Tradify MCP Server and API by Cotlet

Name: Tradify MCP Server and API by Cotlet
Author: cotletdev

by cotletdevversion 1.0.4i★ 6iComputer or cloud

Registry namedev.cotlet/tradify

How to install

What it does

Tradify job management for trades MCP server: create job, create quote, send invoice.

Connects Computer or cloud
Account or key Cloud: Sign in to the service when you connect (OAuth) · Local: No key needed
Category Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

Passed 4/5 checks · What you ask goes through the maker’s server (cotlet.dev)

First: which AI do you use?

ClaudeWeb · app · phoneChatGPTWebClaude CodeTerminalCursorCode editorVS CodeCode editorOtherOther apps

Pick your app and the steps appear below.

Works with Claude · about 2 min

No key, nothing to install · Set it up once on claude.ai or the desktop app, then use it in chat · free accounts can add 1 · on Team/Enterprise an Owner adds it

Open Claude’s Connectors page
CustomizeConnectors
Done
Click “+ Add” → “Add custom connector” and fill in these 2 fields
Copy each value into the field with the same name in Claude, then click Continue
Name · NameTradify MCP Server and API by Cotlet
Remote MCP server URL · Addresshttps://cotlet.dev/mcp/v1/tradify/connect
Leave Authentication as Claude detected it, then click Add
Done
Turn it on in a chat
+ConnectorsTradify MCP Server and API by Cotlet
Done
Try it
Use Tradify MCP Server and API by Cotlet and tell me what you can do for me, then show me one thing
✓ If Claude says it is using Tradify MCP Server and API by Cotlet or shows a Tradify MCP Server and API by Cotlet tool in the answer, you are connected

Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with ChatGPT on business plans only

ChatGPT Business, Enterprise or Edu on the web, added by a workspace admin or owner · On Free, Plus or Pro: your ChatGPT plan cannot connect MCP yet

Open ChatGPT’s add-MCP page on the web
Plugins+Add custom MCP server
Done
Fill in the name and address
Enter a name, paste the address under Connection, tick the risk warning and click Create as a plugin
Name · NameTradify MCP Server and API by Cotlet
Connection · Addresshttps://cotlet.dev/mcp/v1/tradify/connect
Done
Pick Tradify MCP Server and API by Cotlet in a chat
Start a new chat and pick Tradify MCP Server and API by Cotlet from your plugins before typing
Done
Try it
Use Tradify MCP Server and API by Cotlet and tell me what you can do for me, then show me one thing
✓ If ChatGPT says it is using Tradify MCP Server and API by Cotlet or shows a Tradify MCP Server and API by Cotlet tool in the answer, you are connected

Menu names checked against OpenAI’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with Claude Code · about 2 min

No key, nothing to install

Open Terminal
Mac: press Command+Space and type Terminal · Windows: open PowerShell
Done

Paste this command and press Enter

claude mcp add --transport http --scope user tradify https://cotlet.dev/mcp/v1/tradify/connect

Done

Type /mcp in Claude Code
You should see Tradify MCP Server and API by Cotlet listed as connected
Done
Try it
Use Tradify MCP Server and API by Cotlet and tell me what you can do for me, then show me one thing
✓ If Claude Code says it is using Tradify MCP Server and API by Cotlet or shows a Tradify MCP Server and API by Cotlet tool in the answer, you are connected

Menu names checked against Anthropic’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with Cursor · about 2 min

No key, nothing to install

Click this button to open Cursor
Open in Cursor
Cursor asks you to confirm; click Install
Done
Open the AI chat in Cursor in Agent mode
Done
Try it
Use Tradify MCP Server and API by Cotlet and tell me what you can do for me, then show me one thing
✓ If Cursor says it is using Tradify MCP Server and API by Cotlet or shows a Tradify MCP Server and API by Cotlet tool in the answer, you are connected

Menu names checked against Cursor’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Works with VS Code · about 2 min

