MCP

Connect Enlivy to Claude, ChatGPT, Cursor, or any AI assistant through MCP. Ask about your invoices, contracts, and pipeline, and get real work done, safely scoped to exactly what your own account can already do.

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MCP

Your Business Data, in the Same Window as Your Work

WHAT IT IS

Enlivy speaks the Model Context Protocol (MCP), the open standard AI assistants use to connect to outside tools.

Add Enlivy as a connector, sign in once with your Enlivy login, and your AI can read and act on your real business data just by chatting.

  • Reach invoices, proposals, prospects, contracts, projects, and more

  • The assistant acts as you, never beyond your own permissions

  • It reads and writes, so you can ask questions and get work done

  • One connection works with the assistant you already use

SAFE BY DESIGN

It Acts as You, Never Beyond You

The most important thing to know: the assistant is never more privileged than you are.
Your access rules carry over exactly.

  • Your permissions, enforced

    Every action is limited to what your Enlivy account is already allowed to do: your organization, your role, your permissions. If you cannot do it in the app, neither can the AI.

  • Your password is never shared

    You sign in directly with Enlivy through a standard secure login. The assistant gets time-limited access you grant, not your credentials.

  • You choose the breadth

    Grant read-only for a look-but-do-not-touch assistant, or read-and-write where you want it to do the work. Review or revoke access anytime in your settings.

WHY IT MATTERS

Faster Said Than Clicked

For a quick lookup, a routine record you would rather dictate than fill in, or a “summarize everything about X” that would mean opening five tabs.

  • It reads and writes

    This is not a read-only dashboard. Ask questions and get work done: draft an invoice, create a proposal, log a prospect, update a contract, add a task, all from the conversation.

  • It reaches your whole business

    The same breadth as Enlivy itself: sales pipeline, billing, contracts, banking, projects and tasks, products, payroll, and team. Not a thin slice.

  • A business analyst on tap

    Because it can search, filter, and total your records, it doubles as an on-demand analyst, working from live data scoped to your organization, not estimates.

  • It grows with Enlivy

    The connection learns Enlivy’s capabilities live from the product. As Enlivy ships new features, your assistant can use them without reinstalling anything.

  • Your tool of choice

    Claude, ChatGPT, Cursor, VS Code, and any other MCP-compatible client. One connection, your choice of assistant, each scoped to its own user.

  • It speaks your language

    The setup guide is available in English, Romanian, German, French, Dutch, and Danish, so your whole team can connect in the language they work in.

CAPABILITIES

Ask, Create, and Analyze

Three things your assistant can do once Enlivy is connected, all grounded in your real, current data.

  • Ask about your business

    Search by keyword across invoices, prospects, contracts, projects, tasks, and products in one question, then pull the full details of any record. Surface overdue invoices, unsigned contracts, pipeline status, and open tasks.

  • Create and update records

    With your permission, the assistant makes real changes: draft invoices and receipts, build proposals, create and update contracts, add and move prospects, manage products, and work across projects and tasks.

  • Pull reports and analytics

    Filter invoices by date or status, count and summarize what matters, and roll figures up across your data. It fetches the real, current numbers and reasons over them rather than estimating.

WHY IT MATTERS

Things You Can Just Say

No menus, no screens. Type it the way you would say it to a colleague.

  • List all my unpaid invoices and tell me the total amount outstanding right now.

  • Summarize my open contracts: who the counterparty is, the status, and which are unsigned.

  • Draft an invoice for Acme, 12 hours of consulting at 90 euro, show me before sending.

  • Add a prospect, Riverside Studios, a marketing agency, and log an intro call for today.

  • Which proposals are still unaccepted, and which have been sitting longer than 14 days?

  • Find everything related to Northwind across my invoices, contracts, and prospect records.

These are just the start.

Because the assistant works across your whole Enlivy account, you can chain steps into a single instruction, like finding every prospect who accepted a proposal but has no contract yet, and drafting one for each.

HOW IT WORKS

Connect in Four Steps

Nothing to install on your machine and no API keys to manage.
It is the standard sign-in-with-Enlivy flow.

1

Open connector settings

In Claude, go to Settings then Connectors and choose Add custom connector. In ChatGPT, Cursor, or VS Code, add a new MCP server.

2

Paste the Enlivy address

Enter the Enlivy server address when prompted, and pick the remote or OAuth option if the client asks for it.

3

Sign in with Enlivy

Follow the prompts to sign in, choose which organization to allow, and approve the level of access: read-only or read-and-write, by area.

4

Start chatting

The assistant can now use Enlivy. Try “List my unpaid invoices” or “Summarize my open contracts.”

Bring Your Business Into the Conversation.

Connect Enlivy to the AI assistant you already use, and run your invoices, contracts, and pipeline in plain language. Start free, no card required.

Works together with

  • Zapier Integration

    Automate your work by connecting Enlivy to thousands of apps with Zapier, no code needed.

    Learn more

  • Users

    Easily customize roles and permissions in Enlivy for clients, partners, accountants, and administrators, ensuring secure and efficient access with full audit trails for compliance.

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  • Billing Schedules

    Manage every recurring billing relationship in one place. Set up a subscription, retainer, or payment plan, link its invoices and receipts, and see exactly…

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  • Taxes

    Stop picking VAT rates by hand. Assign a tax class to a product or invoice line and Enlivy resolves the correct rate automatically, based…

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  • Reports

    Replace scattered updates in chat and email with structured reports your team fills in on schedule. You define the questions once with a reusable…

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  • Receipts

    Receipts gives you a structured record of every payment, money in and money out: linked to your invoices and contracts, with your cashflow always…

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  • Slack Integration

    Send real-time Enlivy notifications to Slack.

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  • Prospects

    Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.

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  • Products

    Build a reusable catalog of everything you sell, services or goods, with pricing, units, tax settings, and descriptions set once. Every product is ready…

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  • Playbooks

    Design, execute, and refine step-by-step procedures for any workflow. Ensure consistency, reduce errors, and guide your team through repeatable tasks with built-in structure and…

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  • Payslips

    Build a payslip template once with the fields your business needs, then generate payslips for every employee in minutes. Each one links to its…

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  • Network Exchanges

    Send and receive e-invoices automatically, straight through ANAF eFactura today, with PEPPOL and other EU platforms on the same rails. Incoming invoices pull in…

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  • Manage, Send and Sign Contracts in One Place

    Create, manage, and store contracts with ease. Ensure compliance and timely renewals with automated alerts and an organized repository.

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  • Integrate Your Systems and Automate Workflows with the Enlivy API

    Integrate Enlivy smoothly with other tools and platforms through our robust API, facilitating a connected and scalable ecosystem for your business operations.

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  • Guidelines

    Document best practices and policies in one place. Keep your team aligned with clear, accessible guidelines.

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  • Invoices

    Create a compliant invoice in seconds, send it, and watch it link itself to the contract, payment, and bank transaction it belongs to. EU…

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  • Customer Portal

    A branded, self-service portal on your own domain where clients accept proposals, pay invoices, manage subscriptions, sign contracts, and submit reports themselves. Every action…

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  • Get Real-Time Alerts and Automate Actions Across Your Tools

    The moment something happens in Enlivy, an invoice is paid, a transaction lands, a user changes, a webhook fires to your system. React in…

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  • Export Financial Records Fast: Custom Dates, Folders, and Formats

    Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no…

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