Bookipi API and MCP server Let your AI agent turn the agreed job into the right document.

Bookipi: Bookipi publishes a hosted MCP server and CLI covering selected business operations. The MCP connection supports account authorization; a general-purpose public REST API reference was not found in the sources checked on 12 November 2026. Bookipi's official MCP server is at mcp.bookipi.com/mcp, with vendor instructions for Claude. Compare its documented operations with the document and website screens you need. Checked 12 November 2026. Cotlet provides 46 Cloud Browser capabilities for ChatGPT and Claude in your business account. Bookipi's business records connect the client, estimate and invoice. Supply the agreed line items and identify the source document before asking the agent to prepare or change paperwork.

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Bookipi logo Bookipi Cloud Browser

46 tools Read and write

Your business account

What can your AI agent do in Bookipi? Bookipi's business records connect the client, estimate and invoice. Supply the agreed line items and identify the source document before asking the agent to prepare or change paperwork.

  • Read estimates for the selected client

  • Prepare an unsent invoice draft

  • Review outstanding invoice records

  • Find the customer before a document change

  • Read the supplied line items

  • Prepare a payment follow-up for review

Official API scope is limited

Does Bookipi have an MCP server or an API? Vendor connection options, checked 12 November 2026.

Bookipi publishes a hosted MCP server and CLI covering selected business operations. The MCP connection supports account authorization; a general-purpose public REST API reference was not found in the sources checked on 12 November 2026. Bookipi's official MCP server is at mcp.bookipi.com/mcp, with vendor instructions for Claude. Compare its documented operations with the document and website screens you need.

  • Bookipi publishes a hosted MCP server and CLI covering selected business operations. The MCP connection supports account authorization; a general-purpose public REST API reference was not found in the sources checked on 12 November 2026.
  • Bookipi's official MCP server is at mcp.bookipi.com/mcp, with vendor instructions for Claude. Compare its documented operations with the document and website screens you need.
  • Bookipi provides AI-assisted proposal, contract and website creation. Its native features operate inside their corresponding document and site workflows.
The Bookipi API, other options and Cotlet compared
What you need Official connectionBy handCotlet
Account work Documented scope Your staff time Your account screens
Connection setup Vendor access conditions Your own sign-in Sign in, then connect your AI

Among these options, only Cotlet lets your AI agent read and write on every Bookipi screen you can use yourself, from ChatGPT, Claude or any MCP client, without a Bookipi API key or a change to your current Bookipi plan. Sources checked 12 Nov 2026: Vendor connection documentation 1 · Vendor connection documentation 2 · Vendor connection documentation 3 · Vendor connection documentation 4 · Vendor connection documentation 5 · Vendor connection documentation 6 · Vendor connection documentation 7 · Vendor connection documentation 8 · Vendor connection documentation 9 · Vendor connection documentation 10 · Vendor connection documentation 11 · Vendor connection documentation 12 · Vendor connection documentation 13 · Vendor connection documentation 14 · Vendor connection documentation 15 · Vendor connection documentation 16 · Vendor connection documentation 17 · Vendor connection documentation 18

Set up once

How does the Bookipi MCP server work? The Bookipi MCP server by Cotlet: your agent works in your own Bookipi account.

  1. 1Sign in to Bookipi

    Once, in a browser we host for you.

  2. 2Connect your AI agent

    One address in its settings.

  3. 3Hand it the busywork

    In Bookipi, filter invoice lists and view archived invoices for the record and period I select. Filter invoice lists and view archived invoices. Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted.

Cotlet never sees or stores your password. Who can see your session

Any MCP client

How to connect Bookipi to your AI agent

  1. 1

    Sign in to Bookipi in a Cloud Browser. Open Bookipi in your Cotlet Cloud Browser and sign in with your own business account at web.bookipi.com.

  2. 2

    Add the Cotlet address. Enter https://cotlet.dev/mcp/v1 as the MCP server or connector URL in your agent.

  3. 3

    Let the agent in. Chat apps open a Cotlet sign-in page. Editors, n8n and scripts send an API key made in the console.

Bookipi shares the address https://cotlet.dev/mcp/v1 with every other app you enable, so one connector covers them all. Turned Bookipi on after connecting? Refresh the connector and the 46 tools appear.

