Claude and ChatGPT can now read your Italian e-invoices: how FatturaSmart's MCP connector works

You can now connect Claude or ChatGPT to your FatturaSmart account and ask about your Italian e-invoices and your quotes: how much you invoiced a client, which invoices are overdue, what you have to collect and pay in the coming days, how your revenue compares with last year, which quotes are still waiting for an answer. The assistant can also prepare drafts of invoices, quotes, pro-forma invoices and other business documents, which stay in FatturaSmart until you review and send them yourself, and show you their PDF preview right in the chat. The link goes through an MCP connector, included in every paid plan.

What is an MCP connector

MCP (Model Context Protocol) is the open standard AI assistants use to connect to other services. An MCP connector gives the assistant a set of tools (search, read, create), and the assistant chooses which ones to use to answer your question.

FatturaSmart’s connector offers these tools:

Tool	What it does
list_businesses	Lists the businesses you connected
search_invoices	Searches issued or received invoices by client, period, due date, payment status or document type, with totals over the whole filter, taxable amount and VAT included
get_invoice	Reads an invoice in detail: lines, VAT summary, withholding tax and pension fund, instalments, payments and SDI status
search_clients, get_client	Search clients and show each one’s summary: total invoiced, amount still to collect, last invoice
search_products	Searches catalogue products with code, price, VAT and unit of measure, and stock if you use the inventory (Max plan)
list_deadlines	Reads the Due dates section over a period: incoming and outgoing payments, tax deadlines (F24, VAT, stamp duty) and manual deadlines, with incoming, outgoing and net totals
get_financial_summary	Summarizes revenue and costs by month, quarter or year, compared with the previous period, with your top clients and suppliers
list_numbering_series	Reads your document numbering series (format, starting number, yearly reset and next number) without being able to change them: you change them in the app, under Profile › Numbering
get_draft_options	Reads the document types, VAT rates, numbering series and payment methods available for a draft, including the saved payment methods with IBAN and beneficiary
create_invoice_draft	Creates a draft invoice for a client already in your registry, catalogue products included, only if you grant that permission
search_business_documents, get_business_document	Search quotes, pro-forma invoices and other business documents and read them in detail: client, lines, amounts, validity and status
create_business_document_draft	Creates the draft of a quote, a pro-forma invoice or another business document for a client already in your registry, only if you grant that permission. It doesn’t send it or convert it into an invoice
preview_document	Shows the PDF preview of an invoice or a document right in the chat, in Claude and ChatGPT, with a link to the PDF valid for 10 minutes. It isn’t available for documents with protected patient data
search, fetch	Quick search across invoices and clients of every connected business, and reading one result

What you can ask Claude or ChatGPT about your invoices, quotes and due dates

Question	What FatturaSmart does
”What do I have to collect and pay in the next 30 days, tax deadlines included?”	Reads the Due dates of the next 30 days: incoming and outgoing payments, tax deadlines such as F24, VAT and stamp duty, and manual deadlines, with incoming, outgoing and net totals
”How is this year’s revenue doing compared with 2025, month by month? Who are my top 5 clients?”	Reads the revenue summary month by month compared with 2025 and the 5 clients you invoiced the most
”How much did I invoice Studio Bianchi in 2026?”	Finds the client and adds up the year’s issued invoices, over every invoice matching the filter
”Which invoices are overdue and still unpaid?”	Lists invoices still to collect whose due date has passed, oldest first
”Show me the invoices received from Rossi Forniture in the last six months”	Reads received invoices with amounts, due dates and payment status
”How much VAT did I charge in the third quarter, and on what taxable amount?”	Reads the total taxable amount and VAT of the invoices issued from July to September: a check, not a VAT settlement
”Prepare a draft for Studio Bianchi: October consulting, 10 hours at €60 an hour”	Creates the draft with your business’s default settings and returns the link to review it
”Prepare an invoice for Rossi Srl with 2 units of ‘Basic consulting’ from the catalogue”	Finds the client and the product and creates the draft with the price, VAT and unit of measure taken from the catalogue
”Show me the PDF preview of the draft you just created”	Shows the preview of the PDF copy in the chat, with the link to open it valid for 10 minutes; draft invoices carry the “Non valida ai fini fiscali” (not valid for tax purposes) watermark
”Invoice Rossi Srl for October’s support, €800, payable to the Intesa account”	Picks the Intesa account among your saved payment methods and creates the draft with the IBAN and beneficiary already filled in
”Prepare a quote for Studio Bianchi: 3 days of training at €450 each, valid for 30 days”	Saves the quote as a draft in FatturaSmart, with lines and validity: it doesn’t send it or convert it into an invoice
”Which September quotes haven’t been accepted yet?”	Reads the status of September’s quotes (sent, accepted, rejected, expired or converted) and lists the ones waiting for an answer

Examples with made-up data.

Due dates, totals and summaries are calculated by FatturaSmart on your business’s data and match what you see in the app. The connector doesn’t calculate taxes: tax deadlines are the ones you find in the Due dates section.

The assistant answers in the language you write in. The connector instructs it to confirm the client and the lines with you before creating a draft invoice.

What the connector doesn’t do

It doesn’t send documents to the SDI or email your clients.
It doesn’t sign, edit or delete existing documents.
It doesn’t convert quotes into invoices: you do that in the app, when the client accepts.
It doesn’t create or edit clients, products or due dates: drafts are only for clients already in your registry.
It doesn’t change your existing numbering series: it only reads them, and you set them in the app under Profile › Numbering. If a document type has no numbering series yet, the first draft creates the standard one, as the app does.
It doesn’t prepare invoices for the Italian public administration: you create those in the app.

