Connect Perplexity Computer to LotsInvoice
Ask Perplexity Computer to draft invoices, check who owes you and record payments in LotsInvoice. Add LotsInvoice to Perplexity Computer as a remote MCP server and sign in once.
LotsInvoice MCP server URL
https://api.lotsinvoice.com/mcpOr let Perplexity Computer guide the setup: send it this prompt
Read https://lotsinvoice.com/skill.md and help me connect LotsInvoice for you.What Perplexity Computer can do with LotsInvoice
Once connected, Perplexity Computer 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
- Perplexity with Computer and custom remote connectors enabled
- Workspace permission to add a connector
- A LotsInvoice account. You can create one during sign-in.
Connect Perplexity Computer to LotsInvoice
Add a remote connector
Open Account settings → Connectors → + Custom connector. Choose Remote, name it LotsInvoice and enter this URL.
https://api.lotsinvoice.com/mcpAuthenticate
Use OAuth sign-in if offered. For a Bearer-token connection, create a LotsInvoice API key at https://www.lotstech.com/api and add it in the connector’s credential field.
Authorization: Bearer <your API key>Enable it in Computer
Enable LotsInvoice under Connectors for your Computer workflow, then ask it “Show me what needs attention in my LotsInvoice business”.
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 Perplexity: custom remote connectors.
Pricing
Current plans and prices are on https://lotsinvoice.com/pricing. Your agent’s own plan or usage fees are separate.
Perplexity Computer and LotsInvoice: questions
How do I connect Perplexity Computer to LotsInvoice?
Follow the Perplexity Computer 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 there a LotsInvoice skill to install in Computer’s sandbox?
This guide uses Perplexity’s remote MCP connection. LotsInvoice does not provide a CLI skill to install in the sandbox.
Do I need an API key to use LotsInvoice with Perplexity Computer?
Only if the connector asks for one. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where Perplexity Computer 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.
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.
