Tradify by Cotlet — Claude Code MCP server: how to install
Connects Tradify to AI agents to manage jobs, invoices, quotes, and schedules. Runs locally using your existing Chrome session.
claude mcp add --transport http tradify https://cotlet.dev/mcp/v1/tradify/connectWhat Tradify by Cotlet does
Tradify lacks a public developer API or webhooks. This MCP server exposes 15 internal endpoints to your coding agent. It manages jobs and invoices directly from your workspace.
Execution happens locally on Python 3.11 or newer. You log into your account using Google Chrome 144 or above. The helper command tradify-mcp connect grabs your browser cookies via Chrome DevTools Protocol and stores them in ~/.config/tradify-api-mcp/session.json. Network requests rely on curl_cffi to match the browser's TLS signature.
Emailing invoices and quotes requires two-step security enabled in your Tradify profile. The platform outright rejects message sending without it. The codebase is restricted to personal and noncommercial usage under the PolyForm Noncommercial 1.0.0 license.
What it helps with
- retrieve job lists and update progress statuses
- generate customer quotes and convert them to invoices
- send billing documents to clients by email
- inspect upcoming appointments in the Tradify scheduler
Example prompts for the agent
- List all overdue invoices in Tradify
- Create a new job for customer Northside Plumbing and update its status
- Check the Tradify schedule for today and show upcoming appointments
How to install Tradify by Cotlet
1Platform CLI: remote server
claude mcp add --transport http tradify https://cotlet.dev/mcp/v1/tradify/connect2Platform CLI
claude mcp add tradify-by-cotlet -- uvx tradify-api-mcpuvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>
1Platform CLI: remote server
codex mcp add tradify-by-cotlet --url https://cotlet.dev/mcp/v1/tradify/connect2Platform CLI
codex mcp add tradify-by-cotlet -- uvx tradify-api-mcpuvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>
Config file
{
"mcpServers": {
"tradify-by-cotlet": {
"url": "https://cotlet.dev/mcp/v1/tradify/connect"
}
}
}{
"mcpServers": {
"tradify-by-cotlet": {
"command": "uvx",
"args": [
"tradify-api-mcp"
]
}
}
}uvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>
Config file
{
"servers": {
"tradify-by-cotlet": {
"type": "http",
"url": "https://cotlet.dev/mcp/v1/tradify/connect"
}
}
}{
"servers": {
"tradify-by-cotlet": {
"type": "stdio",
"command": "uvx",
"args": [
"tradify-api-mcp"
]
}
}
}uvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>
1Platform CLI: remote server
gemini mcp add -t http tradify-by-cotlet https://cotlet.dev/mcp/v1/tradify/connect2Platform CLI
gemini mcp add tradify-by-cotlet uvx tradify-api-mcpuvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Tradify by Cotlet
How to install Tradify by Cotlet in Claude Code?
Run claude mcp add tradify-by-cotlet -- uvx tradify-api-mcp in your terminal. This registers the server using uvx.
What does Tradify by Cotlet do?
It gives your coding agent 15 tools to interact with Tradify. Through it, the assistant can inspect jobs, prepare invoices, track payments, and review schedules.
What is required to send invoices and quotes by email?
You must enable two-step security in your Tradify account settings. The service blocks outgoing quote and invoice emails whenever this protection is turned off.
