Connect Paperclip to LotsInvoice
Ask Paperclip to draft invoices, check who owes you and record payments in LotsInvoice. Add LotsInvoice to Paperclip as a remote MCP server with an API key.
LotsInvoice MCP server URL
https://api.lotsinvoice.com/mcpOr let Paperclip guide the setup: send it this prompt
Read https://lotsinvoice.com/skill.md and help me connect LotsInvoice for you.What Paperclip can do with LotsInvoice
Once connected, Paperclip 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
- Paperclip with the managed MCP gateway and Tools & Access enabled
- Company administrator access to tools and agent profiles
- A LotsInvoice API key
- A LotsInvoice account. You can create one during sign-in.
Connect Paperclip to LotsInvoice
Create the LotsInvoice connection
In your company’s Tools & Access, create a LotsInvoice application and a remote HTTP connection. Use the hosted MCP URL below.
https://api.lotsinvoice.com/mcpStore the key as a secret
Create a key at https://www.lotstech.com/api and save it as a Paperclip company secret. Attach a credential reference to the connection: header Authorization, prefix Bearer followed by a space. Keep the key out of plain connection configuration.
Check the connection and load its tools
Run the connection health check and refresh its tool catalog. Enable the connection, review the discovered tools and approve the actions you want your agent to perform.
Assign access to your agent
Create a tool profile containing the LotsInvoice tools you need and bind it to the responsible agent. Ask that agent “Show me what needs attention in my LotsInvoice business” before giving it real work.
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
- My agent cannot see LotsInvoice tools
- Check the connection is enabled, its tool catalog is refreshed, the required tools are allowed in a profile and that profile is bound to your agent.
Steps checked on 1 October 2026 against Paperclip: managed MCP gateway and access setup.
Pricing
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
Paperclip and LotsInvoice: questions
How do I connect Paperclip to LotsInvoice?
Follow the Paperclip setup above to add https://api.lotsinvoice.com/mcp. Configure your LotsInvoice API key using the credential settings shown. Then ask “Show me what needs attention in my LotsInvoice business”.
Does adding Paperclip’s MCP server also add LotsInvoice?
No. The two servers expose different tools. LotsInvoice must be connected to the agent runtime or called through its REST API.
Do I need an API key to use LotsInvoice with Paperclip?
Yes. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where Paperclip offers sign-in, use that instead.
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.
My agent cannot see LotsInvoice tools
Check the connection is enabled, its tool catalog is refreshed, the required tools are allowed in a profile and that profile is bound to your agent.
