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Accounting

Invoiced MCP connector

The Invoiced connector brings customers, invoices, payments and balances into Claude, ChatGPT and Cursor, so once connected, each person can create, send and check invoices inside their own Invoiced access with every action logged.

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Invoiced to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Invoiced once

  1. Open Connections, choose Add connection, and pick Invoiced.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Paste an Invoiced API key. One person generates a token in Invoiced and pastes it once. Everyone else works through Share with, and never sees it.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

invoiced
Invoiced
Buildium
DualEntry
FloQast
FreshBooks
LoanPro
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Connect Invoiced to Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Connect Invoiced to ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

Connect Invoiced to Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect Invoiced to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with Invoiced through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Accounts receivable

    Send a statement to a late payer

    Ask for a customer's outstanding balance in Invoiced, then send them a statement by email, text message or letter without leaving the conversation.

  • Finance

    Record a payment that arrived by wire

    Log the payment against the right Invoiced invoice the moment the bank shows it, then confirm the customer's balance has dropped to zero.

  • Sales

    Raise the invoice right after closing

    Create the customer in Invoiced if they are new, draft the invoice with the agreed line items, and email it before the follow-up call is over.

  • Customer success

    Consolidate open invoices into one

    Roll a customer's scattered Invoiced invoices into a single consolidated invoice so they pay once instead of juggling five separate documents.

  • Support

    Answer 'what do I owe you' quickly

    Pull up a customer's balance and open invoices in Invoiced while they are on the phone, and resend the invoice by email or text on the spot.

  • Operations

    Void a duplicate invoice before it ships

    Find the duplicate in Invoiced, void it, and correct the customer record so the mistake never reaches the mailbox.

Try asking

  • “Which customers are overdue on their latest invoice balance.”
  • “Draft a statement email for our top five customers.”
  • “Summarize invoices created this week by team.”

See all 110 Invoiced tools below

AI tools

Invoiced tools for your AI agents

110 tools are ready to call through Elaichi's MCP endpoint the moment you connect Invoiced, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

See it in Elaichi

What connecting Invoiced gets you

6 screens from the product, each doing one job for your Invoiced account.

The agent

Ask Invoiced questions, get answers instantly.

Type a plain language question and get answers pulled straight from live Invoiced records.

  • customers
  • invoices
  • payments
  • statements

Ask Elaichi to work across your apps.

Which customers are overdue on their latest invoice balance.

Draft a statement email for our top five customers.

Summarize invoices created this week by team.

Also runs in Claude, ChatGPT or Cursor

MCP clients

One endpoint, every client, no shared keys.

Claude, ChatGPT and Cursor all connect to Invoiced through a single governed org endpoint.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

110 Invoiced tools, zero custom code.

Every customer, invoice and payment method Invoiced exposes is covered, ready to call.

  • Create a Invoiced customer
  • Get single Invoiced customer by ID
  • Update a Invoiced customer by ID
  • Invoiced customers get balance
ElaichiTools
Tool Action Description
Create a Invoiced customer Create Create a new customer profile in invoiced. Returns the created customer object including id, name, number, email, autopay, payment_terms, and statement_pdf_url. Required: name.
Get single Invoiced customer by ID Get Retrieve a single invoiced customer by id. Returns the full customer object including id, name, number, email, autopay, payment_source, and statement_pdf_url. Required: id.
Update a Invoiced customer by ID Update Update an invoiced customer profile by id. Returns the updated customer object including id, name, email, autopay, payment_terms, and updated_at. Required: id.
Invoiced customers get balance Get Get an invoiced customer's current credit balance, balance history, and amount outstanding. Returns: available_credits, currency, due_now, history, past_due, total_outstanding, autopay, chase, country, created_at, credit_hold, email, id, metadata, name, number, object, payment_terms, statement_pdf_url, taxable, taxes, updated_at. Required: customer_id.
Invoiced customers send statement email Send Send an invoiced PDF account statement to a customer by email. Returns the sent email records including id, email, subject, message, state, and template. Required: customer_id.

Toolboxes

Every team gets its own Invoiced toolbox.

