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Wrenbase

Guide

Connect Wrenbase to Claude and other AI assistants with MCP

Wrenbase runs a live MCP server, so you can run your invoicing from an AI assistant like Claude, create an invoice, chase an overdue one, check what's outstanding, in plain language. This guide covers the whole setup: getting a key, connecting your client, every tool it can call, and how it stays safe.

Published July 25, 2026

The Model Context Protocol (MCP) is the standard way to give an AI assistant a set of tools it can call. Wrenbase exposes its own tools over MCP. So instead of clicking through the dashboard, you say what you want: "send the invoice to Acme," "what's overdue," "mark INV-042 paid." It works with any MCP-capable client, Claude included. Nothing to install, and every action runs as you, with your account's permissions and a full audit trail behind it.

What you need to connect Wrenbase over MCP

Two things, and you get both from the same place in Wrenbase:

  • The Wrenbase MCP server URL: https://developers.wrenbase.com/mcp. It is remote, so there is nothing to install locally.
  • A Wrenbase API key, used as a bearer token. The same key works for the REST API too.

Step 1: Create a Wrenbase API key

An MCP client connects to Wrenbase with an API key. You create and manage keys in the workspace, on the Developer → API Keys page.

  1. 1

    Open the Developer area

    In the workspace sidebar, go to Developer → API Keys.
  2. 2

    Create a key

    Create a new key and give it a label you'll recognize later, like "Claude Desktop" or "billing agent."
  3. 3

    Link it to you or an agent

    Choose who the key acts as. Link it to yourself to act on your own behalf, or to one of your AI agents so the calls run under that agent's limits. A key is always tied to exactly one of the two.
  4. 4

    Set an expiration

    Pick how long the key should last, a fixed window or no expiry. You can change your mind later by revoking and reissuing.
  5. 5

    Copy it once

    Wrenbase shows the full key a single time, right after you create it. Copy it then and store it somewhere safe, you won't be able to see it again. If you lose it, revoke it and create a new one.

Step 2: Connect your MCP client to Wrenbase

Most MCP clients ask for a remote server's URL and a header or token. Put the Wrenbase server URL and your key (as a bearer token) wherever your client keeps its MCP server settings:

Server URL:  https://developers.wrenbase.com/mcp
Header:      Authorization: Bearer wb_live_...

Once connected, the client discovers the Wrenbase tools automatically and you can start asking it to do things in plain language.

When your client connects, it tells Wrenbase its name and version, which show up next to the key on your API Keys page. That makes it easy to see which key is used from where, and to revoke one you no longer recognize.

The exact steps vary a little by client. Here's how to connect the common ones.

Connect Claude to Wrenbase

In Claude Desktop, open Settings → Connectors (or Developer → MCP serversdepending on your version) and add a remote server. Give it a name like "Wrenbase," set the URL, and add your key as a bearer token in the Authorization header:

Name:    Wrenbase
URL:     https://developers.wrenbase.com/mcp
Header:  Authorization: Bearer wb_live_...

Claude picks up the Wrenbase tools on its own. To confirm it worked, ask "what Wrenbase invoices are overdue?"

Connect Cursor to Wrenbase

In Cursor, open Settings → MCP and add a new MCP server pointing at the Wrenbase remote URL with your bearer token. If your Cursor version uses a JSON config, add Wrenbase under mcpServers:

{
  "mcpServers": {
    "wrenbase": {
      "url": "https://developers.wrenbase.com/mcp",
      "headers": { "Authorization": "Bearer wb_live_..." }
    }
  }
}

Reload Cursor and the Wrenbase tools appear in the MCP tool list.

Connect any MCP client to Wrenbase

Any client that supports a remote MCP server works the same way, ChatGPT with MCP, Windsurf, Zed, custom agents, and so on. Wherever the client keeps its MCP server settings, give it the URL and the bearer header:

URL:     https://developers.wrenbase.com/mcp
Header:  Authorization: Bearer wb_live_...

There's nothing Wrenbase-specific to install. The server is remote, so once it connects the tools are just there.

Step 3: Ask in plain language

You never type tool names yourself. You say something like "send Acme's invoice" or "what's overdue," and your client works out which Wrenbase tool to call and with what.

The Wrenbase MCP tools (full reference)

Once your client is connected, it can see and call these tools. You never call them by name yourself, you ask in plain language ("send Acme's invoice," "what's overdue") and the client picks the right tool with the right fields. Here's every tool and its parameters.

Account tools

session_whoami

Get the authenticated caller's identity. Returns account ID, identity email, account type (user or agent), the organization the caller acts for, and spending controls if the caller is an agent.

Returns: account ID, identity email, account type, organization, agent spending controls

organization_stats

Get organization-level statistics: number of active agents, invoices sent, and total revenue collected.

Contact tools

contacts_create

Create a contact: a client (someone you invoice) or a vendor (someone who bills you), set by the role argument. Use for 'add Acme Corp as a client' or 'set up my new landlord as a vendor'.

rolerequired
'client' (you invoice them) or 'vendor' (they bill you).
namerequired
Contact name (person or company).
emailrequired
Email for invoice delivery or billing.
companystring
Company name.
phonestring
Phone number.
preferred_channelstring
Delivery channel: email (default), whatsapp, sms, telegram.
external_idstring
Your own ID for this contact from your CRM or system.
contacts_list

List contacts, optionally filtered by role. Use for 'who are my clients' or 'list my vendors'.

rolestring
Filter by 'client' or 'vendor'. Omit to list both.
searchstring
Search contacts by name or email.

