Ask Claude or ChatGPT about your invoices and quotes

It's the link that gives Claude or ChatGPT access to your FatturaSmart account, with the permissions you choose. Add https://mcp.fatturasmart.com/mcp in your assistant and it can read issued and received invoices, quotes and other business documents, clients, catalogue products, due dates and revenue and cost summaries, and prepare drafts of invoices, quotes, pro-forma invoices and other business documents. It works with MCP (Model Context Protocol), the open standard AI assistants use to connect to other services.

You can have it search and summarize issued and received invoices, with totals by client, period, due date or payment status. It can look up quotes, pro-forma invoices and other business documents with their status, clients with their history and catalogue products with price, VAT and unit of measure. It can read the Due dates section, that is incoming payments, outgoing payments, tax deadlines and the deadlines you added yourself in a period, with incoming, outgoing and net totals, and revenue and cost summaries by month, quarter or year, compared with the previous period, with your top clients and suppliers. These numbers are calculated by FatturaSmart on your business's data and match what you see in the app; the connector doesn't calculate taxes. It reads your document numbering series, without being able to change them, and the payment methods you saved. It can show you the PDF preview of an invoice or a document, including the draft it just created: in Claude and ChatGPT it appears right in the chat, with a link to the PDF valid for 10 minutes. It can also create drafts for clients already in your registry, with the lines you give or with catalogue products and with the account you pick among the saved ones. It sends nothing, doesn't edit or delete documents, doesn't convert quotes into invoices, doesn't create or edit clients, products or due dates and doesn't change your numbering. If a document type has no numbering series yet, drafting a document of that type creates the standard series, as the app does.

Drafts of invoices, quotes, pro-forma invoices and other business documents, for clients already in your registry and only if you give it the Create document drafts permission. They stay drafts: the assistant doesn't send them to the SDI or by email and doesn't convert a quote into an invoice. You open them in FatturaSmart, review them and send them yourself when they're ready.

No. The connector has no sending feature at all: the draft stays in FatturaSmart until you open it, review it and send it yourself from the app. The same goes for emails to clients.

Only what the assistant requests to answer you, and only from the businesses you connected: for example numbers, dates, amounts, clients, products, due dates, the IBANs of your accounts and lines of invoices and quotes. If you ask for a preview, the link to the PDF appears in the conversation: anyone who has it can open it until it expires, after 10 minutes. It isn't anonymized, because the assistant needs it to answer: it reaches the service you chose, which is not part of FatturaSmart, and is processed under its terms. Depending on your plan with the provider, it may be processed outside the European Union and used to train models: check your account settings. FatturaSmart sends nothing on its own.

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 clients without a VAT number don't show up in searches. In quotes and other business documents made out to clients without a VAT number, too, the assistant 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 data sent to the Sistema TS, such as the expense type, never reaches the assistant. The option to include patient data will become available later, reserved to the owner and only after they confirm the requirements; until then it stays protected in every connection. Documents for which the patient exercised the opposition always stay confidential, by FatturaSmart's choice.

Yes. When you connect the assistant you can remove the Create document drafts permission: it then can't create them at all and can only read documents, clients, products, due dates and totals.

In FatturaSmart, open Profile › AI connections for the business: it lists every connection with app, user, permissions, businesses and last use. Click Revoke access and confirm: from then on the assistant no longer reads that business's data. 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. To use it again, reconnect the connector.

Yes. One connection can share every business you follow in FatturaSmart, chosen one by one. The connector works for businesses on a paid plan. If you connect businesses you don't own, the assistant can only read, because only the owner can allow drafts to be created. Each business owner gets an email, sees the connection in Profile › AI connections and can revoke it for their business.

It's included at no extra cost in every paid plan: Standard (€19.99/year + VAT), Pro (€59.99/year + VAT) and Max (€149.99/year + VAT), 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.

In Claude you add it as a custom connector on the website or in the desktop app, or from Claude Code; once connected it also works in the Claude mobile apps. In ChatGPT you add it on the website as a custom MCP server. Whether you can add custom connectors depends on your Claude or ChatGPT plan and, for organization accounts, on the administrator's settings.