If you already use an AI assistant for work, you can connect it to Taxorio and manage invoices, clients and expenses in the same conversation. The connection uses MCP (Model Context Protocol), an open standard introduced by Anthropic for giving assistants access to external tools and data. Taxorio's MCP connector is available on the PRO plan.
You can use a compatible client such as Claude Code, Claude Desktop, Cursor or Cline. The client must support Taxorio's remote HTTP connection and browser-based OAuth sign-in. Once connected, it can look up your records and perform the actions you authorise.
What MCP changes
Without a connection, an assistant can explain how to write an invoice or help draft its wording. With Taxorio's MCP tools, it can retrieve the client from your account, submit the invoice details to Taxorio and report the result. These are real operations on your records.
For example, you can ask: “Create an invoice for Novák s.r.o. for consulting, CZK 40,000 before VAT, due in 14 days.” The assistant still needs to identify the correct client, establish the applicable VAT treatment and check any missing information. Review those details before it issues the invoice: invoice creation produces an issued document, not a draft.
Tools for everyday tasks
The connector exposes tools in several groups. The following names are examples from Taxorio's tool catalogue; the list returned by your connected client is the current source of truth for availability and required inputs.
Invoices
taxorio_list_invoices— list and filter invoices.taxorio_get_invoice— retrieve an invoice's details.taxorio_create_invoice— issue an invoice for an existing client, with line items, VAT treatment and a due date.taxorio_update_invoice— update an invoice where the document's state permits it.taxorio_delete_invoice— permanently delete an eligible unpaid proforma after a separate confirmation. Issued invoices cannot be deleted this way; use the supported cancellation or correction workflow.
Clients
taxorio_list_clients— find clients in your account.taxorio_get_client— retrieve a client's details; use the invoice tools for their invoices.taxorio_create_client— add a client.taxorio_ares_lookup— look up public Czech business details by IČO, the eight-digit business identification number, in the ARES register.
Expenses
taxorio_list_expenses— find recorded expenses using filters.taxorio_create_expense— record a business expense with the required details.
Ask the assistant to check for an existing record before adding the same receipt again. Recording an expense through chat does not remove the need to keep its supporting document or check its tax treatment.
Summaries and exports
taxorio_get_dashboard_stats— retrieve summary figures from the account.taxorio_generate_vat_export— prepare a supported VAT export for the requested period.taxorio_get_insurance_info— retrieve information about the social and health insurance calculations available for your profile.
The tools follow your Taxorio settings and supported scope. A non-payer, an identified person and a VAT payer have different VAT obligations. The flat-tax regime also changes income-tax and insurance reporting. Ask the assistant to explain any warning or unsupported case; an XML export still needs checking and submission through the relevant filing portal.
Your account
taxorio_get_user_info returns account information. This is a useful first check after connecting: make sure the assistant is working with the intended Taxorio account before authorising changes.
Example conversations
These examples illustrate a workflow, not a record of actions already performed. Actual invoice numbers, dates and results come from your account.
Issue an invoice
You: Find my client Petr Svoboda s.r.o. and prepare the details for a web-development invoice for March 2026: CZK 85,000 before VAT, due in 14 days. Show me the details before issuing it.
Assistant: I found the client. For this example, you are a VAT payer and the domestic service is subject to 21% VAT: CZK 85,000 plus CZK 17,850 VAT, total CZK 102,850. Please check the service date, issue date and due date before I create the invoice.
Once you approve and creation succeeds, the assistant can return the actual invoice number and available document link. An identified person or non-payer should not be given the same 21% calculation.
Look up a new client
You: Look up IČO 12345678 in ARES and show me the current business details before adding a client.
Assistant: I will retrieve the current register entry. Please confirm the business and billing details, then I can add it to your Taxorio clients.
Using the live lookup avoids copying an old address from a previous conversation. IČO identifies the business; DIČ is its tax identification number and should be checked separately where relevant.
Find overdue invoices
You: Which invoices are more than 30 days overdue?
Assistant: In this example, invoice 20260019 for Jan Kovář is CZK 8,700 and 34 days overdue. Invoice 20260008 for ABC Trade s.r.o. is CZK 52,000 and 51 days overdue. Together they total CZK 60,700. I can help prepare reminders for your review.
Ask for a list first, then decide what action to take. Preparing a reminder and sending it to a client are separate requests.
Sign in through your browser
Taxorio uses OAuth to authorise the connection. You sign in on Taxorio's own page and grant the connector a defined scope of access; you do not paste your Taxorio password into the assistant.
- Add Taxorio to a compatible client. For a custom remote MCP connection, use
https://app.taxorio.cz/mcp. - Follow the client's sign-in prompt to the Taxorio login and consent page.
- Check the account, client identity and requested permissions before granting access.
- Return to the assistant and test a simple read, such as retrieving your account information.
The client uses authorisation tokens to make permitted requests on your behalf. It does not need your Taxorio password, but it does receive the data returned by the tools it calls. Choose the assistant and access permissions accordingly. You can inspect and revoke a connection in Taxorio's MCP settings.
Connect Claude or another assistant
Taxorio hosts the MCP server, so you do not need to install a Taxorio server package or run Node.js for this connection. You do need an installed or accessible compatible AI client. Its plan, version and organisation settings may affect which connection options you see.
Claude Code
Run this command in your terminal:
claude mcp add --transport http taxorio https://app.taxorio.cz/mcpThen open /mcp in Claude Code and complete authentication for Taxorio. The official Claude Code MCP guide explains server status and sign-in.
Claude Desktop or Claude on the web
Open the connectors area, choose the option to add a custom remote connector, and enter https://app.taxorio.cz/mcp. Complete the Taxorio authorisation flow. Claude's current instructions use Customize → Connectors; organisation accounts may need an owner to add the connector first. See Claude's custom connector instructions for the options available to your account.
ChatGPT
Look for Taxorio in the plugins available to your account and connect it if it is listed. Availability and setup depend on the ChatGPT surface and your workspace settings. For a custom MCP connection where supported, use the same Taxorio endpoint and browser authorisation. OpenAI's MCP documentation distinguishes plugin-provided remote tools from configuring a server directly.
Cursor, Cline and other MCP clients
Use the client's remote MCP setup and provide the Taxorio endpoint. Confirm that the client supports HTTP MCP with OAuth. Follow its current documentation if authentication or tool discovery fails; a local-server configuration intended for a different client is not necessarily interchangeable.
Where the connection helps most
- Working in an editor: find a client or issue an approved invoice without leaving your existing workflow.
- Reviewing records: ask which invoices remain unpaid or which expenses fall in a particular period.
- Preparing regular work: gather invoice details or monthly summaries, then review the results before changes are made.
- Finding a specific answer: ask how much a client paid during a quarter and have the assistant retrieve the relevant records.
Start with a read-only request and become familiar with the results. For actions that change records, check the client, amount, dates and tax treatment. Tools that require a preview and confirmation must complete that workflow; ordinary chat wording cannot bypass Taxorio's validations or permissions.
Taxorio scope: Taxorio provides invoicing and income/expense records for Czech sole traders. It is not full accounting or personalised tax advice. For an unsupported or unusual case, verify the treatment with a Czech accountant or tax adviser before filing.