No key, nothing to install

Click this button to open VS Code
Open in VS Code
VS Code asks you to confirm; click Install
Done
Open the AI chat in VS Code in Agent mode
Done
Try it
Use Tradify MCP Server and API by Cotlet and tell me what you can do for me, then show me one thing
✓ If VS Code says it is using Tradify MCP Server and API by Cotlet or shows a Tradify MCP Server and API by Cotlet tool in the answer, you are connected

Menu names checked against VS Code’s help page on Nov 11, 2026 · your screen may differ slightly by app version

Other apps that use MCP, such as Windsurf, Zed or Gemini CLI, each add servers differently. See how in the app list.

See every app that uses MCP →

Address for apps that connect over the web

Addresshttps://cotlet.dev/mcp/v1/tradify/connect

JSON settings are under “For developers” below

Stuck? Ask people who use Tradify MCP Server and API by Cotlet💬 Discussion →

For developers: Terminal commands and JSON settings

Over the web

Claude Code

claude mcp add --transport http --scope user tradify https://cotlet.dev/mcp/v1/tradify/connect

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "tradify": {
      "url": "https://cotlet.dev/mcp/v1/tradify/connect"
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "tradify": {
      "type": "http",
      "url": "https://cotlet.dev/mcp/v1/tradify/connect"
    }
  }
}

Installed on your computer

Claude Code

claude mcp add --scope user tradify -- uvx tradify-api-mcp mcp

Claude Desktop (claude_desktop_config.json)

{
  "mcpServers": {
    "tradify": {
      "command": "uvx",
      "args": [
        "tradify-api-mcp",
        "mcp"
      ]
    }
  }
}

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "tradify": {
      "command": "uvx",
      "args": [
        "tradify-api-mcp",
        "mcp"
      ]
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "tradify": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "tradify-api-mcp",
        "mcp"
      ]
    }
  }
}

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

At a glance

GitHub stars i: 6
Downloads per weeki: 444/wk
Verified domain: ✓ cotlet.dev
Licence i: No licence stated
Connection: Computer or cloud
Transport: stdio, streamable-http
Latest versioni: 1.0.4
Categoryi: Accounting, finance & tax
Published to registryi: Nov 10, 2026
Code last changedi: Nov 11, 2026
Maker: cotletdev
Packages: pypi: tradify-api-mcp
Repo: cotletdev/tradify-api-mcp-server
Website: cotlet.dev
Registry status: Active

Which apps can use it

Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.

Connect over the internet in

Claude ChatGPT Goose LM Studio Msty Studio Cherry Studio Cursor VS Code + GitHub Copilot Visual Studio Windsurf (Devin Desktop)Zed Kiro Cline Continue JetBrains AI Assistant Claude Code Codex CLI Gemini CLI OpenCode nodecode Warp LibreChat Open WebUI Raycast

Run on your computer in

Claude Goose LM Studio Msty Studio Cherry Studio Cursor VS Code + GitHub Copilot Visual Studio Windsurf (Devin Desktop)Zed Kiro Cline Continue JetBrains AI Assistant Claude Code Codex CLI Gemini CLI OpenCode nodecode Warp LibreChat Raycast

All apps, with pros and cons →

What it can do

The server asks you to sign in before it lists its tools.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 12, 2026

✓ Pass
Maker matches the repo
The registry name was verified against the domain cotlet.dev (the registry checks domain ownership)
✓ Pass
Still maintained
Code last changed yesterday
! Caution
Has a licence
GitHub could not identify the licence type; open the file to check
✓ Pass
Endpoint responds
Responded in 180 ms (HTTP 401)
✓ Pass
Sign-in with OAuth
Declares OAuth sign-in, so your AI app can take you to log in
… Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint

Discussion

Ask, share a tip or report that it does not work. Sorted by what people marked helpful.

No posts yet. Be the first to ask or share.

Posts here are written by users, not the PopNx team.

