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

> 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: 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.

- Free 7-day trial, no card
- Unofficial, not affiliated with Bookipi
- Page: https://cotlet.dev/integrations/bookipi-api-mcp-server

## What can your AI agent do in Bookipi?

- 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

## Does Bookipi have an MCP server or 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.
- 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.

| What you need | Official connection | By hand | Cotlet |
|---|---|---|---|
| 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](https://bookipi.com/cli/), [Vendor connection documentation 2](https://github.com/Bookipi-Group/bookipi-cli), [Vendor connection documentation 3](https://github.com/Bookipi-Group/bookipi-cli/blob/main/docs/connector.md), [Vendor connection documentation 4](https://glama.ai/mcp/connectors/io.github.Bookipi-Group/bookipi), [Vendor connection documentation 5](https://protocolprobe.com/mcp/servers/io.github.Bookipi-Group/bookipi), [Vendor connection documentation 6](https://bookipi-invoice.nolt.io/523), [Vendor connection documentation 7](https://5app.ai/app/bookipi-ai/), [Vendor connection documentation 8](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp), [Vendor connection documentation 9](https://zapier.com/mcp/bookipi-ai-receptionist), [Vendor connection documentation 10](https://bookipi.com/proposal-ai/), [Vendor connection documentation 11](https://bookipi.com/proposal-maker/), [Vendor connection documentation 12](https://bookipi.com/ai/), [Vendor connection documentation 13](https://bookipi.com/guides/bookipi-esign/how-to-create-and-send-an-ai-contract-with-bookipi-esign/), [Vendor connection documentation 14](https://bookipi.com/ai-website-builder/), [Vendor connection documentation 15](https://bookipi.com/guides/bookipi-ai-website-builder/how-to-edit-your-website-in-bookipi-ai-website-builder/), [Vendor connection documentation 16](https://bookipi.com/ai-meeting-assistant/), [Vendor connection documentation 17](https://bookipi.com/ai-receptionist/), [Vendor connection documentation 18](https://bookipi.com/ai-presentation-maker/)

## How does the Bookipi MCP server work?

1. **Sign in to Bookipi.** Once, in a browser we host for you.
2. **Connect your AI agent.** One address in its settings.
3. **Hand 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.

## How to connect Bookipi to your AI agent

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

## All 46 Bookipi MCP tools

### Invoice

Documented invoice work in Bookipi.

- **Create an invoice draft** (`invoice_create`, 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).
- **Edit an invoice** (`invoice_edit`, write, asks 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.
- **Filter invoice lists and view archived invoices** (`invoice_filter`, 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.
- **Send or resend an invoice** (`invoice_send`, write, asks 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.
- **Create a recurring invoice schedule** (`invoice_recurring_create`, write, asks 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.
- **Change or reactivate a recurring invoice schedule** (`invoice_recurring_edit`, write, asks 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.
- **Stop a recurring invoice** (`invoice_recurring_stop`, write, asks first): Stop a recurring invoice. Desktop web; signed-in business user. End Recurring prevents future repeats.
- **Prepare or edit a deposit request** (`invoice_deposit`, write, asks 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.
- **Configure overdue invoice reminders** (`invoice_reminders`, write, asks 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.
- **Request a customer's signature on an invoice** (`invoice_customer_signature`, write, asks 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.
- **Add or edit the business signature used on invoices** (`invoice_business_signature`, write, asks 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.
- **Record a full or partial invoice payment** (`invoice_payment_record`, write, asks first): Record a full or partial invoice payment. Desktop web; signed-in business user. Bookkeeping entry for an already-received payment; no funds move.
- **Send or resend a receipt for a recorded payment** (`invoice_receipt_send`, write, asks 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.
- **Delete a recorded payment to undo paid status** (`invoice_payment_record_delete`, write, asks 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.
- **Customize document appearance and download or print the result** (`invoice_customize`, 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.

### CRM > Customers

Documented crm > customers work in Bookipi.

- **Create a customer company or person** (`customer_create`, write): Create a customer company or person. Desktop web; signed-in business user. Ordinary customer business records (contacts, identifiers, addresses, notes).
- **Add a private customer note** (`customer_private_note`, write): Add a private customer note. Desktop web. Internal note on the customer detail screen, not shown on customer documents.
- **Review customer correspondence and transaction history** (`customer_history`, read): Review customer correspondence and transaction history. Desktop web. Correspondence, transactions and document status in Customer View.
- **Send or reply to a customer email** (`customer_email`, write, asks 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.

### More > Items

Documented more > items work in Bookipi.

- **Create a catalog item or service** (`item_create`, 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.

### Settings > General

Documented settings > general work in Bookipi.

