Connect an AI assistant
Connect Claude, ChatGPT, Cursor or another assistant that takes a custom MCP connector, and work with your invoicing in a conversation.
Step by step
- “Integrations” shows the address of our MCP server. It ends in /mcp/v1.
- In your assistant, add a custom connector and paste that address into it.
- The assistant registers itself and sends you to sign in.
- On “Allow access”, pick the account under “Account it may act in” and look at the access the assistant asks for: “Everything you may”, “Sales documents” or “Read only”.
- Choose “Allow”. The assistant acts only in that one account.
- Then ask it to issue or edit an invoice, list invoices, expenses, contacts or overdue receivables, add or edit a contact, upload a file to the inbox or attach it to an expense, mark an invoice or an expense paid, show the bank accounts, or give the income, expenses and profit of a period.
Good to know
The assistant does not delete documents, change settings, manage people or change the plan.
The account’s owner sees the applications with access under “Integrations”, in “Applications with access”, and can revoke any of them. The person who allowed one revokes it on their profile, under “Applications you allowed”.
“Integrations” also shows this month’s requests to the MCP server.