> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Claude (MCP)

> Let Claude read your Lancer data and act on it, with your approval, through Lancer's MCP server.

Lancer runs a [Model Context Protocol](https://modelcontextprotocol.io) 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

**1. Create a personal access token**

In Lancer, open Automations → Settings → **Connect Claude** ("חיבור Claude"), at [app.lancer-erp.com/app/automations/settings/claude](https://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.

> [!WARNING]
>
> The token (`lpat_…`) is shown once. Whoever holds it acts in Lancer as you.

**2. Add Lancer to Claude**

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

> [tab] Claude Code
>
> ```bash theme={null}
> claude mcp add --transport http lancer https://api.lancer-erp.com/mcp \
>   --header "Authorization: Bearer lpat_your_token"
> ```

> [tab] Claude Desktop
>
> Add this to `claude_desktop_config.json` (Settings → Developer → Edit config) and restart Claude Desktop:
>
> ```json claude_desktop_config.json theme={null}
> {
>   "mcpServers": {
>     "lancer": {
>       "command": "npx",
>       "args": [
>         "-y",
>         "mcp-remote",
>         "https://api.lancer-erp.com/mcp",
>         "--header",
>         "Authorization: Bearer lpat_your_token"
>       ]
>     }
>   }
> }
> ```

**3. 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.

> [accordion] 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 |

> [accordion] 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](https://docs.lancer-erp.com/guides/pagination-and-money.md).

## Revoke

The tokens table shows each token's prefix, access, last use and expiry. **Revoke** ("ביטול") takes effect immediately.


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