Connect your AI agent
Your business, inside the AI you already use.
Ask ChatGPT, Claude, or Meta Muse about invoices, calls, and jobs. They check InvoicifyAI for real numbers and work only within the permissions you approve.
ChatGPT
Which invoices are overdue this week?
3 invoices, $4,860 in total. Patel Renovations is furthest behind.
Checked InvoicifyAIClaude
Estimate the Chen bathroom: 24 hrs labour, $2,840 materials, valid 30 days.
EST-311 is saved as a draft: $5,060 before tax. Add tax in InvoicifyAI before sending.
Used your service ratesMeta Muse · via WhatsApp
Did anyone call while I was on the Patel job?
The receptionist booked a water heater quote for Thursday at 10.
Checked call recordsPick your AI agent
Connect in about two minutes.
- ChatGPTCustom appAsk about receivables, jobs, and calls. Add follow-up tasks from the chat.Business, Enterprise, or Edu for writes · Pro readsConnect ChatGPT
- ClaudeCustom connectorDraft estimates at your rates, review call transcripts, and log expenses.Works on every Claude planConnect Claude
- Meta MuseApp + WhatsAppOne-message setupAsk in the Muse app or from a WhatsApp chat between jobs. One connection covers both.US and Canada · PreviewGet the setup message
- Other MCP clientsStandard MCP with OAuthDeveloper tools such as Claude Code and Codex, and clients that identify themselves during OAuth sign-in.Setup steps are in Settings, then IntegrationsSign in to connect
What you can ask
Less app hunting. More business context.
Get paid
“Who owes me money, and who should I call first?”
Quote and invoice
“Draft an invoice for Patel. 2 hours plus parts.”
Catch up on calls
“What did the receptionist book while I was out?”
Plan the week
“What jobs are booked, and which requests are still open?”
Keep the CRM tidy
“Add a follow-up task for the kitchen lead for Friday.”
Track costs
“Log a $64 fuel expense under vehicle costs.”
No passwords to hand over
You sign in to InvoicifyAI yourself, see exactly what the agent asks for, and can disconnect it any time from Settings.
Only your business, only your role
The agent sees your company's records and nothing else. A viewer in InvoicifyAI is a viewer in the chat. Every change is logged under your name.
Read and write access stays separate
The agent uses only the scopes you approve. Creating, sending, and recording payment remain separate permissions.
Questions
Before you connect
Which InvoicifyAI plan do I need?
Every InvoicifyAI plan can connect an AI agent, including the free trial. If your subscription ends, existing connections stay listed in Settings so you can still disconnect them.
Can an AI agent send invoices or record payments on its own?
No. When you connect, you approve which permissions an AI agent can use, and creating, sending, and recording a payment are separate permissions. InvoicifyAI also tells an AI agent to show you a summary and get your confirmation in the chat before every send or payment. Every change is logged under your name.
What can an AI agent see?
Only what InvoicifyAI returns for your requests, limited to your company and your role. How your conversations are stored is covered by the privacy settings of the AI app you use.
How do I disconnect an AI agent?
In InvoicifyAI, open Settings, then Integrations, and choose Disconnect. Access ends right away, and changes already made stay in InvoicifyAI. Owners can also disconnect a teammate's connection.
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