User reviews

No reviews yet

Compared with others in Accounting, finance & taxi

More stars than 96% of the other 3154 servers in this category
Published to the registry more recently than 91% of the other 3154 servers in this category
Basic checks equal to or better than 59% of the other 3154 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Tradify MCP Server and API by Cotlet safe?

It passed 4 of 5 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

Either way works: install it on your computer or connect to the cloud version.

Is it still maintained?

The GitHub repo last changed yesterday, and the latest version (1.0.4) reached the registry 2 days ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT Business and above.

What can I use instead?

In the same category: CCXT, Finance Toolkit, AKQuant

Others in the same category

Servers in the same category from other makers, sorted by stars.

Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

CCXT

Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets

by ccxtWidely used↓ 667/wk★ 44.9K Stars for the whole repoUpdated 2 months ago

Runs on your computer

Install

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

by JerBoumaWidely used↓ 15.6K/wk★ 5.5KUpdated 3 days ago

Computer or cloud

Install

AKQuant

Write and backtest trading strategies with AKQuant: API lookup, strategy checks, backtest runs

by akfamilyWidely used↓ 3.3K/wk★ 2.6KUpdated today

Runs on your computer

Install

README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

Tradify API and MCP server: connect Tradify to ChatGPT and Claude

Yes, ChatGPT, Claude and other AI agents can work in your Tradify account. That includes Cursor, Codex, OpenClaw and any MCP client, plus automations in n8n, Make and Zapier. Ask in plain words, and the AI creates the job, writes the quote, turns it into an invoice, records the payment and books your staff. It shows you the draft first and sends nothing to a customer until you say so.

Tradify has no public API, no API keys and no official MCP server. As of November 2026, this repo is the missing piece: 22 Tradify tools for AI assistants and scripts.

What you can ask

*New job for Sam Lee at 12 Oak St: replace the hot water cylinder. Book Mike for Thursday morning and email Sam the confirmation.*

*Quote the bathroom rewire at 14 Elm Rd from my notes: 6 hours labour, 6 LED downlights at $24, one extractor fan at $85. Show me before you send it.*

*Turn every quote accepted this week into a 30% deposit invoice.*

*Which invoices are overdue? Total them per customer, oldest first.*

*Record the bank transfers I paste below against their invoices.*

*What is on tomorrow's schedule, per staff member?*

Two ways to get it

	Ready to use, at Cotlet	Run it yourself, this repo
For	trades business owners, office staff, teams	developers
Setup	sign in to Tradify once, about 5 minutes, nothing to install	Python, Chrome with remote debugging, a terminal
Works in	ChatGPT and Claude apps, on your phone too, Cursor, Codex, OpenClaw, any MCP client, n8n, Make, Zapier, REST API	Claude Code, Claude Desktop, Cursor, Codex on your computer
Runs	24/7, your computer can be off	while your computer and Chrome are on
Price	7 days free, no card	free

Cotlet is best for trades business owners who want ChatGPT, Claude or another AI agent to work in Tradify for them, with nothing to install.

[Start free at cotlet.dev →](https://cotlet.dev/signup?app=tradify&utm_source=github&utm_medium=readme&utm_campaign=tradify&utm_content=top-button)

Run it yourself

A Tradify API and a Tradify MCP server you run on your own computer, in Python, on the session of your own Google Chrome. All 22 Tradify tools we run in production at Cotlet: jobs, job status and notes, customers, quotes with line items, invoices from quotes, quote and invoice email, payments, the Scheduler, reports and timesheets.

Tradify's accounting connectors (Xero, QuickBooks, Sage) sync invoices and bills, not jobs, quotes or the schedule. This repo gives you:

MCP server for Claude Code, Claude Desktop, Cursor, Codex and any MCP client, over stdio or HTTP. Setup
REST API on http://127.0.0.1:8787/api/v1/tradify, with OpenAPI docs at /docs. Setup
Python: call("list_invoices", {"status": "overdue"}), plus 9 ready scripts in examples/.

