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?

Related MCP server: BookingKoala MCP Server

Two ways to get it

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 →

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).

Also on Odel: https://odel.app/modules/cotlet/tradify and mcpbeat: https://mcpbeat.com/mcp-servers/cotlet/tradify/

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

Contents

• 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. Why Zapier, n8n and webhooks can't do this for Tradify, and what an AI receptionist can do once it's connected: How to connect Tradify to ChatGPT when there is no API, no Zapier and no webhook.

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)

1. 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.

2. 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.

3. 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)

1. 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.

2. Make sure you are signed in at go.tradifyhq.com.

3. Run:

   tradify-mcp connect

4. Chrome asks whether to allow the connection. Click Allow.

Saved 6 Tradify cookies to /Users/you/.config/tradify-api-mcp/session.json
Signed in to Tradify as Dan Novak (Northside Plumbing)

You can switch remote debugging off again afterwards. Leave it on if you want the server to pick up a new session by itself after Tradify signs you out.

connect looks for Chrome's DevToolsActivePort file in the default profile folder. For Chrome Beta, Canary or a custom profile folder, pass --profile-dir "<folder>".

Option B: a Chrome with a debugging port

Chrome does not open a debugging port on your default profile, so start a separate one, sign in to Tradify there once, and connect to it:

# macOS
"/Applications/Google Chrome.app/Contents/MacOS/Google Chrome" --remote-debugging-port=9222 --user-data-dir="$HOME/.chrome-tradify"
# Linux
google-chrome --remote-debugging-port=9222 --user-data-dir="$HOME/.chrome-tradify"
# Windows
"C:\Program Files\Google\Chrome\Application\chrome.exe" --remote-debugging-port=9222 --user-data-dir="%USERPROFILE%\.chrome-tradify"

tradify-mcp connect --cdp http://127.0.0.1:9222

A fresh profile is a new device to Tradify, so with 2-Step Security on it asks for a code at sign-in. --cdp also takes a ws:// DevTools URL, for example of a Chrome on another machine reached over an SSH tunnel.

Option C: paste the cookie by hand

For a server with no Chrome: in Chrome open DevTools on go.tradifyhq.com, Application > Cookies > https://go.tradifyhq.com, copy the value of SessionId, then:

tradify-mcp connect --token          # paste it, input is hidden
# or, without a session file:
export TRADIFY_AUTH_TOKEN=...

A pasted cookie is not read again from Chrome. Paste a new one when Tradify signs you out.

Check the session at any time:

tradify-mcp status

MCP server

The MCP server lists every tool with its input schema, a description written for agents, and hints. Read tools are marked read-only, and the tools that reach other people (quote and invoice email, Scheduler bookings) are marked so your client asks before running them.

Claude Code

claude mcp add tradify -- uvx tradify-api-mcp mcp
# read only:
claude mcp add tradify -- uvx tradify-api-mcp mcp --read-only

Claude Desktop

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

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

Cursor

~/.cursor/mcp.json, the same block as Claude Desktop. A ready copy is in mcp.json.

Codex

~/.codex/config.toml:

[mcp_servers.tradify]
command = "uvx"
args = ["tradify-api-mcp", "mcp"]

Over HTTP

tradify-mcp serve also serves MCP over streamable HTTP at http://127.0.0.1:8787/mcp, for clients that take a URL:

tradify-mcp serve
claude mcp add --transport http tradify http://127.0.0.1:8787/mcp

Then ask your agent things like:

New job for Sam Lee at 12 Oak St: replace the hot water cylinder. Book Mike Ross for Thursday morning, about four hours, and email Sam the confirmation.

Quote the bathroom rewire at 14 Elm Rd from my notes: 6 hours on the Standard billing rate, 6 LED downlights at $24 each, one extractor fan at $85. Show me the draft before you send it.

For every quote accepted this week, create a 30% deposit invoice, skip anything under $500 or already invoiced, and send them after I check the list.