ChatGPT
Settings > Apps & Connectors > Create
MCP server URL: https://cotlet.dev/mcp/v1/connect
Authentication: OAuth
Claude
Settings > Connectors > Add custom connector
URL: https://cotlet.dev/mcp/v1/connect

Claude Code:
claude mcp add --transport http cotlet \
  https://cotlet.dev/mcp/v1 \
  --header "Authorization: Bearer $COTLET_API_KEY"
Cursor
// ~/.cursor/mcp.json
{
  "mcpServers": {
    "cotlet": {
      "url": "https://cotlet.dev/mcp/v1",
      "headers": { "Authorization": "Bearer ${env:COTLET_API_KEY}" }
    }
  }
}
Codex
# ~/.codex/config.toml
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"
n8n
MCP Client Tool (inside an AI Agent)
Transport: HTTP Streamable
URL: https://cotlet.dev/mcp/v1
Auth: Bearer, <your key>
Tool: bookipi_read
3 read, 43 write

All 46 Bookipi MCP tools

Invoice15

Documented invoice work in Bookipi.

  • invoice_create Create an invoice draft. Desktop web; requires access to this feature in your own account. Choose a customer and items and edit discount, shipping, tax and dates. Sending is a separate function (invoice.send). write

    Create an invoice draft. Desktop web; requires access to this feature in your own account. Choose a customer and items and edit discount, shipping, tax and dates. Sending is a separate function (invoice.send).

    MCP callbookipi_write → invoice_create

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/create/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; requires access to this feature in your own account. Choose a customer and items and edit discount, shipping, tax and dates. Sending is a separate function (invoice.send)"
}
  • invoice_edit Edit an invoice. Desktop web; signed-in business user. Drafts are edited directly. Edits to sent invoices prompt a resend. Paid or partially paid invoices need recorded payments removed first. Approval is needed before resending or deleting a payment record. writeAsks first

    Edit an invoice. Desktop web; signed-in business user. Drafts are edited directly. Edits to sent invoices prompt a resend. Paid or partially paid invoices need recorded payments removed first. Approval is needed before resending or deleting a payment record.

    MCP callbookipi_write → invoice_edit

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/edit/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Drafts are edited directly. Edits to sent invoices prompt a resend. Paid or partially paid invoices need recorded payments removed first. Approval is needed before resending or deleting a payment record"
}
  • invoice_filter Filter invoice lists and view archived invoices. Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted. read

    Filter invoice lists and view archived invoices. Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted.

    MCP callbookipi_read → invoice_filter

    REST endpointGET https://cotlet.dev/api/v1/bookipi/filters/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted"
}
  • invoice_send Send or resend an invoice. Desktop web; signed-in business user. Email an invoice with optional extra recipients, sender copy and note. External send needs approval. writeAsks first

    Send or resend an invoice. Desktop web; signed-in business user. Email an invoice with optional extra recipients, sender copy and note. External send needs approval.

    MCP callbookipi_write → invoice_send

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/send/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Email an invoice with optional extra recipients, sender copy and note. External send needs approval"
}
  • invoice_recurring_create Create a recurring invoice schedule. Desktop web; requires access to this feature in your own account. Recurrence applies only to the Invoice document type. Approval needed before enabling future external sends. writeAsks first

    Create a recurring invoice schedule. Desktop web; requires access to this feature in your own account. Recurrence applies only to the Invoice document type. Approval needed before enabling future external sends.

    MCP callbookipi_write → invoice_recurring_create

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/recurring-create/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; requires access to this feature in your own account. Recurrence applies only to the Invoice document type. Approval needed before enabling future external sends"
}
  • invoice_recurring_edit Change or reactivate a recurring invoice schedule. Desktop web; paid or partially paid invoices are restricted. Change frequency or next issue date, or reactivate recurrence. writeAsks first

    Change or reactivate a recurring invoice schedule. Desktop web; paid or partially paid invoices are restricted. Change frequency or next issue date, or reactivate recurrence.

    MCP callbookipi_write → invoice_recurring_edit

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/recurring-edit/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; paid or partially paid invoices are restricted. Change frequency or next issue date, or reactivate recurrence"
}
  • invoice_recurring_stop Stop a recurring invoice. Desktop web; signed-in business user. End Recurring prevents future repeats. writeAsks first

    Stop a recurring invoice. Desktop web; signed-in business user. End Recurring prevents future repeats.

    MCP callbookipi_write → invoice_recurring_stop

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/recurring-stop/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. End Recurring prevents future repeats"
}
  • invoice_deposit Prepare or edit a deposit request. Desktop web; guide requires activated payments. Set a percentage or fixed deposit and due date. Sending the request needs approval. writeAsks first

    Prepare or edit a deposit request. Desktop web; guide requires activated payments. Set a percentage or fixed deposit and due date. Sending the request needs approval.

