HoneyBook client-portal MCP server for Claude — view contracts and invoices from wedding vendors
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
A Model Context Protocol server that connects Claude to the HoneyBook client portal, giving you natural-language access to contracts and invoices sent by your wedding vendors.
[!WARNING] AI-developed project. This codebase was built and is actively maintained by Claude Code. No human has audited the implementation. Review all code and tool permissions before use.
Ask Claude things like:
use_magic_link to snapshot the session out of your signed-in vendor portal tab.By using this MCP server, you acknowledge and agree to the following:
1. This server accesses your own HoneyBook workspace. Every request is dispatched through your own signed-in browser session via the fetchproxy extension. It does not — and cannot — access anyone else's workspace.
2. HoneyBook's Terms of Service govern your use of this server, just as they govern your direct use of honeybook.com. The clauses most relevant here:
In connection with your use of the Service you will not engage in or use any data mining, robots, scraping or similar data gathering or extraction methods.
And: users may not "modify, copy, frame, scrape, rent, lease, loan, sell, distribute or create derivative works based on the Service or the Service Content."
You are agreeing to those terms — read by the maintainer 2026-05-23 — every time you invoke a tool in this server. HoneyBook's ToS broadly prohibits data mining and scraping; this MCP is an unofficial automation tool and HoneyBook has not granted it an exception.
3. Personal, single-business use only. This project is not affiliated with, endorsed by, sponsored by, or in partnership with HoneyBook, Inc. It is a personal automation tool that an individual HoneyBook account holder can use to drive their own workspace. Do not use it on behalf of another business, do not bulk-extract HoneyBook's directory or template content, and do not create a derivative SaaS product on top of it.
4. Stability is not guaranteed. This server calls internal HoneyBook endpoints that HoneyBook may change without notice. It may break.
5. You accept full responsibility for any consequences of using this server in connection with your HoneyBook account — rate limiting, account warnings, suspension, or any enforcement action HoneyBook takes. HoneyBook can detect automated traffic and may block your IP or workspace. If HoneyBook objects to your use, stop using this server.
This section is the maintainer's good-faith summary of the terms — it is not legal advice and does not modify or supersede HoneyBook's actual ToS.
Add to Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
No environment variables are required.
HoneyBook has no public client-portal API. This MCP reuses the same auth state your browser has after clicking a vendor's magic link, via the fetchproxy 0.3.0 browser extension.
One-time setup:
*.hbportal.co portal.Per-vendor activation:
use_magic_link with the magic-link URL — the tool asks the fetchproxy extension to snapshot the auth fields out of the page's localStorage["HONEYBOOK_REACT_CURR_USER"], then closes the bridge. The tab only has to be open and signed in; nothing is read off a live request. No headless browser is spawned.origin explicitly when multiple vendors are active.Sessions are stored in memory and persisted to ~/.honeybook-mcp/sessions.json (mode 0600) so they survive MCP restarts. Re-run use_magic_link when a session expires.
A vendor can send a second, different shape of link:
That one does not sign you into the portal. It opens a single questionnaire and stores a per-flow credential — HoneyBook calls it weak auth — under localStorage["HONEYBOOK_REACT_WEAK_AUTH_<flowId>"]. Capture it with use_flow_link and read it with get_flow.
The two credential kinds are kept apart on purpose, in two files and two stores:
| portal session | flow credential | |
|---|---|---|
| capture tool | use_magic_link | use_flow_link |
| link shape | /app/link/resolve/… | /flow/<flowId>?hash=… |
| stored in | ~/.honeybook-mcp/sessions.json | ~/.honeybook-mcp/flows.json |
| can read | workspaces, files, invoices, payment methods | that one questionnaire |
Each tool refuses the other's link shape by name, and a portal tool asked to run with only a flow credential says so rather than failing later with an opaque HoneyBook error. list_active_sessions reports both kinds, separately.
get_flow makes the same two calls the questionnaire page does: the public GET /api/v2/flow/<flowId>/minimal for the vendor company id, then GET /api/v2/client/flow/<flowId>/active?ctxc=<companyId>. If the first does not carry a company id it stops there and says so — calling /active without ctxc answers a bare 400 that reads like an expired credential.
One thing to expect: the storage key contains the flow id, so every new questionnaire is a new key in the declared fetchproxy scope. The extension gates on the scope you approved at pair time, so it asks you to re-approve once per questionnaire. That is the extension working, not a fault.
Tools that touch a vendor accept an optional origin argument (e.g. https://acme.hbportal.co). When only one session is active it is inferred.
| Tool | What it does | Permission |
|---|---|---|
use_magic_link | Capture a session from a magic-link URL | Confirm |
list_active_sessions | Show active credentials, split by kind | Auto |
use_flow_link | Capture a questionnaire (flow) credential | Confirm |
get_flow | Read one questionnaire and its answers | Auto |
list_workspace_files | Files from one vendor; filter by type | Auto |
get_workspace_file | Full detail for one file | Auto |
get_workspace | Workspace detail + status flags | Auto |
list_payment_methods | Saved payment methods | Auto |
sign_contract | Deep link to sign in portal (requires confirm:true) | Confirm |
pay_invoice | Deep link to pay in portal (requires confirm:true) | Confirm |
list_projects | Your projects with a vendor + their workspace ids | Auto |
get_project | Project details: date, location, people, custom fields | Auto |
list_messages | Messages (or the activity log) in a workspace, newest first | Auto |
get_message | One message in full: body, attachments, delivery status | Auto |
send_message | Send or reply through the portal (requires confirm:true) | Confirm |
mark_messages_seen | Mark feed items seen (reads never do this on their own) | Auto |
list_meetings | Scheduled meetings with join links, latest time wins | Auto |
list_tasks | Tasks the vendor assigned you, with counts | Auto |
list_notes | Notes the vendor shared | Auto |
list_attachments | Loose images, files and bookmarks in a workspace | Auto |
list_payments | Payment schedule with paid/unpaid totals | Auto |
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