Integration · Accounting

Connect Claude & ChatGPT to Invoiced

Ask your AI which invoices are past due, what a customer owes or to invoice a client in Invoiced. It can create, update and email invoices, record payments you received outside Invoiced, add notes and plan collection tasks. It also reads customers, contacts, estimates, credit notes, payments and your item catalog.

Connect Invoiced free

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

Try asking

“Which invoices are past due right now?”
The AI lists invoices with status pastdue, with customer, balance and due date.
“How much does Nordic Foods owe, and how much of it is overdue?”
It finds the customer and reads their outstanding balance, past-due amount and available credit.
“Invoice Acme for 8 hours of consulting at 150 USD and email it to them.”
It creates the invoice with one line item and sends it by email to the customer's contacts. The email is real.

What your AI can do

Invoices and estimates

Create, update, email and void invoices, and read invoices, estimates and credit notes with line items, balances and status.

Customers and collections

Create and update customers and contacts, check balances, add notes, and create and complete collection tasks.

Payments

List and read payments, record payments received outside Invoiced, and refund a card or bank charge.

“We got a bank transfer of 2,400 from Acme for invoice INV-0112. Record it.”
It records the payment and applies it to the invoice. No card or account is charged.
“Add a task to call Nordic Foods about their overdue invoice on Friday.”
It creates a collection task for the customer with the action and due date.
“Which estimates are still waiting for approval?”
It lists estimates with their customer, total and status.

