Integration · Accounting
Connect Claude & ChatGPT to Invoice Ninja
Ask your AI which invoices are unpaid or overdue, what a client owes, or to draft an invoice or quote in Invoice Ninja. It can create and update clients, products, quotes and tasks, record payments you have received, and read expenses, credit notes, projects and vendors. It can also email an invoice or quote to the client if you switch that tool on.
Connect Invoice Ninja free
Free plan, no credit card. Takes about a minute.
Try asking
“Which invoices are overdue?”
The AI searches invoices with client status overdue and lists them with client, number and balance.
“Create a draft invoice for Acme: 12 hours of design at 95 per hour, due in 14 days.”
It finds the client and creates a draft invoice with one line item, the invoice date and the due date.
“Acme paid invoice 0042 by bank transfer today. Record it.”
It records the payment against the invoice. This only logs money you already received, so nobody is charged.
What your AI can do
Invoices and quotes
Create draft invoices and quotes, update quotes, find invoices by client, number or paid, unpaid and overdue status, and email documents to clients.
Clients and payments
Search, create and update clients, record received payments against invoices, and look up payments and credit notes.
Products, tasks and expenses
Create and update products, log and update tasks with time, and read expenses, projects and vendors.
“Make a quote for Nordic Foods for the website redesign, valid for 30 days.”
It creates a quote for the client with line items and a valid-until date, ready for you to review.
“Log a task for Acme: 2 hours on the logo yesterday afternoon.”
It creates a task linked to the client with a description and a time log.
“What are our latest expenses?”
It lists expenses newest first, with amount, vendor, category and date.
371 tools for Invoice Ninja
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_invoice_documentChanges dataUpload a invoice (invoice id). API summary: Add invoice document.approve_apple_purchaseVisible to othersConfirm a apple. Has effects visible outside this system. API summary: Processing webhooks from Apple for in app purchases.create_accountChanges dataCreate a new account. Required: requested with. API summary: Connect an oauth user to an existing user.create_account_idChanges dataCreate a new account id. Required: requested with. API summary: Removes an account from the integration.create_addressChanges dataCreate a new address. Required: requested with. Search addresses first to avoid duplicates. API summary: Create location.create_ar_detail_reportChanges dataCreate a new ar detail report. Required: requested with.create_ar_summary_reportChanges dataCreate a new ar summary report. Required: requested with.create_bank_integrationChanges dataCreate a new bank integration. Required: requested with. API summary: Adds a bankintegration.create_calculated_fieldChanges dataCreate a new calculated field. Required: requested with or body. API summary: Get calculated fields.create_categoryChanges dataCreate a new category. Required: requested with. API summary: Adds a expense category.create_chart_summary_v2Changes dataCreate a new chart summary v2. Required: requested with or body. API summary: Get chart summary v2.create_check_versionChanges dataCreate a new check version. Required: requested with. API summary: Check for available update.create_clientChanges dataCreate a client with `contacts` (first name, last name, email, phone), `country_id` (ISO numeric country code, e.g. 840 for USA), and optional name, address, VAT number and website. Pass `requested_with` as XMLHttpRequest.create_client_balance_reportChanges dataCreate a new client balance report. Required: requested with.create_client_sales_reportChanges dataCreate a new client sales report. Required: requested with.create_companyChanges dataCreate a new company. Required: requested with. API summary: Adds a company.create_company_set_default_companyChanges dataCreate a new company for a company. Required: requested with. API summary: Sets the company as the default company.create_company_store_company_gatewayChanges dataCreate a new company. Required: requested with. API summary: Adds a CompanyGateway.create_contactChanges dataCreate a new contact. Required: requested with. API summary: Contact reports.create_contact_get_client_contact_reportChanges dataCreate a new contact. Required: requested with. API summary: Client contact reports.create_creditChanges dataCreate a new credit. Required: requested with. API summary: Credit reports.create_credit_store_creditChanges dataCreate a new credit. Required: requested with or client id. API summary: Create credit.create_customerDeletesCreate a new customer. Required: requested with. Search customers first to avoid duplicates. Destructive action; may require approval. API summary: Adds a client payment token.create_customer_client_statementChanges dataCreate a new customer. Required: requested with. Search customers first to avoid duplicates. API summary: Client statement PDF.create_customer_get_client_reportChanges dataCreate a new customer. Required: requested with. Search customers first to avoid duplicates. API summary: Client reports.create_customer_purgeChanges dataCreate a new purge for a customer. Required: requested with. API summary: Purge client.create_designChanges dataCreate a new design. Required: requested with. API summary: Adds a design.create_documentChanges dataCreate a new document. Required: requested with. API summary: Document reports.create_entityChanges dataCreate a new entity. Required: requested with or body. API summary: Entity activity.create_expenseChanges dataCreate a new expense. Required: requested with. API summary: Adds an