Matey connectors

Use Matey inside Claude and ChatGPT.

Connect Matey once and ask your AI assistant about your business in plain English. It reads your jobs, quotes and invoices, drafts the paperwork and lines up the chasing. Nothing reaches a customer until you approve it in Matey.

Built on the Model Context Protocol, the open standard for connecting AI apps to tools.

01

Connect once

Paste Matey's server address into your AI app and sign in to Matey. About a minute, start to finish.

02

Ask like you'd ask a mate

Talk to Claude or ChatGPT the way you normally would. It calls Matey whenever it needs your real numbers.

03

It drafts. You approve.

Invoices, quotes and reminders land in Matey as drafts with a link to review. You tap Confirm, or you don't.

Set up

Connect in about a minute.

Paste one address, then sign in to Matey. No API keys, and your password never leaves Matey.

https://mcp.usematey.app/mcp

You're not connected to Matey yet.

Copy the URL here. It's also in Matey under Settings → Integrations.

Claude

claude.ai, Claude Desktop and Cowork

  1. 1

    In Claude, open Customize → Connectors.

  2. 2

    Click + Add, then Add custom connector.

  3. 3

    Name it Matey, paste the server URL and click Continue.

  4. 4

    Keep the sign-in settings Claude detects and click Add. Sign in to Matey and allow access.

  5. 5

    In a chat, open + → Connectors, switch Matey on and ask: “Who owes me money?”

Plans · Free, Pro, Max, Team and Enterprise. Free plans can add one custom connector.

On Team and Enterprise, an Owner adds Matey first under Organization settings → Connectors. Everyone else then finds it under Customize → Connectors and clicks Connect.

ChatGPT

chatgpt.com

  1. 1

    In ChatGPT, open Settings → Apps & Connectors → Advanced settings and turn on Developer mode.

  2. 2

    Back in Apps & Connectors, click Create.

  3. 3

    Name it Matey, paste the server URL and set authentication to OAuth.

  4. 4

    Sign in to Matey when asked and allow access.

  5. 5

    In a new chat, add Matey from the + menu and ask away.

Plans · Paid plans with developer mode. On Business, Enterprise and Edu, a workspace admin may need to turn it on.

OpenAI moves these menus around. If a step doesn't match, look for Apps or Connectors in Settings, or search ChatGPT's help for “developer mode”.

Using Claude Code?

Run this in your terminal, then type /mcp in Claude Code, pick matey and sign in.

claude mcp add --transport http matey https://mcp.usematey.app/mcp

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Icons by Icons8.

What you can ask

Your whole business, one question away.

Invoices, quotes, jobs, clients and expenses. Ask the way you'd ask your bookkeeper, from the ute or the desk.

“Who owes me money?”

Every overdue invoice, most days late first, with the total at the top.

overdue_invoices

“Draft an invoice for Sarah: 3 hrs at $95 + $40 tap.”

A $357.50 draft, GST included, with a link to check it and send it from Matey.

draft_invoice

“Chase ABC Constructions for invoice #47.”

A reminder in your voice, waiting in Matey. It goes when you approve it.

draft_chase_message

“How am I going this month?”

What's owed, what's overdue, cash in versus last month and quotes awaiting a reply.

business_summary

“What's on tomorrow?”

Tomorrow's jobs in order, with times and clients.

upcoming_jobs

“Has the Henderson deck quote been accepted?”

Where the quote's at, and what was on it.

list_quotes

“Log $86.40 at Bunnings for the Smith job.”

An expense ready to log. Say yes and it's in, GST and all.

log_expense

“What's Dave Kim's number, and does he owe me?”

His contact details, recent invoices and anything still owing.

get_client

Under the hood

22 tools. Most of them just look.

Read tools look things up. Write tools make drafts, and every draft comes back with a link to review it in Matey. Your AI app shows you each tool call as it happens.

Read Draft or add

Money

  • business_summaryOwed, overdue, cash in this month and last, and drafts waiting.
  • list_invoicesInvoices by status: unpaid, overdue, draft, sent, part-paid or paid.
  • get_invoiceOne invoice in full, by id or ref like INV-0107.
  • overdue_invoicesWho's late, most days overdue first, with the total owed.
  • list_expensesExpenses between two dates, with the total spent and GST paid.

