Manage Your Invoices and Quotes Through Money Forward Cloud Invoice

Through an AnythingMCP custom connector, your muse can work with Money Forward Cloud Invoice in plain words: look up customers and items, draft invoices and quotes, track who has paid, and convert a quote into an invoice.

What it does

The connector adds 32 tools and signs in with OAuth through the App Portal. The muse can read your business details, your customers with their billing departments and contacts, and items with prices and tax categories. It can list invoices with number, dates, totals, and payment status, open one with its lines and tax breakdown, list quotes, and show the sending history. It can create customers, items, and quotes, draft an invoice in the qualified invoice format, add or remove a line, mark an invoice paid or unpaid, set a quote's order status, and convert an accepted quote into an invoice. Before creating or changing an invoice, it shows you the customer, lines, and total and waits for your yes. The delete tools, and the paid tool that mails a paper invoice, are switched off at install.

How to use it

1. Start an AnythingMCP account and add the Money Forward Cloud Invoice connector.
2. In the Money Forward App Portal, register an app with a user who can manage app links, and set the authentication method the connector names.
3. Enter the Client ID and Secret only where the connector asks, then use its Authorize button to sign in and pick your business.
4. In Muse, open Settings, then Connectors, and add a custom connector with the address AnythingMCP gives you. Sign in and approve.
5. Ask the muse for your business name and registration number, and which invoices from last month are unpaid.

What you need

• A Muse account that can add custom connectors
• An AnythingMCP account with the Money Forward Cloud Invoice connector added
• A Money Forward Cloud Invoice business on a plan with API access

What to watch for

• Email sending is not included. Invoices and quotes stay as drafts until sent in Money Forward.
• The sign-in belongs to the business, not one person, and everyone using it works on the same records, so share it with care.
• Amounts are in yen, and a locked invoice can no longer be changed. Handle a locked one inside Money Forward.
• This connector covers Cloud Invoice only. Money Forward's accounting product is a separate connection. This is a custom connector, and Meta does not review custom connectors. You can disconnect it in Settings at any time. The muse prepares, you decide.