expense.create_expense_get_expense_reportChanges dataCreate a new expense. Required: requested with. API summary: Expense reports.create_exportChanges dataCreate a new export. Required: requested with. API summary: Export data from the system.create_group_settingChanges dataCreate a new group setting. Required: requested with. API summary: Adds a GroupSetting.create_importChanges dataCreate a new import. Required: requested with, hash, import type or column map. API summary: Import CSV data.create_invoiceChanges dataCreate a draft invoice for a `client_id` with `line_items` (product_key, notes, quantity, cost), `date`, `due_date`, optional discount, taxes, PO number and notes. Pass `requested_with` as XMLHttpRequest.create_invoice_2Changes dataCreate a new invoice. Required: requested with. Search invoices first to avoid duplicates. API summary: Invoice reports.create_invoice_get_recurring_invoice_reportChanges dataCreate a new invoice. Required: requested with. Search invoices first to avoid duplicates. API summary: Recurring Invoice reports.create_invoice_lineChanges dataCreate a new invoice line. Required: requested with. API summary: Invoice item reports.create_matchChanges dataCreate a new match. Required: requested with or items. API summary: Match transactions.create_messageChanges dataCreate a new message. Required: requested with or body. API summary: Activity note.create_one_time_tokenDeletesCreate a new one time token. Required: requested with. Destructive action; may require approval. API summary: Attempts to create a one time token.create_optionChanges dataCreate a new option. Required: email. API summary: Passkey login options.create_option_post_settings_passkeys_optionsChanges dataCreate a new option. API summary: Passkey registration options.create_orderChanges dataCreate a new order. Required: requested with. API summary: Returns a pdf preview for purchase order.create_passkeyChanges dataCreate a new passkey. Required: challenge token or credential. API summary: Create passkey.create_paymentChanges dataCreate a new payment. Required: requested with. Search payments first to avoid duplicates. API summary: Adds a banktransaction.create_payment_get_payment_reportChanges dataCreate a new payment. Required: requested with. Search payments first to avoid duplicates. API summary: Payment reports.create_payment_store_bank_transaction_ruleChanges dataCreate a new payment. Required: requested with. Search payments first to avoid duplicates. API summary: Adds a banktransaction rule.create_payment_store_payment_termChanges dataCreate a new payment. Required: requested with. Search payments first to avoid duplicates. API summary: Adds a Payment.create_postmark_webhookDeletesCreate a new postmark webhook. Required: requested with. Destructive action; may require approval. API summary: Processing webhooks from PostMark.create_preimportChanges dataCreate a new preimport. Required: requested with or import type. API summary: Pre Import CSV data.create_previewChanges dataCreate a new preview. Required: requested with. API summary: Returns a pdf preview.create_process_webhookDeletesCreate a new process webhook. Required: requested with. Destructive action; may require approval. API summary: Processing event webhooks from Apple for in purchase / subscription status update.create_productChanges dataCreate a product or service with `product_key` (name), `notes` (description), `price`, `cost` and optional tax rates. Pass `requested_with` as XMLHttpRequest.create_product_2Changes dataCreate a new product. Required: requested with. Search products first to avoid duplicates. API summary: Product reports.create_product_get_quote_item_reportChanges dataCreate a new product. Required: requested with. Search products first to avoid duplicates. API summary: Quote item reports.create_product_saleChanges dataCreate a new product sale. Required: requested with. API summary: Product Salesreports.create_profitlossChanges dataCreate a new profitloss. Required: requested with. API summary: Profit loss reports.create_projectChanges dataCreate a new project. Required: requested with. API summary: Project reports.create_project_store_projectChanges dataCreate a new project. Required: requested with, name or client id. API summary: Create project.create_purchase_orderChanges dataCreate a new order. Required: requested with, vendor id, date or due date. API summary: Create purchase order.create_quoteChanges dataCreate a quote for a `client_id` with `date`, `due_date` (valid until), `line_items` (product_key, notes, quantity, cost) and public/private notes. Pass `requested_with` as XMLHttpRequest.create_quote_2Changes dataCreate a new quote. Required: requested with. Search quotes first to avoid duplicates. API summary: Adds a RecurringQuote.create_quote_get_quote_reportChanges dataCreate a new quote. Required: requested with. Search quotes first to avoid duplicates. API summary: Quote reports.create_recurring_expenseChanges dataCreate a new recurring expense. Required: requested with. API summary: Adds a recurring expense.create_recurring_invoiceChanges dataCreate a new invoice. Required: requested with, client id, date, due date or frequency id. Search invoices first to avoid duplicates. API summary: Create recurring invoice.create_refreshChanges dataCreate a new refresh. Required: updated at or requested with. API summary: Refresh data by timestamp.create_searchChanges dataCreate a new search. Required: requested with or body.create_self_updateChanges dataCreate a new self update. Required: requested with. API summary: Performs a system update.create_startChanges dataCreate a new start. Required: requested with or migration. API summary: Starts the migration from previous version of Invoice Ninja.create_subscriptionChanges