Can I use it with Claude, ChatGPT or Gemini?

You need a client supporting remote MCP over Streamable HTTP and compatible authentication. Setup and access depend on the client, version and account permissions. For Gemini we mean Gemini CLI, not the chat app. See this page’s setup flows and official sources.

Can I invoice with AI and check VeriFactu?

You can manage invoices and check VeriFactu. Issuing and sending require their own permissions. Direct tax record writes require API keys, tax configuration and enabled modules. Confirmations depend on the AI client.

Can I test MCP in a sandbox?

Yes. Select Test during OAuth consent or use a fact_test_ Bearer key. Data and numbering are separate from production. Real emails and AEAT records are not delivered. Sandbox and plan restrictions apply; an explicit webhook ping can make an HTTP request.

How do MCP, the API and the built-in assistant differ?

MCP connects external agents to Factuarea operations. The REST API lets you program your own integration. The built-in assistant works inside the platform. MCP is included in paid plans and available during the trial, with each account’s permissions, modules and limits.

Invoicing MCP

Your invoicing, connected to your AI assistant

Ask for an invoice, check who owes you money or prepare an automation. The MCP server connects your agent to Factuarea data and operations, within the permissions you grant.

Start free Connect my assistant

Invoices, customers and much more
Try it in the sandbox first
You control access

Explore the five MCP workflows

Connect from clients with MCP support

Factuarea, in your conversation

Ask in your own words. See what happens.

Choose a task and follow the request, the tools used by the assistant and the result in Factuarea. Your account, with the permissions you authorize.

What would you like to do?

Claude Factuarea

Find Estudio Ribera and prepare an invoice draft: design consulting, €300 plus 21% VAT. Do not issue or send it yet.

From conversation to draftDraft prepared

Forma EstudioCreative studio

InvoiceDraft

Issued byForma Estudio, S.L.

NIF B87654323
Calle del Olmo, 18
28012 Madrid

CustomerEstudio Ribera

NIF B12345674
Calle de la Palma, 24
28004 Madrid

Document date: 23/09/2026
Invoice number: Not assigned

Description	Qty	Price	VAT	Amount
Design consultancy	1	€300.00	21 %	€300.00

Payment termsBank transfer

Net amount: €300.00
VAT 21%: €63.00
Total: €363.00

Your account, with the permissions you grant.

Available features depend on your plan, permissions and MCP client compatibility.

What you can ask

Much more than creating an invoice

One MCP for invoices, quotes, customers, purchases and business processes. The agent combines tools to fulfil a request using your data, without re-entering it at every step.

From quote to payment

Create invoices, convert quotes, check due dates and record partial or full payments.

Try asking

“Record the €150 we received against this invoice”

Explore invoices and payments

MCP tools

create_invoiceregister_invoice_payment

Customers and catalog in context

Find contacts by tax ID, create customers and check products, prices and stock before preparing a document.

Try asking

“Find Estudio Ribera and the services for their next invoice”

Explore contacts and catalog

MCP tools

search_contactssearch_products

Purchases matter too

Record supplier invoices and review expenses and outstanding payments. Keep item and tax details.

Try asking

“Show the unpaid invoices from this supplier”

Explore expense management

MCP tools

create_purchase_invoicesearch_purchase_invoices

Rules that keep working

Check triggers and actions, create draft rules, activate them and review their runs through your agent.

Try asking

“Which automations are active and how did they run?”

Discover automations

MCP tools

create_automation_rulelist_automation_rules

Tax status at hand

Check VeriFactu records and retrieve Facturae XML. Sensitive tax operations require your own API key and the appropriate configuration.

Try asking

“Check the VeriFactu status of this invoice”

Understand VeriFactu

MCP tools

get_invoice_verifactuget_invoice_facturae_link

Your team too

Check time entries and absence balances. The catalog includes schedules, corrections and monthly closes, with permissions for each operation.

Try asking

“Check the team’s time entries for this week”

Explore time tracking

MCP tools

search_time_entriesget_absence_balance

From task to logged hours

Find tasks by assignee or due date, create new ones with a priority and start the timer to log time against a task. Each operation asks for its own permission.

Try asking

“Create a task to review Modelo 303, due on the 20th”

Explore the tasks API

MCP tools

search_taskscreate_taskstart_task_timer

One catalog for your business operations

Availability depends on your credential, its permissions and your plan modules.

See the full MCP catalog

Your tools, your way of working

Connect Factuarea, step by step

Choose your assistant and follow its installation flow. Remote connectors, apps and plugins have different setup paths. Find the steps and their official sources here.

Set up your connection

Server URLhttps://mcp.factuarea.com

Add a connector in Claude

For Claude web and Desktop, use your account’s remote connection.

Open connectors
In Customize → Connectors, select + → Add custom connector and paste Factuarea’s URL.
Connect your account
Add the connector and select Connect. Authorize your company, environment and permissions in Factuarea.
Enable it in the conversation
Open the chat’s + menu, go to Connectors and enable Factuarea for that conversation.

Read the Claude guideReviewed 25/09/2026

Add an app in ChatGPT

Follow the route for your account’s interface and permissions.

Enable developer mode
OpenAI’s developer guide places it in Settings → Security and login → Developer mode, on the web.
Create the app
In ChatGPT Plugins, use + to create a developer-mode app. Paste the server URL and choose OAuth.
Authorize and use it
Complete Factuarea’s consent flow. In a conversation, open + → Developer mode and select the app.

