Chase clients from Claude, ChatGPT or Codex
The server address
https://app.chivvy.io/api/mcp
Works with Claude, ChatGPT, Codex, Claude Code and any MCP client that signs in with OAuth.
Connect your assistant ↓chivvy · list_clients
Three clients still owe September receipts:
- Thursby Joinery: Travis Perkins £412.80, chased twice, next reminder Tuesday 08:00
- Kittle Street Deli: 2 fuel receipts, reminder tomorrow 08:00
- Mardle & Co: 7 items approved, first email goes today at 14:15
chivvy · approve_itemschivvy · send_chase_now
Done. 3 items approved and emailed to Wyke Cycle Works from your practice's address.
Things to ask
- Which clients still owe receipts from last month?
- What's waiting for me to approve?
- Approve everything new for Thursby Joinery.
- Who's getting an email tomorrow?
- Anything in Needs a look I should deal with?
- Send Kittle Street Deli their list now.
- Turn chasing off for Mardle & Co.
- What came in this week?
What it can do
It acts as you, sees only your practice and asks before it emails anyone.
Looks things up
- Where things stand across the practice
get_overview - Every client, who has it, what they owe and their next email
list_clients - One client in detail
get_client - What's waiting for your approval
list_to_approve - Every email still to go out
get_schedule - Uploads that need a look
list_needs_a_look - What happened recently
get_activity
Does things for you
- Approve items for chasing
approve_items - Mark items not to chase
dont_chase - Email a client nowEmails your client
send_chase_now - Accept an uploadAttaches in Xero
accept_upload - Send an upload back with a note
send_back_upload - Check a client's Xero now
check_xero - Turn chasing on or off for a client
set_chasing - Add a client contact
add_contact - Assign a client to someone in your team
assign_client
Connect your assistant
A couple of minutes, with a Chivvy account. The same steps are in the app under Settings, Connections.
Claude
- Open Settings, then Connectors.
- Choose Add custom connector, name it Chivvy and paste the address.
- Press Connect, sign in to Chivvy and allow access.
https://app.chivvy.io/api/mcp
ChatGPT
- Open Settings, then Apps & Connectors. Some plans need Developer mode turned on under Advanced.
- Create a connector, name it Chivvy, paste the address and choose OAuth.
- Sign in to Chivvy and allow access.
https://app.chivvy.io/api/mcp
Codex
- Add this to ~/.codex/config.toml, then run codex mcp login chivvy and allow access.
[mcp_servers.chivvy] url = "https://app.chivvy.io/api/mcp"
Claude Code
- Run this, then type /mcp, pick chivvy and sign in.
claude mcp add --transport http chivvy https://app.chivvy.io/api/mcp
What stays in the app
Settings you change once stay in Chivvy, where you can see them.
- Connecting Xero
- Your sending address
- Logo and colours
- Chasing rules and hours
- Billing
How does it work with Claude, ChatGPT or Codex?
Chivvy has an MCP server, the standard way AI assistants connect to other software. Add it in Claude, ChatGPT or Codex, sign in to Chivvy and allow access. Then you can ask who still owes what, approve lists, see the schedule or send a client's email, in plain English. It acts as you, and you can remove access at any time.
Is my clients' data used to train AI?
No. Uploaded files are read by Anthropic's Claude to check them against Xero, under terms that don't allow training on your data. Chivvy doesn't train models either.
More of what Chivvy does
Stop chasing receipts by hand
Founding practices lock in a pre-launch price of £40 a month. The offer closes soon, and it takes one call to set up.