# Connect Claude to LotsInvoice Canonical page: https://lotsinvoice.com/agents/claude Steps checked: 2026-10-13 Ask Claude to draft invoices, check who owes you and record payments in LotsInvoice. Add LotsInvoice to Claude as a remote MCP server and sign in once. MCP server URL: https://api.lotsinvoice.com/mcp REST API docs: https://api.lotsinvoice.com/docs Setup instructions for your agent: https://lotsinvoice.com/skill.md ## What you can do once connected - 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 - Any Claude plan: Free, Pro, Max, Team or Enterprise - On Team and Enterprise, an owner adds it once under Organization settings, then Connectors (Add, then Custom, then Web), and each member connects it from Customize, then Connectors - A LotsInvoice account. You can create one during sign-in. ## Connect Claude to LotsInvoice 1. **Open Connectors.** In Claude, go to Customize, then Connectors. Select + Add and choose Add custom connector. 2. **Add LotsInvoice.** Name it LotsInvoice, paste the server URL and select Continue. Keep the sign-in settings Claude detects, select Continue again, then select Add. ``` https://api.lotsinvoice.com/mcp ``` 3. **Sign in to LotsInvoice.** A LotsInvoice sign-in opens in your browser. Sign in with your email. New users can create an account during this step. ## 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.” ## Questions and troubleshooting ### How do I connect Claude to LotsInvoice? Follow the Claude 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”. ### Is LotsInvoice in Claude’s connector directory? Add LotsInvoice as a custom connector: in Claude, go to Customize, then Connectors, select + Add and choose Add custom connector. Paste the MCP URL and sign in to your LotsInvoice account. ### Do I need an API key to use LotsInvoice with Claude? No. Claude 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 do not appear in a chat Select the + button at the lower left of the chat, open Connectors and switch LotsInvoice on for that conversation. ### New tools are missing after an update Disconnect and reconnect the connector so Claude reloads the tool list. ## Sources - [Claude: custom connectors](https://support.claude.com/en/articles/11175166-getting-started-with-custom-connectors-using-remote-mcp)