    MCP callbookipi_write → invoice_deposit

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/deposit/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; guide requires activated payments. Set a percentage or fixed deposit and due date. Sending the request needs approval"
}
  • invoice_reminders Configure overdue invoice reminders. Desktop web; signed-in business user. Reminders can be turned on while creating an invoice or from Settings. Approval needed before automatic customer messages are activated. writeAsks first

    Configure overdue invoice reminders. Desktop web; signed-in business user. Reminders can be turned on while creating an invoice or from Settings. Approval needed before automatic customer messages are activated.

    MCP callbookipi_write → invoice_reminders

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/reminders/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Reminders can be turned on while creating an invoice or from Settings. Approval needed before automatic customer messages are activated"
}
  • invoice_customer_signature Request a customer's signature on an invoice. Desktop web; business user prepares and the customer signs. Enable signature options, then send; sending needs approval. writeAsks first

    Request a customer's signature on an invoice. Desktop web; business user prepares and the customer signs. Enable signature options, then send; sending needs approval.

    MCP callbookipi_write → invoice_customer_signature

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/customer-signature/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; business user prepares and the customer signs. Enable signature options, then send; sending needs approval"
}
  • invoice_business_signature Add or edit the business signature used on invoices. Desktop web; signed-in business user. Distinct from requesting a customer signature. Applying a legally operative signature or sending needs approval. writeAsks first

    Add or edit the business signature used on invoices. Desktop web; signed-in business user. Distinct from requesting a customer signature. Applying a legally operative signature or sending needs approval.

    MCP callbookipi_write → invoice_business_signature

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/business-signature/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Distinct from requesting a customer signature. Applying a legally operative signature or sending needs approval"
}
  • invoice_payment_record Record a full or partial invoice payment. Desktop web; signed-in business user. Bookkeeping entry for an already-received payment; no funds move. writeAsks first

    Record a full or partial invoice payment. Desktop web; signed-in business user. Bookkeeping entry for an already-received payment; no funds move.

    MCP callbookipi_write → invoice_payment_record

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/payment-record/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Bookkeeping entry for an already-received payment; no funds move"
}
  • invoice_receipt_send Send or resend a receipt for a recorded payment. Desktop web; signed-in business user. View transactions, then Send Receipt. Manual payment entry does not send a receipt automatically. External send needs approval. writeAsks first

    Send or resend a receipt for a recorded payment. Desktop web; signed-in business user. View transactions, then Send Receipt. Manual payment entry does not send a receipt automatically. External send needs approval.

    MCP callbookipi_write → invoice_receipt_send

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/receipt-send/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. View transactions, then Send Receipt. Manual payment entry does not send a receipt automatically. External send needs approval"
}
  • invoice_payment_record_delete Delete a recorded payment to undo paid status. Desktop web; signed-in business user. Deletes the bookkeeping transaction only; no refund or transfer is implied. writeAsks first

    Delete a recorded payment to undo paid status. Desktop web; signed-in business user. Deletes the bookkeeping transaction only; no refund or transfer is implied.

    MCP callbookipi_write → invoice_payment_record_delete

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/payment-record-delete/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Deletes the bookkeeping transaction only; no refund or transfer is implied"
}
  • invoice_customize Customize document appearance and download or print the result. Desktop web. Appearance changes (font, size, color) plus download or print; external sending is covered by invoice.send. Requires access to this feature in your own account. write

    Customize document appearance and download or print the result. Desktop web. Appearance changes (font, size, color) plus download or print; external sending is covered by invoice.send. Requires access to this feature in your own account.

    MCP callbookipi_write → invoice_customize

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/customize/invoice

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Appearance changes (font, size, color) plus download or print; external sending is covered by invoice.send. Requires access to this feature in your own account"
}

CRM > Customers4

Documented crm > customers work in Bookipi.

  • customer_create Create a customer company or person. Desktop web; signed-in business user. Ordinary customer business records (contacts, identifiers, addresses, notes). write

    Create a customer company or person. Desktop web; signed-in business user. Ordinary customer business records (contacts, identifiers, addresses, notes).

    MCP callbookipi_write → customer_create

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/create/customer

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Ordinary customer business records (contacts, identifiers, addresses, notes)"
}
  • customer_private_note Add a private customer note. Desktop web. Internal note on the customer detail screen, not shown on customer documents. write

    Add a private customer note. Desktop web. Internal note on the customer detail screen, not shown on customer documents.

