MCP
Run Enlivy from Claude, ChatGPT, or Cursor with 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.
Connect your AI assistantFree account, no card needed.
WHAT 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.
- Tasks Keep team work beside the invoices, prospects and projects it concerns. Tasks are included for every organization at no extra charge, with no separate Tasks subscription or task-count quota.
- Helpdesk Work through questions from your website widget and an IMAP-connected mailbox, assign a teammate, reply with context and hold mail from unknown senders for review.
- Document Intake Start with a document, choose where it belongs and review the form; an AI reading you request can suggest its details.
- Dashboard See the work and numbers that matter to you, then customize the dashboard by adding and arranging available widgets.
- Employment Records Who was employed, on what terms, in which country, what they did on each day, and how long every one of those has to be kept. Enlivy holds the employment record as a record, with the rules coming from the person's own jurisdiction rather than your company address.
- User Roles Give every user the right access with role-based permissions. Decide who can invoice, manage payroll records, or reach the back office, and adapt roles as your team grows.
- Billing Schedules 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 and manage their card from a branded portal, and switch cycle, change tier, pause, or cancel when you allow it. With the Billing Schedules pack, each cycle is invoiced for you and card payments are collected through your own Stripe account.
- 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 updates spread across chat and email with structured reports your team fills in. You define the questions and the expected rhythm once with a reusable schema, share it with the people who answer it, and every submission lands in Enlivy, ready to compare.
- Receipts Record money in and money out, keep supporting files together, and connect a receipt to its related invoice or contract when needed.
- Slack Integration Stop checking dashboards to find out what changed. Enlivy brings important moments directly into Slack, from payments and proposals to Helpdesk conversations. Connect once, choose your events and route them to the right channels.
- Sales Pipeline See which opportunities are moving forward, review the conversation before you follow up and keep proposals close to the deal.
- Proposals Quote the work in detail, share it with the customer and follow its progress through acceptance, signature and payment when those steps apply.
- 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 Your accountant works out the figures. Enlivy is where they land: every amount on its own coded line, in the vocabulary your country actually uses, checked against the payslip's own totals and tied to the employment, the contract and the payment it belongs to.
- Network Exchanges For Romanian organizations, connect ANAF eFactura to receive invoices and submit the ones you issue to Romanian clients, manually or on a configured schedule. See the exchange status in Enlivy. For other markets, download a supported electronic invoice file for review and separate submission.
- Contracts Draft contracts from templates, send them for signature with SMS or email identity verification, and track every signature and renewal.
- API Driven Solution Connect Enlivy to your other tools and platforms through its API, and build integrations that keep up as your business grows.
- Guidelines Document your best practices and policies, and keep your team aligned with clear, accessible guidelines.
- Invoices Create an invoice, send it to your client, and connect the contract, receipt or bank transaction that belongs with it. For Romanian e-Factura, use the configured ANAF connection.
- Customer Portal A branded, self-service portal, on your own domain if you add one, where clients accept proposals, pay invoices, manage subscriptions and sign contracts themselves. Every action lands on the client's record in Enlivy.
- Webhooks Moments after something happens in Enlivy (an invoice is paid, a transaction lands, a user changes), a webhook fires to your system. React to events instead of polling for changes or waiting on reports.
- Bank Transactions Bring every transaction into Enlivy: 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 every payment sits next to the document it settles.
- 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, at no extra cost, on every plan.