Integration · CRM & sales

Connect Claude & ChatGPT to Hubflo

Ask your AI which tasks are overdue, what a client's projects look like, or to log an hour on a task, and it works in your Hubflo account. It can read and create companies, contacts, projects, tasks and notes, list proposals and time entries, and update projects and tasks. It can also draft an invoice, add lines and issue it, with your approval if you want it.

Connect Hubflo free

Free plan, no credit card. Takes about a minute.

Try asking

“Which tasks are overdue on the Acme website project?”
The AI finds the project and lists its tasks filtered to overdue, with assignees and due times.
“Log 90 minutes of billable time on the homepage task for today.”
It finds the task and logs 90 minutes with today's date and the billable flag set.
“Mark the logo review task as done and leave a comment that the client approved it.”
It updates the task to completed and posts the comment on it.

What your AI can do

Clients and contacts

Search, read and create client companies and contacts, update contacts, and add notes linked to contacts or projects.

Projects, tasks and time

Create and update projects and tasks, comment on tasks, log time and list time entries, team members and client portal workspaces.

Proposals and invoices

List proposals and invoices, read their lines and status, create draft invoices with lines and issue them.

“Add Maria Jensen from Nordic Foods as a new contact.”
It creates the contact with first and last name and links her to the company name you give.
“Which proposals are still waiting for an answer?”
It lists proposals filtered by status, with amounts and client.
“Draft an invoice for Acme with 10 hours of design at 900 per hour.”
It creates a draft invoice and adds the line with quantity, VAT rate and unit price. It is only issued if you ask.

