How to make invoices with Claude

Invoicewell is a Mac app for invoices and quotes that Claude can use for you. You ask in plain words, Claude does the typing, and Invoicewell keeps it honest: it knows what an invoice still needs, so Claude asks you only that. Here’s how to set it up and what to ask.

What you need

• A Mac with macOS 14 Sonoma or later (Apple silicon or Intel).
• Invoicewell, $19.99 once (try the demo first).
• The Claude app for Mac, from claude.ai/download, signed in to your Claude account. Or Claude Code, Cursor or another assistant that runs MCP servers.

How it works

Claude can’t see your apps on its own. The Model Context Protocol (MCP), an open standard, is how an app offers Claude a set of tools. Invoicewell comes with a small MCP helper that gives Claude 18 tools: find clients, invoices and saved items; read unbilled hours and who owes what; make, change, preview and discard drafts; export a PDF; get an email ready; and, if you allow it, mark invoices sent and record payments.

The important part is that Invoicewell, not Claude, decides what’s missing. It fills in what it knows (your details, the next number, the client’s address and terms, your tax rate, the hours you tracked) and tells Claude what it still needs: who the invoice is for, what to bill, a price for every line. So every assistant asks the same few good questions.

Connect Claude to Invoicewell

1. Install Invoicewell in Applications

   Download Invoicewell and drag it into your Applications folder. Keep it there: Claude starts Invoicewell from where it is, and loses it if it moves.

2. Turn assistants on

   In Invoicewell, open Settings › AI and turn on Let AI assistants use Invoicewell. Under They may, pick how far Claude can go: Look only, Make invoices and quotes, or Everything.

3. Click Add to Claude

   Under Connect an assistant, click Add to Claude. Invoicewell adds itself to the Claude app’s settings for you.

4. Quit and reopen Claude

   Quit the Claude app and open it again, so it picks up Invoicewell.

5. Ask for an invoice

   Type something like “Invoice Harbour Labs for this month’s work.” The first time, Invoicewell asks you: Claude wants to use Invoicewell. Click Allow.

Claude Code, Cursor and other assistants

• Cursor: click Add to Cursor in Settings › AI, then quit and reopen Cursor.
• Claude Code: click Copy Command and paste it in Terminal. It’s a claude mcp add --scope user invoicewell -- … command that points at the helper inside Invoicewell, so Claude Code can use it in every project.
• VS Code, Windsurf, Zed and others: click Copy Setup and paste it where that app adds MCP servers. It’s a short mcpServers entry named invoicewell.

What to ask

Talk to Claude the way you’d ask a colleague. A few that work well:

• “Invoice Harbour Labs for this month’s work.” Claude finds the client and your unbilled hours, and asks only what’s left open.
• “Make a quote for Northwind: logo design, $900.”
• “Same as last month for Maple & Co.”
• “Bill the new client Juniper Bakery for two days of photography.” Claude adds the client, then asks for the price if you didn’t say.
• “Who still owes me money?” Claude reads your unpaid invoices and their ages.
• “Harbour Labs paid INV-2026-025 in full today.” With Everything allowed, Claude records the payment.

Try the same kind of requests right here, on a working model of the app:

What keeps it safe

What an assistant can and can’t do in Invoicewell, at each level in Settings › AI

Feature	Invoicewell
Find clients, invoices and figures	Every level
Make and change drafts, preview them, export PDFs	Make invoices and quotes, or Everything
Get an email ready, with the PDF attached	Make invoices and quotes, or Everything (you send it)
Mark invoices sent, record payments, change your business details	Everything only
Send an email to a client	Never: only you press Send
Get in without asking	Never: each new assistant asks you once

From Invoicewell’s Settings › AI. Every change an assistant makes is listed under Activity, with Undo for its drafts. You can forget an assistant at any time, and it asks again next time.

Tested with real Claude

Before each release, Invoicewell runs 14 real conversations with Claude through its own MCP helper: a new client, tracked time, a discount, a missing address, a quote, who owes money, a payment, and a request to delete every invoice (which it must refuse). Each one is checked against the invoice that should come out.