dataCreate a new subscription. Required: requested with. API summary: Adds a subscriptions.create_supplierChanges dataCreate a new supplier. Required: requested with or name. API summary: Create vendor.create_tagChanges dataCreate a new tag. Required: requested with, entity type or name. Search tags first to avoid duplicates. API summary: Create tag.create_taskChanges dataCreate a task with a `description`, optional `client_id`, `project_id`, `due_date` and `time_log` (JSON list of [start, end] Unix timestamps). Pass `requested_with` as XMLHttpRequest.create_task_2Changes dataCreate a new task. Required: requested with. API summary: Task reports.create_task_get_activity_reportChanges dataCreate a new task. Required: requested with. API summary: Activity reports.create_task_scheduler_with_jobChanges dataCreate a new task. Required: requested with. API summary: Create task scheduler with job.create_task_sort_tasksChanges dataCreate a new task. Required: requested with or task ids. API summary: Sort tasks on KanBan.create_task_store_task_statusChanges dataCreate a new task. Required: requested with. API summary: Adds a TaskStatus.create_tax_period_reportChanges dataCreate a new tax period report. Required: requested with.create_tax_summary_reportChanges dataCreate a new tax summary report. Required: requested with.create_templateChanges dataCreate a new template. Required: requested with. API summary: Returns a entity template with the template variables replaced with the Entities.create_tokenDeletesCreate a new token. Required: requested with. Destructive action; may require approval. API summary: Adds a token.create_totalChanges dataCreate a new total. Required: requested with. API summary: Get chart data.create_totals_v2Changes dataCreate a new totals v2. Required: requested with or body. API summary: Get chart data v2.create_userVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of bankintegrations.create_user_bulk_bank_transaction_rulesVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of banktransaction rules.create_user_bulk_bank_transactionsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk actions.create_user_bulk_clientsVisible to othersCreate a new user. Required: requested with. Has effects visible outside this system. API summary: Bulk client actions.create_user_bulk_company_gatewaysVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of companygateways.create_user_bulk_creditsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk credit actions.create_user_bulk_designsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of designs.create_user_bulk_expense_categorysVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of ExpenseCategorys.create_user_bulk_expensesVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of expenses.create_user_bulk_group_settingsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of groupsettings.create_user_bulk_invoicesVisible to othersCreate a new user. Required: requested with. Has effects visible outside this system. API summary: Bulk invoice actions.create_user_bulk_locationsVisible to othersCreate a new user. Required: requested with. Has effects visible outside this system. API summary: Bulk location actions.create_user_bulk_payment_termsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of payment terms.create_user_bulk_paymentsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk payment actions.create_user_bulk_productsVisible to othersCreate a new user. Required: requested with, action or ids. Has effects visible outside this system. API summary: Bulk product actions.create_user_bulk_projectsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk project actions.create_user_bulk_purchase_orderssVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk purchase order action.create_user_bulk_quotesVisible to othersCreate a new user. Required: requested with. Has effects visible outside this system. API summary: Bulk quote actions.create_user_bulk_recurring_expensesVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of recurringexpenses.create_user_bulk_recurring_invoicesVisible to othersCreate a new user. Required: requested with. Has effects visible outside this system. API summary: Bulk recurring invoice actions.create_user_bulk_recurring_quotesVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of recurringquotes.create_user_bulk_subscriptionsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of subscriptions.create_user_bulk_tagsVisible to othersCreate a new user. Required: requested with, action or ids. Has effects visible outside this system. API summary: Bulk tag actions.create_user_bulk_task_scheduler_actionsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of taskschedulers.create_user_bulk_task_statussVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of task statuses.create_user_bulk_tasksVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk task actions.create_user_bulk_tax_ratesVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of TaxRates.create_user_bulk_tokensMoves moneyCreate a new user. Required: requested with or items. Financial or irreversible action; may require approval. API summary: Performs bulk actions on an array of tokens.create_user_bulk_usersVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Performs bulk actions on an array of users.create_user_bulk_vendorsVisible to othersCreate a new user. Required: requested with or items. Has effects visible outside this system. API summary: Bulk vendor actions.create_user_bulk_webhooksMoves moneyCreate a new user. Required: requested with or items. Financial or irreversible action; may require approval. API summary: Performs bulk actions on an array of Webhooks.create_user_inviteVisible to othersCreate a new invite for a user. Required: requested