Record the bank transfers I paste below against their invoices, then list every invoice still overdue, totalled per customer, oldest first.

REST API

tradify-mcp serve                   # http://127.0.0.1:8787, MCP at /mcp, docs at /docs

Each tool has its own route under /api/v1/tradify, the same paths as the hosted API at cotlet.dev, so code written against one works with the other. Path parts and the query string are arguments, and a JSON body adds the rest.

curl 'http://127.0.0.1:8787/api/v1/tradify/jobs?status=to_invoice'
curl 'http://127.0.0.1:8787/api/v1/tradify/invoices?status=overdue'
curl 'http://127.0.0.1:8787/api/v1/tradify/appointments?from=2026-10-27&to=2026-10-31'
curl -X POST http://127.0.0.1:8787/api/v1/tradify/invoices/558f2199-6ca6-489e-bfdf-d4d11cd878e3/payments \
  -H 'Content-Type: application/json' \
  -d '{"amount": 300, "method": "Bank Deposit", "reference": "TRF 20261023"}'

Any tool by name, body as its arguments:

curl -X POST http://127.0.0.1:8787/api/v1/tradify/tools/list_customers -d '{"search": "lee"}'

• GET /api/v1/tradify/tools: every tool with its route, input schema and an example answer.

• GET /docs: interactive OpenAPI docs, GET /openapi.json the schema, for n8n, Postman or a generated client.

• Answers are JSON. List tools return next_cursor; pass it back as cursor for the next page.

The server listens on 127.0.0.1 only. To reach it from another device of yours, set a token, and every request then needs Authorization: Bearer <token>:

TRADIFY_MCP_TOKEN=$(openssl rand -hex 24) tradify-mcp serve --host 0.0.0.0

Python and the example scripts

Straight from Python, no server needed:

from tradify_api_mcp import call
from tradify_api_mcp.scripting import paginate, write_rows

overdue = call("list_invoices", {"status": "overdue"})["invoices"]
week = call("list_appointments", {"from": "2026-10-27", "to": "2026-10-31"})["appointments"]
jobs = list(paginate("list_jobs", {"status": "all"}, "jobs"))
write_rows(jobs, "jobs.csv")
call("update_job_status", job_id="d3bd2e39-af25-4cda-9daf-d9f758f8f0e5", status="complete")

Or one tool from the shell: tradify-mcp call list_quotes status=accepted since=2026-10-01, or with a JSON object.

Times are wall clock in your company's time zone (Settings > Company). 2026-10-29T08:00 means 8:00 there. A time with an offset is converted to it, and answers carry the company's offset.

Ready scripts in examples/. Each prints a short list or JSON, takes --out file.csv or --out file.json where it makes sense, and --help. The ones that change Tradify only show their plan until you pass --apply or --send:

python examples/overdue_invoices.py
python examples/deposit_invoices.py --percent 30 --minimum 500
python examples/export_jobs.py --status to_invoice --out to_invoice.csv

On a schedule, cron on your own computer works while it is on: 0 18 * * * cd ~/tradify-api-mcp-server && .venv/bin/python examples/tomorrows_schedule.py.

All 22 tools

IDs come from the list tools: job_id from list_jobs, customer_id from list_customers, quote_id from list_quotes, invoice_id from list_invoices. Staff are named by full name, as on the Scheduler. tradify-mcp tools prints this list, tradify-mcp tools --json adds the input schemas.

Jobs

Customers

Quotes

Invoices and payments

Scheduler

Reports and timesheets

send_quote and send_invoice email the customer. schedule_appointment sends each staff member Tradify's "You've been scheduled" notice, and emails the customer only with email_customer. The other write tools stay inside Tradify. Drafts from create_quote and create_invoice_from_quote reach nobody. record_payment refuses more than the amount due and a draft invoice. Part invoices from a quote (percentage, fixed_amount, line_items) need a plan with progress invoicing, which Tradify sells as Pro.