111 tools for Invoiced

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

add_customer_contactChanges dataAdd a contact person to a customer by `customer_id`. Use the body fields `body_name`, `body_email`, `body_phone` and `body_title`.
add_noteChanges dataAdd an internal note to a `customer` (customer ID) or an `invoice` (invoice ID). Pass the text in `notes`.
cancel_credit_noteDeletesVoid a credit note (credit note id). Destructive action; may require approval. API summary: Credit Notes.
cancel_quoteDeletesVoid a quote (estimate id). Destructive action; may require approval. API summary: Estimates.
create_chargesChanges dataCreate a new payment. API summary: Charges.
create_couponsChanges dataCreate a new coupon. API summary: Coupons.
create_credit_balancesChanges dataCreate a new credit balance adjustment. API summary: Credit Balances.
create_credit_note_messageChanges dataCreate a new message for a credit note. API summary: Credit Notes.
create_credit_notesChanges dataCreate a new credit note. API summary: Credit Notes.
create_customerChanges dataCreate a customer. Put the fields inside `body`: `name` (required), plus optional `email`, `type` (company or person), `address1`, `city`, `postal_code`, `country`, `currency` and `payment_terms` (e.g. NET 30).
create_customer_invoiceChanges dataCreate a new invoice for a customer. API summary: Invoicing.
create_customer_invoice_postChanges dataCreate a new invoice for a customer. API summary: Metered Billing.
create_customer_letterChanges dataCreate a new letter for a customer. API summary: Customers.
create_customer_messageChanges dataCreate a new message for a customer. API summary: Customers.
create_customer_message_postChanges dataCreate a new message for a customer. API summary: Customers.
create_estimatesChanges dataCreate a new quote. Required: deposit. API summary: Estimates.
create_filesChanges dataCreate a new document. API summary: Files.
create_invoiceChanges dataCreate an invoice. Pass `customer` (customer ID) and `items` (line items, each with name, quantity and unit_cost); optional `date`, `due_date`, `payment_terms`, `notes`, `currency` and `draft` (true keeps it as a draft).
create_invoice_letterChanges dataCreate a new letter for a invoice. API summary: Invoicing.
create_invoice_message_postChanges dataCreate a new message for a invoice. API summary: Invoicing.
create_itemsChanges dataCreate a new product. API summary: Items.
create_metered_billingChanges dataCreate a new order line for a customer. Search order lines first to avoid duplicates. API summary: Metered Billing.
create_payment_messageChanges dataCreate a new message for a payment. API summary: Payments.
create_payment_sourcesChanges dataCreate a new payment source for a customer. API summary: Payment Sources.
create_plansChanges dataCreate a new plan. API summary: Plans.
create_quote_invoiceChanges dataCreate a new invoice for a quote. Required: deposit. API summary: Estimates.
create_quote_messageChanges dataCreate a new message for a quote. Required: deposit. API summary: Estimates.
create_subscription_billingChanges dataCreate a new subscription. Required: plan. API summary: Subscription Billing.
create_taskChanges dataCreate a collection task for a customer. Use `body_name`, `body_action` (the kind of follow-up, e.g. phone or email), `customer_id`, `body_due_date` and optionally `body_user_id` to assign it.
create_tax_ratesChanges dataCreate a new tax rate. API summary: Tax Rates.
delete_contactsDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Contacts.
delete_couponsDeletesPermanently delete a coupon by coupon id. Destructive action; may require approval. API summary: Coupons.
delete_credit_balancesDeletesPermanently delete a credit balance adjustment by credit balance adjustment id. Destructive action; may require approval. API summary: Credit Balances.
delete_credit_notesDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval. API summary: Credit Notes.
delete_customer_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Payment Sources.
delete_customersDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Customers.
delete_estimatesDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Estimates.
delete_filesDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Files.
delete_invoicingDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Invoicing.
delete_itemsDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Items.
delete_metered_billingDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Metered Billing.
delete_notesDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Notes.
delete_payment_plansMoves moneyPermanently delete a payment plan by invoice id. Financial or irreversible action; may require approval. API summary: Payment Plans.
delete_payment_sourcesDeletesPermanently delete a card by card id. Destructive action; may require approval. API summary: Payment Sources.
delete_paymentsDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Payments.
delete_plansDeletesPermanently delete a plan by plan id. Destructive action; may require approval. API summary: Plans.
delete_subscription_billingDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Subscription Billing.
delete_tasksDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Tasks.
delete_tax_ratesDeletesPermanently delete a tax rate by tax rate id. Destructive action; may require approval. API summary: Tax Rates.
get_contactsGet one contact for a customer by contact id. API summary: Contacts.
get_couponsGet one coupon by coupon id. API summary: Coupons.
get_credit_balancesGet one credit balance adjustment by credit balance adjustment id. API summary: Credit Balances.
get_credit_noteGet one credit note by `credit_note_id`.
get_customerGet one customer by `customer_id`, including contact details, payment terms and settings.
get_customer_balanceGet a customer's outstanding balance, past-due amount and available credit by `customer_id`.
get_estimateGet one estimate (quote) by `quote_id`, including line items and approval status.
get_eventsGet one event by event id. API summary: Events.
get_filesGet one document by document id. API summary: Files.
get_invoiceGet one invoice by `invoice_id`, including line items, totals, balance, due date and payment link.
get_itemGet one catalog item by `product_id` (the item ID).
get_metered_billingGet one order line for a customer by order line id. API summary: Metered Billing.
get_notesList messages for a customer. API summary: Notes.
get_paymentGet one payment by `payment_id`.
get_payment_plansList payment plans for a invoice.