with. Has effects visible outside this system. API summary: Reconfirm an existing user to a company.create_user_reconfirmVisible to othersCreate a new reconfirm for a user. Required: requested with. Has effects visible outside this system. API summary: Reconfirm an existing user to a company.create_user_sales_reportChanges dataCreate a new user sales report. Required: requested with.create_user_store_userChanges dataCreate a new user. Required: requested with. API summary: Adds a User.create_webhookDeletesCreate a new webhook. Required: requested with. Destructive action; may require approval. API summary: Adds a Webhook.delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete location.delete_bank_integrationDeletesPermanently delete a bank integration by bank integration id. Destructive action; may require approval. API summary: Deletes a bankintegration.delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Deletes a ExpenseCategory.delete_clientDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete client.delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletes a company.delete_company_delete_company_gatewayDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletes a CompanyGateway.delete_creditDeletesPermanently delete a credit by credit id. Destructive action; may require approval. API summary: Delete credit.delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Deletes a client.delete_designDeletesPermanently delete a design by design id. Destructive action; may require approval. API summary: Deletes a design.delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Deletes a expense.delete_group_settingDeletesPermanently delete a group setting by group setting id. Destructive action; may require approval. API summary: Deletes a GroupSetting.delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete recurring invoice.delete_invoice_delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete invoice.delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete purchase order.delete_passkeyDeletesPermanently delete a passkey by passkey. Destructive action; may require approval. API summary: Delete passkey.delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a banktransaction.delete_payment_delete_bank_transaction_ruleDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a banktransaction rule.delete_payment_delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete payment.delete_payment_delete_payment_termDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a Payment Term.delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete product.delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete project.delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Deletes a RecurringQuote.delete_quote_delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete quote.delete_recurring_expenseDeletesPermanently delete a recurring expense by recurring expense id. Destructive action; may require approval. API summary: Deletes a recurring expense.delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Deletes a subscriptions.delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Delete vendor.delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Delete tag.delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Destroy Task Scheduler.delete_task_delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete task.delete_task_delete_task_statusDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes a TaskStatus Term.delete_tax_rateDeletesPermanently delete a tax rate by tax rate id. Destructive action; may require approval. API summary: Deletes a TaxRate.delete_tokenDeletesPermanently delete a token by token id. Destructive action; may require approval. API summary: Deletes a token.delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes a User.delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval. API summary: Deletes a Webhook.detach_user_from_companyDeletesDetach a user (user). Destructive action; may require approval. API summary: Detach an existing user to a company.download_creditDownload the document for a credit. API summary: Download quote PDF.download_invoiceDownload the document for a invoice. API summary: Download recurring invoice PDF.download_invoice_pdfDownload the document for a invoice. API summary: Download invoice PDF.download_orderDownload the document for a order. API summary: Download a purchase order PDF.download_quoteDownload the document for a quote. API summary: Download quote PDF.email_documentVisible to othersEmail an invoice, quote, credit or payment receipt to the client: `entity` (invoice, quote, credit, payment), `entity_id`, and `template` (e.g. email_template_invoice, email_template_reminder1), with optional custom `subject` and `body`. The email is sent immediately. Pass `requested_with` as XMLHttpRequest.export_previewChanges dataUpdate an existing preview identified by hash. API summary: Export preview.get_addressGet one address by address id. API summary: Show location.get_bank_integrationGet one bank integration by bank integration id. API summary: Shows a bankintegration.get_categoryGet one category by category id. API summary: Shows a Expens Category.get_clientGet one client by `customer_id` (the client's hashed ID), with contacts, address, balance and paid-to-date. Pass `requested_with` as XMLHttpRequest.get_companyGet one company by company id. API summary: Shows an company.get_company_show_company_gatewayGet one company by company id. API summary: Shows an CompanyGateway.get_creditGet one credit by credit id. API summary: Show credit.get_current_companyChanges dataGet the connected Invoice Ninja company's details and settings (name, currency, address). Pass `requested_with` as XMLHttpRequest.get_customerGet one customer by customer