Not in this version: price list items, kits and quote options (quotes take misc and time lines), editing or deleting a quote, invoice or customer, editing or deleting a time entry, moving or cancelling an appointment, report PDFs, job tasks and attachments, bills, purchase orders, enquiries, recurring jobs and forms.

Never built, on purpose: your Tradify sign-in, password and 2-Step Security, and your Tradify plan and billing. Every request passes a guard that refuses any change to the sign-in and account paths of the web app.

Configuration

Security and your Tradify account

• Your password never reaches this code. Only the cookies Chrome already holds are read, and only those of tradifyhq.com.

• The session file is yours. session.json is created with mode 0600. Anyone who has it can act as you in Tradify, so keep it out of git and shared folders.

• Local by default. serve binds to 127.0.0.1 and refuses another address without TRADIFY_MCP_TOKEN.

• tradifyhq.com only. Requests and redirects outside tradifyhq.com are refused.

• Read-only mode. --read-only or TRADIFY_MCP_READ_ONLY=1 exposes the 6 read tools only.

• Some actions reach real people. A sent quote or invoice lands in your customer's inbox and cannot be deleted in Tradify afterwards, only cancelled. MCP clients ask before running those tools; a script does not, so try it on a customer with your own email address first.

Errors

The REST API answers {"error": "<code>", "message": "..."}. The MCP server returns the same code and message as a tool error.

Self-hosted or hosted

On the hosted version a successful call uses 10 credits, failed calls are free, and the Cloud Browser uses 50 credits a day while it has an app enabled for agents. Full pricing.

FAQ

Is there a Tradify MCP server for Claude, ChatGPT or Cursor? Yes, this one runs on your machine: tradify-mcp mcp for Claude Code, Claude Desktop, Cursor and Codex. ChatGPT and Claude.ai connectors need a public HTTPS URL, which the hosted Tradify MCP server gives you.

Can it get my Tradify jobs and invoices into another tool? Yes. python examples/export_jobs.py --status all --out jobs.csv and python examples/overdue_invoices.py --out overdue.csv write CSV, and the REST API serves the same lists as JSON to n8n or any HTTP client.

Why does send_quote stop with app_permission_denied? Tradify blocks quote and invoice email until the login has 2-Step Security. Set it up in Tradify under Settings > Security with a mobile number, then call again. The tool stops before it approves anything, so the quote or invoice stays a draft.

Which Tradify plan do I need? The tools do what your plan lets you do in Tradify. Part invoices from a quote need progress invoicing, which Tradify sells as Pro. On the free Tradify Connect plan only the Scheduler works.

Does it work outside the US? Yes. Tradify runs one web app for every country, and the tools read your company's time zone and tax rates from it.

Why does it need my Chrome? To read your Tradify session without your password and without a 2-Step code. Chrome is used once per sign-in, not for each call.

What happens when Tradify signs me out? Calls fail with auth_expired. With Chrome remote debugging on, the server reads the new session on the next call (click Allow when Chrome asks). Otherwise run tradify-mcp connect again.

Can it run on a VPS or in Docker? Technically yes, with a pasted cookie or a session.json copied from your computer. Tradify then sees your session from a datacenter IP, which looks less like you. For an always-on setup the hosted version keeps your session in your own Cloud Browser on a fixed IP.

Will my Tradify account get banned? Requests carry Chrome's fingerprint and go out one at a time, as you would click. Nobody can promise a platform never acts. Keep to your normal use.

Can I change the code or offer it to my clients? You may change it and use it in your own business. You may not offer it to others as a hosted or managed service. For client work, use Cotlet or write to contact@cotlet.dev.

A tool broke or I need another one. Open an issue with the tool name and the error message.

License

Elastic License 2.0. In short:

• Allowed: using it for yourself and in your own business, free. Changing the code and sharing it under the same license.

• Not allowed: offering it to others as a hosted or managed service, removing the license notices, getting around its limits.

Maintained by Cotlet (@cotletdev). Tradify is a trademark of its owner. This project is unofficial and not affiliated with, endorsed or sponsored by Tradify.