End-to-end setup.

Five minutes from account to first invoice through Claude. No forms to fill beyond the API key.

1. 01

   Create an account

   Sign in with GitHub or Google. A default business profile is created for you so Claude always has context.

   Sign in →

2. 02

   Generate an API token

   On the dashboard, go to API tokens, create one, and copy the raw value. Tokens are shown once; store them somewhere safe.

   env_live_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
3. 03

   Connect Claude

   Two options. Pick whichever your Claude client supports.

   Claude.ai (web & desktop with native MCP connectors)

   1. Settings → Connectors → Add custom connector
   2. Name: enwise
   3. URL: https://enwise.app/api/mcp
   4. Header: Authorization: Bearer <YOUR_TOKEN>

   Claude Desktop (config file + mcp-remote bridge)

   Edit ~/Library/Application Support/Claude/claude_desktop_config.json

   {
     "mcpServers": {
       "enwise": {
         "command": "npx",
         "args": [
           "-y",
           "mcp-remote",
           "https://enwise.app/api/mcp",
           "--header",
           "Authorization: Bearer <YOUR_TOKEN>"
         ]
       }
     }
   }

   Restart Claude Desktop after saving the config.

4. 04

   Install the enwise skill (optional)

   A Claude Skill teaches Claude how to use enwise in conventional workflows (onboarding, sending, analytics). It makes multi-step flows snappier. Not required.

   Download enwise.skill.md →

5. 05

   First invoice

   Start a new chat in Claude and try any of these. Claude will call the right tools automatically.

   • → “What does my enwise business profile look like?”
   • → “Set up my business: I'm Acme Design, based in Brooklyn, default currency USD.”
   • → “Add a client called Globex, email bill@globex.com.”
   • → “Invoice Globex $5,000 for Q2 brand refresh, 8% tax, net 30, and email it.”
   • → “How much has Globex paid me this year?”