get_payment_sourcesList payment sources for a customer.
get_plansGet one plan by plan id. API summary: Plans.
get_subscription_billingGet one subscription by subscription id. API summary: Subscription Billing.
get_tasksGet one task by task id. API summary: Tasks.
get_tax_ratesGet one tax rate by tax rate id. API summary: Tax Rates.
list_couponsList coupons.
list_credit_balance_adjustmentsList credit balance adjustments. API summary: Credit Balances.
list_credit_note_documentsList documents for a credit note. Optional filters: to, bcc, template, subject or message. API summary: Credit Notes.
list_credit_notesList credit notes with their IDs, customer, totals and status.
list_customer_contactsList the contacts (billing people) saved on a customer by `customer_id`.
list_customersList customers with their IDs, names, emails and balances. Use it to find a customer's ID; ignore the extra message fields on this tool.
list_estimatesList estimates (quotes) with their IDs, customer, totals and status.
list_eventsList events.
list_invoice_documentsList documents for a invoice. Optional filters: to, bcc, template, subject or message. API summary: Invoicing.
list_invoice_messagesList messages for a invoice. API summary: Notes.
list_invoicesList invoices with their IDs, customer, totals, balance and status (draft, sent, viewed, pastdue, paid, voided).
list_itemsList catalog items (products and services) with their IDs and prices, for use on invoices.
list_messagesList messages. API summary: Notes.
list_paymentsList payments received, with amount, method, customer and the invoices they were applied to.
list_plansList plans.
list_quote_documentsList documents for a quote. Optional filters: to, bcc, template, subject or message. API summary: Estimates.
list_subscriptionsList subscriptions. Optional filters: plan, start date, quantity, addons, discounts or paused. API summary: Subscription Billing.
list_tasksList collection tasks (to-dos such as phone calls or emails to customers), with due dates and assignees.
list_tax_ratesList tax rates.
pay_invoiceMoves moneyPay a invoice (invoice id). Financial or irreversible action; may require approval. API summary: Invoicing.
record_paymentChanges dataRecord a payment received outside Invoiced (e.g. a check or bank transfer). Use the body fields `body_customer`, `body_amount`, `body_currency`, `body_method`, `body_reference` and `body_applied_to` (list of {type: invoice, invoice: ID, amount}). Does not charge the customer.
refund_chargeChanges dataRefund a card or bank charge by `charge_id` for the given `amount`. This returns real money to the customer and cannot be undone.
search_customer_order_linesSearch order lines for a customer by type, name, description, quantity, unit cost or discountable. Use this to find existing order lines before creating a new order line. API summary: Metered Billing.
send_invoice_emailChanges dataEmail an invoice to the customer by `invoice_id`. Optional `to` (list of {name, email}), `subject` and `message`; otherwise the customer's contacts and the default template are used. Sends a real email.
submit_subscriptionVisible to othersPreview a subscription. Has effects visible outside this system. API summary: Subscription Billing.
update_contactsChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Contacts.
update_couponsChanges dataUpdate an existing coupon identified by coupon id. Only the fields you pass are changed. API summary: Coupons.
update_credit_balancesChanges dataUpdate an existing credit balance adjustment identified by credit balance adjustment id. Only the fields you pass are changed. API summary: Credit Balances.
update_credit_notesChanges dataUpdate an existing credit note identified by credit note id. Only the fields you pass are changed. API summary: Credit Notes.
update_customerChanges dataUpdate a customer by `customer_id`. Put only the fields to change inside `body` (e.g. name, email, address, payment_terms).
update_estimatesChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Estimates.
update_invoiceChanges dataUpdate an invoice by `invoice_id`, e.g. its items, due_date, notes or draft flag. Only the fields you pass change.
update_itemsChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Items.
update_metered_billingChanges dataUpdate an existing order line identified by order line id. Only the fields you pass are changed. API summary: Metered Billing.
update_notesChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Notes.
update_payment_plansVisible to othersUpdate an existing payment plan identified by invoice id. Has effects visible outside this system. API summary: Payment Plans.
update_paymentsChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Payments.
update_plansChanges dataUpdate an existing plan identified by plan id. Only the fields you pass are changed. API summary: Plans.
update_subscription_billingChanges dataUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. API summary: Subscription Billing.
update_taskChanges dataUpdate a task by `task_id`, e.g. set `complete` to true or change `body_due_date`.
update_tax_ratesChanges dataUpdate an existing tax rate identified by tax rate id. Only the fields you pass are changed. API summary: Tax Rates.
void_invoiceDeletesVoid an invoice by `invoice_id` so it is no longer owed. This cannot be undone.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Invoiced from the app list.
2
Paste your key
Paste an Invoiced API key and leave the password field empty. In Invoiced, go to Settings > Developers > API Keys, create a new API key and copy it. Invoiced recommends one API key per application.
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 Invoiced?

It can read customers, contacts, invoices, estimates, credit notes, payments, catalog items and tasks, and check a customer's balance. It can create and update customers, invoices and tasks, add contacts and notes, email invoices and record payments. It can also void an invoice and refund a charge if you switch those tools on.

Does the AI see my Invoiced API key?

No. You paste your Invoiced API key into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example lookups without refunds. Actions that reach customers or cannot be undone, like send_invoice_email, void_invoice and refund_charge, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Invoiced account.

Why is the password field empty?

Invoiced uses your API key as the username in basic authentication and no password. That is why HeyMyApps asks for the API key and a password field you leave empty.