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Connect Claude & ChatGPT to TOConline

Ask your AI which invoices are still open, what a customer has bought or which VAT rates you use, and it answers from TOConline. It can read sales documents with their lines and PDFs, sales receipts, purchase documents and supplier payments. It can also create customers, products and suppliers and update customer details.

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

Try asking

  • “Which sales documents are still open?”

    The AI lists sales documents with the status open, with customer, totals and dates.

  • “Get me the PDF of invoice FT 2026/118.”

    It finds the sales document and returns a download link for its PDF.

  • “Add a new customer, Lisboa Foods Lda, NIF 509876543.”

    It checks the customer list for duplicates and creates the customer with name and tax number.

What your AI can do

Sales

Read sales documents with lines, status and PDF links, and look up sales receipts and document series.

Customers, products and suppliers

List and read customers, contacts, products, services, item families and suppliers, and create customers, products and suppliers.

Purchases and VAT

List purchase documents and supplier payments, and read VAT rates by code, percentage or region.

  • “Which supplier invoices do we have from NIF 501234567?”

    It lists purchase documents filtered by the supplier's tax number.

  • “Has receipt RC 2026/45 been recorded, and which invoices does it settle?”

    It finds the sales receipt and shows the invoices it settles.

  • “Which VAT rates apply in Madeira?”

    It lists the VAT rates for the PT-MA region.

