Connect an AI assistant

You can let an AI tool you already use, like Claude Code or Cursor, look up and draft estimates and invoices in your workspace. It connects through Thriveific's MCP server with a key you create. Your client still accepts, signs and pays themselves.

Only owners and admins can create keys.

Create a key

Open Settings › AI assistants.
Enter a Key name, like "Claude".
Pick the Access: Read and act to let it draft and send, or Read only to let it look things up.
Choose Create key.

Copy the key now. It won't be shown again.

Connect your tool

The card shows your MCP server URL and the command for Claude Code:

bash

claude mcp add --transport http thriveific <MCP server URL> --header "Authorization: Bearer <your key>"

Other tools that take an MCP server URL and an Authorization header connect the same way.

Be careful with Read and act

A key with Read and act can send estimates and invoices to your clients without asking you first. Use Read only unless you want your tool to act for you.

Revoke a key

Choose the trash icon next to a key. Anything using it stops working at once.