Zen for Claude
Your invoices, right inside Claude
Connect Zen to Claude and ask who owes you, find any invoice, or have it draft the next one. You review and send from Zen.
You have $3,450 outstanding across 3 invoices:
- Harbor Coffee · INV-0012$1,250
- Atlas Studio · INV-0010$1,550
- Bright & Co · overdue 6 days$650
Want me to draft a reminder note for Bright & Co?
What it can do
Your invoices, one question away
Ask what's owed
Outstanding and overdue totals, per currency, and who owes what.
Find any invoice
Search invoices and quotes by client, status or number, and open the line items.
Draft invoices and quotes
Describe the work and get a draft in Zen, ready to review and send.
Add clients
Create a client with their email, phone and address in one sentence.
Mark invoices paid
Tell it a client paid and the invoice is updated in Zen.
Nothing goes out without you
It can't send anything to your clients or delete data. Sending happens in the Zen app.
Connect
Add Zen to Claude
You need a Zen account first. It takes about a minute, and you approve the connection in the Zen app on your iPhone.
Open Claude settingsCustom connectors work on Claude's web, desktop and mobile apps. Some plans limit how many you can add.
- 1
Add a custom connector
In Claude, open Settings → Connectors and choose Add custom connector. - 2
Paste the link
Name it Zen and paste the server link below. - 3
Sign in to Zen
Choose Connect. A Zen page opens with a QR code. Scan it with your iPhone and tap Allow in the Zen app. - 4
Use it in a chat
Turn Zen on from the tools menu in a chat, and ask away.
Server link
https://api.zeninvoice.io/mcpTry asking
Just say what you need
Privacy and control
You decide what it can do
What Claude can access. Your invoices, quotes, clients and totals in the Zen account you approved. It can create drafts and clients and mark invoices paid.
What it can't do. Send anything to your clients, delete data, or see other Zen accounts.
Where your data goes. When you ask about your invoices, Zen sends the answer to Claude so it can reply. Whether Anthropic may use your chats to improve its models depends on your Claude privacy settings. See our Privacy Policy.
Disconnect anytime. In Zen, open More → AI assistants and tap Disconnect, or remove the connector in Claude.
Questions
Do I need Zen Pro?+
No. Any Zen account can connect to Claude.
How do I sign in?+
When Claude asks you to sign in, a Zen page shows a QR code. Scan it with your iPhone and tap Allow in Zen. No iPhone with you? Use the emailed code option.
Can it send invoices to my clients?+
No. It creates drafts. You review and send them from the Zen app.
Which Zen account does it use?+
Your own Zen account: the one signed in on the iPhone where you tapped Allow.
Something isn't working+
Email support@zeninvoice.io and tell us what you asked and what happened.
Also using another AI app? Zen works with any app that supports MCP. See all AI assistants.