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Integration · Accounting

Connect Claude & ChatGPT to Sinao

Ask your AI which invoices are still unpaid, what a supplier invoice says, or to draft a quote in Sinao. It can create and update contacts, organizations, products, quotes and draft invoices, turn a quote into an invoice, finalize documents, issue credit notes and email invoices and quotes to customers. Invoicing questions get answered without clicking through Sinao.

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

Try asking

  • “Which sales invoices are still unpaid?”

    The AI searches your sales invoices with a status filter and lists the unpaid ones with customer and amount.

  • “Create a quote for Boulangerie Martin: 3 days of consulting at 600 EUR excl. VAT, 20% VAT.”

    It finds the organization and creates a draft quote with the line, quantity, price and VAT rate. The draft can still be edited.

  • “Turn quote DE-0042 into an invoice.”

    It finds the quote and creates an invoice from it with the same lines.

What your AI can do

Invoices and quotes

Create and update draft invoices and quotes, convert quotes to invoices, finalize them, mark invoices paid and issue credit notes.

Contacts and products

Search, create and update organizations, contacts and products, with legal details, VAT rates and prices.

Purchases and email

Search and read supplier invoices and expenses, and email invoices, quotes or attachments to customers.

  • “Finalize invoice 318 and email it to the customer.”

    It finalizes the draft so it gets its definitive number, then emails the invoice to the address you confirm. A finalized invoice can no longer be edited.

  • “Invoice 297 was wrong. Cancel it.”

    It creates a credit note (avoir) that cancels the finalized invoice.

  • “Which supplier invoices are due this month?”

    It searches your purchases and lists supplier invoices with amounts, supplier and due date.

28 tools for Sinao

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

  • convert_quote_to_invoiceChanges dataCreate an invoice from a quote by `quote_id`.
  • create_contactChanges dataCreate a contact (person) with lastname (required), firstname, civility and main establishment details (email, phone, address).
  • create_credit_noteChanges dataCreate a credit note (avoir) cancelling a finalized invoice by `invoice_id`.
  • create_invoiceChanges dataCreate a draft sales invoice: customer in contact_infos, lines in `content` (designation, quantity, amount in cents excl. tax, vat_percent), plus title, currency, payment_period and discount. Stays a draft until finalized.
  • create_organizationChanges dataCreate an organization (company contact) with name (required), legal details (national_id, vat_id, legal_form) and main establishment email, phone and address.
  • create_productChanges dataCreate a product or service with name (required), reference, description, amount (price excl. tax in cents), vat_percent and type.
  • create_quoteChanges dataCreate a draft quote: customer in contact_infos, lines in `content` (designation, quantity, amount in cents excl. tax, vat_percent), title, currency, validity deadline and optional downpayment request.
  • email_documentsVisible to othersEmail invoices, quotes or attachments to customers: `documents` (id and type invoice/quote/attachment), `recipients` emails, optional title, body, cc and bcc. Sends real emails immediately.
  • finalize_invoiceVisible to othersFinalize a draft invoice by `invoice_id`: it gets its definitive number and can no longer be edited (corrections then need a credit note). force_date moves the date forward if it is earlier than the last invoice.
  • finalize_quoteVisible to othersFinalize a draft quote by `quote_id` so it gets its definitive number and can be sent.
  • get_contactGet one contact (person) by `contact_id`.
  • get_invoiceGet one sales invoice by `invoice_id`, with its lines, totals and status.
  • get_organizationGet one organization (company contact) by `company_id`.
  • get_purchaseGet one purchase (supplier invoice) by `order_id`, with amounts, supplier and due date.
  • get_quoteGet one quote by `quote_id`, with its lines, totals and status.
  • list_appsList the Sinao companies (apps) this API key can access, with their numeric IDs.
  • search_contactsSearch contacts (people) by text in `search`, with optional filters, order, limit and offset. Use to find a contact's ID.
  • search_invoicesSearch sales invoices by text in `search`, with filters (name, comparator, value), order, limit and offset. Use to find unpaid or recent invoices.
  • search_organizationsSearch organizations (customer and supplier companies) by text in `search`, with optional filters and order. Use to find an organization's ID.
  • search_productsSearch the product and service catalog by text in `search`, with filters and order.
  • search_purchasesSearch purchases (supplier invoices and expenses) by text in `search`, with filters, order, limit and offset.
  • search_quotesSearch quotes (devis) by text in `search`, with filters, order, limit and offset.
  • update_contactChanges dataUpdate a contact (person) by `contact_id`: name, civility or main establishment email, phone and address.
  • update_invoiceChanges dataUpdate a draft sales invoice by `invoice_id`: lines, customer details, title, discount or payment terms.
  • update_invoice_statusChanges dataSet a sales invoice's status by `invoice_id` to "final" or "paid".
  • update_organizationChanges dataUpdate an organization (company contact) by `company_id`. Only the fields you pass change.
  • update_productChanges dataUpdate a product or service by `product_id`: name, price, VAT rate, description or reference.
  • update_quoteChanges dataUpdate a draft quote by `quote_id`: lines, customer details, title, discount or validity deadline.

Set up in three steps

  1. 1

    Pick the app

    Create a free PipMCP account and choose Sinao from the app list.

  2. 2

    Paste your key

    Paste your Sinao API key and your company (app) ID. Log in to Sinao as the company's administrator user and create an API key in the Sinao interface. The key never expires and is tied to one company. The company ID is the number used in Sinao's API addresses, and the AI can look it up with the List apps tool.

  3. 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 Sinao?

It can search and read sales invoices, quotes, purchases, organizations, contacts and products. It can create and update organizations, contacts, products, draft quotes and draft invoices, convert a quote into an invoice, finalize invoices and quotes, set an invoice to final or paid, create credit notes and email documents to customers.

Does the AI see my Sinao API key?

No. Your Sinao 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. Finalizing an invoice gives it a definitive number and locks it, and emailing documents sends real emails right away. These actions can require your approval before they run. Every tool call is logged.

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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 Sinao account.

What is the company (app) ID?

A Sinao API key is tied to one company, and the company ID is the number Sinao uses for that company in its API addresses. If you do not know it, the AI can call the List apps tool, which shows the companies your key can access with their IDs.

Let your AI work in Sinao today.

Start free. Your key stays encrypted, and you decide what the AI may do.

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PipMCP is not affiliated with Sinao. Product names are trademarks of their owners.