Claude & AI integrations

Operate Settlematic from Claude with MCP and natural language.

Settlematic is built for the AI-assisted finance stack. Connect Claude (or any MCP-compatible assistant) to create invoices, look up clients, check payment status, and summarize outstanding AR — using the same API and permissions model as your engineering integrations.

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Model Context Protocol (MCP)

Expose Settlematic tools to Claude Desktop and compatible clients. Ask 'What invoices are overdue for Acme Corp?' or 'Create a $4,200 invoice for Nexus Digital due in 14 days' and get structured actions, not copy-paste JSON.

Read invoices, clients, and payment status
Create drafts with confirmation step
Summarize dashboard KPIs in plain language
Scoped API keys for least-privilege access

What you can do from Claude today

Through the Settlematic API and forthcoming MCP server, assistants can orchestrate workflows that used to require clicking through five screens.

List and search invoices by status or client
Create clients and invoices from conversation context
Check whether a payment link has been viewed or paid
Explain sweep destinations and network mode
Generate AR summaries for weekly standups

Safe by default

Destructive actions require explicit confirmation. API keys are scope-limited. Audit logs tie actions back to the key used (roadmap). Your Claude integration inherits the same org isolation as the web app.

Beyond Claude

The same REST surface powers Zapier, custom GPTs, internal Slack bots, and CI pipelines. MCP is one connector — not a walled garden.

Common use cases

Founder asks Claude for Monday morning AR briefing
Account manager drafts invoice while on a call
Support bot looks up payment status by invoice number

Related features

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