Connect FatturaSmart to ChatGPT
Included in every paid plan: the connector is part of the Standard, Pro and Max plans, including the free trial. It isn’t available on the free plan.
With FatturaSmart’s MCP connector you ask ChatGPT about your issued and received invoices, quotes and other business documents, clients and products, due dates and revenue, and have it prepare drafts of invoices, quotes, pro-forma invoices and other business documents that you review and send yourself. In this guide you add FatturaSmart to ChatGPT as a custom MCP server, authorize access and see how to revoke it.
Before you start: you need a FatturaSmart account on a paid plan and a ChatGPT account that lets you add custom MCP servers (this depends on your ChatGPT plan and, in business workspaces, on the administrator’s permissions). The connection is set up from ChatGPT on the web. The connector address is in step 2.
Add FatturaSmart to ChatGPT
Step 1: Open the Plugins page
On ChatGPT, on the website, open the Plugins page (chatgpt.com/plugins).
Step 2: Add a custom MCP server
Click the + button and choose Add custom MCP server. Enter FatturaSmart as the name and, if you like, a description (for example “Invoices and clients of my FatturaSmart account”). In the Connection section enter the address:
https://mcp.fatturasmart.com/mcpYou also find the address in FatturaSmart, under Profile › AI connections, in the Connector URL box: click Copy and paste it into ChatGPT.
Step 3: Choose OAuth and create the plugin
Choose OAuth as authentication. Read the risk warning, click I understand and want to continue, then Create as a plugin.
Step 4: Install the plugin and authorize access
You find the plugin among your personal plugins, or in the workspace where you created it: install it. When ChatGPT asks you to sign in, FatturaSmart’s consent page opens (if you aren’t signed in yet, sign in to FatturaSmart first). Check that:
- the app requesting access is ChatGPT, with the Verified app badge;
- under Businesses it can access, only the businesses you want to share are selected;
- under What it can do, Create document drafts is on only if you want ChatGPT to prepare drafts of invoices, quotes, pro-forma invoices and other business documents. You can turn it on only if you own every selected business: otherwise the page explains that only the business owner can allow drafts, and the connection is read-only.
Before allowing access, read the AI Connector Terms and Annex B to the Data Processing Agreement, then tick the box I have read and accept the AI Connector Terms and Annex B to the Data Processing Agreement. Allow access turns on only once it is ticked.
Click Allow access: the page shows “Taking you back to chatgpt.com…” and you return to ChatGPT.
Watch out: if the page shows Unverified app and you didn’t start the connection yourself, click Cancel. Only connect apps you know.
Seeing “Finish connecting in the same browser”? For security, the connection must be completed in the browser where ChatGPT opened the FatturaSmart sign-in page. Go back to ChatGPT and start the connection again; if you receive the sign-in email, open its link in that same browser, or enter the 6-digit code from the email on the Enter your code screen.
Use FatturaSmart in a conversation
In the message box type @, select FatturaSmart and ask your question, for example:
- “What do I have to collect and pay in the next 30 days, tax deadlines included?”
- “How is this year’s revenue doing compared with 2025, month by month? Who are my top 5 clients?”
- “How much did I invoice Studio Bianchi this year?”
- “Which issued invoices are overdue and still unpaid?”
- “Show me the invoices received from Rossi Forniture in the last six months.”
- “Prepare a draft for Studio Bianchi: October consulting, 10 hours at €60 an hour.”
- “Prepare an invoice for Rossi Srl with 2 units of ‘Basic consulting’ from the catalogue.”
- “Prepare a quote for Studio Bianchi: 3 days of training at €450 each, valid for 30 days.”
- “Which September quotes haven’t been accepted yet?”
By default ChatGPT asks for confirmation before write actions, such as creating a draft; reads of invoices and clients are marked as read-only. When it creates a draft invoice, ChatGPT receives the link to open it from FatturaSmart: open it, review it and send it yourself from the app. You find the drafts of quotes and other business documents under Other Documents, with the Draft status.
You can also ask for a document’s PDF preview, for example “Show me the PDF preview of the draft you just created”: it appears right in the chat, with a link to the PDF valid for 10 minutes. ChatGPT reads your document numbering series but can’t change them: you change them yourself under Profile › Numbering.
