Connect Claude Cowork to LotsInvoice
Ask Claude Cowork to draft invoices, check who owes you and record payments in LotsInvoice. Add LotsInvoice to Claude Cowork as a remote MCP server and sign in once.
LotsInvoice MCP server URL
https://api.lotsinvoice.com/mcpOr let Claude Cowork guide the setup: send it this prompt
Read https://lotsinvoice.com/skill.md and help me connect LotsInvoice for you.What Claude Cowork can do with LotsInvoice
Once connected, Claude Cowork can:
- Draft invoices, estimates and credit notes for your customers, with the totals worked out for you.
- Turn an estimate into an invoice, and repeat an invoice on a schedule, such as a monthly retainer.
- Email an invoice or a payment reminder to your customer when you tell it to.
- See who owes you and how late each invoice is, and record the payments you receive.
- Add customers and saved items, and set up your taxes and payment options from the details you give it.
- Pull revenue, tax and payment reports and customer statements for your accountant.
The LotsInvoice dashboard does the whole job on its own: invoices, estimates, customers, payments, reminders and reports. Every invoice your agent drafts shows up there, where you can check the PDF preview before you send it.
You need
- Claude Desktop with Cowork available
- Permission to add a custom remote connector
- A LotsInvoice account. You can create one during sign-in.
Connect Claude Cowork to LotsInvoice
Add a custom connector
In Claude, open Customize → Connectors → + Add → Add custom connector. Name it LotsInvoice and use this URL.
https://api.lotsinvoice.com/mcpSign in
Complete the LotsInvoice sign-in and enable the connector in your Cowork task.
Check the tools
Ask your agent “Show me what needs attention in my LotsInvoice business” before asking it to change anything.
What to ask next
- “Draft an invoice for Acme Design for 12 hours of design work, due in 15 days. Show me the total first.”
- “Which invoices are overdue? Show me a friendly reminder for each one before you send anything.”
- “Turn the estimate for Northwind into an invoice and set it to repeat on the 1st of every month.”
- “Record a bank transfer from Northwind against their open invoice.”
If something goes wrong
- LotsInvoice tools are not available
- Check that LotsInvoice is enabled for this session and authentication has completed. Reload the connection or start a new session to refresh its tools.
Steps checked on 1 October 2026 against Claude: custom remote connectors.
Pricing
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
Claude Cowork and LotsInvoice: questions
How do I connect Claude Cowork to LotsInvoice?
Follow the Claude Cowork setup above to add https://api.lotsinvoice.com/mcp. Complete sign-in using the authentication method shown. Then ask “Show me what needs attention in my LotsInvoice business”.
Does Cowork keep LotsInvoice connected between tasks?
Once LotsInvoice is added as a custom connector and signed in, enable it for each Cowork task that needs it. Start a new session if its tools do not appear.
Do I need an API key to use LotsInvoice with Claude Cowork?
No. Claude Cowork signs in to LotsInvoice in your browser. API keys are for the REST API, for scripts and your own apps.
What does LotsInvoice cost?
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
Will my agent email my customers without asking me?
Every invoice starts as a draft, and nothing reaches your customer until it is sent. Sending is its own step, and the LotsInvoice tools and skill tell your agent to show you the totals and ask before it sends. You can also open the draft in your dashboard first.
Does LotsInvoice take or move money through my agent?
No. LotsInvoice never holds or moves your money. Your customers pay you directly with the payment options you set up, and your agent can record a payment once you have received it.
Can my agent change an invoice I already sent?
A sent invoice is locked with its number. Your agent can revise it with a reason, which keeps the number and adds a version, or void it. A paid invoice is corrected with a credit note.
Does my agent choose my tax rates?
No. It uses the taxes you have set up or the rates you give it, and it asks for anything that is missing. Check your layout and tax wording with your accountant.
LotsInvoice tools are not available
Check that LotsInvoice is enabled for this session and authentication has completed. Reload the connection or start a new session to refresh its tools.