id. API summary: Shows a client payment token.get_designGet one design by design id. API summary: Shows a design.get_download_entityGet one download entity by activity id. API summary: Returns a PDF for the given activity.get_expenseGet one expense by `expense_id`, with amount, vendor, category and date. Pass `requested_with` as XMLHttpRequest.get_group_settingGet one group setting by group setting id. API summary: Shows an GroupSetting.get_invoiceGet one invoice by `invoice_id` (hashed ID), with line items, totals, balance, status and invitations. Pass `requested_with` as XMLHttpRequest.get_invoice_2Get one invoice by invoice id. API summary: Show recurring invoice.get_orderGet one order by order id. API summary: Show purchase order.get_paymentGet one payment by `payment_id` (hashed ID), with amount, date, method and the invoices it was applied to. Pass `requested_with` as XMLHttpRequest.get_payment_2Get one payment by payment id. API summary: Shows a banktransaction.get_payment_show_bank_transaction_ruleGet one payment by payment id. API summary: Shows a banktransaction.get_payment_show_payment_termGet one payment by payment id. API summary: Shows a Payment Term.get_productGet one product by product id. API summary: Show product.get_projectGet one project by project id. API summary: Show project.get_quoteGet one quote by `quote_id` (hashed ID), with line items, totals and status. Pass `requested_with` as XMLHttpRequest.get_quote_2Get one quote by quote id. API summary: Shows an RecurringQuote.get_quote_action_recurring_quoteGet one quote by action. API summary: Performs a custom action on an RecurringQuote.get_recurring_expenseGet one recurring expense by recurring expense id. API summary: Shows a recurring expense.get_subscriptionGet one subscription by subscription id. API summary: Shows an subscriptions.get_supplierGet one supplier by supplier id. API summary: Show vendor.get_system_logGet one system log by system log id. API summary: Shows a systemlogs.get_tagGet one tag by tag id. API summary: Show tag.get_taskGet one task by `task_id`, with description, client, project and time log. Pass `requested_with` as XMLHttpRequest.get_task_2Get one task by task id. API summary: Show given scheduler.get_task_show_task_statusGet one task by task id. API summary: Shows a TaskStatus Term.get_tax_rateGet one tax rate by tax rate id. API summary: Shows a Tax Rate.get_tokenGet one token by token id. API summary: Shows a token.get_userGet one user by user id. API summary: Shows an User.get_webhookGet one webhook by webhook id. API summary: Shows a Webhook.list_bank_integration_editsList edits for a bank integration. API summary: Shows a bankintegration for editing.list_bank_integrationsList bank integrations. Optional filters: index, rows or sort. Results are paginated. API summary: Returns a list of Bank Integrations.list_categoriesList categories. Optional filters: index or sort. Results are paginated. API summary: Gets a list of expensecategories.list_categories_edit_expense_categoryList categories for a category. API summary: Shows a Expens Category for editting.list_claim_licensesList claim licenses. Optional filters: license key or product id. API summary: Attempts to claim a white label license.list_companiesList companies. Results are paginated. API summary: Gets a list of companies.list_companies_edit_companyList companies for a company. API summary: Shows an company for editting.list_companies_edit_company_gatewayList companies for a company. API summary: Shows an CompanyGateway for editting.list_companies_get_company_gatewaysList companies. Optional filters: sort. Results are paginated. API summary: Gets a list of companygateways.list_company_ledgersList company ledgers. API summary: Gets a list of companyledger.list_credit_editsList edits for a credit. API summary: Edit credit.list_creditsList credit notes issued to clients. Pass `requested_with` as XMLHttpRequest.list_customersList customers. Optional filters: index. Results are paginated. API summary: List of client payment tokens.list_customers_edit_clientList customers for a customer. Optional filters: index. API summary: Edit Client.list_customers_edit_client_gateway_tokenList customers for a customer. API summary: Shows a client payment token for editting.list_design_editsList edits for a design. API summary: Shows a design for editting.list_designsList designs. Optional filters: index or sort. Results are paginated. API summary: Gets a list of designs.list_documentsList documents. Optional filters: index or sort. Results are paginated. API summary: Gets a list of documents.list_expense_editsList edits for a expense. API summary: Shows a expense for editing.list_expensesList expenses, newest first. Use `page` and `limit` to page. Pass `requested_with` as XMLHttpRequest.list_group_setting_editsList edits for a group setting. API summary: Shows an GroupSetting for editting.list_group_settingsList group settings. Optional filters: sort. Results are paginated. API summary: Gets a list of groupsettings.list_health_checksList health checks. API summary: Attempts to get a health check from the API.list_invoice_messagesList messages for a invoice. API summary: Download delivery note.list_invoicesList invoices for a invoice. API summary: Edit recurring invoice.list_invoices_edit_invoiceList invoices for a invoice. API summary: Edit invoice.list_last_errorsList last errors. API summary: Returns the last error.list_ordersList orders. Optional filters: index or sort. Results are paginated. API summary: List purchase orders.list_orders_edit_purchase_orderList orders for a order. API summary: Edit purchase order.list_passkeysList passkeys.list_paymentsList payments. Optional filters: index, rows or sort. Results are paginated. API summary: Gets a