Free for your own use, your own trade business included (license).

uv tool install tradify-api-mcp                  # or: pip install tradify-api-mcp

tradify-mcp connect # reads your Tradify session from Chrome tradify-mcp call list_jobs claude mcp add tradify -- uvx tradify-api-mcp mcp

Questions from Tradify users
How it works
Requirements
Install
Connect your Chrome
MCP server
REST API
Python and the example scripts
All 22 tools
Configuration
Security and your Tradify account
Errors
Self-hosted or hosted
FAQ
License

Questions from Tradify users

Does Tradify have an API? Not a public one. Tradify offers no public API, no self-service API keys and no webhooks, only its built-in integrations (Xero, QuickBooks, MYOB, Sage, Stripe, Google Calendar). This repo and Cotlet give you the missing Tradify API: 22 tools for jobs, customers, quotes, invoices, payments, the Scheduler, reports and timesheets, as a REST API and an MCP server.

Can I get a Tradify API key? Not from Tradify. With Cotlet you get your own API key that works with your Tradify account, for scripts, n8n, Make, Zapier or any HTTP client. This repo needs no key: it runs on your computer, on your own Tradify session.

Is there an official ChatGPT integration for Tradify? No. Tradify has no official ChatGPT or Claude connector. Cotlet is an unofficial one that works today, in the ChatGPT and Claude apps and in any AI agent that takes an MCP server.

How do I connect Tradify to ChatGPT? Sign up at cotlet.dev, sign in to Tradify once in your Cloud Browser there, and add Cotlet to ChatGPT, following the steps in your account. Then ask ChatGPT about your jobs, quotes and invoices like you would ask your office manager. ChatGPT needs a server on the internet, so this repo alone, running on your computer, does not connect to ChatGPT.

Can ChatGPT create quotes in Tradify for me? Yes, with Cotlet. Give it your notes, and it writes a draft quote in Tradify with labour and materials lines, shows it to you, and sends it to the customer only after your OK. The same works in Claude, Cursor, Codex and other AI agents.

Can AI do my Tradify invoices? Yes, with Cotlet connected to ChatGPT, Claude or another AI agent. It turns an accepted quote into an invoice, in full or as a deposit, sends it after your OK, records payments you paste from your bank and lists what is overdue. The invoices are real Tradify invoices, so they still sync to Xero or QuickBooks the way you set it up.

Tradify has SmartWrite. What does this add? SmartWrite helps you word a description. With Cotlet, the AI does the work in your account: it creates the job, the quote and the invoice, books staff on the Scheduler and records payments.

Does Tradify work with Zapier or Make? Tradify has no Zapier or Make app. Through Cotlet it does: n8n, Make and Zapier can create jobs, customers and quotes in Tradify, for example from a web form, an email or a WhatsApp enquiry.

Can I use it from my phone, on site? Yes, with Cotlet: once Tradify is connected, the ChatGPT and Claude apps on your phone can use it. Ask for tomorrow's schedule, a new job for a caller or the balance of a customer, without opening Tradify.

Do I need to be technical? For Cotlet, no: you sign in to Tradify and add Cotlet to ChatGPT or Claude, with step-by-step instructions in your account. This repo is for people who are fine with Python and a terminal.

Is my Tradify account safe? Yes. Neither Cotlet nor this repo sees or stores your Tradify password. You sign in yourself, the way you always do, and the AI works on that signed-in session. Anything that reaches a customer, like a sent quote or invoice, asks for your OK first: in Cotlet by default, here through your MCP client.

Is it free? This repo is free, also in your own trade business. Cotlet is free for 7 days with no card, then one-time credit packs from $29, no subscription. Pricing.

I run Tradify for several companies or clients. Does that work? Yes. Each Tradify login gets its own connection. Write to contact@cotlet.dev and tell us how many accounts you manage.

