AI assistant · 4 min read

MCP — controlling Taxorio through Claude and ChatGPT

What the Model Context Protocol is, how to connect Taxorio to Claude Code, Claude Desktop or Claude.ai through the remote connector and to ChatGPT through the Taxorio plugin, and how to manage access.

What MCP is

MCP (Model Context Protocol) is an open protocol developed by Anthropic that lets external AI tools — such as Claude Code, Claude Desktop, Claude.ai or ChatGPT — communicate directly with applications and their data.

With the MCP integration in Taxorio, you can control your entire invoicing directly from the AI tool you use every day for work — without switching to a browser.

🔒 The MCP integration is available on the PRO plan only. On the Free plan, the AI Integration tab is shown in Settings, but the connection can't be activated.

What you can do through MCP

MCP is the broadest way to control Taxorio — it covers more than the built-in chat. The external tool has around fifty operations available:

Invoices — issue a regular invoice, including one in a foreign currency and in the document's language (EUR, USD, GBP, CHF, PLN; Czech, Slovak, English, German or Russian), edit its header (client, due date, symbols, note), download the PDF, cancel it, mark it as paid — for a document in a foreign currency, also with the amount and currency that actually arrived in the account — or undo the payment, email it to the client, send a reminder and attach a document to it. List price-list items.
Expenses — add, edit or delete an expense (including an advance-payment document, with a payment date), and check before recording it whether the same document isn't already in your records; deleting an advance with a linked settlement is refused.
Document inbox — upload documents, go through them, confirm them as an expense or discard them; for an advance or a settlement, the preview before confirming shows exactly what will be recorded, including matching it against the advance's remaining balance (see Advances you pay to suppliers).
Incoming payments — list pending payments and decide on matching: confirm, reject, assign to a different invoice, or undo the match.
Clients and registers — create, edit or delete a client; look up a company by its company ID (IČO) in ARES and verify an EU tax ID (DIČ) in VIES.
Recurring invoices — list schedules and their detail, create a new one, pause it, resume it, end it or delete it. Creating and resuming requires the PRO plan; the other operations still work after you switch to Free, so you never lose sight of your (automatically paused) schedules.
Overviews and taxes — the financial overview, the VAT overview and XML export, the income tax overview, flat-rate tax status, and the status of social and health insurance advances for the self-employed (OSVČ).
Settings — view and edit your company details. Changing your bank account or company identification details is confirmed in a second step.

Only a proforma invoice can be deleted, and only if no tax document for the advance payment or final invoice has been created from it yet. An issued invoice, a credit note and a tax document for an advance payment are never deleted — they're cancelled instead.

ℹ️ What you can't do through MCP: issue a proforma invoice or a credit note, confirm a received advance payment, issue a final invoice, change the line items of an already-issued invoice, or edit a paid document. All of that stays in the app — these are steps with tax consequences that we want to keep under the user's own control.

⚠️ An issued invoice is a finished tax document. When you tell an external tool to "issue an invoice", it creates a fully issued invoice with a number from your own sequence, which immediately enters your VAT and income tax records. The only way to correct it is by cancelling it.

Operations that can't be undone — cancelling, deleting, confirming a document from the inbox, ending a schedule — are confirmed in two steps: the tool first shows exactly what will disappear, and only then carries it out. The same applies to changing your bank account or company identification details in Settings — a wrong account number would end up on every future invoice.

Supported AI tools

Claude Code (CLI) — the fastest setup, one command in the terminal
Claude Desktop — the macOS and Windows desktop app
Claude.ai — the web version of Claude (Connectors)
ChatGPT — both the web and desktop versions; Taxorio is listed directly in the plugin catalogue

How to connect Taxorio to an AI tool

Taxorio runs as a remote MCP connector directly at https://app.taxorio.cz/mcp. Nothing to install — no Node.js, no npx. Sign-in happens through a standard OAuth window in your browser, the same as with other connectors (Google Drive, Slack, and so on).

Claude Code — run this in your terminal:
```
claude mcp add --transport http taxorio https://app.taxorio.cz/mcp
```
To make it available across all your projects, add the -s user flag.
Claude Desktop / Claude.ai — go to Settings → Connectors → Add custom connector and enter the address https://app.taxorio.cz/mcp.
ChatGPT — here you don't need to enter any address, Taxorio is a ready-made plugin. Open Settings → Plugins, look up the Taxorio plugin and click Connect.
The tool redirects you in your browser to Taxorio's sign-in page (sign in first if you aren't already) and shows a consent screen. Click Allow access.
Done — access stays active until you personally revoke it in the app (Settings → AI Integration). The access token refreshes automatically and invisibly in the background.

Examples of commands via an external AI

"Create an invoice for ABC s.r.o. for CZK 50,000 for web design."
"Show me all unpaid invoices."
"Add an expense: Adobe licence, CZK 2,500, category SOFTWARE."
"Mark invoice 20260015 as paid."
"Generate a VAT overview for Q1 2026."
"What's my total turnover for 2025?"
"Pause the recurring invoice schedule for ABC s.r.o."
"What's waiting in my document inbox?"

Managing access

Every approved connection is visible under Settings → AI Integration → Connected clients. From there you can revoke a specific access at any time — for example if you stop using the tool or need to cancel access.

⚠️ Security: MCP access lets a tool both read and modify your invoicing data. Don't grant access to tools or people you don't trust. If you suspect misuse, revoke access immediately in Settings → AI Integration.