    MCP callbookipi_write → customer_private_note

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/private-note/customer

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Internal note on the customer detail screen, not shown on customer documents"
}
  • customer_history Review customer correspondence and transaction history. Desktop web. Correspondence, transactions and document status in Customer View. read

    Review customer correspondence and transaction history. Desktop web. Correspondence, transactions and document status in Customer View.

    MCP callbookipi_read → customer_history

    REST endpointGET https://cotlet.dev/api/v1/bookipi/histories/customer

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Correspondence, transactions and document status in Customer View"
}
  • customer_email Send or reply to a customer email. Desktop web; integrated customer email; requires access to this feature in your own account. External send needs approval. writeAsks first

    Send or reply to a customer email. Desktop web; integrated customer email; requires access to this feature in your own account. External send needs approval.

    MCP callbookipi_write → customer_email

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/email/customer

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; integrated customer email; requires access to this feature in your own account. External send needs approval"
}

More > Items1

Documented more > items work in Bookipi.

  • item_create Create a catalog item or service. Desktop web; signed-in business user. Save an item with name, price, unit type, description and related fields for reuse. write

    Create a catalog item or service. Desktop web; signed-in business user. Save an item with name, price, unit type, description and related fields for reuse.

    MCP callbookipi_write → item_create

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/create/item

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Save an item with name, price, unit type, description and related fields for reuse"
}

Settings > General1

Documented settings > general work in Bookipi.

Settings > Services1

Documented settings > services work in Bookipi.

  • settings_tax_defaults Set default tax treatment for future invoices. Desktop web. Invoice tax defaults only; no tax advice or filing function. write

    Set default tax treatment for future invoices. Desktop web. Invoice tax defaults only; no tax advice or filing function.

    MCP callbookipi_write → settings_tax_defaults

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/tax-defaults/settings

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Invoice tax defaults only; no tax advice or filing function"
}

Proposals11

Documented proposals work in Bookipi.

  • proposal_create Create and edit a proposal. Desktop web; legacy Proposal Maker workflow; requires access to this feature in your own account. Drafting only; sending or enabling charges is separate. Editable while status is draft, saved, sent or read; after acceptance only payment details can change. write

    Create and edit a proposal. Desktop web; legacy Proposal Maker workflow; requires access to this feature in your own account. Drafting only; sending or enabling charges is separate. Editable while status is draft, saved, sent or read; after acceptance only payment details can change.

    MCP callbookipi_write → proposal_create

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/create/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; legacy Proposal Maker workflow; requires access to this feature in your own account. Drafting only; sending or enabling charges is separate. Editable while status is draft, saved, sent or read; after acceptance only payment details can change"
}
  • proposal_ai_generate Generate a proposal with AI. Desktop web; signed-in business user. Generate editable content from a prompt; sending and billing are separate. Requires access to this feature in your own account. write

    Generate a proposal with AI. Desktop web; signed-in business user. Generate editable content from a prompt; sending and billing are separate. Requires access to this feature in your own account.

    MCP callbookipi_write → proposal_ai_generate

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/ai-generate/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user. Generate editable content from a prompt; sending and billing are separate. Requires access to this feature in your own account"
}
  • proposal_cover Upload or design a proposal cover. Desktop web. Upload a cover or use the Canva integration (separate Canva session). Deleting a cover or sending externally needs approval and is outside this function. write

    Upload or design a proposal cover. Desktop web. Upload a cover or use the Canva integration (separate Canva session). Deleting a cover or sending externally needs approval and is outside this function.

    MCP callbookipi_write → proposal_cover

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/cover/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Upload a cover or use the Canva integration (separate Canva session). Deleting a cover or sending externally needs approval and is outside this function"
}
  • proposal_terms Set or edit proposal terms and conditions. Desktop web. A standard template is provided; clauses can be added, edited, hidden, deleted and rearranged, and 'Save as default' changes future proposals. Replacing an issued agreement or sending needs approval. No legal adequacy is implied. write

    Set or edit proposal terms and conditions. Desktop web. A standard template is provided; clauses can be added, edited, hidden, deleted and rearranged, and 'Save as default' changes future proposals. Replacing an issued agreement or sending needs approval. No legal adequacy is implied.

