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AI Agents

Connect Invoicerr to an AI chat assistant (like OpenWebUI) so you can create quotes, invoices, clients, and articles — or fetch a PDF copy of one — just by asking, without leaving the conversation.

What you can ask it to do​

  • "Create a client named Acme Corp, 12 Rue de la Paix, Paris."
  • "Make a quote for Acme Corp with one line: Website redesign, 2 500€, 20% VAT."
  • "Turn quote #Q-2026-0042 into an invoice."
  • "Add an article to the catalog: Monthly hosting, 49€, VAT 20%."
  • "Get me the PDF for invoice #INV-2026-0018."

The assistant only sees the actions its API key is allowed to perform (see Permissions below) — if it can't do something, it simply won't offer to.

If you ask it to create a quote or invoice for a client that already exists, it looks them up first instead of creating a duplicate — and if it finds more than one client that could match, it will ask you which one you mean before doing anything.

Setting it up​

1. Create an API key with the right permissions​

Go to Settings → Account & Team → API Keys, create a new key, and tick the permissions you want the assistant to have:

  • Create quotes / Create invoices / Create clients / Create articles — lets it add new records for you
  • Read articles — lets it look up your existing catalog
  • Read clients — lets it look up your existing clients before creating a new one (avoids duplicates)
  • Read quotes / Read invoices — lets it fetch a PDF copy of a quote or invoice

Grant only what you actually want an assistant acting on: you can always come back and adjust a key's permissions later. Copy the key somewhere safe — it's only shown once.

2. Connect it to OpenWebUI​

  1. In OpenWebUI, go to Admin Settings → Integrations → External Tool Servers → +
  2. Set Type to MCP (Streamable HTTP) (it defaults to "OpenAPI" — change it)
  3. URL: https://<your-invoicerr-domain>/api/mcp
  4. Auth: Bearer, then paste your API key
  5. Give it a name and save

Once connected, enable the tool server for a chat (the "+" next to the message box, or set it as a default for a model in Workspace → Models) and start asking.

Good to know​

  • Fetching a PDF also gives you a direct link, valid for 1 hour, that you can open yourself even if the chat app doesn't show an inline preview — no login needed to open it, just don't share it with anyone you don't want seeing that document.
  • Anything the assistant creates shows up in Invoicerr exactly like anything created through the app itself — same numbering, same webhooks, same audit trail (API key last used in Settings).