How does this feature work?
Connect ChatGPT or Claude to your invoiso workspace with the invoiso MCP URL, then sign in normally — no API key needed. Every plan can read records; Business and Complete can also create, update and delete them. API keys remain available for scripts and clients that cannot use OAuth. The in-app assistant can write on every plan.
Which plan includes this feature?
Included on every plan. The pricing page shows the current plan boundary and any usage allowances.
Can I use the invoiso assistant with this workflow?
Yes. The in-app assistant can work with the records available to your plan, and it asks before it sends, deletes or sets up anything recurring. The same closed-period and workspace rules still apply.