[InvoiceOcean — Support](https://help.invoiceocean.com/index.md) / [Integration](https://help.invoiceocean.com/integration.md)

# [Integration with AI Assistants (MCP): Claude, ChatGPT and Others AI](https://help.invoiceocean.com/integration-with-ai-assistants-mcp-claude-chatgpt-and-others-ai.md)

InvoiceOcean supports the MCP (Model Context Protocol), a standard that allows AI assistants (e.g. Claude Desktop, ChatGPT Desktop, Codex) to securely read data from your account and answer questions about invoices and customers without the need to manually paste data or API tokens.
### What can an AI assistant do?
Once connected, the AI assistant can, on your behalf:
- **search for invoices:** by invoice number, buyer name, client, status (issued/sent/paid/partially paid/rejected), document type (VAT invoice, proforma invoice, correction, bill, advance/final invoice), and date range, separately for sales and purchases;
- **check customer information:** contact details, address, VAT number, bank account number, and the number of related invoices (by client ID);
- **check customer settlements: ** how much the customer has paid, how much remains to be paid, broken down by currency and date range.
Examples of questions you can ask the assistant after connecting it: "What invoices did I issue to company X this month?", "How much does this company still owe us?", "Give me the VAT number and address of customer ID 123".

> **IMPORTANT! The integration works in read-only mode only;** the AI assistant cannot issue, edit, or delete invoices, clients, or any other data in the account. The rules for using the MCP service are set out in the\*\* MCP Service Terms and Conditions.

### What is required to use MCP?
To use InvoiceOcean MCP, you need:
- **an InvoiceOcean account** and access to the account you want to connect with the [account owner role](https://help.invoiceocean.com/86880601-instant-user-creation-when-adding-them-to-an-account);
- **an AI client that supports remote MCP servers via HTTP and OAuth 2.1 authorization with PKCE**
- **your InvoiceOcean account address**; this is the address you use to log in to your account in a browser, e.g. [https://your-example-account.invoiceocean.com](https://app.invoiceocean.com/login). This address will be needed to create the MCP server address.

> **IMPORTANT!** The MCP connection can only be established by a user with the **account owner** role.

### **How to connect an AI assistant to InvoiceOcean?**
To connect an AI assistant to InvoiceOcean:
1. In your AI client settings (e.g. Claude Desktop), add a new MCP server and enter the address [https://your-name.invoiceocean.com/mcp ](https://app.invoiceocean.com/login)(replace \*\*your-name \*\*with your account prefix; the same one you see in the browser address when you are logged in to InvoiceOcean).
2. When connecting for the first time, the AI client will open the InvoiceOcean login screen in your browser (if you are not already logged in), followed by a consent screen. You will see the name of the AI application and a list of the functions it is requesting access to.
3. Click **Allow** to authorize access, or **Deny** if you do not want to connect this assistant to your account.
4. From then on, the AI assistant can answer questions using data from your account without requiring you to log in again (until you revoke access)


### **How to connect an AI assistant to InvoiceOcean — Claude Desktop?**
To integrate InvoiceOcean with Claude Desktop:
1. Log in to Claude Desktop and open the application settings: **Settings > Connectors > Add custom connector**, 
![](f6b6104cf536-image 1.png)
2. Fill in the fields:
**- Connector name**: InvoiceOcean(or another name that you will see in the application),
**- Remote MCP server URL**: [https://your-example-account.invoiceocean.com/mcp](https://app.invoiceocean.com/login), where you should replace your- example- account with your account prefix, 
![](32df064b7a08-image 2.png)
3. Click **Add**, and then **Connect**. A browser window will open with InvoiceOcean, 
![](9e4ecc42bc5f-Image 3.png)

1. If required by the system, log in and then approve access on the consent screen.
2. Done; the Claude Desktop assistant has read-only access to your InvoiceOcean account.


### How to connect an AI assistant to InvoiceOcean — Claude Code?
Add the server (replace the address with your own): 

> claude mcp add InvoiceOcean –transport http [https://your-account.invoiceocean.com/mcp](https://app.invoiceocean.com/login)

By default, the server is saved for the current project (–scope local). To make it available across all projects, add –scope user:

> claude mcp add InvoiceOcean–transport http –scope user https://acme.invoiceocean.com/mcp 

Log in (OAuth authorization). In Claude Code, run:

> /mcp
> 

Select InvoiceOcean and confirm the login. A browser window will open with InvoiceOcean. Log in (if necessary) and approve access on the consent screen.

