Connect Cadus to Claude and ChatGPT

Work with your invoices and schedule from a conversation. Find a client, check what's overdue, draft and email an invoice, or add, move, and delete jobs. You choose what the connection can do.

What you need

  • A Cadus account. Accounts are created in the Cadus app.
  • For invoices, Invoicing & Estimates turned on in Cadus Settings, and a client saved in Cadus. To send an invoice, the client needs an email address.
  • For jobs, Schedule turned on in Cadus Settings. A job doesn't need a client.

Connect it

The address to add is:

https://www.cadus.app/mcp

Claude

  1. Open Customize, then Connectors.
  2. Choose Add, then the custom connector option, and enter the address.
  3. Choose Connect. Claude sends you to Cadus to approve it.

ChatGPT

  1. Open Plugins in ChatGPT, choose the plus button, then Add custom MCP server.
  2. Enter a name and the address, and follow the prompts to create and install it.
  3. When ChatGPT sends you to Cadus, approve it. Then type @ in a new chat and pick it.

Your ChatGPT plan and workspace policies decide what you can add and use.

On the Cadus page, sign in with your email link or password, choose what the app can do, and choose Allow. You'll go straight back to the app. To change this later, disconnect the app and connect it again. That's also how an older connection gets new features.

What it can do

  • See your clients and invoices
  • Create draft invoices
  • Email saved invoices to the address saved for the client
  • See your scheduled jobs
  • Add jobs to your schedule
  • Change your scheduled jobs
  • Delete your scheduled jobs

Seeing your clients and invoices is always part of a connection, even if you only use it for jobs. You can turn the rest off when you approve it.

What it can't do

  • It can't change your password, move money, or see your connected bank accounts, expenses, or taxes.
  • It can only email the address saved for the client. To send somewhere else, change the client's email in Cadus.
  • It works with invoices, not estimates.
  • It can't see or change a job's work notes or invoice link, and deleting a job never deletes an invoice.
  • One connection can start 25 invoice emails in 24 hours.

Try asking

  • Which of my invoices are overdue, and how much is owed on each?
  • Find my client Avery Hill and draft an invoice for 2.5 hours of design at $120 an hour, due December 1.
  • Email my latest draft invoice to the client with a short thank-you note.
  • What jobs do I have this week?
  • Add a job for Avery Hill next Tuesday at 9am for two hours. I need to bring a ladder.
  • Move my Tuesday job for Avery Hill to Thursday at the same time.
  • Delete the job I added for Avery Hill on Thursday.

What you approve

When you connect, you choose on a Cadus page what the app can do. Cadus enforces that choice on every request, so the app can't use a permission you left off.

Whether the app also stops to ask before each action is the app's decision, not Cadus's. Cadus labels every action that changes your data so Claude knows to ask first, but settings in Claude can allow an action without asking, and ChatGPT follows its own rules. Check how your app behaves before relying on it.

How sending works

The app prepares a preview first, which sends nothing. To send, it has to repeat the recipient, total, and any note from that preview. Cadus refuses the send if they don't match or the invoice has changed, so a prompt from your app can show what will actually go out. If the invoice was already sent, the preview says so and sending another copy has to be requested. Repeating a send doesn't email your client twice.

How jobs work

Job dates and times use the time zone saved in your Cadus profile, and each reply names it. If you tick a job permission and your device keeps a different US time, the Cadus page offers to switch your saved zone, ticked by default. Switching also changes which day Cadus counts as today.

A new job has to start in the future and within the next year, and a time that daylight saving skips or repeats is refused. To change or delete a job, the app has to name it as it is now, so a mix-up or an out-of-date view is refused. A moved job keeps its length unless the app changes that too.

Deleting a job is permanent. It doesn't delete a linked invoice; to delete both, use the Cadus app. Jobs an app adds or changes act like any others in Cadus, including job notifications on your phone.

Your data

A connected app receives what it asks for within the permissions you approve. That can include client names, companies, and email and street addresses; invoice lines, totals, notes, terms, and payment instructions; your business name; and job titles, times, clients, locations, planned work, and equipment. A job's location is often a client's address.

The app's provider handles this under its own terms, which also cover what it keeps after you disconnect. Cadus doesn't receive your conversation, only what the app sends to carry out your request. Read the Privacy Policy for details, including what Cadus keeps.

Disconnect it

In the Cadus web workspace, open Settings, find Connected apps, and choose Disconnect. The app loses access on its next request. You can also remove the connector in the app itself, then check Connected apps to confirm it's gone.

Troubleshooting

The app can't reach Cadus

Check that the address is exactly https://www.cadus.app/mcp, including www.

“This connection link isn't valid”

Start again from the app you're connecting. Cadus only connects to Claude and ChatGPT.

The sign-in email link doesn't work

Open the link in the same browser where you started connecting, or choose “Use a password instead”.

“Invoicing is turned off”

Turn on Invoicing & Estimates in Cadus Settings, then try again.

“Schedule is turned off”

Turn on Schedule in Cadus Settings, then try again.

The app can't see or change your jobs

That permission is off, or you connected before jobs were available. Disconnect the app in Cadus Settings, connect it again, and tick what you need.

A job shows at the wrong hour

Cadus uses the time zone saved in your profile, and each reply names it. Change it in the Cadus app under Settings, then Profile, or connect again and accept the switch on the Cadus page.

“These details don't match the job as it is now”

The job changed after the app last read it, so nothing was changed. Ask the app to list your jobs, then try again.

“Add the client's email address before sending”

Add an email to the client in Cadus. The connector only sends to the saved address.

“This document has characters the PDF can't show yet”

Remove the unusual characters, such as emoji, from the invoice, or send it from the Cadus app.

The invoice changed after it was previewed

Ask the app to prepare the email again, so the send matches what will actually go out.

The app asks you to sign in again

This happens after you disconnect it, connect it again from elsewhere, or leave it unused for 60 days. Sign in to reconnect.

Still stuck? Email support@cadus.app with the exact message you saw.