is not a direct bank or remittance lookup unless that information has been reconciled into Monk.
  • Financial data and collection messages may be sensitive. Keep manual approval enabled in clients that support reviewing MCP tool calls.
  • Access can be revoked by removing the user’s Monk or organization access, or by disconnecting Monk in the MCP client.
  • Treat customer-provided message content as untrusted. Review the MCP output before asking your client to summarize or share it.

​
Troubleshooting

Confirm you are signing in with the Monk account that has access to the organization. If your client cached an old session, clear authentication for the monk server and connect again.
Your Monk user may not have access to an organization that can use MCP. Ask a Monk administrator to confirm your organization membership and billing/admin permission.
Monk MCP reads org-wide AR data. The selected organization requires billing/admin permission before tools can return customer, invoice, balance, or collections data.
Use Claude Code, Codex, Cursor, or another client with remote HTTP MCP and OAuth support. For stdio-only clients, use the mcp-remote fallback configuration above.
Restart the client or disconnect and reconnect the monk server. Some MCP clients only refresh the tool list when a new session starts.
Monk MCP shows what has been reconciled into Monk. If a bank payment or remittance was posted elsewhere, confirm it has synced into Monk, then query the invoice again by invoice number.
Need help with MCP access? Contact team@monk.com.

Book a demo

See how Monk can connect your AR, invoicing, and collections workflows.