120 tools for TOConline

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

  • cancel_commercial_sales_receiptDeletesVoid a commercial sales receipt (sales receipt id). Destructive action; may require approval. API summary: Anular Recibo de Venda.
  • cancel_documentDeletesVoid a document (commercial purchases document id). Destructive action; may require approval. API summary: Anular Documentos de Compra.
  • create_accountChanges dataCreate a new account. API summary: Criar Contas Bancárias de Utilizador.
  • create_account_criar_contas_de_caixaChanges dataCreate a new account. API summary: Criar Contas de Caixa.
  • create_addressChanges dataCreate a new address. API summary: Criar Morada.
  • create_commercial_purchases_document_lineChanges dataCreate a new commercial purchases document line. API summary: Criar Linha de Documentos de Compra para Produto.
  • create_commercial_purchases_document_line_criar_linhas_de_documeChanges dataCreate a new commercial purchases document line. API summary: Criar Linhas de Documentos de Categoria de Despesa.
  • create_commercial_purchases_payment_lineChanges dataCreate a new commercial purchases payment line. API summary: Adicionar Linha a Pagamentos.
  • create_commercial_sales_document_lineChanges dataCreate a new commercial sales document line. API summary: Criar Linha de Documentos de Venda para um Produto.
  • create_commercial_sales_receiptChanges dataCreate a new commercial sales receipt. Search commercial sales receipts first to avoid duplicates. API summary: Criar Cabeçalho Recibo de Venda.
  • create_commercial_sales_receipt_criar_cabe_alho_de_recibo_de_venChanges dataCreate a new commercial sales receipt. Search commercial sales receipts first to avoid duplicates. API summary: Criar Cabeçalho de Recibo de Venda.
  • create_commercial_sales_receipt_lineChanges dataCreate a new commercial sales receipt line. API summary: Adicionar Linha a Recibo de Venda.
  • create_contactVisible to othersCreate a new contact. Has effects visible outside this system. API summary: Criar email de Cliente.
  • create_criar_servi_oChanges dataCreate a new criar servi o. API summary: Criar Serviço.
  • create_customerChanges dataCreate a customer. Pass `data` with type customers and `attributes` such as business_name, tax_registration_number (NIF), email, contact_name and phone_number. List customers first to avoid duplicates.
  • create_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Criar Documento de Venda.
  • create_document_criar_cabe_alho_de_documentos_de_compraChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Criar Cabeçalho de Documentos de Compra.
  • create_document_criar_cabe_alho_de_documentos_de_compra1Changes dataCreate a new document. Search documents first to avoid duplicates. API summary: Criar Cabeçalho de Documentos de Compra.
  • create_document_criar_cabe_alho_de_documentos_de_vendaChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Criar Cabeçalho de Documentos de Venda.
  • create_item_familyChanges dataCreate a new item family. API summary: Criar Família de Item.
  • create_paymentChanges dataCreate a new payment. API summary: Criar Cabeçalho de Pagamentos.
  • create_payment_criar_cabe_alho_pagamentoChanges dataCreate a new payment. API summary: Criar Cabeçalho Pagamento.
  • create_productChanges dataCreate a product. Pass `data` with type products and `attributes` such as item_code, item_description, sales_price, sales_price_includes_vat and tax_code.
  • create_supplierChanges dataCreate a supplier. Pass `data` with type suppliers and `attributes` such as business_name, tax_registration_number and country_iso_alpha_2.
  • create_tax_descriptorChanges dataCreate a new tax descriptor. API summary: Criar Descritores de Taxa.
  • create_units_of_measureChanges dataCreate a new units of measure. Search units of measures first to avoid duplicates. API summary: Criar Unidades de Medida.
  • delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Remover Contas Bancárias.
  • delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Apagar Morada.
  • delete_apagar_servi_osMoves moneyPermanently delete a apagar servi o. Financial or irreversible action; may require approval. API summary: Apagar Serviço.
  • delete_commercial_purchases_document_linesMoves moneyPermanently delete a commercial purchases document line. Financial or irreversible action; may require approval. API summary: Remover Linhas de Documentos de Compra.
  • delete_commercial_purchases_payment_linesMoves moneyPermanently delete a commercial purchases payment line. Financial or irreversible action; may require approval. API summary: Remover Linhas de Pagamento.
  • delete_commercial_purchases_payment_lines_remover_linhas_de_pagaMoves moneyPermanently delete a commercial purchases payment line. Financial or irreversible action; may require approval. API summary: Remover Linhas de Pagamentos.
  • delete_commercial_sales_document_lineDeletesPermanently delete a commercial sales document line by sales document line id. Destructive action; may require approval. API summary: Remover Linhas de Documentos de Venda.
  • delete_commercial_sales_receiptDeletesPermanently delete a commercial sales receipt by sales receipt id. Destructive action; may require approval. API summary: Apagar Recibo de Venda.
  • delete_commercial_sales_receipt_linesMoves moneyPermanently delete a commercial sales receipt line. Financial or irreversible action; may require approval. API summary: Remover Linhas de Recibos de Venda.
  • delete_commercial_sales_receipt_lines_apagar_linhas_de_recibo_deMoves moneyPermanently delete a commercial sales receipt line. Financial or irreversible action; may require approval. API summary: Apagar Linhas de Recibo de Venda.
  • delete_commercial_sales_receipt_remover_recibos_de_vendaDeletesPermanently delete a commercial sales receipt by sales receipt id. Destructive action; may require approval. API summary: Remover Recibos de Venda.
  • delete_customerDeletesPermanently delete a customer by client id. Destructive action; may require approval. API summary: Remover Cliente.
  • delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Remover Documentos de Venda.
  • delete_documentsMoves moneyPermanently delete a document. Financial or irreversible action; may require approval. API summary: Remover Documentos de Compra.
  • delete_item_familyDeletesPermanently delete a item family by item family id. Destructive action; may require approval. API summary: Remover Família de Item.
  • delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Remover Pagamento.
  • delete_paymentsMoves moneyPermanently delete a payment. Financial or irreversible action; may require approval. API summary: Remover Pagamentos.
  • delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Apagar Produto.
  • delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Remover Fornecedor.
  • delete_tax_descriptorDeletesPermanently delete a tax descriptor by tax descriptor id. Destructive action; may require approval. API summary: Remover Descritores de Taxa.
  • delete_units_of_measureDeletesPermanently delete a units of measure by units of measure id. Destructive action; may require approval. API summary: Remover Unidades de Medida.
  • get_accountGet one account by account id. API summary: Obter Conta Bancária por Id.
  • get_account_obter_contas_de_caixa_por_idGet one account by account id. API summary: Obter Contas de Caixa por ID.
  • get_addressGet one address by address id. API summary: Obter Morada por Id.
  • get_categoryGet one category by category id. API summary: Obter Categorias de Despesa por Id.
  • get_commercial_purchases_payment_lineGet one commercial purchases payment line by commercial purchases payment line id. API summary: Obter Linhas de Pagamento.
  • get_commercial_sales_receipt_lineGet one commercial sales receipt line by commercial sales receipt line id. API summary: Obter Recibo de Venda por ID Copy.
  • get_commercial_sales_receipt_obter_recibo_de_venda_por_id1Get one commercial sales receipt by sales receipt id. API summary: Obter Recibo de Venda por ID.
  • get_contactGet one contact person by `contact_id`.
  • get_contact_obter_contacto_por_id1Get one contact by contact id. API summary: Obter Contacto por Id.
  • get_currencyGet one currency by currency id. API summary: Obter Todas as Unidade Monetária por Id.
  • get_customerGet one customer by `client_id`.
  • get_customer_obter_cliente_por_id1Get one customer by customer id. API summary: Obter Cliente por Id.
  • get_document_obter_documentos_de_venda_por_idGet one document by sales document id. API summary: Obter Documentos de Venda por Id.
  • get_item_familyGet one item family by item family id. API summary: Obter Família de Item por ID.
  • get_payment_obter_pagamento_por_id1Get one payment by payment id. API summary: Obter Pagamento por Id.
  • get_sales_documentGet one sales document by `sales_document_id`, including customer, totals, status and dates.
  • get_sales_document_pdfGet a download link for a sales document's PDF by `sales_document_id`; set `filter_type` to Document.
  • get_sales_receiptGet one sales receipt by `sales_receipt_id`, with the invoices it settles.
  • get_supplierGet one supplier by `supplier_id`.
  • get_supplier_paymentGet one supplier payment by `payment_id`.
  • get_tax_descriptorGet one tax descriptor by tax descriptor id. API summary: Obter Descritores de Taxa por Id.
  • get_units_of_measureGet one units of measure by units of measure id. API summary: Obter Unidade de Medida por ID.
  • get_url_for_print_descarregar_pdf_de_documentos_de_compraGet one url for print by purchases document id. API summary: Descarregar PDF de Documentos de Compra.
  • list_accountsList accounts. API summary: Obter Todas as Contas Bancárias.
  • list_accounts_obter_todas_as_contas_de_caixaList accounts. API summary: Obter Todas as Contas de Caixa.
  • list_addressesList addresses. API summary: Obter Todas as Moradas.
  • list_categoriesList categories. API summary: Obter Todas as Categorias de Despesa.
  • list_commercial_purchases_document_linesList commercial purchases document lines. API summary: Obter Todas as Linhas de Documentos de Compra.
  • list_commercial_sales_receipt_linesList commercial sales receipt lines. API summary: Obter Todas as Linhas de Recibos de Venda.
  • list_commercial_sales_receiptsList commercial sales receipts. API summary: Obter Todos os Recibos de Venda.
  • list_contactsList contact people linked to customers and suppliers.
  • list_currenciesList currencies. API summary: Obter Todas as Unidades Monetárias.
  • list_customersList all customers in TOConline with their names, tax numbers (NIF) and contact details.
  • list_document_seriesList document series (numbering sequences) by `filter_document_type`, `filter_prefix` or `filter_number`.
  • list_documentsList documents. API summary: Obter Todos os Documentos de Venda.
  • list_documents_obter_todos_os_documentos_de_compraList documents. API summary: Obter Todos os Documentos de Compra.
  • list_item_familiesList item families (product groups) used to organise products.
  • list_oss_countriesList oss countries. API summary: Obter Todos os Países OSS.
  • list_oss_taxesList oss taxes. API summary: Obter Todas as Taxas de OSS.
  • list_payments_obter_todos_os_pagamentos1List payments. API summary: Obter todos os Pagamentos.
  • list_productsList all products with their item codes, descriptions and sale prices.
  • list_purchase_documentsList purchase documents (supplier invoices). Optional filters: `filter_status`, `filter_document_no` and `filter_supplier_tax_registration_number`.
  • list_sales_document_linesList the lines of a sales document by `commercial_sales_document_id`.
  • list_sales_documentsList sales documents (invoices, credit notes, quotes and similar). Optional `filter_status`: 1 for finalized, 0 for still open.
  • list_sales_receiptsList sales receipts (payments received from customers). Optional `filter_document_no` to find one by number.
  • list_servicesList all services (non-stock items) with their codes and prices.
