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Stop pasting into the AI chat. Connect Claude, ChatGPT, Cursor or VS Code to your workspace. Answers come from your data, changes need approval.
In short
cashwerk is the business platform for companies that work with AI tools: CRM, projects, time tracking and GoBD-compliant invoices in one data model that your AI clients operate through an MCP server with OAuth. The assistant Casper answers from your own data instead of guessing; reading needs no approval, creating, changing, sending and deleting always do. Every action is logged with its user.
Connect your AI tool to your workspace. Answers come from your data, changes only with approval.
Connect Claude, ChatGPT, Cursor or VS Code via OAuth. Ask Claude Desktop for this month's revenue by customer, write the quote in Cursor.
The MCP server is generated from the same OpenAPI specification as the REST API and the n8n node. No second way into your data.
Learn moreCasper answers questions and creates contacts, tasks, quotes and invoices on request. You see every change beforehand, and it may only do what you may.
Casper checks the invoice from hours against entries already billed. Nothing is charged twice.
Learn moreCustomer, contacts, deals, projects, time and invoices live in the same record. That is why the AI can answer “What is still outstanding for this customer?”
The typical time sinks in your industry, and what gets taken off your plate.
Business data ends up in the AI chat via copy and paste – and the answer doesn’t fit back into the system
Connect your AI client directly. It reads and writes in CRM, projects and invoices.
The chatbot invents customers, numbers and invoice statuses
Get answers from your invoices, deals and projects, not from the model's memory.
Nobody knows what an AI tool may do on behalf of the team
Give the AI exactly your permissions. Writing, sending and deleting only with approval, everything logged.
The back office is so scattered that no AI sees a whole process
Keep deal, project, time and invoice in one data model. Then the AI sees the whole way.
The detour through chat with copy and paste – and the single tools the answers get typed back into.
One data model your AI tools are allowed to operate. 1 user free forever, AI credits from the Starter plan at 14 € per user and month.
Try it with your own data.
Six steps from the connection to the log – each of them with your permissions.
Enter the MCP server URL in the client, sign in via OAuth. No code, no server of your own.
“Which invoices of Müller GmbH are open?” – the answer comes from your workspace.
Casper or your client proposes: create a reminder, invoice from hours, tasks from the transcript.
Anything that changes something waits for your yes. Reading needs no confirmation.
The same command as in the UI – organisation-scoped, checked against your role.
Every action is attributed to your user, visible in the history and billed in credits.
Less admin, more time for your clients.
Any MCP-capable client connects with the same URL, listed in the Claude connector directory.
Casper answers questions, creates records and explains numbers, on web and mobile.
Reading needs no confirmation. Creating, changing, sending and deleting wait for your approval.
Roles and permissions apply to Casper and every MCP client, never bypassed.
Every action belongs to a user, and credits per user and month are visible in the workspace.
Customer, deal, project, time and invoice are linked, so the AI sees the whole process.
Tasks and invoices – the same records Casper and your MCP client query.
Trusted by leading companies
No, and that is deliberate. Reading needs no confirmation; anything that creates, changes, sends or deletes waits for your approval. Self-running processes or rules that trigger without a user are not part of the product today. What you get: an assistant inside the system and an MCP server for your own AI tools.
Claude, ChatGPT, Cursor and VS Code are tested. Any other client that supports the MCP protocol connects with the same server URL. cashwerk is also listed in the Claude connector directory.
Exactly what the signed-in user may do – nothing more. Roles and permissions apply to every tool; the permissions are checked last on every action. For narrower access, create a role with fewer permissions and sign the client in with it.
Casper searches the data of your workspace – invoices, quotes, contacts, companies, projects, tasks, deals, events and files – and answers from what it finds. If a deal or project is open, it refers to exactly that record. Nothing is invented; if information is missing, it says so.
Over MCP, your client sends your questions and the answers from cashwerk to the provider you chose; that provider’s terms apply. cashwerk delivers only what your permissions allow, and only on your request. For Casper, cashwerk chooses the model per plan – you are not tied to any provider.
The MCP server costs nothing extra and is included in every plan with API access; your plan’s rate limits apply. Casper bills in credits: 50 credits per user and month on the Starter plan, 150 on Business, by agreement on Enterprise. The free plan contains no AI credits; you can buy more at any time.
Hosted in the EU, developed in Europe
Fully data protection compliant
Servers only in the EU
Records, audit logs and exports
Start for free – 1 user, full feature set, no credit card.