Every draft stays in FatturaSmart until you open it, review it and send it yourself.

How to connect Claude or ChatGPT to FatturaSmart

Add the connector in Claude, as a custom connector, or in ChatGPT, as a custom MCP server, with this address:
```
https://mcp.fatturasmart.com/mcp
```
Sign in to FatturaSmart and authorize: choose the businesses to connect, decide whether the assistant may create drafts, tick the box that accepts the AI Connector Terms and allow access.
Ask your question: the assistant uses FatturaSmart when it needs to.

The detailed steps are in the guides Connect FatturaSmart to Claude and Connect FatturaSmart to ChatGPT. Whether you can add custom connectors depends on your Claude or ChatGPT plan.

Your data: who sees what

When you connect an assistant, FatturaSmart sends nothing on its own: it only answers requests from the assistant you authorized. The data needed to answer (numbers, dates, amounts, clients, invoice lines) reaches that service as it is and is processed under its terms. That’s an important difference from the AI features built into FatturaSmart, which work with the minimum data needed.

The assistant and its provider are not part of FatturaSmart: depending on your plan with the provider, the data may be processed outside the European Union and used to train models, so check your account settings before connecting it. How we process the connector’s data is explained in the privacy policy.

That’s why control stays with you:

OAuth sign-in: you sign in on FatturaSmart and approve; you never give the assistant credentials or API keys.
Businesses and permissions: you choose which businesses to share and, if you own them, whether the assistant may create drafts. Without that permission it can only read.
Revocation: Profile › AI connections lists every connection and lets you revoke it at any time, business by business: a connection spanning several businesses stays active for the others until you revoke it on each of them, or until it expires after 30 days without use. If you lose access to a business, the connector stops reading it from the next request.
Log: every request is logged for 90 days with tool, outcome and date, never the content.
Expiring access: the assistant’s permission lasts one hour and renews while you use it; after 30 days without use you sign in again. PDF preview links last 10 minutes: they appear in the conversation, and anyone who has them can open them until then.
Health data: if your business uses the Sistema Tessera Sanitaria, patient data is protected by default. The assistant sees the amounts, dates and numbers of healthcare documents, not who the patient is or what the documents describe, and the data sent to the Sistema TS never reaches it. In quotes and other business documents made out to clients without a VAT number, too, it doesn’t see who the client is or what the documents describe, and in due dates and summaries clients and suppliers without a VAT number are not identified. The assistant can’t show the PDF preview of documents with protected data. The option to include patient data will become available later, reserved to the owner and only after they confirm the requirements; documents for which the patient exercised the opposition always stay confidential, by FatturaSmart’s choice.

For accountants: many businesses, one connection

If you follow several businesses in FatturaSmart, one connection can share the ones you choose. The connector works for businesses on a paid plan. For businesses you don’t own the connection is read-only, because only the owner can allow drafts; each owner gets an email, sees the connection in Profile › AI connections and can revoke it for their business. Before connecting your clients’ businesses, make sure you have their authorization and have told them you use AI tools. With several businesses connected, every request concerns a specific business: when it isn’t clear which, the assistant is instructed to ask you.

How much it costs

The connector is included in every FatturaSmart paid plan (Standard, Pro and Max), including the 30-day free trial. The trial requires a payment method: unless you cancel within the 30 days, the yearly licence of the plan you chose starts when it ends. The connector isn’t available on the free plan. Current prices are on the pricing page; every detail about the connector is on its dedicated page.

In short

With FatturaSmart’s MCP connector you ask Claude or ChatGPT about issued and received invoices, quotes, clients, due dates and revenue, and get drafts of invoices, quotes and pro-forma invoices that you send, with their PDF preview right in the chat.
The connector doesn’t send, sign, edit, convert or delete anything.
You decide businesses and permissions, read-only included, and revoke whenever you want.
Requested data goes only to the assistant you chose, not anonymized, and every request stays in the log for 90 days.
It’s included in every paid plan, trial included.

Claude is a trademark of Anthropic PBC. ChatGPT is a trademark of OpenAI OpCo, LLC. FatturaSmart is not affiliated with or endorsed by Anthropic or OpenAI.

Frequently asked questions

What is FatturaSmart's MCP connector?

It's an MCP (Model Context Protocol) server that links Claude or ChatGPT to your FatturaSmart account. Once you add it with the address https://mcp.fatturasmart.com/mcp and authorize access, the assistant can read issued and received invoices, quotes and other business documents, clients, catalogue products, due dates, revenue and cost summaries, numbering series and saved payment methods, show you PDF previews of documents and create drafts of invoices, quotes, pro-forma invoices and other business documents that are never sent.

Can Claude or ChatGPT send invoices to the SDI through the connector?

No. The connector has no sending, signing, editing, converting or deleting feature: it can only read and create drafts. Every draft stays in FatturaSmart until you review it and send it yourself from the app.

Is invoice data anonymized before it reaches the assistant?

No: the assistant needs numbers, amounts and clients to answer. That's why you decide which businesses to connect and whether to allow drafts, you can revoke access whenever you want and every request is logged for 90 days. FatturaSmart sends nothing on its own. The assistant and its provider are not part of FatturaSmart: depending on the plan, the data may be processed outside the European Union and used to train models, so check your account settings.

Does the connector cost extra?

No. It's included in every FatturaSmart paid plan (Standard, Pro and Max), including the 30-day free trial. It isn't available on the free plan.

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