Money Forward Cloud Accounting MCP AI Employee

Leina connects to Money Forward Cloud Accounting MCP to help you review journals, inspect transactions, and explain financial reports. Ask in your team chat. Leina does the work and brings back the result.

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Connect Money Forward Cloud Accounting MCP, choose what to share, and hand off your first task.

Leina + Money Forward Cloud Accounting MCP Example Result

You

Read the profit and loss trial balance for business [office number], fiscal year [year]. Explain the main operating expense lines.

Leina

I grouped the main expense lines and kept the report’s accounting period visible.

Money Forward · Report review

Operating expenses

The largest reported cost categories summarized for review.

People costs: Salaries are the largest expense line in the selected report.
Other operating costs: Rent and advertising are listed separately for review.

Understand the expense lines behind the report.

What Is a Money Forward Cloud Accounting MCP AI Agent?

A Money Forward AI agent can summarize accounting records for the business and period you choose, highlighting expense lines or transactions to review.

You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.

Money Forward Cloud Accounting MCP

Money Forward Cloud Accounting organizes journals, connected transactions, and financial reports.

Choose the business
Specify the business and accounting period.
Read the report
Retrieve the selected profit and loss trial balance.
Explain expenses
Summarize the major expense categories.

What to Ask Leina to Do with Money Forward Cloud Accounting MCP

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Review Journal Entries

For business [office number], review journals during [date range] and read the selected entry [entry reference] in detail.

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Explain Profit and Loss

Explain the main expense lines in the profit and loss trial balance for business [office number], fiscal year [year].

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Inspect Connected Transactions

Review connected transactions for business [office number] during [date range]. Summarize those not yet entered in the journal.

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Your next Money Forward Cloud Accounting MCP task can start with a message.

Get Started

Connect. Ask. Get the Result.

Tell Leina what you need in your team chat. Include the source, destination, and expected result.

Connect Your Account

Connect the tools involved and give Leina access to the content it needs.
Try a Task

Share the source material, say where the result belongs, and describe what you need.
Check the Result

Review the result and any changes in the connected app.

Put Leina to Work in Money Forward Cloud Accounting MCP

Hand off these everyday tasks to your AI employee.

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.

Current Office

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

Get Term Settings

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

Get Accounts

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

Get Sub Accounts

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

Get Taxes

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

Get Departments

List the office's departments (部門).

Get Trade Partners

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

Get Connected Accounts

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

Get Journals

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

Get Journal By Id

Get one journal entry by its 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.

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.

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.

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.

Get Transactions

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

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.

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.

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.

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.

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.

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.