How it works

AI agent (MCP) / script (REST, Python) ──▶ tradify-mcp on your computer ──your cookies──▶ go.tradifyhq.com

▲ tradify-mcp connect ──────┘ reads them once from your Chrome (DevTools Protocol)

You sign in to Tradify in your own Chrome at go.tradifyhq.com, the way you always do: username, Continue, password. Tick Keep me logged in.
tradify-mcp connect attaches to that Chrome through the Chrome DevTools Protocol, reads the tradifyhq.com cookies and saves them to ~/.config/tradify-api-mcp/session.json, readable by your user only. It never sees or stores your password or a 2-Step code.
Every tool call is a request to the /api the Tradify web app itself calls, with those cookies, sent with curl_cffi, which copies Chrome's TLS fingerprint. Calls that change something carry the app's antiforgery token, read fresh for each tool run. No headless browser runs.

The session lives in one cookie, SessionId. With Keep me logged in Tradify keeps it for about a month. When Tradify signs you out, the server reads the cookies from Chrome again, if Chrome is open with remote debugging on.

Requirements

Python 3.11 or newer.
Google Chrome 144 or newer, signed in to go.tradifyhq.com. Any Chrome or Chromium works with a debugging port.
macOS, Linux or Windows.
A Tradify account. We build and test with the company owner. An office user sees and does what Tradify lets that user do. send_quote and send_invoice need 2-Step Security on the login (Settings > Security), because Tradify blocks quote and invoice email without it.

Install

From PyPI:

uv tool install tradify-api-mcp       # or: pipx install tradify-api-mcp, or: pip install tradify-api-mcp

tradify-mcp --version

MCP clients can also run it with no install: uvx tradify-api-mcp mcp.

From source:

git clone https://github.com/cotletdev/tradify-api-mcp-server.git

cd tradify-api-mcp-server python3 -m venv .venv . .venv/bin/activate # Windows: .venv\Scripts\activate pip install -e . tradify-mcp --version

With uv: uv venv && uv pip install -e ., then uv run tradify-mcp ....

Setting it up with an AI agent (Claude Code, Codex, Cursor)? Open it in this folder and ask it to set up the repo: AGENTS.md tells it every step, and it asks you only for the steps in Chrome.

To update: uv tool upgrade tradify-api-mcp (or pip install -U tradify-api-mcp), from source git pull && pip install -e .. We copy every change of the hosted Tradify tools into this repo.

Connect your Chrome

Option A: your everyday Chrome (recommended)

Open chrome://inspect/#remote-debugging in Chrome and switch remote debugging on. Chrome then accepts DevTools connections from programs on this computer, and asks you before each one.
Make sure you are signed in at go.tradifyhq.com.
Run:

   tradify-mcp conn

Only the beginning is shown; read the rest in the repo

Tradify MCP Server and API by Cotlet

What it does

Install

Open Claude’s Connectors page

Click “+ Add” → “Add custom connector” and fill in these 2 fields

Turn it on in a chat

Try it

Open ChatGPT’s add-MCP page on the web

Fill in the name and address

Pick Tradify MCP Server and API by Cotlet in a chat

Try it

Open Terminal

Paste this command and press Enter

Type /mcp in Claude Code

Try it

Click this button to open Cursor

Open the AI chat in Cursor in Agent mode

Try it

Click this button to open VS Code

Open the AI chat in VS Code in Agent mode

Try it

Over the web

Installed on your computer

At a glance

Which apps can use it

Related guides

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Discussion

User reviews

Compared with others in Accounting, finance & taxi

Common questions

Others in the same category

CCXT

Finance Toolkit

AKQuant

README from the maker

Tradify API and MCP server: connect Tradify to ChatGPT and Claude

What you can ask

Two ways to get it

Run it yourself

Contents

Questions from Tradify users

How it works

Requirements

Install

Connect your Chrome

Option A: your everyday Chrome (recommended)