Connected apps, automation, and developers

How do I create a Developer API key and find the API reference? Use a Developer API key for software you control, scoped to one business.

How do I use the API to read records or create a draft? Start with a read request and review the exact draft fields before allowing software to create records.

How do I resolve API key, permission, or request-limit errors? Check the key and the actual error before retrying a request.

How do I connect Zapier or Pabbly to a business profile? Connect an offered automation app to the business it should use.

How do I send an event to another app with a webhook? A webhook tells your receiving app when a selected event happens.

How do I reconnect an automation after a password reset? A password change can stop keys or ask a connected app to sign in again.

How do I export invoices for QuickBooks or Xero? Download a compatible invoice pack and review the destination mappings before importing it.

How do I transfer accounting data without duplicate entries? An automated accounting transfer needs a connector you or your developer configure.

Should I use an AI connection, the Developer API, or an automation? Choose the connection that matches the software and work you want to use.

Which plans and permissions allow MCP and Developer API access? External access depends on both your current account eligibility and the access granted to the connection.

How do I connect ChatGPT or Claude with MCP? MCP connects a supported AI app to Invoice Crowd. You choose which business records the app can access.

How do I create a connection key for an AI tool? Use a connection key only for a trusted AI tool that needs that setup method.

How do I review and approve or decline a connected app's request? Approve the current change only after comparing it with what you intended the app to do.

How do I choose a connected app's read or write access? Grant the least access the connected app needs for its intended work.

How do I revoke a connected app's access? Revoke a connection when the app or key should no longer access the business.