list of banktransactions.list_payments_edit_bank_transactionList payments for a payment. API summary: Shows a banktransaction for editing.list_payments_edit_bank_transaction_ruleList payments for a payment. API summary: Shows a banktransaction for editing.list_payments_edit_paymentList payments for a payment. API summary: Edit payment.list_payments_edit_payment_termsList payments for a payment. API summary: Shows an Payment Term for editting.list_payments_get_bank_transaction_rulesList payments. Optional filters: index, rows or sort. Results are paginated. API summary: Gets a list of banktransactionrules.list_payments_get_payment_termsList payments. Optional filters: index or sort. Results are paginated. API summary: Gets a list of payment terms.list_productsList products for a product. API summary: Edit product.list_projectsList projects with their clients, budgets and hours. Pass `requested_with` as XMLHttpRequest.list_projects_edit_projectList projects for a project. API summary: Edit project.list_quotesList quotes. Optional filters: sort. Results are paginated. API summary: Gets a list of recurringquotes.list_quotes_edit_quoteList quotes for a quote. API summary: Edit quote.list_quotes_edit_recurring_quoteList quotes for a quote. API summary: Shows an RecurringQuote for editting.list_recurring_expense_editsList edits for a recurring expense. API summary: Shows a recurring expense for editting.list_recurring_expensesList recurring expenses. Optional filters: index or sort. Results are paginated. API summary: Gets a list of recurringexpenses.list_schedulersList schedulers. API summary: Get scheduler status.list_staticsList statics. API summary: Gets a list of statics.list_subscriptionsList subscriptions. Optional filters: sort. Results are paginated. API summary: Gets a list of subscriptions.list_subscriptions_edit_subscriptionList subscriptions for a subscription. API summary: Shows an subscriptions for editting.list_suppliers_edit_vendorList suppliers for a supplier. API summary: Edit vendor.list_system_logsList system logs. Optional filters: sort. Results are paginated. API summary: Gets a list of system logs.list_tag_editsList edits for a tag. API summary: Edit tag.list_tasksList tasks (time-tracked work items). Use `page` and `limit` to page. Pass `requested_with` as XMLHttpRequest.list_tasks_2List tasks. Optional filters: index. Results are paginated. API summary: Returns a list of activities.list_tasks_edit_taskList tasks for a task. API summary: Edit task.list_tasks_edit_task_statussList tasks for a task. API summary: Shows an TaskStatusfor editting.list_tasks_get_task_schedulersList tasks. API summary: Task Scheduler Index.list_tasks_get_task_statusesList tasks. Optional filters: index or sort. Results are paginated. API summary: Gets a list of task statuses.list_tax_rate_editsList edits for a tax rate. API summary: Shows a Tax Rate for editting.list_tax_ratesList tax rates. Optional filters: index or sort. Results are paginated. API summary: Gets a list of taxrates.list_token_editsList edits for a token. API summary: Shows a token for editting.list_tokensList tokens. Optional filters: index or sort. Results are paginated. API summary: Gets a list of company tokens.list_usersList users. API summary: Gets a new blank bankintegration object.list_users_edit_userList users for a user. API summary: Shows an User for editting.list_users_get_bank_transaction_rules_createList users. API summary: Gets a new blank banktransaction rule object.list_users_get_bank_transactions_createList users. API summary: Gets a new blank banktransaction object.list_users_get_client_gateway_tokens_createList users. API summary: Gets a new blank client payment token object.list_users_get_clients_createList users. Optional filters: index. API summary: Blank Client.list_users_get_companies_createList users. API summary: Gets a new blank company object.list_users_get_company_gateways_createList users. API summary: Gets a new blank CompanyGateway object.list_users_get_credits_createList users. API summary: Blank credit.list_users_get_designs_createList users. API summary: Gets a new blank design object.list_users_get_expense_category_createList users. API summary: Gets a new blank Expens Category object.list_users_get_expenses_createList users. API summary: Gets a new blank expense object.list_users_get_group_settings_createList users. API summary: Gets a new blank GroupSetting object.list_users_get_invoice_createList users. API summary: Blank invoice.list_users_get_locations_createList users. Optional filters: index. API summary: Blank Location.list_users_get_payment_terms_createList users. API summary: Gets a new blank PaymentTerm object.list_users_get_payments_createList users. API summary: Blank payment.list_users_get_products_createList users. API summary: Blank product.list_users_get_projects_createList users. API summary: Blank project.list_users_get_purchase_order_createList users. API summary: Blank purchase order.list_users_get_quotes_createList users. API summary: Blank quote.list_users_get_recurring_expenses_createList users. API summary: Gets a new blank recurring expense object.list_users_get_recurring_invoices_createList users. API summary: Blank recurring invoice.list_users_get_recurring_quotes_createList users. API summary: Gets a new blank RecurringQuote object.list_users_get_subscriptions_createList users. API summary: Gets a new blank subscriptions object.list_users_get_tags_createList users. API summary: Blank tag.list_users_get_task_schedulerList users. Results are paginated. API summary: Gets a new blank scheduler object.list_users_get_task_statuss_createList users. API summary: Gets a new blank TaskStatus object.list_users_get_tasks_createList users. API summary: Blank task.list_users_get_tax_rate_createList