Lazybooks for Claude
Invoicing and bookkeeping in Claude
Lazybooks is in Claude's connector directory. Add it once and Claude can draft invoices, tell you who's late paying and log your spending, straight into your Lazybooks account.
What it looks like in Claude
Invoice Hill Street Café for the deep clean on Tuesday, 6 hours at £25.
Created Lazybooks invoice
Done — invoice-42 for Hill Street Café, £150 (6 hrs × £25, deep clean on Tuesday), issued today and due in 14 days. It's saved but not sent yet, so send it from Lazybooks when you're ready: invoice-42
Who hasn't paid me yet this month?
Listed Lazybooks invoices
Three clients have unpaid invoices this month, £1,240 in total:
- invoice-35 — Oakwood Lettings, £620, due 13 Oct (18 days overdue)
- invoice-39 — Bright Dental, £470, due 25 Oct (6 days overdue)
- invoice-42 — Hill Street Café, £150, due 14 Nov
Oakwood Lettings is the one to chase first. Want me to list everything they've been invoiced this year?
Add £62.40 for fuel to Travel.
Recorded Lazybooks expense
Recorded £62.40 for fuel in Travel, dated today. That brings Travel to £214.80 this month.
How to add Lazybooks to Claude
- In Claude, open Settings → Connectors and choose Discover.
- Search for Lazybooks and open the listing.
- Click Connect, sign in to Lazybooks, pick Read only or Full access, and tick the businesses Claude may use.
Works in Claude on the web, desktop and mobile, and in Claude Code.
You need a Lazybooks account to connect. Full setup guide and the connector URL.
Why do your books in Claude?
If Claude is already where you write emails, plan jobs and think things through, switching to a separate app just to raise an invoice breaks your flow. With Lazybooks connected, the invoice gets made in the same conversation, and it lands in proper invoicing software with your numbering, client details and branding.
Claude on its own can only guess at your numbers. Connected to Lazybooks it reads the real thing: every invoice you've raised, what's been paid, what's overdue and what you've spent. Ask how the month is going and you get an answer built on your own figures, not an example.
You stay in charge. Claude prepares the work, Lazybooks keeps the records, and you choose what gets sent to clients and when.
What Claude can do with Lazybooks
Turn a message into an invoice
Describe the job the way you'd tell a friend. Claude picks the client, works out the lines and saves a finished invoice in Lazybooks, ready for you to check and send.
Get a straight answer about money
Ask Claude who owes you, what's overdue or how this month compares with last. It reads your actual invoices and expenses, so the answer isn't a guess.
Log expenses while you think of them
Mention the van insurance or the box of screws mid-conversation and Claude records it in the right folder, so nothing waits for a weekend of catch-up.
Quotes while you're on the phone
Have Claude draft a quote while the customer is still on the line. It's saved in Lazybooks, ready to send the moment you hang up.
Find anything, fast
"What did I charge the Smiths last spring?" Claude searches your invoices, quotes and clients and tells you, instead of you scrolling.
A to-do list for your money
Ask what needs your attention today and Claude lists the overdue invoices, unsent drafts and anything that looks off.
Who uses Claude with Lazybooks
Tradespeople
Invoice from the van between jobs by telling Claude what you did and for whom.
Freelancers
Bill clients for days or hours worked, and ask which projects actually pay best.
Small businesses
Keep on top of who owes what across clients without opening a spreadsheet.
Claude Code users
Add Lazybooks as an MCP server and check or log your books from the terminal.
More things to ask Claude
- “Create an invoice for Oakwood Lettings: end-of-tenancy clean, £220, due in 14 days.”
- “Which clients haven't paid me this month?”
- “Add £62.40 for fuel to Travel.”
- “Summarise my income and spending for October.”
- “Quote Patel Plumbing £450 for a bathroom refit, labour only.”
- “What's my average invoice this year?”
You stay in control of your books
Look-only or hands-on
Pick Read only and the AI can answer questions but can't change a thing. Pick Full access when you want it to create and record for you.
Only the businesses you pick
Run more than one business? Tick the ones the AI may use. The rest stay invisible to it.
Nothing goes to your clients
Invoices and quotes are saved as drafts. You decide when they're sent, from Lazybooks.
Mistakes are easy to reverse
Every change the AI makes is logged. Ask it to undo, or edit and delete in Lazybooks as usual.
No passwords handed over
You sign in on Lazybooks' own page. The AI gets a key you can switch off at any time from Connected apps.
No money moves
The AI keeps records: invoices, income, expenses. It can't pay anyone or take payments.
Claude and Lazybooks: questions
Is the Lazybooks connector official in Claude?
Yes. Lazybooks is listed in Claude's connector directory, so you can find it by searching for Lazybooks under Connectors → Discover.
Can Claude send invoices to my clients?
No. Invoices Claude creates are saved unsent. You review them and send them from Lazybooks.
Does Claude get my Lazybooks password?
No. You sign in on a Lazybooks page and Claude receives a key that expires and that you can revoke at any time.
Can I use it in Claude Code?
Yes. Add it as an MCP server over HTTP, then sign in when prompted. The setup guide has the exact command.
Do I need a paid Lazybooks plan?
You need a Lazybooks account to connect. Creating invoices and quotes needs an active plan, the same as in the app. Every plan starts with a 14-day free trial.
How is this different from Lilibet?
Lilibet is the assistant built into Lazybooks. The Claude connector is for people who'd rather stay in Claude and use it with the same books.
Can Claude read my receipt photos?
Not yet. Claude can record the expense; add the photo in Lazybooks if you need it.
Join the revolution and thrive with Lazybooks
Try it free for 14 days. Cancel anytime.