Connect FatturaSmart to Claude

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 Claude 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 the connector to Claude (website, desktop app or Claude Code), authorize access and see how to revoke it.

The video shows the whole connection in under a minute. The steps in Claude are summed up in cards with the menu names: they don’t show Claude’s interface.

Before you start: you need a FatturaSmart account on a paid plan and a Claude account that lets you add custom connectors (this depends on your Claude plan). The connector address is in step 2.

Add the connector on claude.ai or in the desktop app

Step 1: Open the connectors

In Claude, open Customize, then Connectors.

Step 2: Add a custom connector

Click + Add, then Add custom connector. Enter FatturaSmart as the name and this server address:

https://mcp.fatturasmart.com/mcp

Then click Continue.

You also find the address in FatturaSmart, under Profile › AI connections, in the Connector URL box: click Copy and paste it into Claude.

Step 3: Confirm the access settings

Claude detects how to connect to FatturaSmart on its own: keep the settings it suggests. If it asks you to choose, Sign in now is fine for Authentication and Use Claude’s published identity (Recommended) for OAuth client. No Request headers are needed. Click Add.

Step 4: Authorize access on FatturaSmart

FatturaSmart’s consent page opens (if you aren’t signed in yet, sign in to FatturaSmart first). Check that:

the app requesting access is Claude, 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 Claude 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 claude.ai…” and you return to Claude with FatturaSmart connected.

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 Claude opened the FatturaSmart sign-in page. Go back to Claude 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 a chat, click the + button, choose Connectors and turn FatturaSmart on. Then ask, 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?”

Before using a tool, Claude may ask for your approval: approve only if it matches what you asked. When it creates a draft invoice, Claude 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”: on claude.ai and in the desktop app it appears right in the chat, with a link to the PDF valid for 10 minutes; in Claude Code you get the link only. Claude 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.

Use FatturaSmart in Claude Code

From a terminal, add the connector with:

claude mcp add --transport http fatturasmart https://mcp.fatturasmart.com/mcp

To have it in all your projects, add it with this command instead:

claude mcp add --scope user --transport http fatturasmart https://mcp.fatturasmart.com/mcp

Then, inside Claude Code, run the /mcp command and follow the steps in your browser to sign in to FatturaSmart and allow access. Because Claude Code runs on your computer, the consent page shows the notice This app runs on your computer: allow access only if you have just started the connection yourself.

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: Claude 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: Claude 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, Claude 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.

Claude accounts managed by an organization

If you use Claude with an account managed by your organization, an administrator (Owner) adds the connector from Organization settings › Connectors: Add, then Custom and, if asked, Web. Afterwards everyone finds it under Customize › Connectors with the Custom label, clicks Connect and signs in with their own FatturaSmart account.

Revoke access

From 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 Claude connection and confirm with Revoke access.

From then on Claude 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.

From Claude

To remove the connector from Claude as well, open Customize › Connectors, select FatturaSmart and click Remove. In Claude Code use this command, which also deletes the access Claude Code saved:

claude mcp remove fatturasmart

Next Steps

Connect FatturaSmart to ChatGPT – the same connection in ChatGPT
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?

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 Claude my password or a FatturaSmart API key?

No. The connection uses OAuth: you sign in on FatturaSmart and approve access, and Claude receives a time-limited permission you can revoke at any time from Profile › AI connections. No API key is needed.

Can Claude send my invoices to the SDI?

No. The connector has no sending feature: Claude 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.

Can I use the connector from the Claude app on my phone?

Yes. You add the connector on the Claude website or in the desktop app; once connected it also works in the Claude mobile apps, because Claude connects to FatturaSmart from its own servers.

What happens if I don't use the connector for a while?

Claude's permission lasts one hour and renews itself while you use it. After 30 days without use it expires and you connect to FatturaSmart again.

Which plan do I need to connect Claude to FatturaSmart?

On FatturaSmart the connector is included in every paid plan (Standard, Pro and Max), including the free trial. On Claude, whether you can add custom connectors depends on your 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.