Connect an AI assistant (MCP)
Let Claude, Cursor or any MCP client work with your Helvetly workspace.
Helvetly is a remote Model Context Protocol server. Connect an AI assistant and it can look up clients, draft invoices, record payments and read your key figures, as you, with the same rules as the app.
Endpoint: https://app.helvetly.com/api/mcp (Streamable HTTP), authenticated with an
API token in the Authorization header.
Start with a read-only token
Give the assistant read:* first. Add write scopes (for example write:invoices) once you trust
how it works: write tools change real records, and issuing an invoice cannot be undone.
Add Helvetly to your client
Create a token in Settings → API & MCP, then replace hvt_… below with it.
Run once in a terminal:
claude mcp add --transport http helvetly https://app.helvetly.com/api/mcp \
--header "Authorization: Bearer hvt_…"Then ask Claude, for example: "Which invoices are overdue in Helvetly?"
Tools
The tools are the operations of the API reference, one per operation, named after its
operation ID (list_clients, create_invoice, issue_invoice, …). The assistant sees only the tools your
token's scopes and your role allow; write tools are marked as such, and issue_invoice as destructive, so a
client can ask you before it runs them.
A tool's result is the operation's JSON response. An API error (not found, validation, plan limit) comes back as a tool error with the usual error body, which the assistant can read and act on.
Good to know
- The server is stateless: one request, one answer, no sessions or streams.
- Rate limits and plan limits are the same as for the REST API.
- claude.ai custom connectors need OAuth sign-in, which Helvetly does not offer yet; use Claude Desktop or Claude Code.