Done.  You can now ask, for example:

> Show me the 5 most recent unpaid invoices.


Alternatively, instead of using the command, you can add an entry to the client configuration file (e.g. np. .mcp.json in the project directory or claude_desktop_config.json in Claude Desktop):
```
{
  "mcpServers": {
    "InvoiceOcean": {
      "type": "http",
      "url": "https://acme.invoiceocean.com/mcp"
    }
  }
}
```

You still complete the OAuth authorization through /mcp after adding the entry.

### How to Connect the AI Assistant to InvoiceOcean – Codex
Add the server (replace the address with your own):

> codex mcp add –url [https://your-account.invoiceocean.com/mcp](https://app.invoiceocean.com/login) Invoiceocean

The entry will be saved to \~/.codex/config.toml; you do not need to edit the file manually.

Log in (OAuth authorization):

> codex mcp login InvoiceOcean

An InvoiceOcean browser window will open. Log in and authorize access. Codex will handle the return automatically (it listens on a local port).

Done. Ask about your data.

Alternatively, you can add the entry manually to \~/.codex/config.toml (Codex uses the TOML format):
```
[mcp_servers.InvoiceOcean]
url = "https://acme.invoiceocean.com/mcp
```

and then log in using  codex mcp login InvoiceOcean.

### How to Connect the AI Assistant to InvoiceOcean – Other Client (Any)
InvoiceOcean MCP works with any client that supports a remote MCP server via Streamable HTTP and OAuth 2.0. Simply enter the server address: https://.invoiceocean.com/mcp.

Most clients accept an entry in JSON format in their configuration file:
```
  "mcpServers": {
    "InvoiceOcean": {
      "type": "http",
      "url": "https://acme.invoiceocean.com/mcp"
    }
  }
}
```

You do not need to create any application or copy over the client_id or secrets. The client registers automatically (Dynamic Client Registration), and you obtain access by logging in via OAuth in your browser.

### What if I have multiple accounts in InvoiceOcean?
Access is assigned to one specific account (subdomain). If you want the AI assistant to have access to several of your accounts, add a separate entry for each account in the AI client, for example:

{
“mcpServers”: {
“InvoiceOcean - Company A”: { “type”: “http”, “url”: “[https://company-a.invoiceocean.com/mcp”](https://firma-a.bitfaktura.cz/mcp%E2%80%9D) },
“InvoiceOcean - Company B”: { “type”: “http”, “url”: “[https://company-b.invoiceocean.com/mcp”](https://firma-b.bitfaktura.cz/mcp%E2%80%9D) }
}
}

### How to Revoke Access for an AI Application?
You can check at any time which AI applications have access to your account and revoke that access:
1. In InvoiceOcean go to **Settings > Account Settings > Integration**.
2. In the **AI applications** section, click **Manage AI application access**.
3. A list of active authorizations will be displayed (application name and authorization date). For each one, you will have the option to **Revoke access**.

You can also revoke access directly from the settings of the AI client itself.

### Important Information Regarding MCP
1. Authorization is performed using standard OAuth 2.1 with PKCE;  you never need to manually enter an API token; you simply log in normally through InvoiceOcean.
2. Access is always tied to one specific account; a token issued for one account will not work with another account.
3. AI assistant queries operate in read-only mode, with an execution time limit; the assistant cannot modify or overload the database.
4. Access is fully reversible and transparent;  you can see who has access at any time and revoke it whenever you wish.

### Most Common Issues and Solutions
❓ **The browser did not open or the login process does not complete.**
Start the login process again (/mcp in Claude Code, codex mcp login in Codex). Make sure you are logged in to the correct InvoiceOcean account in the same browser.
❓ **Account access missing” or an error occurs after confirmation.**
The logged-in user must have access to the account corresponding to the address you are connecting to. Check that the prefix in the …/mcp address corresponds to the correct company.
❓ **The assistant cannot see the tools or the server is marked as "failed".**
Check the server address (it must end with /mcp) and the connection. In Claude Code, you can check the status and reconnect from the /mcp panel.
❓ **The response is empty or says “not found.”**
Make your query more specific (e.g., date range, status, currency). Remember that results are limited to the connected account and to data that can be accessed through the three available tools.