Integration · Payments

Connect Claude & ChatGPT to Anchor

Ask your AI to set up a proposal for a new client, check which agreements are signed, or find the invoices behind a payout in Anchor. It can search and create client contacts, build draft proposals from your templates and service catalogue, send them to clients, and read proposals, agreements, invoices and payouts. Client admin and billing questions get answered without opening Anchor.

Connect Anchor free

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

Try asking

“Start a bookkeeping proposal for Nordic Foods ApS from our standard template.”
The AI finds the client and the template and creates a draft proposal for that client. Nothing is sent yet.
“Add our payroll service to that draft.”
It finds the service in your service catalogue and adds it to the draft proposal.
“Send the draft to the client for signing.”
It publishes the proposal so the client can review and sign it, and emails the client if you choose to notify them.

What your AI can do

Clients and proposals

Search and create client contacts, build draft proposals from templates and service templates, and send them for signing.

Agreements

Search and read signed agreements with their client, services, billing settings and status.

Invoices and payouts

Search invoices by status and date, read line items and payment status, and match payouts to the invoices they cover.

“Which agreements are still waiting for a signature?”
It searches your proposals by status and lists the ones that have not been signed.
“Show me unpaid invoices issued this month.”
It searches invoices by status and issue date and lists them with amounts and payment status.
“Which invoices were in last Friday's payout?”
It finds the payout and lists the invoices that were paid out in it.

23 tools for Anchor

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

add_draft_service_from_templateChanges dataAdd a service to a draft proposal from a service template. Pass `draft_id` and `service_template_id`; optional overrides such as name or description.
create_contactChanges dataCreate a new client contact. Requires `first_name`, `last_name`, `email` and `company_name`; optional phone. Search first to avoid duplicates.
create_proposal_draftChanges dataStart a new draft proposal from a template. Pass `proposal_template_id` and optionally the client `contact_id`. Nothing is sent to the client.
get_agreementGet one agreement by `agreement_id`, with its client, services, billing settings and status.
get_contactGet one client contact by `contact_id`, with company name, email and phone.
get_invoiceGet one invoice by `invoice_id`, with line items, amounts and payment status.
get_meGet the connected Anchor business and user details. Use to confirm which business you are working in.
get_payoutGet one payout by `payout_id`, with amount and date.
get_proposalGet one sent proposal by `proposal_id`, with its status and services.
get_proposal_draftGet one draft proposal by `draft_id`, with client, services, packages and payment settings.
get_proposal_templateGet one proposal template by `proposal_template_id`, including its services.
list_payout_invoicesList the invoices that were paid out in one payout, by `payout_id`.
search_agreementsSearch signed agreements by `search`, `status` or `contact_id`.
search_contactsSearch clients (contacts) by name or email with `search`, optionally filtered by `status`. Use to find a contact ID.
search_invoicesSearch invoices by `search`, `status`, client relationship or issue date range (`issued_on_since`, `issued_on_until`), with sorting.
search_payoutsSearch payouts made to your bank account, with sorting. Use to reconcile deposits.
search_proposal_draftsSearch draft proposals by `search`, `status` or `contact_id`.
search_proposal_templatesSearch your proposal templates by name with `search`. Use to find a template ID to start a new proposal.
search_proposalsSearch sent proposals by `search`, `status` or `contact_id`.
search_service_templatesSearch your service catalogue (service templates) by name with `search`, optionally filtered by `type`. Use to find a service_template_id.
send_proposalVisible to othersPublish a draft proposal by `draft_id` so the client can review and sign it. Set `notify_policy` to notify to email the client, or silent to publish without an email.
update_draft_serviceChanges dataUpdate a service on a draft proposal by `draft_id` and `service_id`: name, description, terms or billing trigger.
update_proposal_draftChanges dataUpdate a draft proposal by `draft_id`: client (`contact_id`), agreement name, effective date, payment settings or agreement settings. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Anchor from the app list.
2
Paste your key
Paste an Anchor API key and the email of your Anchor user. In Anchor open Integrations › API keys, create an API key and copy it. Every request is made on behalf of the user whose email you enter, so use an email from the same business.
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 Anchor?

It can search and read client contacts, proposal templates, draft proposals, sent proposals, agreements, service templates, invoices and payouts. It can create contacts, create and update draft proposals, add and update services on a draft, and send a proposal to the client.

Does the AI see my Anchor API key?

No. Your Anchor API key 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. Sending a proposal reaches your client and can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Anchor account.

Why does Anchor also need my user email?

Anchor performs every API request on behalf of a specific user in your business. You enter that user's email next to the API key, and actions the AI takes, such as creating a draft proposal, are made as that user.