What is the LumaBill MCP Server?
MCP (Model Context Protocol) is an open standard that enables AI assistants to communicate with external services. Imagine talking to Claude, Cursor, or another AI tool — and it can directly access your LumaBill data: create invoices, look up clients, review expenses, or pull financial reports.
The LumaBill MCP server runs at mcp.lumabill.ch and provides 52 tools covering every area:
- Invoices, offers, and recurring invoices
- Clients and vendors
- Expenses and journal entries
- Bank accounts and CAMT imports (with automatic payment matching)
- Revenue reports and financial analysis
- Catalog items and payments
Setup in 3 minutes
1. Create an API key
Go to Settings > API Keys in LumaBill and create a new key. Choose between:
- Read-only — perfect for queries and reports
- Read & Write — also for creating and editing data
2. Connect the MCP server
Add this configuration to your AI tool's MCP settings:
{
"mcpServers": {
"lumabill": {
"url": "https://mcp.lumabill.ch/mcp?key=YOUR_API_KEY"
}
}
}
In Claude Desktop, go to Settings > MCP Servers. In Claude Code, add it to .mcp.json. In Cursor, use the MCP settings panel.
3. Start using it
Once connected, you can work with your LumaBill data using natural language.
Real examples: What you can do with AI + LumaBill
Look up clients
You say: "Show me all my clients in Zurich"
Claude responds:
I've retrieved your clients. Here are the ones in Zurich:
Client Address Customer No. Müller IT Solutions GmbH Bahnhofstrasse 42, 8001 Zürich C-006 MCP Test AG 8005 Zürich C-009 Would you like to create an invoice for one of these clients?
Create an invoice with one sentence
You say: "Create an invoice for Müller IT Solutions for 16 hours of web design at CHF 180 per hour"
Claude responds:
Invoice created:
- Number: IV-023
- Client: Müller IT Solutions GmbH
- Line item: Web Design — 16h × CHF 180.00
- Total: CHF 2,880.00
- Due: May 10, 2026 (30 days)
Your company details, currency, and payment terms were automatically filled from your profile. Want me to send it?
The key point: you only need to specify the client and line items. LumaBill automatically fills in your sender details, currency, VAT settings, payment deadline, and even the next invoice number — including a compliant Swiss QR-bill if enabled.
Check expenses
You say: "What are my expenses this month?"
Claude responds:
Here are your expenses for April 2026:
Date Vendor Description Amount Apr 10, 2026 Test Vendor GmbH Office supplies CHF 89.50 April total: CHF 89.50
Want me to compare this with last month?
Check unpaid invoices
You say: "Which invoices are still unpaid?"
Claude responds:
You currently have 8 unpaid invoices:
Invoice Client Amount Due IV-022 Update Test AG CHF 50.00 May 10, 2026 IV-019 MCP Test AG CHF 0.00 May 10, 2026 IV-018 Müller IT Solutions GmbH CHF 300.00 May 10, 2026 ... ... ... ... Would you like to send a payment reminder?
Pull financial reports
You say: "Generate a profit & loss report for Q1 2026"
Claude responds:
Available report types:
- Profit & Loss — income statement
- Balance Sheet — assets and liabilities
- VAT Report — VAT declaration
Generating the P&L report for Q1 2026 (Jan 1 – Mar 31, 2026)...
Advanced use cases
Automated month-end summaries
Ask Claude to create a summary at the end of each month — especially useful if you keep a simple cash book:
"Summarize my April: how many invoices did I send, what was my revenue, and what were my biggest expenses?"
Bulk operations
"Create invoices for all my monthly clients with the same line items as last month."
Automate bookkeeping obligations
As a freelancer in Switzerland, you need to document all income and expenses without gaps. With AI, it becomes a one-liner:
"Categorize all expenses this month and create a summary by account."
Data quality checks
"Check whether all my clients have an email address. List the ones without."
Security
- Your API key stays private — it's only transmitted between your AI tool and the LumaBill server
- Rate limiting protects against accidental mass requests (60 reads / 20 writes per minute)
- Access controls — you decide whether the key is read-only or read-write
- Pro/Lifetime only — API access is a premium feature
- Keys are revocable anytime from Settings
REST API for developers
In addition to the MCP server, LumaBill also offers a REST API at api.lumabill.ch/v1 — with the same authentication. Ideal for custom integrations, scripts, or webhooks.
Full documentation with interactive Swagger UI is available in the Developer Docs.
Conclusion
With the MCP server, LumaBill becomes a voice-controlled accounting tool. Instead of filling out forms, just say what you need — and the AI handles the rest. Create your free account and connect Claude to your LumaBill account.