194 tools for Hubflo

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_invoice_lineChanges dataAdd a line item to a draft invoice by `invoice_id` with `title`, `quantity`, `vat` rate and unit price.
add_task_commentChanges dataPost a comment on a task by `task_id` with `body` text and the commenting user's `author_id`.
archive_workspaceVisible to othersArchive a workspace (workspace id). Has effects visible outside this system. API summary: Archives a workspace.
archive_workspace_archiveDeletesArchive a workspace (workspace id). Destructive action; may require approval. API summary: Unarchives a workspace.
create_chat_roomChanges dataCreate a new chat room. Required: name. Search chat rooms first to avoid duplicates. API summary: Creates a chat room.
create_chat_room_messageChanges dataCreate a new message for a chat room. Required: user id or body. API summary: Creates a message.
create_chat_room_participantChanges dataCreate a new participant for a chat room. Required: participant type or participant id. API summary: Adds a participant to the given chat room.
create_companyChanges dataCreate a client company with a `name` and optional email, website, address, VAT number, owner and tags.
create_contactChanges dataCreate a contact with `first_name` and `last_name`, plus optional email, phone, job title, company_id or company_name, and tags.
create_coverChanges dataCreate a new cover. Required: body. API summary: Uploads the organization cover.
create_custom_fieldChanges dataCreate a new custom field. Required: name, type or field type. API summary: Creates a custom field.
create_folder_accessChanges dataCreate a new access for a folder. Required: actor type or actor id. API summary: Adds an access to the given folder.
create_formChanges dataCreate a new form. Required: title or description. API summary: Creates a form.
create_form_assignmentChanges dataCreate a new assignment for a form. Required: contact id. API summary: Creates an assignment.
create_form_questionChanges dataCreate a new question for a form. Required: title or question type. API summary: Creates a question in a form.
create_form_sectionChanges dataCreate a new section for a form. Required: title. Search sections first to avoid duplicates. API summary: Creates a section.
create_form_titleChanges dataCreate a new title for a form. API summary: Creates a title in a form.
create_importChanges dataCreate a new import. Required: contacts. API summary: Imports contacts in bulk.
create_invoiceChanges dataCreate a draft invoice with a `title` and issuing `user_id`, plus optional contact_id, project_id, payment terms and deadline. Add lines with add_invoice_line.
create_invoice_payment_noticeChanges dataCreate a new payment notice for a invoice. Required: paid at, payment method used or paid amount. API summary: Creates a payment notice.
create_invoice_payment_urlChanges dataCreate a new payment url for a invoice. API summary: Creates a payment URL.
create_invoice_shipmentChanges dataCreate a new shipment for a invoice. API summary: Sends an invoice to its recipient.
create_logoChanges dataCreate a new logo. Required: body. API summary: Uploads the invoicing profile logo.
create_logo_postChanges dataCreate a new logo. Required: body. API summary: Uploads the organization logo.
create_noteChanges dataCreate a note with a `title` and `content`, optionally linked to `contact_ids` or `project_ids`.
create_pingChanges dataCreate a new ping. API summary: Creates a ping.
create_product_conditionChanges dataCreate a new condition for a product. Required: question item id, operator or value. API summary: Creates a condition.
create_product_condition_groupChanges dataCreate a new condition group for a product. Required: operator. API summary: Creates a condition group.
create_product_shortcutChanges dataCreate a new shortcut for a product. API summary: Creates an item shortcut for a task of a workspace.
create_projectChanges dataCreate a project with a `name` and optional start/end dates, stage, owner, primary contact, workspace, tags and estimated revenue.
create_project_sectionChanges dataCreate a new section for a project. Search sections first to avoid duplicates. API summary: Creates a section.
create_project_typeChanges dataCreate a new project type. Required: name. API summary: Creates a project type.
create_project_type_project_stageChanges dataCreate a new project stage for a project type. Required: name. API summary: Creates a project stage.
create_proposalChanges dataCreate a new proposal. Required: title or user id. API summary: Creates a proposal.
create_proposal_issuanceChanges dataCreate a new issuance for a proposal. API summary: Issues a proposal.
create_proposal_order_lineChanges dataCreate a new order line for a proposal. Required: title, quantity or vat. API summary: Creates a quote item for a proposal.
create_seal_template_submissionChanges dataCreate a new submission for a seal template. API summary: Creates a submission for a smartdoc.
create_tagChanges dataCreate a new tag. Required: name. API summary: Creates a tag.
create_taskChanges dataCreate a task with a `name` and optional description, project_id, workspace_id, assignee `user_ids`, contact, start_time and whether the client can see it.