Invoice tools

invoices_create

Create a draft invoice with one or more line items. Each line item has a description, billing type (hourly or fixed), quantity, and unit price. Total is calculated automatically.

to_emailrequired
Recipient email address.
line_itemsrequired
Each: description, billing_type ('hourly'|'fixed'), quantity, unit price.
to_namestring
Recipient name.
to_companystring
Recipient company.
currencystring
ISO 4217 code (default USD).
due_datestring
YYYY-MM-DD (default 30 days out).
po_numberstring
Purchase order number.
tax_typestring
GST, VAT, STATE, or NONE.
tax_ratenumber
Tax rate percentage (e.g. 10.0).
notesstring
Notes visible to the recipient.

Returns: invoice ID and invoice number

invoices_get

Retrieve a specific invoice by ID or invoice number. Returns full details including line items, amounts, status, dates, and recipient info.

invoice_idstring
UUID of the invoice.
invoice_numberstring
e.g. INV-2024-0001. Provide this OR invoice_id.
invoices_list

List invoices filtered by status. Pass status to answer 'what's outstanding' (sent) or 'what's overdue' (overdue). Omit status for the most recent across all statuses.

statusstring
draft, sent, viewed, paid, overdue, voided, cancelled.
limitinteger
Max results (default 10, max 10).
offsetinteger
Skip this many rows (default 0).
invoices_update

Edit a draft invoice: change line items, tax, notes, due date, or PO number. Any field you set is replaced; anything you omit stays unchanged.

invoice_idstring
UUID of the draft invoice.
invoice_numberstring
Provide this OR invoice_id.
tax_typestring
NONE, GST, HST, VAT, STATE, or CT. Omit to leave unchanged.
tax_ratenumber
e.g. 9.75. Omit to leave unchanged.
notesstring
Recipient-visible notes. Omit to leave unchanged.
due_datestring
YYYY-MM-DD. Omit to leave unchanged.
po_numberstring
PO number. Omit to leave unchanged.
invoices_transition

Change an invoice's state: 'send' a draft, 'mark_paid' when payment arrived off-platform, or 'void' it. Use for 'send invoice INV-1042', 'mark it paid by check', or 'void that invoice'.

actionrequired
'send', 'mark_paid', or 'void'.
invoice_idstring
UUID of the invoice.
invoice_numberstring
Provide this OR invoice_id.
payment_methodstring
For mark_paid: check, wire, ach, cash, other (default other).
notesstring
For mark_paid: optional note on the payment.

How Wrenbase MCP stays secure

MCP gives an AI client real access to your account, so it's built to stay under your control.

Every action runs as a real identity

A key is tied to exactly one identity, you or one agent, with the same permissions it has in the app. Nothing a key does exceeds what the person or agent behind it can do.

Revoke a key instantly

Don't recognize a client? Revoke its key from Developer → API Keys and it stops working right away. The page shows which client last used each key. Keys are stored hashed, so Wrenbase shows a key only once.

Agents stay within your limits

When a key is linked to an agent, its actions run inside the limits you set. Anything past those limits waits for your approval instead of running.

Money movement stays in your hands

The tools create and send invoices and mark them paid, but none wire funds out. Moving money is always a deliberate step in the app, never from a chat message.

Everything is on the record

Every change through MCP is written to your audit trail, with what happened and who did it, alongside everything else in your account.

Availability

MCP is included on the higher Wrenbase plans. See wrenbase.com/pricing for what's included where.

Common questions

What is the Wrenbase MCP server URL?
The Wrenbase MCP server is remote at https://developers.wrenbase.com/mcp. There's nothing to install; any MCP-capable client connects with that URL and your API key as a bearer token.
How do I connect Claude to Wrenbase with MCP?
Create an API key on the Developer → API Keys page in Wrenbase, then add the server URL and your key as a bearer token in Claude's MCP server settings: Authorization: Bearer wb_live_... Claude then discovers the Wrenbase tools automatically.
How do I get a Wrenbase API key?
In the workspace, open Developer → API Keys, create a key, label it, link it to yourself or an agent, set an expiration, and copy it once. Wrenbase shows the full key only once because keys are stored hashed.
What can an AI assistant do in Wrenbase over MCP?
It can create and send invoices, update drafts, mark invoices paid or void them, list invoices by status, and create and list contacts, plus report account stats. You ask in plain language and the client picks the right tool.
Can an AI assistant move money in Wrenbase?
No. The MCP tools never wire funds out of your account. Moving money is always a deliberate step you take in the app. Every action runs with your account's permissions and is written to your audit trail.
How do I revoke Wrenbase MCP access?
Revoke the key from Developer → API Keys. It stops working immediately. The page shows which client last used each key, so you can spot one that's out of place.
Is MCP available on every Wrenbase plan?
MCP is included on the higher plans. See wrenbase.com/pricing for what's included where.

More is on the way

Invoicing is where MCP starts, not where it stops. We're steadily opening up more of Wrenbase to your AI assistant, more of the money engine you can reach from chat. We'll add each new tool here as it lands.

Run your invoicing from chat.