What is MCP?
Model Context Protocol (MCP) is an open standard that allows AI models to securely connect to local and remote data sources and tools. By using Inceipt's MCP server, you give your preferred AI assistant the ability to read your clients, draft invoices, and analyze your business metrics directly through natural conversation.
What can you do?
Once connected, you can ask your AI assistant to:
- "Draft an invoice for Acme Corp for $5,000 for the Q3 web development project."
- "Who are my top 3 clients by revenue this year?"
- "Which invoices are currently overdue?"
- "Mark invoice #INV-0045 as paid."
Inceipt always saves AI-generated invoices as drafts, so you have the final say before anything is sent to a client.
How to Connect
Prerequisites
You need to be logged into your Inceipt account, and you need a compatible AI desktop client (such as Claude Desktop or the ChatGPT Desktop app).
Configuration
Navigate to Settings > Developer in your Inceipt dashboard. There you will find your unique MCP Server URL and instructions on how to add it to your AI client's configuration file.
For example, in Claude Desktop, you would add the following to your claude_desktop_config.json:
{
"mcpServers": {
"inceipt": {
"command": "npx",
"args": [
"-y",
"@inceipt/mcp-server",
"--url",
"https://your-inceipt-url.com",
"--token",
"your-api-token"
]
}
}
}Security & Privacy
Your connection is secured via an API token that only you control. The AI assistant can only access the data within your specific Inceipt workspace. You can revoke this token at any time from the Settings dashboard to instantly sever the AI's access.