create_task_documentChanges dataCreate a new document for a task. API summary: Creates a file for a task.
create_task_templateChanges dataCreate a new task template. Required: name. API summary: Creates a task template.
create_task_template_subtask_templateChanges dataCreate a new subtask template for a task template. Required: name. API summary: Creates a subtask template.
create_templateChanges dataCreate a new template. Required: name. Search templates first to avoid duplicates. API summary: Creates a project section template.
create_webhookDeletesCreate a new webhook. Required: url. Destructive action; may require approval. API summary: Creates a webhook.
create_webhook_activationDeletesCreate a new activation for a webhook. Destructive action; may require approval. API summary: Activates a webhook.
create_workspaceChanges dataCreate a new workspace. Required: title. API summary: Creates a workspace.
create_workspace_defaultChanges dataCreate a new default for a workspace. API summary: Sets a workspace template as the default.
create_workspace_documentChanges dataCreate a new document for a workspace. API summary: Creates a file for a workspace.
create_workspace_embedChanges dataCreate a new embed for a workspace. Required: title or url. API summary: Creates an embed for a workspace.
create_workspace_folderChanges dataCreate a new folder for a workspace. Required: title. API summary: Creates a folder for a workspace.
create_workspace_inviteChanges dataCreate a new invite for a workspace. Required: contact id. API summary: Creates an invite for a workspace.
create_workspace_linkChanges dataCreate a new link for a workspace. Required: title or url. API summary: Creates a link for a workspace.
create_workspace_messageChanges dataCreate a new message for a workspace. Required: title or content. API summary: Creates a note for a workspace.
create_workspace_taskChanges dataCreate a new task for a workspace. Required: name. API summary: Creates a task in a workspace.
delete_coversMoves moneyPermanently delete a cover. Financial or irreversible action; may require approval. API summary: Deletes the organization cover.
delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Deletes a custom field.
delete_folder_accessesMoves moneyPermanently delete a access by folder id. Financial or irreversible action; may require approval. API summary: Removes an access from the given folder.
delete_invoice_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Deletes a line item.
delete_logosMoves moneyPermanently delete a logo. Financial or irreversible action; may require approval. API summary: Deletes the invoicing profile logo.
delete_logos_deleteMoves moneyPermanently delete a logo. Financial or irreversible action; may require approval. API summary: Deletes the organization logo.
delete_product_conditionDeletesPermanently delete a condition by condition id. Destructive action; may require approval. API summary: Deletes a condition.
delete_product_shortcutsMoves moneyPermanently delete a shortcut by item id. Financial or irreversible action; may require approval. API summary: Deletes an item shortcut for a task of a workspace.
delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Deletes a tag.
delete_task_templateDeletesPermanently delete a task template by task template id. Destructive action; may require approval. API summary: Deletes a task template.
delete_task_template_subtask_templateDeletesPermanently delete a subtask template by subtask template id. Destructive action; may require approval. API summary: Deletes a subtask template.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Deletes a webhook.
delete_webhook_activationsMoves moneyPermanently delete a activation by webhook target id. Financial or irreversible action; may require approval. API summary: Deactivates a webhook.
delete_workspaceDeletesPermanently delete a workspace by workspace id. Destructive action; may require approval. API summary: Deletes a workspace.
delete_workspace_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Removes a contact from a workspace.
delete_workspace_inviteDeletesPermanently delete a invite by invite id. Destructive action; may require approval. API summary: Deletes an invite for a workspace.
get_chat_roomGet one chat room by chat room id. API summary: Retrieves a chat room.
get_companyGet one client company by `company_id`, with address, website, VAT number and tags.
get_contactGet one contact by `contact_id`, with company, email, phone and job title.
get_contact_workspaceGet one workspace for a contact by workspace id. API summary: Retrieves a workspace of the given contact. Only the first 100 tags of the workspace are returned.
get_custom_fieldGet one custom field by custom field id. API summary: Retrieves a custom field.
get_formGet one form by form id. API summary: Retrieves a form.
get_form_answerGet one answer for a form by answer id. API summary: Retrieves an answer.
get_form_assignmentGet one assignment for a form by assignment id. API summary: Retrieves an assignment.
get_form_productGet one product for a form by product id. API summary: Retrieves an item.
get_form_sectionGet one section for a form by section id. API summary: Retrieves a section.
get_form_submissionGet one submission for a form by submission id. API summary: Retrieves a submission.
