> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monk MCP Access

> Connect MCP-compatible clients to read Monk AR context

# 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:

```text theme={null}
https://app.monk.com/mcp
```

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.

<Warning>
  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.
</Warning>

## Client Setup

### Claude Code

From the project where you use Claude Code:

```bash theme={null}
claude mcp add --transport http monk https://app.monk.com/mcp
```

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:

```bash theme={null}
claude mcp add --transport http --scope user monk https://app.monk.com/mcp
```

### Codex

Add the server from the Codex CLI:

```bash theme={null}
codex mcp add monk --url https://app.monk.com/mcp
codex mcp login monk
codex mcp list
```

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`:

```json theme={null}
{
  "mcpServers": {
    "monk": {
      "url": "https://app.monk.com/mcp"
    }
  }
}
```

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:

```json theme={null}
{
  "mcpServers": {
    "monk": {
      "command": "npx",
      "args": ["-y", "mcp-remote@latest", "https://app.monk.com/mcp"]
    }
  }
}
```

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.

<CardGroup cols={2}>
  <Card title="Organizations" icon="building">
    List Monk organizations your user can access and choose the right
    organization context.
  </Card>

  <Card title="Customers" icon="users">
    Find customers, resolve Stripe customer IDs to Monk records, match external
    customer IDs, and read customer tags.
  </Card>

  <Card title="Invoices" icon="file-invoice">
    List invoices, check due dates and statuses, and find overdue invoices.
  </Card>

  <Card title="Balances" icon="scale-balanced">
    Rank customers by outstanding balance, grouped by currency.
  </Card>

  <Card title="Collections" icon="comments">
    Review AR and collections conversations tied to invoices and customers.
  </Card>

  <Card title="Conversation History" icon="message">
    Pull the latest invoice conversation and recent message context.
  </Card>
</CardGroup>

## Example Prompts

```text theme={null}
List overdue invoices.
```

```text theme={null}
Which customers have outstanding balances over $10k?
```

```text theme={null}
Show the latest conversation for invoice INV-123.
```

```text theme={null}
Has this customer's invoice been marked paid in Monk?
```

```text theme={null}
Which Monk customer is Stripe customer cus_12345, and what tags do they have?
```

If you belong to more than one Monk organization, first ask:

```text theme={null}
List my Monk organizations.
```

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

<AccordionGroup>
  <Accordion title="Authentication fails">
    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.
  </Accordion>

  <Accordion title="No organization appears">
    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.
  </Accordion>

  <Accordion title="Permission denied">
    Monk MCP reads org-wide AR data. The selected organization requires
    billing/admin permission before tools can return customer, invoice, balance,
    or collections data.
  </Accordion>

  <Accordion title="The client does not support remote OAuth">
    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.
  </Accordion>

  <Accordion title="Tools do not appear after connecting">
    Restart the client or disconnect and reconnect the `monk` server. Some MCP
    clients only refresh the tool list when a new session starts.
  </Accordion>

  <Accordion title="A recently posted payment is missing">
    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.
  </Accordion>
</AccordionGroup>

Need help with MCP access? Contact [team@monk.com](mailto:team@monk.com).

<Card title="Book a demo" icon="calendar" href="https://monk.com/book-a-demo">
  See how Monk can connect your AR, invoicing, and collections workflows.
</Card>