users. API summary: Gets a new blank Tax Rate object.list_users_get_tokens_createList users. API summary: Gets a new blank token object.list_users_get_usersList users. Optional filters: sort. Results are paginated. API summary: Gets a list of users.list_users_get_users_createList users. API summary: Gets a new blank User object.list_users_get_vendors_createList users. API summary: Blank vendor.list_users_get_webhooks_createList users. API summary: Gets a new blank Webhook object.list_vendorsList vendors (suppliers). Pass `requested_with` as XMLHttpRequest.list_webcronsList webcrons. API summary: Executes the task scheduler via a webcron service.list_webhook_editsList edits for a webhook. API summary: Shows a Webhook for editting.list_webhooksList webhooks. Optional filters: index or sort. Results are paginated. API summary: Gets a list of Webhooks.record_paymentChanges dataRecord a payment received from a client (`client_id`) with `amount`, `date`, `type_id` (payment method) and the `invoices` it pays (invoice_id and amount). This records money already received; it does not charge anyone. `email_receipt` emails the client a receipt. Pass `requested_with` as XMLHttpRequest.refund_paymentMoves moneyRefund a payment. Financial or irreversible action; may require approval. API summary: Refund payment.retrieve_transactions_for_a_accountChanges dataCreate a new account id. Required: requested with. API summary: Retrieve transactions for a account.search_addressesSearch addresses by index, sort or name. Use this to find existing addresses before creating a new address. Results are paginated. API summary: List locations.search_clientsFind clients by `name`, `email`, `number`, `balance` or free-text `filter`, and by `status` (active, archived, deleted). Use `page` and `limit` to page. Pass `requested_with` as XMLHttpRequest.search_invoicesFind invoices by `client_id`, `number`, `status` (e.g. active, archived), `client_status` (paid, unpaid, overdue), `date_range` or free-text `filter`. Use `page` and `limit` to page. Pass `requested_with` as XMLHttpRequest.search_invoices_2Search invoices by index, sort, client id, created at, updated at or is deleted. Use this to find existing invoices before creating a new invoice. Results are paginated. API summary: List recurring invoices.search_paymentsFind payments by `client_id`, `number`, `status` or free-text `filter`. Use `page` and `limit` to page. Pass `requested_with` as XMLHttpRequest.search_productsFind products and services by `product_key` or free-text `filter`. Pass `requested_with` as XMLHttpRequest.search_quotesFind quotes by `client_id`, `number`, `status`, `client_status` or free-text `filter`. Use `page` and `limit` to page. Pass `requested_with` as XMLHttpRequest.search_tagsSearch tags by index, entity type, filter or sort. Use this to find existing tags before creating a new tag. Results are paginated. API summary: List tags.send_message_sendVisible to othersSend a message. Has effects visible outside this system. API summary: Sends a support message to Invoice Ninja team.submit_bank_integration_accountsVisible to othersRefresh a bank integration. Has effects visible outside this system. API summary: Gets the list of accounts from the remote server.submit_customerVisible to othersMerge a customer (mergeable client hashed id). Has effects visible outside this system. API summary: Merge client.submit_yodleeDeletesRefresh a yodlee. Destructive action; may require approval. API summary: Yodlee Webhook.update_a_company_user_recordChanges dataCreate a new user. Required: requested with. API summary: Update a company user record.update_addressChanges dataUpdate an existing address identified by address id. API summary: Update location.update_bank_integrationChanges dataUpdate an existing bank integration identified by bank integration id. API summary: Updates a bankintegration.update_categoryChanges dataUpdate an existing category identified by category id. API summary: Updates a tax rate.update_clientChanges dataUpdate a client by `customer_id`; send `contacts` and `country_id` again along with any changed name, address or other fields. Pass `requested_with` as XMLHttpRequest.update_companyChanges dataUpdate an existing company identified by company id. API summary: Updates an company.update_company_update_company_gatewayChanges dataUpdate an existing company identified by company id. API summary: Updates an CompanyGateway.update_creditChanges dataUpdate an existing credit identified by credit id. API summary: Update credit.update_customerDeletesUpdate an existing customer identified by customer id. Destructive action; may require approval. API summary: Updates a client payment token.update_customer_tax_dataChanges dataUpdate an existing customer identified by client. API summary: Update tax data.update_designChanges dataUpdate an existing design identified by design id. API summary: Updates a design.update_expenseChanges dataUpdate an existing expense identified by expense id. API summary: Updates a expense.update_group_settingChanges dataUpdate an existing group setting identified by group setting id. API summary: Updates an GroupSetting.update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update recurring invoice.update_invoice_update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update invoice.update_messageVisible to othersUpdate an existing message identified by bounce id. Has effects visible outside this system. API summary: Removes email suppression of a user in the system.update_orderChanges dataUpdate an existing order identified by order id. API summary: Update purchase order.update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Updates a banktransaction.update_payment_update_bank_transaction_ruleChanges