get_importGet one import by import id. API summary: Retrieves a contacts import.
get_invoiceGet one invoice by `invoice_id`, with status, amounts, due date and client.
get_invoice_order_lineGet one order line for a invoice by order line id. API summary: Retrieves a line item.
get_messageGet one message by message id. API summary: Retrieves a note.
get_organizationGet the connected Hubflo organization's own details. Use to confirm which account you are working in.
get_projectGet one project by `project_id`, with stage, dates, owner, contacts and estimated revenue.
get_proposalGet one proposal by `proposal_id`, with status, amounts and client.
get_seal_templateGet one seal template by seal template id. API summary: Retrieves a smartdoc.
get_taskGet one task by `task_id`, with description, assignees, due time and completion.
get_task_documentGet one document for a task by document id. API summary: Retrieves a file for a task.
get_task_messageGet one message for a task by message id. API summary: Retrieves a comment.
get_task_templateGet one task template by task template id. API summary: Retrieves a task template.
get_task_template_subtask_templateGet one subtask template for a task template by subtask template id. API summary: Retrieves a subtask template.
get_templateGet one template by template id. API summary: Retrieves a project section template.
get_time_trackingGet one time tracking by time tracking id. API summary: Retrieves a time tracking.
get_webhook_shipmentGet one shipment for a webhook by shipment id. API summary: Retrieves a webhook delivery.
get_workspaceGet one workspace by workspace id. API summary: Retrieves a workspace.
get_workspace_contactGet one contact for a workspace by contact id. API summary: Retrieves a contact for a workspace.
get_workspace_documentGet one document for a workspace by document id. API summary: Retrieves a file for a workspace.
get_workspace_embedGet one embed for a workspace by embed id. API summary: Retrieves an embed for a workspace.
get_workspace_folderGet one folder for a workspace by folder id. API summary: Retrieves a folder for a workspace.
get_workspace_linkGet one link for a workspace by link id. API summary: Retrieves a link for a workspace.
get_workspace_messageGet one message for a workspace by message id. API summary: Retrieves a note for a workspace.
get_workspace_taskGet one task for a workspace by task id. API summary: Retrieves a task for a workspace.
issue_invoiceChanges dataIssue (finalize) a draft invoice by `invoice_id`. Treat this as irreversible and confirm with the user first.
list_chat_room_messagesList messages for a chat room. Results are paginated. API summary: Retrieves messages from a given chat room.
list_chat_room_participantsList participants for a chat room. Results are paginated. API summary: Retrieves the participants of the given chat room.
list_companiesList client companies, filtered by `name`, `owner_id`, `contact_id` or `project_id`. Paged with page/limit.
list_contact_workspacesList workspaces for a contact. Results are paginated. API summary: Retrieves the workspaces of the given contact. Only the first 100 tags of each workspace are returned.
list_contactsList contacts, filtered by `email`, `phone`, `company_id`, `project_id` or `owner_id`. Paged with page/limit.
list_custom_field_valuesList values for a custom field. Results are paginated. API summary: Retrieves the custom field values.
list_custom_fieldsList custom fields. Optional filters: resource type. Results are paginated. API summary: Retrieves the custom fields.
list_folder_accessesList accesses for a folder. Optional filters: actor type. Results are paginated. API summary: Retrieves the accesses to the given folder.
list_form_answersList answers for a form. Optional filters: contact id, assignment id or submission id. Results are paginated. API summary: Retrieves the answers.
list_form_assignmentsList assignments for a form. Optional filters: status. Results are paginated. API summary: Retrieves the assignments.
list_form_productsList products for a form. Results are paginated. API summary: Retrieves the items.
list_form_sectionsList sections for a form. Results are paginated. API summary: Retrieves the sections.
list_form_submissionsList submissions for a form. Optional filters: contact id or status. Results are paginated. API summary: Retrieves the submissions.
list_formsList forms. Results are paginated. API summary: Retrieves the forms.
list_invoice_linesList the line items on an invoice by `invoice_id`.
list_invoicesList invoices, filtered by `status`, `contact_id`, `contact_email` or `project_id`. Paged with page/limit.
list_message_documentsList documents for a message. Results are paginated. API summary: Retrieves the files for a message.
list_messagesList messages. Optional filters: contact id, contact email or project id. Results are paginated. API summary: Retrieves the notes.
list_product_condition_groupsList condition groups for a product. API summary: Retrieves the condition group.
list_product_conditionsList conditions for a product. Results are paginated. API summary: Retrieves the items.
list_productsList products. Optional filters: library, type, workspace id or title. Results are paginated. API summary: Retrieves items.