- **Change the company logo used on documents** (`settings_logo`, write): Change the company logo used on documents. Desktop web. Business logo only, not owner credentials.

### Settings > Services

Documented settings > services work in Bookipi.

- **Set default tax treatment for future invoices** (`settings_tax_defaults`, write): Set default tax treatment for future invoices. Desktop web. Invoice tax defaults only; no tax advice or filing function.

### Proposals

Documented proposals work in Bookipi.

- **Create and edit a proposal** (`proposal_create`, 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.
- **Generate a proposal with AI** (`proposal_ai_generate`, 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.
- **Upload or design a proposal cover** (`proposal_cover`, 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.
- **Set or edit proposal terms and conditions** (`proposal_terms`, 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.
- **Set proposal start date, end date or contract length** (`proposal_duration`, 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.
- **Configure proposal service billing** (`proposal_billing`, write, asks 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.
- **Save proposal progress as a draft** (`proposal_save_draft`, write): Save proposal progress as a draft. Desktop web. Save without sending.
- **Send or resend a proposal, including multiple recipients** (`proposal_send`, write, asks first): Send or resend a proposal, including multiple recipients. Desktop web. External send; review billing implications first.
- **Mark an accepted proposal complete** (`proposal_complete`, write, asks first): Mark an accepted proposal complete. Desktop web; accepted proposal required. Completion charges any on-completion service items.
- **Terminate an accepted proposal** (`proposal_terminate`, write, asks 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.
- **Delete a proposal** (`proposal_delete`, write, asks 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.

### Contract

Documented contract work in Bookipi.

- **Upload a document and prepare signature fields** (`contract_upload_prepare`, 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.
- **Create an eSign document from a template** (`contract_template`, write): Create an eSign document from a template. Desktop web. Choose a library or saved template and customize before sending.
- **Send or resend a document for electronic signature** (`contract_send`, write, asks 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.
- **Set a signing order on an eSign document** (`contract_signing_order`, 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.
- **View or download an eSign audit trail** (`contract_audit_trail`, 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.
- **Generate and revise a contract with AI** (`contract_ai_generate_edit`, write, asks 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.
- **Upload and store business documents against a customer** (`contract_store`, write): Upload and store business documents against a customer. Desktop web. Upload local or Google Drive files, assign to a customer, save without sending.

### Website

Documented website work in Bookipi.

- **Generate a business website** (`website_generate`, 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.
- **Edit website content, sections and design** (`website_edit`, write, asks 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.
- **Revise website text or request website changes with AI** (`website_ai_edit`, write, asks first): Revise website text or request website changes with AI. Desktop web. Improve text or AI rework of sections; publication or deletion needs approval.
- **Publish or republish a website** (`website_publish`, write, asks 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.
- **View website analytics or configure Google Analytics** (`website_analytics`, write, asks first): View website analytics or configure Google Analytics. Desktop web; GA4 needs an external Google Analytics setup. Enabling external tracking needs approval.

### Scheduler

Documented scheduler work in Bookipi.

- **Configure availability and publish a meeting-booking link** (`scheduler_availability_link`, write, asks first): Configure availability and publish a meeting-booking link. Desktop web; business user configures and invitees book through the link. Publishing a link needs approval.

Inputs, REST path and example response of every tool: https://cotlet.dev/integrations/bookipi-api-mcp-server#tools

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

- **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](https://cotlet.dev/security.md)).

## What happens when Bookipi changes?

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.

## Approvals, undo and mistakes

1. **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. **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. **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. **Read the resulting record.** Check the record you selected before handing over the next task.

| Action | Undo |
|---|---|
| Create an invoice draft | Review 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.

## How much does the Bookipi MCP server cost?

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

| Job | Calls | Credits |
|---|---|---|
| Filter invoice lists and view archived invoices | 1 × 48 | 480 |
| Review customer correspondence and transaction history | 1 × 40 | 400 |
| View or download an eSign audit trail | 1 × 32 | 320 |
| Create an invoice draft | 1 × 28 | 280 |
| Create a customer company or person | 1 × 20 | 200 |
| Cloud Browser, 30 days |  | 1,500 |
| Total |  | 3,180 |

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.

## Bookipi MCP server: connection options

| Option | What it does | Where it stops |
|---|---|---|
| Official API or connector | 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. |
| Native app features | Bookipi 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 hand | Open 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.

## Who runs Cotlet

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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Cotlet.dev is built by Bart Krawczyk and Jake Slugocki, the founders of Take Group sp. z o.o., ul. Wincentego Janasa 4, 40-855 Katowice, Poland. KRS 0000871398, NIP 6342984273, VAT EU: PL6342984273. [About us](https://cotlet.dev/about.md)

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