Read the ChatGPT guideReviewed 25/09/2026

Connect your project in Cursor

Add the remote server to your editor’s MCP configuration.

Save the configuration
Create or edit .cursor/mcp.json in your project using this example. Keep any servers you already have.
Authorize Factuarea
In Customize, find the MCP server and complete OAuth when Cursor requests it.
Check the tools
Open an Agent chat and ask for a Factuarea read operation. Review the tool and its arguments before approving.

Read the Cursor guideReviewed 25/09/2026

.cursor/mcp.json

{
  "mcpServers": {
    "factuarea": {
      "url": "https://mcp.factuarea.com"
    }
  }
}

Project configuration. For all your projects, use ~/.cursor/mcp.json. Authorize OAuth after saving.

Check the connection

The server should show its available tools. If one is missing, check the granted permissions and plan modules.

Configure Gemini CLI

This flow is for the terminal, not the Gemini chat app.

Prepare the credential
Create a fact_test_ key in Factuarea and store it in the FACTUAREA_API_KEY environment variable.
Add the HTTP server
Merge the example into ~/.gemini/settings.json, preserving other settings. httpUrl means Streamable HTTP; url is for SSE.
Check the connection
Start Gemini CLI and run /mcp to see its status and tools. Try a read request against your Test company’s data.

Read the Gemini CLI guideReviewed 25/09/2026

~/.gemini/settings.json

{
  "mcpServers": {
    "factuarea": {
      "httpUrl": "https://mcp.factuarea.com",
      "headers": {
        "Authorization": "Bearer ${FACTUAREA_API_KEY}"
      }
    }
  }
}

Set FACTUAREA_API_KEY in your environment to a fact_test_ key created in Factuarea. This example reads that variable and contains no actual key.

Check the connection

/mcp should list Factuarea and its tools. Make the variable available in the environment where you launch Gemini CLI.

Connection notes and options

On Team and Enterprise, an owner first adds the connector in Organization settings → Connectors → Add → Custom → Web. Each member then connects their own account. Claude Free allows one custom connector.

Using Claude Code?

Install the official plugin inside Claude Code. Then open /mcp, select Factuarea → Authenticate, and authorize the company, environment and permissions. The separate factuarea-api plugin helps you write integrations; it does not connect your data.

/plugin marketplace add factuarea/claude-plugins
/plugin install factuarea-mcp@factuarea
/mcp

Official plugin guide

Does your client only support a local server?

The official @factuarea/mcp package bridges stdio to the HTTP server using an API key. It requires Node.js 20 or later. This local configuration is different from Claude’s remote connector.

stdio configuration

Permissions and traceability

Your agent can do a lot. You decide what

Start with queries and expand access when needed. Available tools are filtered by credential and permissions; operations follow Factuarea validations.

OAuth: access authorized by the userAPI key: your own integration

The complete catalog includes sensitive operations reserved for your own keys. Both channels are subject to enabled permissions and modules.

Read about MCP permissions

Agent access

invoices:readcontacts:read

Search invoicessearch_invoices

Available

Look up contactssearch_contacts

Available

Create draftscreate_invoice

No permission

API-key permissions. With OAuth, select them during consent. Your channel and plan modules also limit which tools you can use.

Follow every call

The tool, outcome and correlation identifier are logged. Argument samples are redacted to protect personal data.

Withdraw access when you need to

Revoke the key or connected application without disconnecting the rest of your integrations.

Invoicing · separate environments

InvoiceDraft

No number assigned

CustomerEstudio Ribera

Design consultancyQuantity: 2 × €150.00€300.00

Net amount: €300.00
VAT 21%: €63.00
Total: €363.00

Test document, not a tax invoice

Two companies, separate sequences

Test seriesF-2026-0006

Production seriesF-2026-0184

A draft uses no number. Issuing only advances the test series.

Start in test mode

Room to test, with your data kept separate

Choose Test when authorizing OAuth, or use a fact_test_ key. You work in a test company with separate data and numbering, without delivering real emails or sending records to the AEAT.

Some modules are restricted and webhook events are not delivered automatically. An explicit endpoint ping can send an HTTP request.

Explore the sandbox

MCP questions

Before connecting invoicing to AI

Model Context Protocol lets an AI agent use Factuarea operations: query data, create invoices and manage contacts, among others. It works within your account validations and permissions.

From a request to a completed task

Connect your agent, start in test mode and grant access to the operations your business needs.

Try Factuarea for 10 days Read the MCP documentation

MCP

Try it in the sandbox first
You control access

Your invoicing, connected to your AI assistant

Ask in your own words. See what happens.

Much more than creating an invoice

From quote to payment

Customers and catalog in context

Purchases matter too

Rules that keep working

Tax status at hand

Your team too

From task to logged hours

Connect Factuarea, step by step

Add a connector in Claude

Open connectors

Connect your account

Enable it in the conversation

Your agent can do a lot. You decide what

Follow every call

Withdraw access when you need to

Room to test, with your data kept separate

Before connecting invoicing to AI

What is an invoicing MCP?

Can I use it with Claude, ChatGPT or Gemini?

Can I invoice with AI and check VeriFactu?

Can I test MCP in a sandbox?

How do MCP, the API and the built-in assistant differ?

From a request to a completed task