Integration · Accounting

Connect Claude & ChatGPT to Striven

Ask your AI which invoices still have an open balance, what a customer has paid, or which tasks are assigned to someone, and it answers from Striven. It can create customers, contacts, opportunities, invoices, projects and tasks, log time on a task and mark tasks done.

Connect Striven free

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

Try asking

“Which invoices for Acme still have an open balance?”
The AI searches customer invoices by customer and open balance and lists them with due dates.
“Invoice Acme for 10 hours of consulting at 120 per hour, due in 14 days.”
It finds the customer and the item, then creates the invoice with the line and due date. The invoice posts to your books.
“Log 3 billable hours on task 551 for yesterday.”
It creates a time entry on the task with the date, hours and billable flag.

What your AI can do

Customers and sales

Search and create customers and contacts, create and search opportunities, and look up sales orders and items.

Invoices and payments

Search and read customer invoices, create new invoices, and search payments received.

Projects, tasks and time

Create and search projects and tasks, update tasks, log time, list time entries and mark tasks done.

“Which open tasks are assigned to Sara?”
It searches tasks by assignee and status.
“Create an opportunity for Acme: website redesign.”
It creates the opportunity with the customer, a type and a stage if you give one.
“Which payments did we receive from Acme last month?”
It searches customer payments by customer and date.

30 tools for Striven

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

create_contactChanges dataCreate a contact with `first_name`, optional last name, emails, phones and address.
create_customerChanges dataCreate a customer with company name or first/last name, email, phone, website, industry and categories. Search first to avoid duplicates.
create_invoiceChanges dataCreate a customer invoice: `customer`, `txn_date`, line items, and a due date or payment terms. Posts to your books.
create_opportunityChanges dataCreate an opportunity with `title`, `customer` (Id or Name) and `type` (Id or Name), optional stage, priority and description.
create_projectChanges dataCreate a project with `name`, optional customer, type, start/end dates, budget, priority and objective.
create_taskChanges dataCreate a task with `title`, optional type, project, customer, priority, due date, assignments and description.
get_company_profileGet your Striven company profile.
get_contactGet one contact by `contact_id`.
get_customerGet one customer by `customer_id`.
get_invoiceGet one customer invoice by `invoice_id`.
get_opportunityGet one opportunity by `deal_id`.
get_paymentGet one customer payment by `payment_id`.
get_projectGet one project by `project_id`.
get_sales_orderGet one sales order by `order_id`.
get_taskGet one task by `task_id`.
list_customer_contactsList the contacts linked to a customer by `customer_id`.
list_employeesList employees.
list_task_time_entriesList the time entries logged on a task by `task_id`.
log_task_timeChanges dataLog a time entry on a task: `task_id`, `hours` (1-24), `date`, notes, employee and whether it is billable.
mark_task_doneVisible to othersMark a task done by `task_id`, with any required completion custom fields in `items`.
search_contactsChanges dataSearch contacts by name, email, phone or account name.
search_customersChanges dataSearch customers by name, number, phone, contact name, status or address, with paging.
search_invoicesChanges dataSearch customer invoices by customer, number, due date, created date or open balance.
search_itemsChanges dataSearch products and services (items) by name, item number, barcode or type.
search_opportunitiesChanges dataSearch opportunities (sales deals) by title, stage or type.
search_paymentsChanges dataSearch customer payments received, by customer, reference number or dates.
search_projectsChanges dataSearch projects by name, type, status or customer.
search_sales_ordersChanges dataSearch sales orders by name, number, customer, status or dates.
search_tasksChanges dataSearch tasks by title, type, status, project, customer or assignee.
update_taskChanges dataUpdate a task's title, description, priority, due date, project or customer by `task_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Striven from the app list.
2
Paste your key
Paste the Client ID and Client secret for Striven's API. An admin opens the API Settings page in Striven and clicks Enable API Access. Striven then shows the Client ID and Client Secret. Copy both into PipMCP.
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 Striven?

It can search and read customers, contacts, opportunities, invoices, sales orders, payments, items, projects, tasks, time entries, employees and your company profile. It can create customers, contacts, opportunities, invoices, projects and tasks, update tasks, log time and mark tasks done.

Does the AI see my Striven client secret?

No. Your Striven client secret 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 with searches only. Creating an invoice posts to your books, and that, like marking a task done, can require your approval before it runs. 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?

Striven connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Striven account.

Where do I find the Striven Client ID and secret?

An admin opens the API Settings page in Striven and clicks Enable API Access. Striven then shows a Client ID and Client Secret. You paste both into PipMCP, and PipMCP uses them to get access tokens from Striven.