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.
Start TodayWHAT IT IS
Your Business Data, in the Same Window as Your Work
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.
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Reach your whole business
Invoices, proposals, prospects, contracts, projects, and more, all through one connection.
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Scoped to your permissions
The assistant acts as you, never beyond what you are allowed to do.
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Reads and writes
Ask questions and get real work done, not just look things up.
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Works with the assistant you already use
One connection, the AI client of your choice.
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.
GET STARTED
Connect Your AI to Enlivy in Minutes
Everything you need to get connected lives in one place: quick setup guides for Claude, ChatGPT, Cursor, and any MCP client, in six languages. Pick your assistant and start running your business by chat.
Free to start · No API keys to manage · Scoped to your own permissions
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 otherwise mean opening five tabs.
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Your tool of choice:
Claude, ChatGPT, Cursor, VS Code, or any other MCP-compatible client, each scoped to its own user.
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It speaks your language:
the setup guide comes in English, Romanian, German, French, Dutch, and Danish, so your whole team can connect in the language they work in.
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It reads and writes
Not a read-only dashboard. Draft an invoice, create a proposal, log a prospect, update a contract, add a task, all from the conversation.
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It reaches your whole business
The same breadth as Enlivy itself: sales pipeline, billing, contracts, banking, projects, products, payroll, and team. Not a thin slice.
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A business analyst on tap
It can search, filter, and total your records, doubling as an on-demand analyst working from live data scoped to your organization, not estimates.
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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.
WHY IT MATTERS
Things You Can Just Say
No menus, no screens. Type it the way you would say it to a colleague.
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List all my unpaid invoices and tell me the total amount outstanding right now.
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Summarize my open contracts: who the counterparty is, the status, and which are unsigned.
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Draft an invoice for Acme, 12 hours of consulting at 90 euro, show me before sending.
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Add a prospect, Riverside Studios, a marketing agency, and log an intro call for today.
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Which proposals are still unaccepted, and which have been sitting longer than 14 days?
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Find everything related to Northwind across my invoices, contracts, and prospect records.
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.
- 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.
- Paste the Enlivy address
Enter the Enlivy server address when prompted, and pick the remote or OAuth option if the client asks for it.
- 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.
- Start chatting
The assistant can now use Enlivy. Try "List my unpaid invoices" or "Summarize my open contracts."
Works together with
- 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.
- User Roles Give every user the right access with role-based permissions. Decide who can invoice, run payroll, or reach the back office, and adapt roles as your team grows.
- 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 how much has been paid, what is pending, and where each relationship stands.
- Billing Packages Build a plan once and offer it weekly, monthly, yearly, or anything in between. Customers subscribe, switch cycle, change tier, manage their card, pause, and cancel from a branded portal, with every change previewed, prorated, and collected automatically.
- 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 on who the customer is and where they are, with the right EU codes for e-invoicing built in.
- 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 schema, the right people get the right report at the right time, and every answer lands in one place, ready to compare.
- 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 up to date.
- Slack Integration Stop checking dashboards to find out what changed. Enlivy brings the important moments from your business directly into Slack, from payments and proposals to contracts and customer activity. Connect once, choose your events, route them to the right channels, and keep your team aligned in real time.
- Prospects Track every opportunity from first contact to paid invoice, with a complete activity history, automatic status-driven emails, and client collaboration built in.
- Proposals Turn a won opportunity into a professional, itemized proposal your client can review, accept, and pay in one flow, all connected to your products, prospects, and invoices.
- 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 to drop into a quote or invoice in seconds.
- 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 clarity.
- 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 contract, payment, and bank transaction, so the whole record stays connected and traceable.
- 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 on their own, outgoing ones push out on your schedule, and every exchange keeps a full history. No XML files, no manual uploads.
- Contracts Draft contracts from templates, send them for signature with SMS or email identity verification, and track every signature and renewal. Signed copies are delivered automatically.
- API Driven Solution Integrate Enlivy smoothly with other tools and platforms through our robust API, facilitating a connected and scalable ecosystem for your business operations.
- Guidelines Document best practices and policies in one place. Keep your team aligned with clear, accessible guidelines.
- 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 e-invoicing is built in, so the work between issuing and getting paid happens in one place.
- 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 syncs back to Enlivy in real time.
- Webhooks The moment something happens in Enlivy, an invoice is paid, a transaction lands, a user changes, a webhook fires to your system. React in real time instead of polling for changes or waiting on reports.
- Bank Transactions Bring every transaction into one place: synced from your bank, imported from a file, or entered by hand. Then tie each one to the invoice, receipt, or payslip it belongs to, so your records are always connected and reconciled.
- Bank Account Data See every connected account, balance, and transaction in one dashboard. Synced securely, kept current, and linked to the rest of your records.
- Data Export Export your invoices, receipts, payslips, contracts, and transactions in the format and folder structure your accountant expects, for any date range. Built in, no extra cost, ready in seconds.