Finance, sales and support each work from a toolbox scoped to their Invoiced needs.

  • Finance
  • Sales
  • Support
  • Collections
ElaichiToolboxes
Name Source template Tools Created

Finance toolbox

Invoiced · invoices and payments

Invoiced starter 18 Mar 4, 2026

Sales toolbox

Invoiced · customer balances and quotes

9 Mar 2, 2026

Support toolbox

Invoiced · customer statements and disputes

24 Feb 27, 2026

Collections toolbox

Invoiced · overdue invoices and reminders

Invoiced starter 6 Feb 19, 2026

Revenue Ops toolbox

Invoiced · consolidated billing across accounts

31 Jan 30, 2026

Leadership toolbox

Invoiced · revenue and receivables reporting

12 Jan 22, 2026

Shared connections

Delegated Invoiced access, no shared passwords.

Teammates use a shared Invoiced connection without ever seeing the underlying credential.

  • Finance NA
  • Finance EMEA
  • Sales
  • Support
ElaichiConnections
Connection Scope Status Access
IN

Invoiced (Finance NA)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
IN

Invoiced (Finance EMEA)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
IN

Invoiced (Sales)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
IN

Invoiced (Support)

Connected by Daniel Ortega

Personal • Needs re-auth 1 team · 3 members
IN

Invoiced (Collections)

Connected by Clara Nowak

Personal • Active Not shared
IN

Invoiced (Revenue Ops)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every Invoiced call is logged and traceable.

See who touched which customer or invoice and when, down to the method called.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Invoiced Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Invoiced Customers Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Invoiced Customers List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule fires, Invoiced work runs itself.

Records are fetched, grouped and drafted into a digest a person approves before it posts back.

Invoiced digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch customers

    Invoiced

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    Invoiced

    Queued

Collections and dashboards

Invoiced health, refreshed on a schedule.

Four metrics and a 14 day chart of records created, broken down by team automatically.

Invoiced health

Refreshed 4 minutes ago · every 15 minutes · from the customers collection

Live

Customers

1,284 ↓ 12%

Invoices

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Customers created

Last 14 days

By team

Share of activity

Finance NA 34%

Finance EMEA 27%

Sales 21%

Support 18%

FAQ

Frequently asked questions

How do I connect Invoiced to Claude?

Connect Invoiced in Elaichi by pasting in an API key from your Invoiced settings. There is no OAuth application to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Sign in to Elaichi when Claude asks and your Invoiced customers, invoices and payments are ready to work with.

Does Invoiced work with ChatGPT and Cursor as well as Claude?

Yes. Once Invoiced is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect Invoiced once and every client picks it up.

What can an AI agent actually do with my Invoiced data?

It can look up a customer in Invoiced and tell you their balance, create or update customers and invoices, send an invoice or statement by email, text message or letter, record a payment, consolidate several invoices into one, and void an invoice raised by mistake. Invoiced offers a lot of actions, so short concrete asks such as 'send Acme their statement by email' work better than long paragraphs.

Does connecting Invoiced give the AI access to my whole billing account?

No. Every call to Invoiced runs as the person who signed in, so the agent can only see and change the customers, invoices and payments that person could already reach in Invoiced. Elaichi can narrow that further, for example to reading balances only, but it never widens what someone is allowed to do.

Can my team share one Invoiced connection?

Yes. One person connects Invoiced with an API key and shares the connection with a team in Elaichi, and nobody else ever handles the key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person who sent an invoice or recorded a payment in Invoiced.

Can I stop an agent from deleting or voiding things in Invoiced?

Yes. Restrictions in Elaichi work per action, so you can allow creating and sending invoices in Invoiced while blocking deleting customers, voiding invoices or changing payments. A blocked action is never shown to Claude, ChatGPT or Cursor at all, so no prompt, however worded, can reach it.

What happens to an Invoiced connection when someone leaves?

Offboarding that person in Elaichi ends their access to Invoiced through every client at once. A shared Invoiced connection keeps working for everyone else on the team. If you ever want Invoiced gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client together.

Put Invoiced in front of your team

Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.