Connect Claude and other AI assistants

Let Claude, ChatGPT, or any MCP client answer questions about your invoices and spending.

Written By Alex

Last updated About 2 hours ago

SignSolid runs an MCP server, so AI assistants that support MCP can answer questions about your invoices and bank data without you leaving the assistant.

Connect it

  1. Copy your workspace MCP URL from Settings > Connections > AI assistants.
  2. In Claude, open Settings > Connectors and add it as a custom connector.
  3. Approve the connection on the SignSolid authorisation screen.

What you can ask

  • Which invoices am I still missing for last month?
  • What did we spend with a given supplier this quarter?
  • Which invoices are overdue?
  • Find the invoice behind a particular bank transaction.

What the assistant can and cannot do

It can read invoices, bank transactions, suppliers, and shared files, and it can tag invoices, add notes, and link transactions. It cannot change workspace settings, create or delete invoices, or touch billing.

Other clients

The same URL works with any MCP compatible client, including ChatGPT, Cursor, and Claude Code.

Security

Every connection is authorised separately. You can see what each one has done, and revoke it instantly, under Settings > Connections > AI assistants.