list_project_contactsList contacts for a project. Results are paginated. API summary: Retrieves the contacts of a project.
list_project_type_project_stagesList project stages for a project type. Results are paginated. API summary: Retrieves the project stages.
list_project_typesList project types. Results are paginated. API summary: Retrieves the project types.
list_project_usersList users for a project. Results are paginated. API summary: Retrieves the users of a project.
list_projectsList projects, filtered by `name`, `owner_id`, `workspace_id` or contact (id, email or phone). Paged with page/limit.
list_proposal_contactsList contacts for a proposal. Results are paginated. API summary: Retrieves the contacts.
list_proposal_metadataList metadata for a proposal. Optional filters: contact id or contact email. API summary: Retrieves the metadata of a proposal.
list_proposal_order_linesList order lines for a proposal. Results are paginated. API summary: Retrieves the lineitems.
list_proposalsList proposals (quotes), filtered by `status`, `contact_id` or `project_id`. Paged with page/limit.
list_seal_template_partiesList parties for a seal template. API summary: Retrieves a list of parties for a smartdoc.
list_seal_template_submissionsList submissions for a seal template. Results are paginated. API summary: Retrieves a list of submissions for a smartdoc.
list_submission_submittersList submitters for a submission. Results are paginated. API summary: Retrieves a list of submitters for a smartdoc's submission.
list_tagsList tags. Results are paginated. API summary: Retrieves the tags.
list_task_contactsList contacts for a task. Results are paginated. API summary: Retrieves the assigned contacts.
list_task_documentsList documents for a task. Results are paginated. API summary: Retrieves the files for a task.
list_task_messagesList messages for a task. Results are paginated. API summary: Retrieves task comments.
list_task_productsList products for a task. Results are paginated. API summary: Retrieves the items attached to the given task in the given workspace.
list_task_template_subtask_templatesList subtask templates for a task template. Results are paginated. API summary: Retrieves the subtask templates.
list_task_template_usersList users for a task template. Results are paginated. API summary: Retrieves the assigned users of a task template.
list_task_templatesList task templates. Optional filters: parent id. Results are paginated. API summary: Retrieves the task templates.
list_task_usersList users for a task. Results are paginated. API summary: Retrieves the assigned users of a task.
list_tasksList tasks, filtered by `project_id`, `contact_id`, `assignee_id`, `completed`, `overdue` or `tag`. Paged with page/limit.
list_team_membersList team members (users) of the organization, optionally filtered by `email` or `role`. Use to find user IDs for assignments.
list_templatesList templates. Optional filters: title. Results are paginated. API summary: Retrieves the workspace templates.
list_time_entriesList time tracking entries. Paged with page/limit.
list_webhook_shipmentsList shipments for a webhook. Optional filters: errored. Results are paginated. API summary: Retrieves the webhook deliveries.
list_workspace_contactsList contacts for a workspace. Results are paginated. API summary: Retrieves the contacts for a workspace.
list_workspace_documentsList documents for a workspace. Optional filters: folder id. Results are paginated. API summary: Retrieves the files for a workspace.
list_workspace_embedsList embeds for a workspace. Results are paginated. API summary: Retrieves the embeds for a workspace.
list_workspace_foldersList folders for a workspace. Optional filters: title. Results are paginated. API summary: Retrieves the folders for a workspace.
list_workspace_invitesList invites for a workspace. Results are paginated. API summary: Retrieves the invites for a workspace.
list_workspace_linksList links for a workspace. Results are paginated. API summary: Retrieves the links for a workspace.
list_workspace_messagesList messages for a workspace. Results are paginated. API summary: Retrieves the notes for a workspace.
list_workspace_projectsList projects for a workspace. Results are paginated. API summary: Retrieves the projects for a workspace.
list_workspace_tasksList tasks for a workspace. Optional filters: completed, parent id or tag. Results are paginated. API summary: Retrieves the tasks for a workspace.
list_workspacesList client portal workspaces, optionally filtered by `title` or `project_id`.
log_timeChanges dataLog time with `duration_in_minutes` and optional date, task_id, project_id, user_id, description and billable flag.
search_chat_roomsSearch chat rooms by contact id, user id, name or type. Use this to find existing chat rooms before creating a new chat room. Results are paginated. API summary: Retrieves the chat rooms.
search_project_sectionsSearch sections for a project by name. Use this to find existing sections before creating a new section. Results are paginated. API summary: Retrieves the sections of a project.
search_seal_templatesSearch seal templates by name. Use this to find existing seal templates before creating a new seal template. Results are paginated. API summary: Retrieves the smartdocs.