Quotes, jobs & clients

  • list_quotesQuotes by status: sent, accepted, rejected or converted.
  • get_quoteOne quote with its line items.
  • todays_jobsWhat's on today, in time order.
  • upcoming_jobsJobs over the next few days.
  • list_jobsAll jobs, filtered by status.
  • find_clientSearch clients by name, company, email or phone.
  • list_clientsYour client list, A to Z.
  • get_clientA client's details, recent invoices and what they owe.
  • create_clientAdds a client to your list. Nothing is sent to them.

Drafts

  • draft_invoiceDrafts an invoice and returns a link to check and send it in Matey.
  • draft_quoteDrafts a quote for you to review and send.
  • draft_chase_messageDrafts a payment reminder. It goes only after you approve it.
  • log_expenseDrafts an expense from a receipt, logged when you say yes.
  • log_timeDrafts a time entry, logged when you say yes.
  • confirm_draftLogs that expense or time entry once you've said yes in the chat.
  • list_pending_draftsEverything waiting for your approval, from any channel.
  • get_draft_statusWhether a draft was approved, sent, rejected or expired.

Security & permissions

It drafts. You approve.

Your AI app can read your Matey account and prepare work, but nothing reaches a customer until you tap Confirm in Matey. Expenses and time entries are the one exception: say yes in the chat and they're logged, because they never leave your books.

It can

  • Look up invoices, quotes, clients, jobs and expenses
  • Tell you who owes what, what's overdue and what's on today
  • Draft invoices, quotes and payment reminders
  • Log expenses and time once you say yes in the chat
  • Add a new client to your list

It can't

  • Send anything to a customer
  • Edit, delete or mark invoices paid
  • Take payments or touch your bank details
  • See anyone else's Matey account

OAuth sign-in

You sign in on Matey's own page. Your AI app gets a token for your account only, never your password.

Switch tools off

Claude and ChatGPT let you turn individual tools off, so you can keep a chat to read-only.

Disconnect anytime

Remove the connector in your AI app. Drafts it made stay in Matey until you act on them, then expire after 24 hours.

Works with other MCP apps too.

Matey speaks the open protocol over Streamable HTTP with OAuth, so any app that supports remote MCP servers can use the same URL.

  • Claude Code

    One command in the terminal.

  • Cursor

    Add the URL to mcp.json.

  • VS Code

    MCP: Add Server, then HTTP.

  • Gemini CLI

    Add it as an HTTP server in settings.

FAQ

Good questions.

Something else? Ask us.

What is MCP?

The Model Context Protocol is an open standard, created by Anthropic, that lets AI apps connect to tools and data. Claude, ChatGPT and a growing list of other apps support it, which is how Matey plugs into all of them with one address.

Do I need a Matey account?

Yes. The connector signs in to your Matey account so your assistant can see your jobs, quotes, invoices and clients. New to Matey? The 14-day free trial needs no credit card.

Which Claude and ChatGPT plans work?

Claude supports custom connectors on Free, Pro, Max, Team and Enterprise, with Free limited to one. ChatGPT supports them through developer mode on paid plans, and on Business, Enterprise and Edu an admin may need to enable it. Both companies change this from time to time, so check their help pages if something looks different.

Can the AI send an invoice without me?

No. Invoices, quotes and payment reminders are only ever drafts. Each one comes back with a link, and it goes to your customer only after you tap Confirm in Matey. The AI can't edit, delete or mark invoices paid either.

What about expenses and time?

Those never reach a customer, so they're the one exception. Your assistant drafts the entry, reads it back, and logs it once you say yes in the chat. You can also confirm them in Matey.

What can my assistant see?

Your own Matey account and nothing else: invoices, quotes, clients, jobs and expenses, only when it calls a Matey tool to answer you. It can't see bank details or anyone else's account.

How do I disconnect?

Remove the Matey connector in your AI app. Any drafts it made stay in Matey until you confirm or dismiss them, and expire after 24 hours.

Run your business from the chat.

Start your free 14-day trial, then connect Claude or ChatGPT in a minute. Already on Matey? Your server URL is waiting in Settings.

Matey's business coach answering who owes you money