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Connect einzly with AI agents: the new developer access

More and more self-employed people run their business through AI agents. With the new developer access you can now connect einzly too: create an API key and tell your assistant "create an invoice for …", "who is my best customer?" or "book this expense" — right inside Claude, Cursor or your own code.

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einzly Editorial
Tax & Finance Desk · einzly
6 min read
14 Jun 2026
Related topics
APIAI agentsAutomation

01What developer access is

Developer access gives you a personal API key that lets AI agents and your own programs work with einzly on your behalf — reading and writing. You use your own AI tokens; einzly only provides the secure data interface.

  • Read: open invoices, expenses with VAT, income, customer list, best customer, reports
  • Create: customers, invoices, quotes, expenses, recurring invoices
  • Bill from orders: full, partial and final invoices — with protection against double billing
  • Send: invoices and quotes — but always only after explicit confirmation
  • Works in Claude, Cursor and any other MCP-capable tool — or directly from your own code

02Two ways to connect einzly

In Claude, Cursor & Co.

Using the open Model Context Protocol (MCP) you connect einzly with a single command. In Claude Code, for example: claude mcp add einzly --env EINZLY_API_KEY=your_key -- npx -y einzly-mcp. Then restart the client — and you can talk to einzly directly in the chat.

From your own code

Want to build einzly into your own automation or your own agent? The key also works directly via a simple HTTP interface — as Authorization: Bearer your_key against https://www.einzly.ch/api/agent. No MCP needed.

03How to create an API key

1
Open the Developer tab

In einzly, go to Settings → Developer. The section is part of einzly Pro.

2
Create a key

Click "Create key" and give it a name (e.g. "Claude Desktop").

3
Copy the key

The key is shown exactly once. Copy it and store it safely — like a password.

4
Connect

Paste the key into your MCP client (Claude, Cursor …) or use it directly in your code. Done.

04What the agent is allowed to do — and what not

Reading and creating (drafts) happen directly. For the sensitive part, the human stays at the wheel: every time an invoice or quote is sent it requires explicit confirmation — the agent shows you the recipient and amount beforehand. That way nothing can go out unintentionally. When billing from orders there's also a built-in safeguard that prevents double billing.

05Security

  • Only a hash of your key is stored — the plaintext is never kept in our database
  • You can revoke any key at any time and see when it was last used
  • Sending always requires confirmation
  • The key has full access to your account — treat it like a password and don't share it
Suspect that a key has fallen into the wrong hands? Simply revoke it in the Developer tab and create a new one — the old one is invalid immediately.

06Who is this for?

For power users who already organise their business through AI agents, and for anyone who wants to integrate einzly into their own tools. If you don't need it, you keep using einzly the normal way in the app — or the built-in AI chat. Developer access is an additional option, not a must.

You use your own AI tokens (e.g. from Claude). einzly doesn't charge anything extra for the access itself — creating API keys is part of einzly Pro.
No. The access is based on open standards (MCP and a simple HTTP API) and works in any MCP-capable tool, such as Cursor, as well as from your own code. Claude is just one example.
No. Reading and creating happen directly, but every send requires explicit confirmation with recipient and amount.
We only store a hash, never the plaintext. You can revoke the key at any time and see when it was last used. Treat it like a password.
Connecting to Claude or Cursor takes just a single command. For your own automations, some technical knowledge is helpful.
Control einzly by voiceCreate your API key and connect einzly with Claude, Cursor or your own tools. Part of einzly Pro — try it free for 30 days at einzly.ch.
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