Accounting & invoicing · TOConline

TOConline

Ask Claude about your TOConline invoices, customers and unpaid balances.

Read-only access to a TOConline company through TOConline's official commercial API. List and inspect invoices, invoice-receipts, credit notes and other sales documents, see who still owes you money with ageing by due date, total sales per month, customer or document type, and look up customers and the product and service catalogue. Nothing is ever written to TOConline.

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What you can ask

Who owes us money in TOConline, and which invoices are more than 30 days overdue?Total our sales per month from January to October 2026, net of credit notesShow every invoice we issued to NIF 500000000 this year and what is still unpaid

Tools and prices

6 tools

Tool	What it does	Per call
toconline_list_customers	Customers with NIF, contacts and tax flags; filter by NIF or name	€0.01
toconline_list_sales_documents	Invoices, receipts and credit notes by type, date range, customer or unpaid, with totals	€0.01
toconline_get_sales_document	One document with its header, totals, pending amount and lines	€0.01
toconline_unpaid_summary	Outstanding receivables per customer with ageing buckets	€0.05
toconline_sales_summary	Net, VAT and gross sales per month, customer or document type	€0.05
toconline_list_products	Products and services with code, price and VAT code	€0.01

Charged only when the call succeeds. Listing the tools is free.

How to connect

Add it to Claude

Create a OpenJack account and copy your connection key from your account.

In Claude, open Settings → Connectors → Add custom connector and paste https://toconline.openjack.dev/mcp.

Click Connect. On the connect page enter your connection key and your TOConline credentials. They are checked live and stored encrypted.

Requirements

An OpenJack account with credits
A TOConline company with an active licence (read requests keep working after it lapses)
One-time setup by the company's Empresário account: create API credentials in Empresa › Configurações › Dados API and paste the client id, secret, OAuth URL and API URL on the connect page
If TOConline asks for an interactive sign-in when the connector requests an authorization code, the admin also generates a refresh token once with two curl commands (shown on the connect page); TOConline refresh tokens expire after about 8 hours

FAQ

Can it create or change invoices?

No. Every tool is read-only; the connector only calls GET endpoints of the TOConline API.

Where do I get the credentials?

In TOConline, the Empresário account opens Empresa › Configurações › Dados API and enters the integrator details. TOConline e-mails a link, valid for 72 hours, with the client id, secret, OAuth URL and API URL.

Why are drafts and voided documents missing?

Lists and summaries exclude drafts (status 0) and voided documents (status 4) by default. Set include_drafts_and_voided to see them in the document list.

How are credit notes handled in totals?

Credit notes (NC) are subtracted from net, VAT and gross totals; pending amounts come straight from TOConline.

Is this an official TOConline product?

No. It is an independent client of TOConline's public commercial API.

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