Integration · Documents
Connect Claude & ChatGPT to BreezeDoc
Ask your AI to make a contract from a BreezeDoc template and send it for signature, or to check who still hasn't signed. It can create, update and send invoices, list documents and templates, and see the documents your team has sent. You follow up on paperwork from a chat.
Free plan, no credit card. Takes about a minute.
Try asking
“Create an NDA for Acme from our NDA template.”
The AI finds the template and creates a draft document from it. Nothing is sent yet.
“Send it to Peter Holm, [email protected], for signature.”
It sends the document to the recipient in party order. Recipients are emailed immediately.
“Who hasn't signed the partner agreement yet?”
It lists the document's recipients and shows whether each one has signed.
What your AI can do
Documents and templates
List and read documents and templates, and create draft documents, blank or from a template.
Signatures
Send documents for signature to recipients in party order and see who has signed.
Invoices
Create, read, update, send and delete invoices, with items, currency, due date and discount.
“Invoice [email protected] 500 EUR for the March retainer, due in 14 days.”
It creates an invoice with item, currency, description and due date. It only emails the invoice if you ask it to send it.
“List my invoices and their status.”
It lists your invoices with amounts and status, and can filter by status.
“Which documents has the sales team sent?”
It lists the documents sent by any member of that team.
17 tools for BreezeDoc
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
create_documentChanges dataCreate a draft document with a `title` and optional `recipients` (name, email, party number). Nothing is sent yet.create_document_from_templateChanges dataCreate a new draft document from a template (`template` ID). Send it afterwards with send_document.create_invoiceChanges dataCreate an invoice: `items`, `currency`, `description`, `payment_due` and `customer_email`, plus optional customer name, discount and terms. Setting `send` emails it to the customer.delete_invoiceDeletesPermanently delete an invoice by `invoice` ID. This cannot be undone.get_current_userGet the connected BreezeDoc user's profile and team details.get_documentGet one document by `document` ID, with its status and recipients.get_invoiceGet one invoice by `invoice` ID, with items, amounts and status.get_templateGet one template by `template` ID.list_document_recipientsList a document's recipients (`document` ID) and whether each has signed; filter with `completed`.list_documentsList your documents, newest first by default; sort with `order_by` and `direction`.list_invoicesList invoices, optionally filtered by `status`.list_recipientsList all recipients across your documents.list_team_documentsList documents sent by any member of a team (`team` ID).list_templatesList your document templates.send_documentVisible to othersSend a document (`document` ID) for signature to `recipients` (name and email, in party order, matching the document's recipient count). Recipients are emailed immediately.send_invoiceVisible to othersEmail an invoice (`invoice` ID) to the customer. This sends immediately.update_invoiceChanges dataUpdate an invoice by `invoice` ID: items, due date, customer, discount or notes. Only the fields you pass change.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose BreezeDoc from the app list.
- 2
Paste your key
Paste a BreezeDoc personal access token. In BreezeDoc go to Settings › Integrations and click Manage API Keys. Under Personal Access Tokens click Create New Token and copy it. It is shown only once.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in BreezeDoc?
It can list and read documents, templates, recipients and team documents, create draft documents (blank or from a template) and send them for signature. It can create, read, update, send and delete invoices, and read your user and team details.
Does the AI see my BreezeDoc access token?
No. Your BreezeDoc credentials are encrypted at rest and never shown to the AI. After you save them, they are 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 document or an invoice emails people right away, and deleting an invoice is permanent. These actions 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 BreezeDoc account. BreezeDoc says API access needs its Individual or Agency plan.
Does the AI send documents without asking?
Creating a document only makes a draft. It is sent when the AI runs send_document, and then the recipients are emailed immediately. You can require your approval for send_document and send_invoice, so nothing goes out before you say yes.
Related integrations
Let your AI work in BreezeDoc today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect BreezeDoc freePipMCP is not affiliated with BreezeDoc. Product names are trademarks of their owners.