How to Use the Invoicing Plus MCP in Claude

Stop hunting for invoices. Connect Invoicing Plus to Claude Desktop and pull your billing data directly into the chat interface.

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Connect Invoicing Plus MCP to Claude Desktop

Create your Vinkius account to connect Invoicing Plus to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Invoicing Plus with Claude Desktop

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Manage customers inside Claude Desktop

Stop switching tabs to check client records. Use `list_customers` to see who owes you money and `get_customer` to pull specific contact info without leaving your workflow. Creating new entries is just as fast. The `create_customer` tool lets you add new clients to your system the moment you finalize a deal.

Track billing cycles in real-time

Keep your revenue flow visible by calling `list_invoices` or `list_estimates` whenever you need a status check. It saves you from digging through email threads to find what's pending. Need to confirm a specific payment? Use `get_invoice` to verify details or `list_payments` to see what cleared today. It's billing visibility on your terms.

Sync business entities with your AI

If you juggle multiple brands, `list_companies` helps you track your accounts. You can call `get_company` to grab specific tax IDs or addresses for your paperwork. Use `list_items` to pull your product catalog into your chats. This keeps your quotes accurate and consistent every single time you draft a document.

Setup guide

Set up Invoicing Plus MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Invoicing Plus MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Invoicing Plus MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under invoicing-plus-mcp.

json

{
  "mcpServers": {
    "invoicing-plus-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Invoicing Plus. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

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Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Invoicing Plus MCP in Claude Desktop

Open your config file at the path provided by the Claude app settings. Add the server under the mcpServers key, save, and restart the app.

The server provides the data tools to list and retrieve invoice details. You use these to feed the right info into your draft generation.

Yes. Your data remains isolated within the MCP server's process. We only handle the specific customer and invoice records you authorize.

The desktop integration requires the native application with local config access. It is not currently supported in the mobile browser experience.

Your authentication token is stored locally in your config file. It is never transmitted to any third party beyond the Invoicing Plus API endpoints.

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Start using the Invoicing Plus MCP today

We host it, we monitor it, we maintain it. You just paste one token.

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