Optional · AI assistants

Use LotsInvoice from your AI assistant.

Once your business is set up in the dashboard, you can let Claude, ChatGPT, Codex, Cursor or another assistant work with it too: draft an invoice from a sentence, check who owes you, record a payment. It uses your customers, items and layout, and asks you before anything is sent. Everything it does shows up in your dashboard.

MCP server URL

https://api.lotsinvoice.com/mcp

Remote MCP with OAuth: sign in with your Lots account, no key needed.

What an assistant can do

Ask in plain words, the way you would ask a bookkeeper:

“Draft an invoice for Acme Design for 12 hours of design work at $95 an hour, due in 15 days. Show me the total first.”

“Which invoices are overdue? Draft a friendly reminder for anything more than a week late.”

“Turn the estimate for Northwind into an invoice and set it to repeat on the 1st of every month.”

Asks before it sends

Every invoice starts as a draft. The assistant shows you the totals and asks before anything goes to a client.

Never guesses your taxes

Assistants ask for missing details and use only the taxes you set up. LotsInvoice never moves money.

Every change in your dashboard

The same documents, in the same place. An assistant works within your role on each business.

Connect your assistant

Works in any assistant that supports remote MCP. The server URL is https://api.lotsinvoice.com/mcp.

Claude (claude.ai and desktop)

Open Customize, then Connectors. Select + Add, then Add custom connector.
Name it LotsInvoice, paste the MCP URL and select Add.
```
https://api.lotsinvoice.com/mcp
```
Select Connect and sign in with your Lots account.
In a chat, turn LotsInvoice on from the + menu under Connectors.

Team and Enterprise: an owner adds it once under Organization settings, then Connectors (Add, Custom, Web). Members then connect it from Customize, then Connectors.

ChatGPT

Go to Plugins, select +, then Add custom MCP server.
Name it LotsInvoice. Under Connection, enter the server URL, then choose OAuth for authentication.
```
https://api.lotsinvoice.com/mcp
```
Tick I understand and want to continue, then select Create as a plugin.
Install the plugin and sign in with your Lots account. In a new chat, type @, select LotsInvoice and ask.

Custom MCP servers with full MCP, read and write, are on ChatGPT Business, Enterprise and Edu, on the web only. On Business, only admins and owners can add them; on Enterprise and Edu, admins can also give other members permission. Pro can connect custom MCP servers with read and fetch permissions only.

Claude Code

Add the server:

claude mcp add --transport http lots-invoice https://api.lotsinvoice.com/mcp

Start Claude Code and run /mcp. Select lots-invoice, choose Authenticate and allow access in the browser.

Codex CLI

Add the server:

codex mcp add lots-invoice --url https://api.lotsinvoice.com/mcp

Sign in, then finish in the browser:
```
codex mcp login lots-invoice
```
Check it is connected:
```
codex mcp list
```

Cursor

Add this to ~/.cursor/mcp.json (or the project's .cursor/mcp.json):

{
  "mcpServers": {
    "lots-invoice": {
      "url": "https://api.lotsinvoice.com/mcp"
    }
  }
}

Cursor asks you to sign in with your Lots account the first time it connects.

Other assistants that support remote MCP: add the same URL as a remote (HTTP) server and sign in.

Your own integration

Create an API key at www.lotstech.com/api and keep it secret.
Read the API docs at https://api.lotsinvoice.com/docs.md.
Call the REST API with Authorization: Bearer <key>.

80 tools on the MCP server

The same contract powers the dashboard, MCP and REST, so an assistant and your team always see the same documents.