    MCP callbookipi_write → proposal_terms

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/terms/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. A standard template is provided; clauses can be added, edited, hidden, deleted and rearranged, and 'Save as default' changes future proposals. Replacing an issued agreement or sending needs approval. No legal adequacy is implied"
}
  • proposal_duration Set proposal start date, end date or contract length. Desktop web. Acceptance-based or fixed start; duration-based or fixed end. Issuing is separate. write

    Set proposal start date, end date or contract length. Desktop web. Acceptance-based or fixed start; duration-based or fixed end. Issuing is separate.

    MCP callbookipi_write → proposal_duration

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/duration/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Acceptance-based or fixed start; duration-based or fixed end. Issuing is separate"
}
  • proposal_billing Configure proposal service billing. Desktop web; requires activated payment processing. None, on-acceptance, on-completion or recurring billing can trigger later invoices and charges. writeAsks first

    Configure proposal service billing. Desktop web; requires activated payment processing. None, on-acceptance, on-completion or recurring billing can trigger later invoices and charges.

    MCP callbookipi_write → proposal_billing

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/billing/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; requires activated payment processing. None, on-acceptance, on-completion or recurring billing can trigger later invoices and charges"
}
  • proposal_save_draft Save proposal progress as a draft. Desktop web. Save without sending. write

    Save proposal progress as a draft. Desktop web. Save without sending.

    MCP callbookipi_write → proposal_save_draft

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/save-draft/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Save without sending"
}
  • proposal_send Send or resend a proposal, including multiple recipients. Desktop web. External send; review billing implications first. writeAsks first

    Send or resend a proposal, including multiple recipients. Desktop web. External send; review billing implications first.

    MCP callbookipi_write → proposal_send

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/send/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. External send; review billing implications first"
}
  • proposal_complete Mark an accepted proposal complete. Desktop web; accepted proposal required. Completion charges any on-completion service items. writeAsks first

    Mark an accepted proposal complete. Desktop web; accepted proposal required. Completion charges any on-completion service items.

    MCP callbookipi_write → proposal_complete

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/complete/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; accepted proposal required. Completion charges any on-completion service items"
}
  • proposal_terminate Terminate an accepted proposal. Desktop web; accepted proposal required. Open the proposal, use the three-dot menu, select Terminate. Terminating skips any on-completion charge; review the proposal's other billing first. Requires approval. writeAsks first

    Terminate an accepted proposal. Desktop web; accepted proposal required. Open the proposal, use the three-dot menu, select Terminate. Terminating skips any on-completion charge; review the proposal's other billing first. Requires approval.

    MCP callbookipi_write → proposal_terminate

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/terminate/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; accepted proposal required. Open the proposal, use the three-dot menu, select Terminate. Terminating skips any on-completion charge; review the proposal's other billing first. Requires approval"
}
  • proposal_delete Delete a proposal. Desktop web. Three-dot menu > Remove > OK. The guide says there is no Trash feature on the web app, so deletion cannot be recovered. Requires approval. writeAsks first

    Delete a proposal. Desktop web. Three-dot menu > Remove > OK. The guide says there is no Trash feature on the web app, so deletion cannot be recovered. Requires approval.

    MCP callbookipi_write → proposal_delete

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/delete/proposal

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Three-dot menu > Remove > OK. The guide says there is no Trash feature on the web app, so deletion cannot be recovered. Requires approval"
}

Contract7

Documented contract work in Bookipi.

  • contract_upload_prepare Upload a document and prepare signature fields. Desktop web; business user prepares and recipients sign. Preparation only; sending or changing recipient access needs approval. write

    Upload a document and prepare signature fields. Desktop web; business user prepares and recipients sign. Preparation only; sending or changing recipient access needs approval.

    MCP callbookipi_write → contract_upload_prepare

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/upload-prepare/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; business user prepares and recipients sign. Preparation only; sending or changing recipient access needs approval"
}
  • contract_template Create an eSign document from a template. Desktop web. Choose a library or saved template and customize before sending. write

    Create an eSign document from a template. Desktop web. Choose a library or saved template and customize before sending.

    MCP callbookipi_write → contract_template

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/template/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Choose a library or saved template and customize before sending"
}
  • contract_send Send or resend a document for electronic signature. Desktop web; business user sends and recipients sign. Optional CC recipients; resend supported. External send needs approval. writeAsks first

    Send or resend a document for electronic signature. Desktop web; business user sends and recipients sign. Optional CC recipients; resend supported. External send needs approval.

