Connect Codex to LotsInvoice
Ask Codex to draft invoices, check who owes you and record payments in LotsInvoice. Add LotsInvoice to Codex as a remote MCP server and sign in once.
LotsInvoice MCP server URL
https://api.lotsinvoice.com/mcpOr let Codex guide the setup: send it this prompt
Read https://lotsinvoice.com/skill.md and help me connect LotsInvoice for you.What Codex can do with LotsInvoice
Once connected, Codex 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
- Codex CLI, the Codex app or the IDE extension
- A LotsInvoice account. You can create one during sign-in.
Connect Codex to LotsInvoice
Add the server
Run this in your terminal.
codex mcp add lots-invoice --url https://api.lotsinvoice.com/mcpSign in
Run this and finish the sign-in in the browser that opens.
codex mcp login lots-invoiceCheck the connection
Start Codex and run /mcp; lots-invoice is listed with its tools. In the Codex app or IDE extension, add it instead under Settings, then MCP servers: select Add server, choose Streamable HTTP, paste the URL, save and select Authenticate.
/mcp
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.”
- “Import the customers in clients.csv into my LotsInvoice business.”
If something goes wrong
- Tools fail with an auth error
- Run codex mcp login lots-invoice again; sessions expire after a period of inactivity.
Steps checked on 13 October 2026 against Codex: MCP.
Pricing
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
Codex and LotsInvoice: questions
How do I connect Codex to LotsInvoice?
Follow the Codex 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 LotsInvoice work in the Codex app and the IDE extension?
Yes. Add it under Settings, then MCP servers: select Add server, choose Streamable HTTP, paste https://api.lotsinvoice.com/mcp, save and select Authenticate.
Do I need an API key to use LotsInvoice with Codex?
No. Codex 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.
Tools fail with an auth error
Run codex mcp login lots-invoice again; sessions expire after a period of inactivity.
