MCP server

An MCP server for your invoices, quotes and back office

Connect Claude, Claude Code, Cursor or any MCP client to Clodou. Your assistant can add clients, write quotes and invoices, log time and expenses and tell you who owes you money, in your real workspace, with the same safeguards as the Clodou chat.

What your assistant can do

67 tools in 14 areas, the same ones the Clodou chat uses. Actions marked with a shield wait for an owner or admin to approve them.

Clients (4)

  • Add a client or a lead
  • Find a client
  • List clients by status, tag or source
  • Update a client's details, status or tags

Contacts and notes (6)

  • Log a note, call, meeting or email
  • Add a person at a client
  • List a client's contacts
  • Update a contact or make them primary
  • Delete a contact
  • Read what was said with a client or on a deal

Quotes and invoices (8)

  • Create a quote or an invoice
  • List quotes and invoices
  • Find overdue invoices
  • Read one document, expense, time entry or payment in detail
  • Edit a draft: lines, dates, notes, tax rate
  • Mark a document draft, sent or paid
  • Turn a quote into an invoice
  • Delete a draft quote or invoice

Payments and reminders (5)

  • List payments received and made
  • Record a payment received on an invoice
  • Email an invoice to its client
  • Draft a payment reminder for you to send
  • Email a payment reminder for an overdue invoice

Expenses (4)

  • Record an expense
  • List expenses
  • Mark an expense fully paid
  • Record a partial payment on an expense

Reports (2)

  • Summarize a month
  • List what needs attention today

Tasks (9)

  • Add a task or a follow-up
  • List tasks
  • Change a task's title, date, client, deal or project
  • Tick off a task
  • Reopen a task
  • Delete a task
  • Add a task that repeats every week or month
  • List repeating tasks
  • Pause or resume a repeating task

Projects (4)

  • Create a project
  • List projects
  • Change a project's budget, rate, dates or client
  • Put a project on hold, close or reopen it

Time (3)

  • Log time worked
  • List unbilled hours
  • Turn unbilled hours into a draft invoice

Sales pipeline (4)

  • Add a deal
  • List deals
  • Move a deal to quoted, won or lost
  • Change a deal's value, client, quote or notes

Retainers (4)

  • Set up a monthly retainer
  • List retainers
  • Pause or resume a retainer
  • Prepare the drafts retainers owe

Inventory and purchasing (10)

  • Find a product
  • Add a product or service
  • Find a supplier
  • Add a supplier
  • List low stock
  • Correct a stock level
  • Draft a purchase order
  • List purchase orders
  • Approve a draft purchase order
  • Mark an order received and add it to stock

Team (3)

  • List members and invites
  • Invite someone (you share the link)
  • Make a member an admin, or back

Workspace settings (1)

  • Change the name, currency, time zone or tax country

Set it up in three steps

  1. 1. In Claude: add Clodou as a connector

    In Claude on the web, desktop or mobile, open Settings > Connectors > Add custom connector, name it Clodou and paste https://clodou.com/api/mcp. Click Connect, sign in to Clodou, pick the workspace and click Allow. There is no token to copy: the connection shows in Settings > Connect an AI assistant, where you can revoke it.

  2. 2. Elsewhere: use a personal token

    For Claude Code, Cursor, Claude Desktop’s config file and other clients, create a token in Settings, under Connect an AI assistant, and copy it: it is shown once. A token works in one workspace and acts as you. It lasts 30, 90, 365 days, you can hold up to 10 at a time, and you can revoke one at any moment. Replace cld_your_token with it below.

    Claude Code

    Run this once in a terminal.

    claude mcp add --transport http clodou https://clodou.com/api/mcp \
      --header "Authorization: Bearer cld_your_token"

    Claude Desktop

    The connector above is simpler. With a token: add to claude_desktop_config.json, then restart. Needs Node.js.

    {
      "mcpServers": {
        "clodou": {
          "command": "npx",
          "args": [
            "-y",
            "mcp-remote",
            "https://clodou.com/api/mcp",
            "--header",
            "Authorization:${CLODOU_AUTH}"
          ],
          "env": {
            "CLODOU_AUTH": "Bearer cld_your_token"
          }
        }
      }
    }

    Cursor

    Add to ~/.cursor/mcp.json or .cursor/mcp.json.

    {
      "mcpServers": {
        "clodou": {
          "url": "https://clodou.com/api/mcp",
          "headers": {
            "Authorization": "Bearer cld_your_token"
          }
        }
      }
    }
  3. 3. Ask in plain words

    • “Create an invoice for Atlas Design: 3 days of consulting at $1,500 a day”
    • “Which invoices are overdue?”
    • “Log 2 hours on the Website redesign project today”
    • “What needs my attention today?”

Already a user? The Help page in the app has the same configurations and a setup prompt you can paste into your assistant.

The same safeguards as the chat

  • Approval for sensitive actions. Payments, client emails, deletions, invitations, roles, settings and purchase-order approvals only create a proposal that an owner or admin approves.
  • Undo and a log. Most changes can be undone for 10 minutes, every action appears in Activity, and its Usage tab counts runs from the chat and from assistants.
  • Your rights, nothing more. The token acts as you: the database’s access rules apply to every request. Tokens are stored hashed and can be revoked at any time.
  • No invented amounts. Prices and amounts come from you. Each token is limited to 120 requests a minute.

Questions

What is an MCP server?
MCP (Model Context Protocol) is an open standard that lets an AI assistant use tools from another app. Clodou's MCP server gives your assistant the same tools as the Clodou chat, in your own workspace.
Which assistants work with Clodou?
Claude on the web, desktop and mobile as a custom connector (it signs in with OAuth, there is no token to copy), Claude Code, Claude Desktop with a token (through the mcp-remote bridge), Cursor, and any client that speaks Streamable HTTP with a token or an OAuth sign-in. The ChatGPT connector has not been verified yet.
Can my assistant email clients or record payments on its own?
No. Recording or marking a payment, emailing a client, deleting a task or a draft, inviting someone, changing a role or a workspace setting, and approving a purchase order only create a proposal. An owner or admin approves it in Clodou, under Activity > Waiting for approval.
What does my assistant see?
Only what you can see in that workspace: the token acts as you, and the database's access rules apply to every request. What the assistant reads from Clodou is then processed by your assistant's provider under its own terms.
Is the MCP server included in the Free plan?
Yes. Assistant calls share the workspace's monthly requests with chat messages and receipt readings: 20 on Free, 400 on Solo, 1,500 on Team (150 over the 14-day trial). Each token is limited to 120 requests a minute.

Your whole back office, in one chat

Every new workspace starts with a 14-day trial of Team, no card required. Then stay on Free: 20 requests and 3 quotes or invoices a month.