Connect Claude

Invoa has a connector for Claude. Once it is connected, you can ask Claude in plain language to look up invoices, draft quotations, chase payments and more, and Claude works inside one of your Invoa companies with the permissions you give it.

Connecting takes about two minutes. You need an Invoa login for the company you want to connect.

#What your plan allows

On the Free plan, an owner or admin can start a 14-day Pro trial once from Settings → AI connectors → Start 14-day Pro trial. See Plans, trial and billing.

Your role also matters. Team members with the accountant or viewer role always get read-only access through Claude, whatever the plan. See Approvals and safety.

#Connect in claude.ai

The connector address is https://app.invoa.io/mcp. You can also copy it from Settings → AI connectors under Your MCP URL.

1. In Invoa, switch to the company you want Claude to work in, using the company switcher at the top of the app. The connection is tied to the company that is active when you click Allow in step 7.
2. In claude.ai, click your initials (bottom left) and open Settings → Connectors.
3. Click Add custom connector.
4. Enter the name Invoa and the URL https://app.invoa.io/mcp. Leave the OAuth client ID and secret empty; Invoa registers Claude automatically.
5. Click Add, then Connect.
6. Sign in to Invoa in the window that opens.
7. On the Connect to Invoa page, check the company name in the line "… is asking to connect to your company in Invoa", review the permissions, and click Allow.
8. In a chat, open the + or tools menu and turn on Invoa. Try: "List my overdue invoices."

The connector then works in Claude on the web and in the desktop and mobile apps.

#Connect Claude Code

1. In a terminal, add the server:

   bash

   claude mcp add --transport http invoa https://app.invoa.io/mcp

2. Start Claude Code with claude, type /mcp, choose invoa, then Authenticate.

3. Your browser opens Invoa's sign-in and consent page. Check the company name and click Allow.

Back in the terminal, the server shows as connected and the tools appear with names such as mcp__invoa__list_documents. As in claude.ai, switch to the right company in Invoa (in the same browser) before you click Allow.

#Connect ChatGPT

ChatGPT connects to the same Invoa server. You need a paid ChatGPT plan; on Business or Enterprise, your workspace admin may need to allow custom connectors. As with Claude, switch to the right company in Invoa (in your browser) before you click Allow.

#The quick way: the plugin directory

Invoa is listed in ChatGPT's plugin directory, so you no longer need developer mode or the custom-server form. Open Invoa in ChatGPT, click Add, then Connect: your browser opens Invoa's sign-in and consent page, you check the company name and click Allow. The rest of this section is for workspaces where the directory is not available.

#ChatGPT on the web (custom server)

1. In chatgpt.com, open Plugins (left sidebar) and click Add → Add custom MCP server. If you don't see that option, turn on developer mode under Settings → Security and login first.

2. Fill in the form:

   • Name: Invoa
   • Description: Quotations, invoices, payments and LHDN e-invoices
   • Connection: Server URL, https://app.invoa.io/mcp
   • Authentication: OAuth. Leave Advanced OAuth settings as they are; Invoa registers ChatGPT automatically.

   

3. Tick I understand and want to continue (ChatGPT shows this for every custom server) and click Create as a plugin.

4. Click Continue to Invoa. Sign in if asked, check the company and permissions on the Connect to Invoa page, and click Allow. Invoa now appears under Installed.

   

5. In a new chat, type @Invoa followed by your question, for example "@Invoa who owes me money?"

#ChatGPT desktop app

1. In the ChatGPT app, open Plugins and click Add → Add MCP server.

2. Name it Invoa, choose Streamable HTTP and paste https://app.invoa.io/mcp. Leave Bearer token env var and both header sections empty, then click Save.

   

3. Under MCPs, click Authenticate next to invoa.

   

4. Your browser opens Invoa. Sign in if asked, check the company and permissions on the Connect to Invoa page, and click Allow. When the browser says Authentication complete, close that tab.

5. Start a new chat and ask, for example, "Using Invoa, who owes me money?"

The desktop app connects through its built-in Codex, so in Invoa it appears as Codex under Connected apps.

ChatGPT asks you to confirm before each action that changes data, and issuing, submitting to LHDN and voiding still wait for your approval in Invoa.

#Connect more than one company

Each connection reaches exactly one company. If you look after several companies, for example Lembah Bayu Travel Sdn. Bhd. and Cempaka Studio:

1. In Invoa, switch to the second company.
2. In Claude, add another custom connector with the same URL and a name that tells them apart, such as Invoa – Cempaka Studio.
3. Click Connect and check the company name on the consent page before you click Allow.

Switching companies in Invoa later does not move an existing connection. Each connector keeps working with the company it was connected to.

#Permissions on the consent page

The consent page lists the permissions Claude asked for. Allow grants them; Deny cancels the connection.

The page may also list sign-in items such as Confirm your identity, See your email address and Stay connected. Write permissions only take effect when your plan and role allow them.

#Revoke access

1. In Invoa, open Settings → AI connectors.
2. Under Connected apps, find the app, click Revoke access and confirm.

This signs the app out straight away for your account, for every company you connected through it. The app can connect again later, and you will see the consent page again. To stop Claude from offering the connector, also remove it in claude.ai under Settings → Connectors, or run claude mcp remove invoa in Claude Code.

Revoked one by mistake? Reconnect it from the app: in claude.ai open Settings → Connectors, open Invoa and click Connect; in ChatGPT open Plugins, open Invoa and connect it again. Click Allow on Invoa's consent page. Nothing in Invoa was deleted.

Connected apps shows only the apps you authorised. Owners, admins and members manage their own connections; an accountant or viewer asks an owner or admin, or removes the connector in Claude or ChatGPT.

#Troubleshooting

#Related

• What Claude can do
• Approvals and safety
• Team and roles
• Plans, trial and billing