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Chippie help docs

Connect Claude or ChatGPT to Chippie

Ask your own AI assistant about your quotes, jobs and invoices. How to connect Claude or ChatGPT, what each permission allows, and how to disconnect.

Contents

Chippie works with the AI assistant you already use. Connect Claude or ChatGPT once and you can ask it about your own business in plain words: who owes you money, what is on tomorrow, which quotes are still waiting on a reply. It answers from your Chippie records.

It acts as you. The assistant sees what your role in the business lets you see, in the one business you choose.
You choose what it may do. Reading is the default. Creating things and emailing clients are separate permissions you tick.
You can disconnect at any time from Settings in Chippie.

Connect Claude

In Claude, open Settings and go to Connectors.
Click Add custom connector.
Name it Chippie and enter this URL: https://mcp.chippieapp.com/mcp
Click Add, then Connect. Claude opens Chippie's sign-in page.
Sign in to Chippie, pick the business to connect, choose what Claude may do, and click Allow.

On a Claude Team or Enterprise plan, an owner first adds the connector under Admin settings > Connectors; each member then connects it from their own Settings > Connectors.

Connect ChatGPT

ChatGPT connects through its developer mode, which depends on your ChatGPT plan, and OpenAI changes these menus often. If the labels below do not match what you see, OpenAI's help article "Developer mode and MCP apps in ChatGPT" has the current steps.

In ChatGPT, open Settings and turn on Developer mode (under the connectors or apps settings, in Advanced).
Create a new connector (or app). Name it Chippie and enter the server URL https://mcp.chippieapp.com/mcp, with OAuth as the authentication.
ChatGPT opens Chippie's sign-in page. Sign in, pick the business, choose what ChatGPT may do, and click Allow.
In a new chat, turn on the Chippie connector from the tools menu.

What each permission means

When you connect, Chippie shows three permissions. Reading is always on; the other two are yours to tick.

Permission	What the assistant can do	Plan
See your clients, quotes, jobs, invoices and schedule	Look things up and answer questions	Every plan
Create and change drafts, notes, clients and bookings	Draft quotes and invoices, add clients and job notes, book and move visits, accept a quote and turn it into a job	Pro
Email your clients and record payments	Send an invoice email, follow up a quote, mark an invoice paid	Pro

Your assistant asks you before each change, and always before anything that reaches a client or your books. What it creates shows up in Chippie straight away, and the activity on each record says it was you, through the assistant (for example "Sam Lee via Claude").

Things to ask

"Who owes me money, and how late are they?"
"What's on my schedule tomorrow?"
"Which quotes are still waiting on a reply?"
"How much did I invoice each month this year?"

Claude and ChatGPT also show two ready-made requests from Chippie: a morning briefing (today's schedule, overdue invoices and quotes waiting on a reply) and chase overdue invoices (go through overdue invoices and re-send the ones you approve).

Disconnect

In Chippie, open Settings, go to Integrations, and find Connected apps. Click Disconnect next to the assistant. It loses access straight away; connect again whenever you like. An owner or admin can also disconnect an assistant a team member connected.

Common questions#

Which Chippie plans can connect an assistant?

Every plan can connect an assistant to read your business. Letting it create, change or send things needs the Pro plan.

Can the assistant see my other businesses?

No. A connection reaches the one business you pick when you approve it. Connect again to add another.

Will the assistant email my clients without asking?

Only if you allowed emailing and payments when you connected, and your assistant still asks you before each one. You can disconnect at any time.

Does the assistant see figures I am not allowed to see?

No. It acts as you, with your role in the business, so it sees what you see in Chippie and nothing more.

More help docs

Getting started with Chippie Set up your Chippie account, add your first client, and send your first quote from your phone in about ten minutes.
Managing clients Add clients one at a time or bulk import a messy contact list, and keep every quote, job and invoice for a customer in one place.
Creating your first quote Build a quote with line items, choose what the client sees, and send it as a branded PDF with an online acceptance link.
From quote to job What happens when a quote is accepted, why the job is created automatically, and why the job keeps the details as they were agreed.
From job to invoice The invoice is drafted the moment a quote is accepted and becomes ready to send when the job completes, so invoicing is never a separate chore.
Sending and tracking invoices Email a PDF invoice from your phone, give the client a secure view link, and track the payment from submitted to confirmed to paid.
Taking payments Accept bank transfer, cash, or card payments through Stripe, and record every payment against the invoice so paid means paid.
Scheduling jobs Put site visits and work sessions on the built-in calendar, colour-coded by type, with plain-language next times on every quote and job.
Recurring jobs Set up repeat work once and Chippie generates the next job on schedule, with calendar placement, so regular clients never fall through the cracks.
GST on quotes and invoices GST calculates automatically on every line-item quote and invoice, with per-item GST-free toggles, your ABN on the invoice, and a BAS-readiness view.
What Chip AI does (and won't do) Chip reads your business data, drafts admin behind an approval card, and polishes wording. It never invents a price and never writes without your tap.

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