Create an Invoice or Quote with Claude (claude.ai)

Two ways to connect Claude to FreeInvoices

The connector route gives Claude a create_document tool. Claude fills in the fields, calls the tool, and replies with a link that opens the document pre-filled in your browser. You add a logo if you want one and click Download PDF.

The import box route needs no setup. You ask Claude for a JSON object, paste the reply into the editor, and the document fills in. Use this one if your plan or organization does not allow custom connectors.

The FreeInvoices server needs no sign-in and no API key, so there is nothing to authenticate when you add it.

Who can add a custom connector

Anthropic's help center says custom connectors that use remote MCP are available on Claude, Cowork, and Claude Desktop for Free, Pro, Max, Ultra, Team, and Enterprise plans. Free plan users are limited to one custom connector.

On Team plans, only Owners and Primary Owners can add a connector. On Enterprise plans, Owners, Primary Owners, and users with a custom role that includes Manage access to Libraries can add one. Everyone else on those plans connects to a connector an owner has already added.

Claude connects to the server from Anthropic's cloud, not from your device. That works for freeinvoices.app because it is a public URL.

Add the connector (Pro and Max, or any individual account)

The help center lists the same flow for all individual plans. Menu labels can shift as Anthropic updates the app, so if a label differs, look for the custom connector option in your connector settings.

1. Go to Customize > Connectors.
2. Click + Add, then Add custom connector.
3. Enter a name, for example FreeInvoices, and the server URL https://freeinvoices.app/mcp. Click Continue.
4. On the authentication screen, choose No sign in, since the server has no authentication. Click Continue if prompted.
5. Leave Request headers empty and click Add.

Team and Enterprise: owner steps, then member steps

An owner adds the connector once for the organization.

1. Owner: go to Organization settings > Connectors and click Add.
2. Hover over Custom and select Web.
3. Enter the name and https://freeinvoices.app/mcp, choose No sign in, and click Add.
4. Member: go to Customize > Connectors, find the connector (usually labeled Custom), and click Connect.

• Because the server has no authentication, there is no credential to share or scope.
• Anthropic does not verify custom connectors. Your security team may want to review the server before approving it. The tool is read-only and stores nothing.

Turn it on in a chat, then try it

Open a new chat, click the + button at the lower left of the chat box, and choose Connectors. Each configured connector has a toggle that enables or disables it for that conversation. Switch FreeInvoices on.

Anthropic's help center describes connections as coming from its servers across all clients, including the mobile apps, but gives setup steps only for the web and desktop interfaces. Add the connector there, then check whether it appears in the mobile app on your account.

The tool only builds a link: it is read-only, stores nothing, and does not log the arguments. Your document data travels in the URL fragment after #data=, which browsers do not send to servers.

Worked example: a quote from an emailed client brief

Claude is good at reading a messy email and pulling out the line items. Paste the client's message and your rates, and ask for a quote.

Draft a quote from this email. I'm Hartwell Studio, 12 Mill Lane, Portland, OR 97205. Rates: brand refresh $2,400 flat, web pages $600 each, menu design $450. Give them 10% off and make it valid for 30 days. Quote number Q-1042, dated today.

From: Dana Whitfield, Brightside Bakery, 88 Alder St, Portland, OR 97209
"Hi, we'd like a refreshed logo and color palette, a new website with five pages, and a print-ready menu. Can you send a quote?"

What happens: the create_document call

Claude calls create_document with the details it extracted. A real call to the server with this input returned the following totals.

• Claude replies with a link to the quote generator. Clicking it opens the quote already filled in.
• Check the numbers on screen, add your logo, and click Download PDF.
• The server calculates totals, so you do not depend on Claude's arithmetic. The order is subtotal, minus discount, tax on the discounted amount, plus shipping, minus amount paid.

{
  "type": "quote",
  "number": "Q-1042",
  "date": "2026-11-13",
  "dueDate": "2026-12-13",
  "currency": "USD",
  "from": "Hartwell Studio\n12 Mill Lane\nPortland, OR 97205",
  "billTo": "Dana Whitfield\nBrightside Bakery\n88 Alder St\nPortland, OR 97209",
  "items": [
    { "description": "Brand refresh: logo and color palette", "quantity": 1, "rate": 2400 },
    { "description": "Website redesign, 5 pages", "quantity": 5, "rate": 600 },
    { "description": "Menu design, print-ready", "quantity": 1, "rate": 450 }
  ],
  "discountPercent": 10,
  "notes": "50% deposit to start. Valid for 30 days."
}

// Result
Subtotal $5,850.00
Discount -$585.00
Total    $5,265.00

No connector? Use the import box

FreeInvoices reads from the first { to the last }, so extra prose is fine. If the JSON has a type such as receipt, the matching generator page opens. Your previous draft is saved to local history first. The import runs entirely in your browser.

Do not ask Claude to build a #data= link itself. Language models cannot encode base64 reliably, and a broken link opens an empty document. Only the connector tool builds links.

1. Open any generator on freeinvoices.app and expand Import from ChatGPT, Claude… in the sidebar.
2. Click Copy prompt and paste it into a Claude chat, followed by your details or the client's email.
3. Copy Claude's entire reply, including any code fences and surrounding text.
4. Paste it into Paste the AI reply and click Fill in document.

Privacy

• Import box: the paste is processed in your browser only.
• Connector: the details Claude passes to the tool are sent to freeinvoices.app/mcp to build the link. They are not stored or logged.
• Anthropic sees whatever you type to Claude, including client emails. Anthropic also notes that custom connectors are not verified by it, so connect only to servers you trust.