    MCP callbookipi_write → contract_send

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/send/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; business user sends and recipients sign. Optional CC recipients; resend supported. External send needs approval"
}
  • contract_signing_order Set a signing order on an eSign document. Desktop web. Enable the Signing Order option when adding signers. If the user also signs, they must be first signer; the 'My Signature' tag appears only when signing order is off. Sending is separate (contract.send) and needs approval. write

    Set a signing order on an eSign document. Desktop web. Enable the Signing Order option when adding signers. If the user also signs, they must be first signer; the 'My Signature' tag appears only when signing order is off. Sending is separate (contract.send) and needs approval.

    MCP callbookipi_write → contract_signing_order

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/signing-order/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Enable the Signing Order option when adding signers. If the user also signs, they must be first signer; the 'My Signature' tag appears only when signing order is off. Sending is separate (contract.send) and needs approval"
}
  • contract_audit_trail View or download an eSign audit trail. Desktop web. Use the ellipsis next to a document (or beside Download document inside it) and select Audit Trail. The trail is a downloadable PDF and cannot be edited or deleted. Sharing it externally needs approval. read

    View or download an eSign audit trail. Desktop web. Use the ellipsis next to a document (or beside Download document inside it) and select Audit Trail. The trail is a downloadable PDF and cannot be edited or deleted. Sharing it externally needs approval.

    MCP callbookipi_read → contract_audit_trail

    REST endpointGET https://cotlet.dev/api/v1/bookipi/audit-trails/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Use the ellipsis next to a document (or beside Download document inside it) and select Audit Trail. The trail is a downloadable PDF and cannot be edited or deleted. Sharing it externally needs approval"
}
  • contract_ai_generate_edit Generate and revise a contract with AI. Desktop web; signed-in business user; requires access to this feature in your own account. Draft generation and clause revision; sending, signing or making the contract operative needs approval. writeAsks first

    Generate and revise a contract with AI. Desktop web; signed-in business user; requires access to this feature in your own account. Draft generation and clause revision; sending, signing or making the contract operative needs approval.

    MCP callbookipi_write → contract_ai_generate_edit

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/ai-generate-edit/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user; requires access to this feature in your own account. Draft generation and clause revision; sending, signing or making the contract operative needs approval"
}
  • contract_store Upload and store business documents against a customer. Desktop web. Upload local or Google Drive files, assign to a customer, save without sending. write

    Upload and store business documents against a customer. Desktop web. Upload local or Google Drive files, assign to a customer, save without sending.

    MCP callbookipi_write → contract_store

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/store/contract

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Upload local or Google Drive files, assign to a customer, save without sending"
}

Website5

Documented website work in Bookipi.

  • website_generate Generate a business website. Desktop web; signed-in business user; free account documented. Generates content and images from a business description. Does not publish. write

    Generate a business website. Desktop web; signed-in business user; free account documented. Generates content and images from a business description. Does not publish.

    MCP callbookipi_write → website_generate

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/generate/website

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; signed-in business user; free account documented. Generates content and images from a business description. Does not publish"
}
  • website_edit Edit website content, sections and design. Desktop web. Click a section to edit, swap photos, drag sections into order; changes save as draft. Deleting sections or publishing needs approval. writeAsks first

    Edit website content, sections and design. Desktop web. Click a section to edit, swap photos, drag sections into order; changes save as draft. Deleting sections or publishing needs approval.

    MCP callbookipi_write → website_edit

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/edit/website

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Click a section to edit, swap photos, drag sections into order; changes save as draft. Deleting sections or publishing needs approval"
}
  • website_ai_edit Revise website text or request website changes with AI. Desktop web. Improve text or AI rework of sections; publication or deletion needs approval. writeAsks first

    Revise website text or request website changes with AI. Desktop web. Improve text or AI rework of sections; publication or deletion needs approval.

    MCP callbookipi_write → website_ai_edit

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/ai-edit/website

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Improve text or AI rework of sections; publication or deletion needs approval"
}
  • website_publish Publish or republish a website. Desktop web. Publish saved changes on a free builder.bookipi.com address; republishing updates the live site. Publication needs approval. writeAsks first

    Publish or republish a website. Desktop web. Publish saved changes on a free builder.bookipi.com address; republishing updates the live site. Publication needs approval.

    MCP callbookipi_write → website_publish

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/publish/website

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web. Publish saved changes on a free builder.bookipi.com address; republishing updates the live site. Publication needs approval"
}
  • website_analytics View website analytics or configure Google Analytics. Desktop web; GA4 needs an external Google Analytics setup. Enabling external tracking needs approval. writeAsks first

    View website analytics or configure Google Analytics. Desktop web; GA4 needs an external Google Analytics setup. Enabling external tracking needs approval.

