Checking invoices and data? Your AI assistant can do it in seconds

InvoiceOcean MCP is a connection that lets an AI assistant – such as Claude or Codex – read data from your InvoiceOcean account and answer questions about your business in plain language. Instead of clicking through the panel, you ask about invoices, clients and settlements, and get an answer in seconds. MCP (Model Context Protocol) is the standard that connects the assistant to InvoiceOcean in read-only mode only.

Using InvoiceOcean MCP is free – the connection is included in the price of your current plan and you don't pay for it separately. The only cost is the subscription or tokens of the chosen AI assistant, billed directly by its provider.

You can connect an AI assistant in a few minutes from your InvoiceOcean account settings, in the MCP integration section. You authorize access via a secure browser login, then ask questions in plain language, with no need to know technical commands. Important: only the user who is the Account Owner can connect an AI assistant to InvoiceOcean. You'll find the detailed step-by-step guide in our Knowledge Base.

InvoiceOcean MCP works with, among others, Claude Code, Claude Desktop and Codex. You can connect it to any AI assistant that supports remote MCP servers (the Streamable HTTP standard and OAuth 2.1 authorization with PKCE).

Yes, the AI assistant operates strictly in read-only mode and cannot change anything in your account. It gains access through a secure browser login, with no passwords pasted anywhere, and you can revoke it at any time with a single click in your settings. Once access is revoked, the assistant will no longer retrieve any new data from InvoiceOcean. In this process, InvoiceOcean remains the controller/processor of your data under the Terms, while the AI provider you choose becomes a separate processor with whom you establish the relationship (including any DPA) yourself.

No, an assistant connected via InvoiceOcean MCP works in read-only mode only. It can browse invoices, client data and settlements, but it will not issue, change or delete anything in your account.

The AI assistant only sees the data you ask about, and only from the account you connect. Access covers three areas: invoices, client data and client settlements. Beyond that, the assistant has no visibility into any other information.

Yes, partially. The technical queries themselves (e.g. which function you used, what data was passed) go into standard logs, just as with any other use of InvoiceOcean. We keep them for 60 days and then delete them. Only authorised members of our technical team have access to the logs, and only when a specific case needs to be investigated or security needs to be ensured. The responses the AI assistant receives are not stored. They are generated only to answer your query and are immediately removed from the system. The only thing kept permanently is information about the connection itself: which application was connected to your account, and when.

No – you authorize access once, and the connection to InvoiceOcean is maintained and refreshed automatically. You can revoke access at any time in your account settings.

You can revoke access in your InvoiceOcean account settings, in the list of authorised applications – one click blocks the connection. You can do this at any time, without contacting support. Revoking access blocks the assistant from reading any further data. However, it does not delete data the AI assistant may already have stored or processed outside InvoiceOcean – that depends on the retention rules applied by the AI provider.

Yes – each InvoiceOcean account has its own MCP address, so you connect and authorize each company separately.

Yes. Once you authorize it, the data the assistant queries is transferred to the infrastructure of the AI provider you choose (e.g. Anthropic, OpenAI, Google). InvoiceOcean has no influence over how that AI provider further processes the data – we recommend reviewing its privacy policy and data processing terms.

Yes, that's possible – it depends on the AI assistant you connect. Before you start using the MCP service, be sure to review the terms and privacy policy of the chosen AI assistant. Check how it processes data, how long it retains it, and where its servers are located – some providers process data outside the European Economic Area (EEA). That way you'll know exactly what you're agreeing to before connecting the assistant to your account.

When you connect an AI assistant to your account, you'll see a consent screen where we've highlighted the key terms you're agreeing to. However, before activating the service, be sure to review the full MCP rules. These rules – including the scope of data made available and the scope of our liability – can be found in the MCP Service Terms. Separately, before connecting your AI assistant to InvoiceOcean, review that assistant's own data-processing rules and its use of data to improve AI models.