Connect Money Forward Cloud Accounting MCP to Your AI Agent

Connect Money Forward Cloud Accounting data to an AI assistant for journal review, transaction inspection and financial-report explanation.

23 tools API key

Try a Money Forward Cloud Accounting MCP Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Money Forward Cloud Accounting MCP

Review Journal Entries

List dated journal entries for a selected office and inspect an entry’s details.

/oo Money Forward Cloud Accounting MCP: List accessible offices, use office [code], and summarize journals between [start] and [end]. Retrieve journal [ID] for its full entry details.

Explain Profit and Loss

Read a trial-balance profit and loss report and explain its returned figures.

/oo Money Forward Cloud Accounting MCP: Read the profit and loss trial balance for office [code], fiscal year [year], and explain the major expense lines.

Inspect Connected Transactions

Read transactions within the supported date range and identify items to review.

/oo Money Forward Cloud Accounting MCP: List transactions for office [code] between [start] and [end] and summarize unjournalized entries.

Start Working with Money Forward Cloud Accounting MCP

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Money Forward Cloud Accounting MCP

    Issue a Money Forward API key in the app portal with the office and Cloud Accounting services you need.

    Connect Money Forward Cloud Accounting MCP →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • Access to an office with Money Forward Cloud Accounting enabled.
  • Start by selecting an accessible office. Ledger writes require confirmation of the office and full content; if the write outcome is unknown, inspect the ledger before retrying.

Money Forward Cloud Accounting MCP Tools

Connect Money Forward Cloud Accounting data to an AI assistant for journal review, transaction inspection and financial-report explanation.

Review Journal Entries

List dated journal entries for a selected office and inspect an entry’s details.

Explain Profit and Loss

Read a trial-balance profit and loss report and explain its returned figures.

Inspect Connected Transactions

Read transactions within the supported date range and identify items to review.

23 tools

Get Accessible Offices

List the offices this API key can use in Money Forward Cloud Accounting, with each office's number, name and accounting periods. Start here to find office_code; offices without Cloud Accounting are not listed.

moneyforward_mcp.get_accessible_offices

Current Office

Get one office's name, type and accounting periods, newest first.

moneyforward_mcp.current_office

Get Term Settings

Get every fiscal-year setting of an office (dates, accounting and consumption-tax methods), newest first.

moneyforward_mcp.get_term_settings

Get Accounts

List the office's account items (勘定科目).

moneyforward_mcp.get_accounts

Get Sub Accounts

List the office's sub-accounts (補助科目), optionally for one account item.

moneyforward_mcp.get_sub_accounts

Get Taxes

List the office's tax categories (税区分).

moneyforward_mcp.get_taxes

Get Departments

List the office's departments (部門).

moneyforward_mcp.get_departments

Get Trade Partners

List the office's business partners (取引先).

moneyforward_mcp.get_trade_partners

Get Connected Accounts

List the bank, card and other services connected to the office, with their account IDs.

moneyforward_mcp.get_connected_accounts

Get Journals

List journal entries (仕訳) in a date range. Give start_date, end_date or both; results are paginated.

moneyforward_mcp.get_journals

Get Journal By Id

Get one journal entry by its ID.

moneyforward_mcp.get_journal_by_id

Get Reports Trial Balance Balance Sheet

Get the trial balance (残高試算表) balance sheet for a fiscal year or a custom period. Zero-balance items are omitted.

moneyforward_mcp.get_reports_trial_balance_balance_sheet

Get Reports Trial Balance Profit Loss

Get the trial balance (残高試算表) profit and loss statement for a fiscal year or a custom period. Zero-balance items are omitted.

moneyforward_mcp.get_reports_trial_balance_profit_loss

Get Reports Transition Balance Sheet

Get the month-by-month transition (推移表) balance sheet of a fiscal year. Zero-balance items are omitted.

moneyforward_mcp.get_reports_transition_balance_sheet

Get Reports Transition Profit Loss

Get the month-by-month transition (推移表) profit and loss statement of a fiscal year. Zero-balance items are omitted.

moneyforward_mcp.get_reports_transition_profit_loss

Get Transactions

List bank, card and other transactions (明細) collected from connected services, within a date range of at most 366 days.

moneyforward_mcp.get_transactions

En Ja Dictionary

Get Money Forward's English-to-Japanese glossary of accounting terms, for matching English wording to the Japanese names the other tools return.

moneyforward_mcp.en_ja_dictionary

Post Journals

Create a journal entry (仕訳). Writes to the accounting ledger: confirm the office and content with the user first. Never retried automatically; when data.writeOutcome is outcome_unknown, check the ledger before trying again.

moneyforward_mcp.post_journals

Put Journals

Replace a journal entry by its ID. Fields left out are overwritten, so send the complete entry. Writes to the accounting ledger: confirm the office and content with the user first. Never retried automatically; when data.writeOutcome is outcome_unknown, check the ledger before trying again.

moneyforward_mcp.put_journals

Post Transactions

Add transactions (明細) to a connected service by hand. Writes to the accounting ledger: confirm the office and content with the user first. Never retried automatically; when data.writeOutcome is outcome_unknown, check the ledger before trying again.

moneyforward_mcp.post_transactions

Post Trade Partners

Create business partners (取引先). Writes to the accounting ledger: confirm the office and content with the user first. Never retried automatically; when data.writeOutcome is outcome_unknown, check the ledger before trying again.

moneyforward_mcp.post_trade_partners

Post Transaction Journalize

Create a journal entry from one connected transaction (明細), booking it to the given account. Writes to the accounting ledger: confirm the office and content with the user first. Never retried automatically; when data.writeOutcome is outcome_unknown, check the ledger before trying again.

moneyforward_mcp.post_transaction_journalize

List Tools

List the tools the Money Forward Cloud Accounting MCP server exposes right now, with their live input schemas. Use it to spot server-side changes.

moneyforward_mcp.list_tools

Frequently Asked Questions

Why should I select an office first?

The accessible-office list supplies office codes and accounting periods. Use the chosen office code consistently when reading journals and reports.

How do I connect Money Forward Cloud Accounting MCP?

Issue a Money Forward API key in the app portal with the office and Cloud Accounting services you need.

What should I specify in my request?

Start by selecting an accessible office. Ledger writes require confirmation of the office and full content; if the write outcome is unknown, inspect the ledger before retrying.

Connect Money Forward Cloud Accounting MCP

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