    MCP callbookipi_write → website_analytics

    REST endpointPOST https://cotlet.dev/api/v1/bookipi/analytics/website

    Parameters

    No parameters.

    Example response

    {
  "scope": "Desktop web; GA4 needs an external Google Analytics setup. Enabling external tracking needs approval"
}

Scheduler1

Documented scheduler work in Bookipi.

Encrypted, revocable

Who can see my Bookipi session, and how do I revoke it?

Security overview

  • What we store

    Your signed-in Bookipi profile, AES-256-GCM encrypted, in Finland. No password.

  • What your agent gets

    The 46 Bookipi tools, never the session cookie.

  • What the session sees

    The records and screens available to your signed-in role in Bookipi.

  • What no tool touches

    Owner sign-in, MFA, Bookipi subscription billing and bank credentials. Payment-provider authorization, domain purchases and legally binding signatures stay with the owner.

  • If Bookipi signs you out

    You sign in again yourself, in the same Cloud Browser.

  • How to cut access

    Disable for agents, reset the browser, or change your Bookipi password.

Cotlet never types your password: you sign in yourself, and the agent only uses the session. Our site scores A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory (live results).

Your account

What happens when Bookipi changes? The tools work in your own signed-in Bookipi account.

Cotlet watches Bookipi and updates the server when its screens change.

New Bookipi features become available to the agent within your account permissions.

Your Bookipi account and role determine which records and screens the agent can use.

If Bookipi signs you out, open your Cloud Browser with one click from the Cotlet console and sign in again.

25 tools ask first

Approvals, undo and mistakes Customers get nothing until you say so.

  1. 01 Identify the account record Bookipi's business records connect the client, estimate and invoice. Supply the agreed line items and identify the source document before asking the agent to prepare or change paperwork.
  2. 02 Filter invoice lists and view archived invoices Filter invoice lists and view archived invoices. Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted.
  3. 03 Review the proposed change Create an invoice draft. Desktop web; requires access to this feature in your own account. Choose a customer and items and edit discount, shipping, tax and dates. Sending is a separate function (invoice.send).
  4. 04 Read the resulting record Check the record you selected before handing over the next task.
Which Bookipi actions can be undone
ActionUndo
Create an invoice draftReview the operation and its current record before choosing a corrective action.

By default you confirm each call; you can switch that off for this tool. Tools marked Asks first wait for your approval. Unmarked tools run at once.

MCP call
{
  "name": "invoice_filter",
  "arguments": {}
}
REST
curl https://cotlet.dev/api/v1/bookipi/filters/invoice \
  -H "Authorization: Bearer $COTLET_API_KEY"
Response
{
  "scope": "Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted"
}

A cron job or n8n flow can call the same tools over REST at /api/v1/bookipi with the same key and price, in JSON. Failed calls are free. Each tool row above shows its REST path.

Pay per call

How much does the Bookipi MCP server cost?

Full pricing

About $18 a monthfor an independent contractor preparing 20 invoices and 10 estimates a month, 3,180 credits. Your Bookipi plan stays as it is.

Illustrative four-week Bookipi account workload, in credits
JobCallsCredits
Filter invoice lists and view archived invoices1 × 48480
Review customer correspondence and transaction history1 × 40400
View or download an eSign audit trail1 × 32320
Create an invoice draft1 × 28280
Create a customer company or person1 × 20200
Cloud Browser, 30 days1,500
Total3,180

The $29 pack covers a typical month for most owners.

  • Free 7-day trial, no card
  • 10 credits per successful call, MCP or REST
  • 50 credits a day for the Cloud Browser
  • Use the features included in your existing Bookipi plan.

Assumed successful calls for this owner workload. Dollars use the $29 pack rate.

Cotlet credit packs: price, credits and calls at 10 credits each
Credits Price, one time Calls at 10 credits Per 1,000 credits
5,000 $29 500 $5.80
15,000 $79 1,500 $5.27
32,000 $149 3,200 $4.66
60,000 $249 6,000 $4.15

Only successful calls use credits; failed calls and timeouts cost nothing. At a balance of 0 calls pause, never a surprise charge. Authenticate with the Authorization: Bearer header.

Other options

Bookipi MCP server: connection options Choose by the work and entitlement each connection actually covers.