  • list_supplier_paymentsList payments made to suppliers.
  • list_suppliersList all suppliers with their names and tax numbers.
  • list_tax_descriptorsList tax descriptors. API summary: Obter Todos os Descritores de Taxa.
  • list_taxesList VAT rates. Optional filters: `filter_tax_code`, `filter_tax_percentage` and `filter_tax_country_region` (e.g. PT, PT-AC, PT-MA).
  • search_countriesSearch countries by filter iso alpha 2. Use this to find existing countries before creating a new country. API summary: Obter Todos os Países.
  • search_documents_obter_todos_os_documentos_de_compra_finalizadosSearch documents by filter status. Use this to find existing documents before creating a new document. API summary: Obter Todos os Documentos de Compra Finalizados.
  • search_units_of_measuresSearch units of measures by filter unit of measure. Use this to find existing units of measures before creating a new units of measure. API summary: Obter Todas as Unidades de Medida.
  • send_document_at_webserviceDeletesSend a document at webservice. Destructive action; may require approval. API summary: Comunicação de Documentos à AT.
  • submit_documentVisible to othersFinalize a document (commercial purchases document id). Has effects visible outside this system. API summary: Finalizar Documentos de Compra.
  • update_addressesVisible to othersUpdate an existing address. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Morada.
  • update_atualizar_servi_osVisible to othersUpdate an existing atualizar servi o. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Serviço.
  • update_commercial_purchases_document_linesVisible to othersUpdate an existing commercial purchases document line. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Linhas de Documentos de Compra.
  • update_commercial_purchases_payment_linesVisible to othersUpdate an existing commercial purchases payment line. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Linhas de Pagamento.
  • update_commercial_sales_document_linesVisible to othersUpdate an existing commercial sales document line. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Linha de Documentos de Venda.
  • update_commercial_sales_receiptChanges dataUpdate an existing commercial sales receipt identified by sales receipt id. Only the fields you pass are changed. API summary: Atualizar Recibo de Venda.
  • update_commercial_sales_receipt_lineChanges dataUpdate an existing commercial sales receipt line identified by commercial sales receipt line id. API summary: Criar Linhas de Recibos de Venda.
  • update_commercial_sales_receipt_linesVisible to othersUpdate an existing commercial sales receipt line. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Linhas de Recibos de Venda.
  • update_commercial_sales_receiptsVisible to othersUpdate an existing commercial sales receipt. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Recibos de Venda.
  • update_contactsDeletesUpdate an existing contact. Only the fields you pass are changed. Destructive action; may require approval. API summary: Atualizar email de Cliente.
  • update_customerVisible to othersUpdate a customer. Pass `data` with the customer `id`, type customers and only the `attributes` to change (e.g. email, business_name, observations).
  • update_documentsVisible to othersUpdate an existing document. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Documentos de Venda.
  • update_documents_atualizar_documentos_de_compraVisible to othersUpdate an existing document. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Documentos de Compra.
  • update_documents_envio_de_documentos_por_emailDeletesUpdate an existing document. Only the fields you pass are changed. Destructive action; may require approval. API summary: Envio de Documentos por email.
  • update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Atualizar Pagamento.
  • update_paymentsVisible to othersUpdate an existing payment. Only the fields you pass are changed. Has effects visible outside this system. API summary: Finalizar Pagamento.
  • update_productsVisible to othersUpdate an existing product. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Produto.
  • update_suppliersVisible to othersUpdate an existing supplier. Only the fields you pass are changed. Has effects visible outside this system. API summary: Atualizar Fornecedor.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose TOConline from the app list.

  2. 2

    Paste your key

    Enter your TOConline server number, paste the Client ID (Identificador) and Client secret (Segredo), then sign in with your TOConline login once. In TOConline, as an Empresário user, open Empresa › Configurações › Dados API and enter the integrator details. TOConline emails a 72-hour link with the client ID, secret and your URLs. On the same page change the redirect address to https://heymyapps.com/oauth/callback. The server number is the N in https://appN.toconline.pt.

  3. 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 TOConline?

The AI can list and read customers, contacts, suppliers, products, services, item families, sales documents and their lines, sales receipts, purchase documents, supplier payments, document series and VAT rates, and get a download link for a sales document's PDF. It can create customers, products and suppliers and update customers.

Does the AI see my TOConline credentials?

No. Your TOConline 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. Updating a customer changes data other people in your company see, and 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?

TOConline connects with OAuth, and this OAuth connection needs the HeyMyApps Pro plan. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own TOConline account.

Can the AI issue invoices in TOConline?

No. On this connection the AI reads sales documents, receipts and their PDFs but does not create or finalize invoices. It can create customers, products and suppliers, so they are ready when you issue the invoice in TOConline.

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