dataUpdate an existing payment identified by payment id. API summary: Updates a banktransaction Rule.update_payment_update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update payment.update_payment_update_payment_termChanges dataUpdate an existing payment identified by payment id. API summary: Updates a Payment Term.update_previewChanges dataUpdate an existing preview identified by hash. API summary: Report preview.update_preview_get_template_previewChanges dataUpdate an existing preview identified by hash. API summary: Preview template by hash.update_productChanges dataUpdate a product by `product_id`: name, description, price, cost or tax. Only the fields you pass change. Pass `requested_with` as XMLHttpRequest.update_projectChanges dataUpdate an existing project identified by project id. API summary: Update project.update_purgeChanges dataUpdate an existing purge identified by company. API summary: Attempts to purge a company record and all its child records.update_purge_save_settingChanges dataUpdate an existing purge save setting identified by company. API summary: Attempts to purge a companies child records but save the company record and its settings.update_quoteChanges dataUpdate a quote by `quote_id`; `client_id`, `date` and `due_date` are always required, plus any changed line items or notes. Pass `requested_with` as XMLHttpRequest.update_quote_2Changes dataUpdate an existing quote identified by quote id. API summary: Updates an RecurringQuote.update_recurring_expenseChanges dataUpdate an existing recurring expense identified by recurring expense id. API summary: Updates a recurring expense.update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. API summary: Updates an subscriptions.update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Update vendor.update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Update tag.update_taskChanges dataUpdate a task by `task_id`; `description` is always required, plus any changed client, project, status or time log. Pass `requested_with` as XMLHttpRequest.update_task_2Changes dataUpdate an existing task identified by task id. API summary: Update task scheduler.update_task_update_task_statusChanges dataUpdate an existing task identified by task id. API summary: Updates a TaskStatus Term.update_tax_rateChanges dataUpdate an existing tax rate identified by tax rate id. API summary: Updates a tax rate.update_tokenDeletesUpdate an existing token identified by token id. Destructive action; may require approval. API summary: Updates a token.update_userChanges dataUpdate an existing user identified by user id. API summary: Updates an User.update_webhookDeletesUpdate an existing webhook identified by webhook id. Destructive action; may require approval. API summary: Updates a Webhook.upload_companyChanges dataUpload a company (company id). API summary: Uploads a document to a company.upload_creditChanges dataUpload a credit (credit id). API summary: Upload a credit document.upload_customerChanges dataUpload a customer (client id). API summary: Add client document.upload_expenseChanges dataUpload a expense (expense id). API summary: Uploads a document to a expense.upload_group_settingChanges dataUpload a group setting (group setting id). API summary: Uploads a document to a group setting.upload_invoiceChanges dataUpload a invoice (recurring invoice id). API summary: Add recurring invoice document.upload_jsonChanges dataImport a json. API summary: Import data from the system.upload_orderChanges dataUpload a order (purchase order id). API summary: Uploads a purchase order document.upload_paymentChanges dataUpload a payment (payment id). API summary: Upload a payment document.upload_productChanges dataUpload a product (product id). API summary: Add product document.upload_projectChanges dataUpload a project (project id). API summary: Uploads a project document.upload_quoteChanges dataUpload a quote (quote id). API summary: Upload a quote document.upload_recurring_expenseChanges dataUpload a recurring expense (recurring expense id). API summary: Uploads a document to a recurringexpense.upload_supplierChanges dataUpload a supplier (vendor id). API summary: Uploads a vendor document.upload_taskChanges dataUpload a task (task id). API summary: Uploads a task document.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose Invoice Ninja from the app list.
- 2
Paste your key
Paste an Invoice Ninja API token. In Invoice Ninja go to Settings > Account Management > Integrations > API tokens, create a new token and copy it.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Invoice Ninja?
The AI can read and search clients, invoices, quotes, payments, products, tasks, expenses, credit notes, projects, vendors and your company details. It can create clients, products, draft invoices, quotes and tasks, update clients, products, quotes and tasks, and record payments you have received. It can also email an invoice, quote, credit or payment receipt to a client.
Does the AI see my Invoice Ninja credentials?
No. Your Invoice Ninja 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 read-only. Emailing a document goes straight to your client, so it can require your approval before it runs. 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 Invoice Ninja account.
Can the AI send invoices to my clients?
Only if you switch on the email tool. It sends an invoice, quote, credit or payment receipt to the client right away, using a template such as the invoice or reminder email. You can leave it off or require your approval. New invoices are created as drafts.
Let your AI work in Invoice Ninja today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect Invoice Ninja freeHeyMyApps is not affiliated with Invoice Ninja. Product names are trademarks of their owners.