Other ways to connect Bookipi, checked 12 Nov 2026
OptionWhat it doesWhere it stops
Official API or connectorBookipi publishes a hosted MCP server and CLI covering selected business operations. The MCP connection supports account authorization; a general-purpose public REST API reference was not found in the sources checked on 12 November 2026.Bookipi's official MCP server is at mcp.bookipi.com/mcp, with vendor instructions for Claude. Compare its documented operations with the document and website screens you need.
Native app featuresBookipi provides AI-assisted proposal, contract and website creation. Its native features operate inside their corresponding document and site workflows.Your enabled vendor features determine the scope.
By handOpen the business records and perform the work yourself.Each review and update takes your time.

Bookipi publishes a hosted MCP server and CLI covering selected business operations. The MCP connection supports account authorization; a general-purpose public REST API reference was not found in the sources checked on 12 November 2026. Bookipi's official MCP server is at mcp.bookipi.com/mcp, with vendor instructions for Claude. Compare its documented operations with the document and website screens you need. Among these options, Cotlet lets your AI agent read and write on the Bookipi screens your own account can use, from ChatGPT, Claude or any MCP client, without a vendor API key or a vendor plan change.

Among these options, only Cotlet lets your AI agent read and write on every Bookipi screen you can use yourself, from ChatGPT, Claude or any MCP client, without a Bookipi API key or a change to your current Bookipi plan.

EU company, since 2019

Who runs Cotlet A company you can look up.

About us

Take Group sp. z o.o. runs Cotlet. It is a software company registered in Poland, EU (VAT PL6342984273), in business since 2019, led by its founders Bart Krawczyk (Co-founder, CTO) and Jake Slugocki (Co-founder, SEO, sales and marketing). Questions about the Bookipi tools go to contact@cotlet.dev.

Bookipi MCP server: questions

How do I get access?

Create a Cotlet account, open Bookipi and sign in at web.bookipi.com. Enable it for agents, then add Cotlet to your chosen AI assistant.

How do I connect Bookipi to ChatGPT or Claude?

Sign up at cotlet.dev, log in to Bookipi once in its Cloud Browser and add Cotlet to ChatGPT or Claude, following the steps in your console. No API key is needed. ChatGPT and Claude then work in your Bookipi account through Cotlet, in their phone apps too.

What can ChatGPT do in Bookipi?

With Cotlet, ChatGPT, Claude and other AI agents handle jobs like these in Bookipi: filter invoice lists and view archived invoices; review customer correspondence and transaction history; view or download an eSign audit trail. You ask in plain words.

Is there an official ChatGPT or Claude app for Bookipi?

Bookipi's official MCP server is at mcp.bookipi.com/mcp, with vendor instructions for Claude. Compare its documented operations with the document and website screens you need. Cotlet is independent and is not affiliated with Bookipi.

Can ChatGPT filter invoice lists and view archived invoices in Bookipi?

Filter invoice lists and view archived invoices: Filter invoice lists and view archived invoices. Desktop web; signed-in business user. Status lists including recurring and archived. No archive or restore operation is asserted.

Can ChatGPT review customer correspondence and transaction history in Bookipi?

Review customer correspondence and transaction history: Review customer correspondence and transaction history. Desktop web. Correspondence, transactions and document status in Customer View.

Can ChatGPT create an invoice draft in Bookipi?

Create an invoice draft: Create an invoice draft. Desktop web; requires access to this feature in your own account. Choose a customer and items and edit discount, shipping, tax and dates. Sending is a separate function (invoice.send).

Can ChatGPT edit an invoice in Bookipi?

Edit an invoice: Edit an invoice. Desktop web; signed-in business user. Drafts are edited directly. Edits to sent invoices prompt a resend. Paid or partially paid invoices need recorded payments removed first. Approval is needed before resending or deleting a payment record.

Can ChatGPT send or resend an invoice in Bookipi?

Send or resend an invoice: Send or resend an invoice. Desktop web; signed-in business user. Email an invoice with optional extra recipients, sender copy and note. External send needs approval.

Does Bookipi have an API?

Bookipi publishes a hosted MCP server and CLI covering selected business operations. The MCP connection supports account authorization; a general-purpose public REST API reference was not found in the sources checked on 12 November 2026.

Is the MCP server different from the REST API?

Only in how it is called. Both carry the same 46 tools, inputs, answers, API key and price. Agents use MCP; scripts and HTTP steps use REST.

Is Cotlet affiliated with Bookipi?

No. Cotlet is independent and not affiliated with Bookipi.

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