MCP Integration

AgentInvoice exposes a Model Context Protocol (MCP) server so AI assistants can create invoices, manage clients, send estimates, and track payments on your behalf — directly from your AI tool of choice.

Connection details

Authentication

There are two ways to authenticate:

API key — suitable for local tools (Claude Desktop, Cursor, Windsurf, etc.). Generate a key in Settings → API Keys. Keys start with ak_.

OAuth 2.1 — suitable for hosted AI platforms (Claude.ai). You authorize AgentInvoice directly in the platform without handling a key. The OAuth discovery document is at https://app.agentinvoice.co/.well-known/oauth-authorization-server.

Claude.ai

Claude.ai supports MCP connectors with OAuth, so no API key is needed.

1. Open Claude.ai and go to Settings → Connectors
2. Click Add connector
3. Enter the MCP URL: https://app.agentinvoice.co/api/mcp/sse
4. Follow the OAuth authorization flow to grant Claude access to your AgentInvoice account
5. The connector is now available in all your Claude conversations

Once connected, you can say things like:

"Create an invoice for Acme Corp for $2,500 for web development services, due in 30 days"

"List all my overdue invoices"

"Send invoice #42 to the client"

Claude Code

Add AgentInvoice to your Claude Code MCP configuration. Create or edit ~/.claude/mcp.json:

{
  "mcpServers": {
    "agentinvoice": {
      "type": "http",
      "url": "https://app.agentinvoice.co/api/mcp/sse",
      "headers": {
        "Authorization": "Bearer ak_your_api_key_here"
      }
    }
  }
}

Restart Claude Code. The AgentInvoice tools will be available in your sessions.

Claude Desktop

Edit your Claude Desktop configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "agentinvoice": {
      "type": "http",
      "url": "https://app.agentinvoice.co/api/mcp/sse",
      "headers": {
        "Authorization": "Bearer ak_your_api_key_here"
      }
    }
  }
}

Restart Claude Desktop and look for the hammer icon in the chat interface to confirm the tools are loaded.

Cursor

1. Open Cursor Settings (Cmd/Ctrl + Shift + J) → MCP
2. Click Add new MCP server
3. Configure:

{
  "agentinvoice": {
    "type": "http",
    "url": "https://app.agentinvoice.co/api/mcp/sse",
    "headers": {
      "Authorization": "Bearer ak_your_api_key_here"
    }
  }
}

Alternatively, add a .cursor/mcp.json file in your project root with the same config.

Windsurf

1. Open Windsurf Settings → Cascade → MCP Servers
2. Click Add server and select HTTP
3. Set the URL to https://app.agentinvoice.co/api/mcp/sse
4. Add a Authorization header with value Bearer ak_your_api_key_here

Other MCP clients

Any MCP client that supports Streamable HTTP (SSE) transport can connect using:

URL:    https://app.agentinvoice.co/api/mcp/sse
Header: Authorization: Bearer <your-api-key>

Available tools

AgentInvoice exposes 28 tools across four categories.

Invoices

Clients

Estimates

Recurring schedules