accept_invitation: Accept an invitation with the token from its link (signed in with the invited email).
apply_credit: Apply the customer's available credit (overpayments, credit notes) to an invoice.
apply_preset: Set up columns, labels, titles, tax groups and declarations for a region: us_freelancer, us_sales_tax, eu_vat, uk_vat, india_gst, india_export_lut.
archive_business: Archive a business: billing for it stops, nothing is deleted, sent links keep working.
archive_customer: Archive (or restore: true) a customer.
cancel_invitation: Cancel a pending invitation.
check_template: Check a template (html body + css) without saving: forbidden content, unknown placeholders, missing required data, and warnings.
convert_estimate: Turn an estimate into a draft invoice.
create_business: Create a business (the entity that sends invoices).
create_checkout: A checkout link for a plan (starter, pro, business; monthly or annual) or a credits top-up (amount_usd, minimum 10).
create_credit_note: Draft a credit note.
create_customer: Add a customer.
create_declaration: Save a statement to print on documents, e.g.
create_estimate: Draft an estimate (quote).
create_invoice: Draft an invoice.
create_item: Save a product or service with its price, code (SKU, HSN/SAC), unit and default tax.
create_recurring: Repeat an invoice on a schedule (document_id), e.g.
create_tax: Save a tax from rates the owner gives you (never guess a rate): one component (name + rate) or several (components), e.g.
create_template: Save a custom template after it passes check_template.
delete_draft: Delete a draft that was never sent.
delete_payment: Remove a recorded payment (kept for history, no longer counted).
duplicate_document: Copy a document into a new draft, optionally for another customer or as another type.
export_business: Everything about the business as JSON, with PDF links valid 7 days.
get_aging_report: Money owed by age (current, 1-30, 31-60, 61-90, 90+ days), per currency and customer.
get_billing: Your LotsInvoice plan or credits, businesses in use, rates and plans to choose from.
get_business: Get one business with its settings and what is still missing (next_steps).
get_customer: One customer with open balance, available credit and recent documents.
get_document: One document with lines, totals, versions, payments and activity (viewed, reminders, portal notes).
get_document_pdf: A download link (valid 1 hour) for the PDF.
get_document_preview: A preview link (HTML, valid 1 hour), or the HTML itself with include_html.
get_payments_report: Payments received by method, per currency.
get_portal_link: The customer's portal link (view and download documents, pay, accept estimates), optionally to one document.
get_revenue_report: Revenue (excluding tax) by month and by customer, per currency.
get_settings: Numbering, titles, defaults, payment options, reminders, layout (columns, custom fields, blocks, labels), theme and signature.
get_statement: A customer statement: opening balance, invoices, credit notes, payments and closing balance per currency.
get_summary: What needs attention: unpaid and overdue invoices, money received this month, drafts, open estimates and upcoming recurring invoices.
get_tax_report: Tax charged by tax and rate, per currency (invoices minus credit notes).
get_template: One custom template with its html and css, to edit it.
get_template_guide: How to write a custom template: the safe template language, every data path, an example view and the built-in layout source to start from.
import_customer_from_crm: Add a customer from a LotsCRM contact you can read (name, email, phone, primary company).
import_customers: Import customers from CSV text (header row first; up to 1,000 rows).
import_items: Import items from CSV (name, description, code/SKU/HSN, unit, price).
invite_member: Invite someone (a partner, bookkeeper) as editor or viewer.
leave_business: Leave a business you were invited to.
list_businesses: List the businesses you can invoice from, with your role, settings and whether the sender email is confirmed.
list_customers: List or search customers (name, contact, email).
list_declarations: Saved declarations (fixed statements printed on documents).
list_documents: List invoices, estimates and credit notes.
list_items: Saved products and services.
list_members: People with access to this business, and pending invitations (owner).
list_payments: Recorded payments, newest first.
list_recurring: Recurring invoices and their next dates.
list_taxes: Saved taxes.
list_templates: Built-in designs, custom templates and regional presets.
mark_document_sent: Issue a draft without emailing it (you delivered it yourself): assigns the number and locks it.
pause_recurring: Pause a recurring invoice.
preview_template: Render a template (template key, or unsaved html/css) with sample data at 1 to 200 lines; returns HTML.
record_payment: Record money received for an invoice (partial allowed).
resend_email_confirmation: Send the business email confirmation link again.
restore_business: Restore an archived business (needs plan room or credits).
resume_recurring: Resume a recurring invoice.
revise_document: Change a sent invoice or estimate: a new locked version with a reason (the number stays).
rotate_portal_link: Revoke every earlier portal link for this customer and make a new one.
send_document: Email the document with its PDF and portal link (from LotsInvoice, replies go to the business).
send_reminder: Email a payment reminder now for a sent, unpaid invoice.
set_next_number: Set the next document number (only forward), e.g.
set_payment_options: How customers pay, shown on invoices, emails and the portal: a pay link (Stripe Payment Link, PayPal, Venmo, Cash App, Square), bank details, Zelle, UPI (India, with a QR code), check address, instructions.
set_theme: Change the default template and look: template (classic, modern, minimal, bold, compact, formal, studio, executive, ledger or custom:<id>; ledger is the full-page grid Indian tax invoice), color, accent, font (inter, plex, serif, mono), density (compact, normal, comfortable), logo_position, logo_size, paper (letter, a4), accent_style (bar, band, none).
update_business: Update business details.
update_customer: Update a customer.
update_declaration: Update or archive a declaration.
update_document: Edit a draft (any document field; lines replaces all lines).
update_item: Update or archive (archived: true) an item.
update_member: Change a member's role or remove them (remove: true).
update_recurring: Change a recurring invoice (name, mode, end_date, max_count, next_date, template).
update_settings: Change settings.
update_tax: Rename, change components, or archive (archived: true).
update_template: Update (re-checked) or archive a custom template.
upload_image: Upload the logo, a signature image or a company seal (stamp) image (PNG, JPEG, WebP or GIF, 1 MB max, base64) and save it on the business.
void_document: Void a sent invoice or credit note (keeps its number).

REST API

Building your own integration? Call the REST API at https://api.lotsinvoice.com/api/v1/lotsinvoice with an API key.

Create an API key API documentation