Integration · Accounting

Connect Claude & ChatGPT to Aliaddo

Ask your AI which sales invoices are unpaid, what a customer has open, or to create a quote in Aliaddo. It can create invoices and quotes, record customer payments, create and update contacts and products, list supplier bills, and work with CRM leads, deals and activities. Accounting and sales questions get answered without digging through menus.

Connect Aliaddo free

Free plan, no credit card. Takes about a minute.

Try asking

“Which sales invoices are still partly paid?”
The AI lists invoices with status PagoParcial, with customer, number and amounts.
“Record a payment of 1,500,000 COP on invoice 4521 into our bank account.”
It looks up the bank account code in the chart of accounts and records the payment on the invoice. This registers it in the books and does not move money.
“Create a quote for customer NIT 900123456 with 5 hours of consulting.”
It finds the contact, branch and seller, then creates the quote with the product line, dates and payment terms.

What your AI can do

Invoices, quotes and payments

Create and read sales invoices and quotes, list invoices and supplier bills by status or date, and record customer payments.

Contacts and products

Search, create and update contacts and products, with identification types, roles, prices, taxes, categories and units.

CRM

Create and search leads and deals, move deals between pipeline stages, and create and list activities.

“Add a new company contact with NIT 901234567 as a customer.”
It creates the contact as a company with identification type NIT and the customer role.
“Move the Andina Foods deal to the negotiation stage.”
It finds the deal and the pipeline stage and updates the deal.
“What bills from suppliers came in this month?”
It lists purchase invoices for the date range, with supplier and status.

30 tools for Aliaddo

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_activityChanges dataCreate a CRM activity: `title`, `activity_type_id`, owner `user_id_owner`, `end_date`, `end_hour` and `is_done`; optionally link a deal or contact.
create_contactChanges dataCreate a contact. Requires `kind` (Person or Company), `identification` number and `identification_type` (e.g. 13 cédula, 31 NIT); add names or company name, emails, phones, addresses and roles (customer, supplier).
create_dealChanges dataCreate a CRM deal with `deal_name`, `amount`, `item_id`, `pipeline_id`, `pipeline_stage_id`, owner `user_id_owner` and `expected_close_date`.
create_invoiceChanges dataCreate a sales invoice for customer `person_id` with `date`, `due_date`, `branch_id`, `payment_form_code` (CR credit or CN cash), `payment_mean_code` and `details` lines (item code, quantity, unit price).
create_leadChanges dataCreate a CRM lead with `first_name` and lead `state_id`; optional surname, email, phone and origin.
create_productChanges dataCreate a product or service with `code`, `name`, `category_id` and `unit_measurement_id`; optional sale price, cost, taxes and inventory control.
create_quoteChanges dataCreate a quote for customer `person_id` with `date`, `due_date`, `branch_id`, seller `person_id_seller`, payment form and mean codes, and `details` lines.
get_contactGet one contact by `contact_id`.
get_invoiceGet one sales invoice by `invoice_id`, with lines, taxes, totals and payments.
get_productGet one product or service by `product_id`, with prices, taxes and category.
get_quoteGet one quote by `quote_id`, with lines and totals.
list_accountsList the chart of accounts, e.g. to find the bank or cash `account_code` when recording a payment.
list_activitiesList CRM activities (tasks, calls, meetings), filtered by status, deal, contact or date range.
list_billsList purchase invoices (bills from suppliers) with `items_per_page` (required), filtered by supplier, status or dates.
list_branchesList your company's branches (sucursales); invoices and quotes need a `branch_id`.
list_invoicesList sales invoices with `items_per_page` (required), filtered by customer `person_id`, `status` (Vigente, Pagada, PagoParcial, Invalida...), dates or number.
list_pipelinesList CRM sales pipelines and their stages, for creating or moving deals.
list_product_categoriesList product categories, for creating products.
list_productsList products and services (items), optionally by `code`, with paging.
list_quotesList quotes with `items_per_page` (required), filtered by customer, status, dates or number.
list_sellersList the contacts marked as sellers, for the seller field on quotes and invoices.
list_unitsList units of measure, for creating products.
list_usersList Aliaddo users, e.g. to find an owner ID for deals and activities.
record_invoice_paymentChanges dataRecord a customer payment on an invoice: `invoice_id`, `amount`, `paid_at` and the bank or cash `account_code` it went into. This registers the payment in the books; it does not move money.
search_contactsFind contacts (customers, suppliers, sellers) by `identification`, `email` or `phone_number`, filtered by `kind` (Person or Company), with paging.
search_dealsFind CRM deals with `items_per_page` (required), by `deal_name`, contact, pipeline `stages` or date range.
search_leadsFind CRM leads with `item_per_page` (required), by email, phone or identification.
update_contactChanges dataUpdate a contact by `contact_id`; send the fields to change.
update_dealChanges dataUpdate a deal by `deal_id`, e.g. move it to another `pipeline_stage_id` or change amount or close date.
update_productChanges dataUpdate a product by `product_id`, e.g. name, sale price, taxes or category.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Aliaddo from the app list.
2
Paste your key
Paste your Aliaddo integration token. Sign in to Aliaddo (app.aliaddo.com), click your name at the top right and choose Mis datos. Open the Integración tab, generate the token and copy it.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Aliaddo?

The AI can read and list sales invoices, quotes, supplier bills, contacts, products, accounts, branches, sellers, users and CRM leads, deals, pipelines and activities. It can create invoices, quotes, contacts, products, leads, deals and activities, update contacts, products and deals, and record payments on invoices.

Does the AI see my Aliaddo token?

No. Your Aliaddo integration token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Creating invoices and recording payments change your books, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Aliaddo account.

Does recording a payment move money?

No. Recording a payment registers a customer payment against an invoice in your Aliaddo books, with the amount, date and the bank or cash account it went into. It does not move any money.