| What you can ask | What FatturaSmart does |
|---|---|
| Issued and received invoices | Searches by client, period, due date, payment status and document type, with totals over every invoice matching the filter |
| Invoice details | Lines, VAT summary, withholding tax and pension fund, instalments and payments, SDI status |
| Clients | Client details and summary: invoices issued, total invoiced, amount still to collect, last invoice |
| Products | Searches catalogue products and reads their code, price, VAT, unit of measure and, if you use the inventory (Max plan), stock |
| Due dates | Incoming and outgoing payments, tax deadlines (F24, VAT, stamp duty) and manual deadlines over a period, with incoming, outgoing and net totals, as in the Due dates section |
| Revenue and costs | Summary by month, quarter or year, compared with the previous period, with your top clients and suppliers |
| Draft invoices | Invoice, professional fee note or deferred invoice (TD01, TD06, TD24, TD25) for a client already in your registry, with your business’s default settings; lines can come from the catalogue, with the product’s price, VAT and unit of measure |
| Quotes, pro-forma invoices and other business documents | Searches the documents and reads their client, lines, amounts, validity and status |
| Drafts of quotes, pro-forma invoices and other business documents | For a client already in your registry: the draft isn’t sent and isn’t converted into an invoice |
The connector doesn’t prepare documents for the Italian public administration: if the client’s recipient code (codice destinatario) has 6 characters, like a public office’s code, it creates no draft, neither an invoice nor a quote or other business document. You prepare those invoices in the app. For a draft invoice the client needs a complete address (street, city, postcode and country): if something is missing, the draft isn’t created and you complete the client in FatturaSmart first.
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.
Turn individual tools on or off
In ChatGPT’s settings each app has a details page where you can turn individual tools on or off. If you want ChatGPT to only read, the simplest way is to turn off Create document drafts on the consent page.
Businesses that use the Sistema TS
If you connect a business that uses the Sistema Tessera Sanitaria, the consent page tells you that patient data is protected: ChatGPT 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. The same goes for quotes and other business documents made out to clients without a VAT number: ChatGPT doesn’t see who the client is or what the documents describe. In due dates and revenue and cost summaries, clients and suppliers without a VAT number are not identified. The data sent to the Sistema TS, such as the expense type, never reaches the assistant.
Patient data is protected by default. The option to include it 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.
Connect several businesses
If you follow several businesses in FatturaSmart, for example as an accountant, you can select more than one on the consent page with a single connection. Businesses without a paid plan appear disabled, marked Included in paid plans. With several businesses connected, every request concerns a specific business: when it isn’t clear which, ChatGPT is instructed to ask you.
If you connect businesses you don’t own, the connection is read-only and each owner gets an email with the connected app, who connected it and the permissions, and can revoke it from Profile › AI connections. Before connecting your clients’ businesses, make sure you have their authorization and have told them you use AI tools.
Revoke access
- In FatturaSmart, in the business you want to remove, open Profile › AI connections: it lists every connection with app, user, permissions, businesses, connection date, last use and requests in the last 30 days.
- In the Actions column, click the red Revoke access button (the plug icon) on the ChatGPT connection and confirm with Revoke access.
From then on ChatGPT no longer reads that business’s data. If the connection includes other businesses, it stays active for them until you revoke it on each of them, or until it expires after 30 days without use; if it covered only that business, it is closed entirely. To use it again, reconnect the connector.
Next Steps
- Connect FatturaSmart to Claude – the same connection in Claude and Claude Code
- The Claude and ChatGPT connector – what you can ask and how your data is protected
- Transform and convert a document – convert a quote prepared with the assistant into an invoice, in the app
- Add an Accountant – give your accountant access
Need help?
Contact us on WhatsApp by clicking the icon at the bottom right, or write to supporto@fatturasmart.com.
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
Do I have to give ChatGPT my password or a FatturaSmart API key?
No. The connection uses OAuth: you sign in on FatturaSmart and approve access, and ChatGPT receives a time-limited permission you can revoke at any time from Profile › AI connections. No API key is needed.
Can ChatGPT send my invoices to the SDI?
No. The connector has no sending feature: ChatGPT can read invoices, quotes and other business documents, clients, products, due dates and revenue and cost summaries and, if you allow it, create drafts of invoices, quotes, pro-forma invoices and other business documents. Drafts stay in FatturaSmart until you review them and send them yourself from the app, and the connector doesn't convert quotes into invoices.
Why does ChatGPT ask me to confirm before creating a draft?
ChatGPT asks for confirmation by default before write actions, such as creating a draft, while reads of invoices and clients are marked as read-only. Check the client and the lines before confirming: the draft stays in FatturaSmart anyway and is not sent.
I can't find the option to add a custom MCP server: why?
Whether you can add custom MCP servers depends on your ChatGPT plan and, in business workspaces, on the permissions set by the administrator. The connection is set up from ChatGPT on the web.
Which FatturaSmart plan do I need?
The connector is included in every paid plan (Standard, Pro and Max), including the free trial. It isn't available on the free plan.
Why can't I turn on Create document drafts?
Only the business owner can allow the assistant to create drafts. If one of the selected businesses isn't yours, for example because you follow it as an accountant or collaborator, the option is off and the connection is read-only.
