# Tradify by Cotlet

Connects Tradify to AI agents to manage jobs, invoices, quotes, and schedules. Runs locally using your existing Chrome session.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 2
- Author: cotletdev
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/cotletdev/tradify-api-mcp-server
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/tradify-by-cotlet

## What it 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.

## Requirements
- Needs: Python and uv (commands run via uvx)
- Remote server: `https://cotlet.dev/mcp/v1/tradify/connect`

## Install

### Claude Code (native platform)

1. **Platform CLI: remote server**
```bash
claude mcp add --transport http tradify https://cotlet.dev/mcp/v1/tradify/connect
```

2. **Platform CLI**
```bash
claude mcp add tradify-by-cotlet -- uvx tradify-api-mcp
```
uvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>

### Codex

1. **Platform CLI: remote server**
```bash
codex mcp add tradify-by-cotlet --url https://cotlet.dev/mcp/v1/tradify/connect
```

2. **Platform CLI**
```bash
codex mcp add tradify-by-cotlet -- uvx tradify-api-mcp
```
uvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "tradify-by-cotlet": {
            "url": "https://cotlet.dev/mcp/v1/tradify/connect"
        }
    }
}
```
File `.cursor/mcp.json`:
```json
{
    "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>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "tradify-by-cotlet": {
            "type": "http",
            "url": "https://cotlet.dev/mcp/v1/tradify/connect"
        }
    }
}
```
File `.vscode/mcp.json`:
```json
{
    "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>

### Gemini CLI

1. **Platform CLI: remote server**
```bash
gemini mcp add -t http tradify-by-cotlet https://cotlet.dev/mcp/v1/tradify/connect
```

2. **Platform CLI**
```bash
gemini mcp add tradify-by-cotlet uvx tradify-api-mcp
```
uvx runs the command named after the package; if the README names another one, use uvx --from tradify-api-mcp <command>

## When to use it
- 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
- 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

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