search_templatesSearch templates by name. Use this to find existing templates before creating a new template. Results are paginated. API summary: Retrieves the project section templates.
update_companiesVisible to othersUpdate an existing company. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates the current organization.
update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Updates a company.
update_contactChanges dataUpdate a contact by `contact_id`. `first_name` and `last_name` are required; other fields you pass (email, phone, company, tags) are changed.
update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. Only the fields you pass are changed. API summary: Updates a custom field.
update_formChanges dataUpdate an existing form identified by form id. Only the fields you pass are changed. API summary: Updates a form.
update_form_sectionChanges dataUpdate an existing section identified by section id. Only the fields you pass are changed. API summary: Updates a section.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Updates an invoice.
update_invoice_order_lineChanges dataUpdate an existing order line identified by order line id. Only the fields you pass are changed. API summary: Updates a line item.
update_invoicing_profilesVisible to othersUpdate an existing invoicing profile. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates the current invoicing profile.
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Updates a note.
update_portalsVisible to othersUpdate an existing portal. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates the current portal.
update_product_conditionChanges dataUpdate an existing condition identified by condition id. Only the fields you pass are changed. API summary: Updates a condition.
update_product_condition_groupsVisible to othersUpdate an existing condition group identified by item id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates a condition group.
update_projectChanges dataUpdate a project by `project_id` (`name` is required): stage, dates, owner, contacts or estimated revenue.
update_tagChanges dataUpdate an existing tag identified by tag id. Only the fields you pass are changed. API summary: Updates a tag.
update_taskChanges dataUpdate a task by `task_id` (`name` is required): mark `completed`, change assignees, description, dates or project.
update_task_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Updates a file for a task.
update_task_templateChanges dataUpdate an existing task template identified by task template id. Only the fields you pass are changed. API summary: Updates a task template.
update_task_template_subtask_templateChanges dataUpdate an existing subtask template identified by subtask template id. Only the fields you pass are changed. API summary: Updates a subtask template.
update_templateChanges dataUpdate an existing template identified by template id. Only the fields you pass are changed. API summary: Updates a project section template.
update_time_trackingChanges dataUpdate an existing time tracking identified by time tracking id. Only the fields you pass are changed. API summary: Updates a time tracking.
update_workspaceChanges dataUpdate an existing workspace identified by workspace id. Only the fields you pass are changed. API summary: Updates a workspace.
update_workspace_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Updates a file for a workspace.
update_workspace_embedChanges dataUpdate an existing embed identified by embed id. Only the fields you pass are changed. API summary: Updates an embed for a workspace.
update_workspace_folderChanges dataUpdate an existing folder identified by folder id. Only the fields you pass are changed. API summary: Updates a folder for a workspace.
update_workspace_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Updates a task of a workspace.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Hubflo from the app list.
2
Paste your key
Paste your Hubflo API key. In Hubflo open your organization settings (app.hubflo.com/organizations/), go to the Integrations panel and click Generate key if you don't have an API key yet. Copy the key and paste it here.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Hubflo?

The AI can read and list companies, contacts, projects, tasks, proposals, invoices, invoice lines, time entries, workspaces and team members. It can create companies, contacts, projects, tasks, notes and draft invoices, add invoice lines, comment on tasks, log time and update contacts, projects and tasks. It can also issue a draft invoice if you switch that tool on.

Does the AI see my Hubflo credentials?

No. Your Hubflo credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Issuing an invoice finalizes it and cannot be undone, so it can require your approval before it runs, and so can creating or updating records. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Hubflo account.

Can the AI send invoices to my clients?

The AI can create a draft invoice, add lines and issue the draft. Issuing finalizes the invoice and cannot be undone, so you can switch that tool off or require approval for it. Draft invoices stay in Hubflo until you or the AI issue them.