Run your invoicing from your AI assistant.
Works with Claude, ChatGPT, Grok, and Gemini
Most business software makes you learn its screens. IMW Invoice also works the other way around: connect it to the AI assistant you already use, and your books answer to plain language. Ask what is overdue. Tell it to bill a project. Have it draft, send, and follow up on invoices while you stay in the conversation.
This is not a chatbot bolted onto a website. IMW Invoice runs an open-standard connector (the Model Context Protocol, or MCP) that the major assistants understand natively. Your assistant works from your real, live data, scoped to one company, with your explicit authorization.
What you can ask
Read access covers everything you can see in the app: invoices, estimates, customers, contacts, payments, expenses, time entries, projects, items, and tax rates. A few real examples:
- “Who owes me money right now, and how old is each balance?”
- “Show me last month’s revenue compared to expenses.”
- “Which invoices have I not sent yet?”
- “What did I bill Riverside Cafe this quarter?”
What you can do
If you opt in to write access, your assistant can act, not just answer. Every write goes through the same validation the app itself uses:
- Create and edit customers, invoices and individual line items, estimates, payments, expenses, time entries, catalog items, tax rates, projects, and recurring templates.
- Send an invoice to its contacts, convert an approved estimate, apply a credit, or bill all of a project’s unbilled time and expenses onto one invoice in a single step.
- Schedule recurring billing for retainers and subscriptions.
A typical exchange: “Bill the Acme Q2 project.” The assistant creates the invoice from the project’s open time and expenses, reports the total, and asks whether to send it. You say yes. Done.
How the security model works
The connector was designed for the obvious question: is it safe to let an AI near my books?
- You authorize it yourself. The connection uses the same OAuth flow you have seen elsewhere: your assistant asks, you sign in to IMW Invoice, and you approve the exact scope. No API keys to copy around.
- Scoped to one company. A connection sees a single company’s data. It cannot reach across companies, and there is no way to ask for someone else’s.
- Read-only by default. Write access is a separate checkbox at authorization time, off unless you turn it on. You can stay read-only forever.
- Every action is logged. Each write lands in an audit log for your records: what changed, when, through which connection.
- Rate-limited and idempotent. A confused retry cannot double-create an invoice, and a runaway loop cannot flood your books.
- Revocable anytime. Disconnect from your assistant or from IMW Invoice and the connection is dead immediately.
One honest caveat: data your assistant requests is sent to your AI provider and handled under their terms. If your provider trains on conversations, that policy is theirs, not ours. Review your assistant’s data settings before connecting, the same way you would before pasting a customer list into a chat.
Connecting your assistant
You need an IMW Invoice account and your own account with the assistant. The connector address is:
https://invoice.independent.management/mcp
Claude
In Claude’s settings, open Connectors, choose to add a custom connector, and paste the address above. Claude opens the IMW Invoice sign-in; approve the scope you want. The connector then appears in Claude’s tools for any conversation you enable it in.
ChatGPT
In ChatGPT’s settings, open Connectors, add a custom connector (MCP), and use the same address. Sign in and approve when prompted.
Grok and Gemini
Both support MCP connections in their apps and command-line tools. Add a remote MCP server with the address above and complete the sign-in when the browser opens.
To disconnect, remove the connector in your assistant’s settings. Authorizations can also be revoked from the IMW Invoice side at any time.
Why we built it this way
We think the assistant you already talk to all day is the most natural interface a small business has ever had. But natural language needs real guardrails when it touches money: strict tenancy, explicit consent for writes, audit trails, and hard limits. That is the design bar for this connector, and it is the same validation path the app itself uses. Your assistant is a first class user of your books, never a back door into them.
Questions
Which assistants work?
Claude, ChatGPT, Grok, and Gemini today. The connector speaks an open standard (MCP), so assistants that adopt it can connect without changes on our side.
Do I need a paid AI subscription?
You need your own account with the assistant. Whether connectors require a paid tier is up to each provider and changes over time; IMW Invoice adds no charge of its own for the connector. It is included with every account.
Can my accountant connect their own assistant?
Yes. Each user of your company authorizes their own connection with their own login, and each connection is logged separately.
What happens if the AI makes a mistake?
Writes are validated like any other edit, logged in the audit trail, and most actions are reversible in the app. Send actions respect the same safeguards as the app: no arbitrary recipients, capped recipients per send, and a cooldown against duplicate sends.