Connect Claude (MCP)

Lancer runs a Model Context Protocol server. Connect it to Claude and ask things like “who owes us money from before October?”, “open a payment request for Echo Studio for ₪5,900 and send them the link on WhatsApp” or “log 2 hours on the Echo website project”.


Endpoint	`https://api.lancer-erp.com/mcp` (Streamable HTTP)
Auth	Personal access token, `Authorization: Bearer lpat_…`
Acts as	You: your role and permissions in the organization

Connect

Create a personal access token

In Lancer, open Automations → Settings → Connect Claude (“חיבור Claude”), at app.lancer-erp.com/app/automations/settings/claude, and click New token (“טוקן חדש”).

Pick an expiry (30 days, 90 days, a year or never).
Turn on Read only (“קריאה בלבד”) if Claude should never create or send anything.
Use one token per computer, so you can revoke one without disconnecting the rest.

The token (lpat_…) is shown once. Whoever holds it acts in Lancer as you.

Add Lancer to Claude

The dialog shows both snippets, already filled in with your token.

Claude Code
Claude Desktop

claude mcp add --transport http lancer https://api.lancer-erp.com/mcp \
  --header "Authorization: Bearer lpat_your_token"

Add this to claude_desktop_config.json (Settings → Developer → Edit config) and restart Claude Desktop:

claude_desktop_config.json

{
  "mcpServers": {
    "lancer": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.lancer-erp.com/mcp",
        "--header",
        "Authorization: Bearer lpat_your_token"
      ]
    }
  }
}

Ask

Try “List my unpaid payment requests, oldest first.”

Tools

What you get depends on your role (for example, finance tools need finance access). A read-only token drops the write tools.

Read

Tool	What it does
`search`	Search clients, projects, leads, tickets and payment requests in one call
`list_clients` / `get_client`	Clients with their open balance; one client with contacts, tags and money summary
`list_unpaid`	Payment requests still awaiting money, oldest due first
`get_balance`	The organization’s cash picture, or one client’s billed / paid / owed / overdue
`list_projects` / `get_project`	Projects; one project with milestones, tasks, billing and payment schedule
`list_payments`	Payments received
`list_documents`	Receipts, tax invoices, credit notes, proformas
`list_leads`	Leads in the pipeline
`list_meetings`	Meetings
`list_tickets`	Support tickets

Write (Claude asks first)

Tool	What it does
`create_lead`	A new lead in the pipeline
`create_payment_request`	A payment request for a client (not sent yet)
`send_payment_link`	Create a pay link and send it by WhatsApp, SMS or email, or just return it
`log_time`	Log work time on a project or ticket
`add_note`	Add a note to a client, lead or project timeline

Write tools are marked as such, so Claude asks for your confirmation before running one. Amounts are in agorot, as in the API.

Revoke

The tokens table shows each token’s prefix, access, last use and expiry. Revoke (“ביטול”) takes effect immediately.

⌘I

Get started

Core concepts

Automation

Connect Claude (MCP)

Connect

Tools

Revoke

​Connect

​Tools

​Revoke

Connect

Tools

Revoke