HERO Software MCP Server
Projects, quotes, invoices, appointments and contacts in HERO.
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HERO Software API and MCP server: Let your AI agent write the quote and chase the invoice.
HERO Software has a GraphQL API, but only on HERO OS (from 119 EUR a month) and HERO OS Plus, and you ask HERO support for the key. HERO Software has no official MCP server; its own AI, HERO Command, works only inside HERO.
HERO Software has no official MCP server, and its GraphQL API comes only with HERO OS and a key from HERO support (checked 14 Nov 2026). Cotlet runs a hosted HERO Software MCP server with 15 tools that ChatGPT and Claude use in your own HERO account, on the plan you have. Invoices, emails to customers and payment reminders wait for your OK.
- Free 7-day trial, no card
- Unofficial, not affiliated with HERO Software
- Page: https://cotlet.dev/integrations/hero-software-api-mcp-server
What can your AI agent do in HERO Software?
- Turn a phone inquiry into a contact and project
- Draft a quote from your notes
- Make invoices from accepted quotes
- Send reminders for overdue invoices
- Brief the crew on today's jobs
- Log site notes to the project
Does HERO Software have an MCP server or an API?
- The API guide names reads for contacts, projects, documents, appointments and articles.
- It names three writes: create a contact, create a project, add a logbook entry. No quote, invoice or reminder write is named.
- A separate Lead API creates projects from web forms and lead portals, with the same kind of support key.
| What you need | HERO GraphQL API | HERO Command | Cotlet |
|---|---|---|---|
| Ask ChatGPT or Claude to do the work | No MCP server | HERO's own AI, inside HERO | Hosted MCP server |
| Contacts, projects, logbook | Documented | By voice or chat | 15 tools, read and write |
| Quotes, invoices, reminders | Not named in the guide | Quotes and invoices | Billing steps after your OK |
| Run from n8n or a script | GraphQL, key from support | Only in the HERO app | REST, same key |
| HERO plan you need | HERO OS or OS Plus | HERO OS or OS Plus | The plan you have, Select too |
Checked 14 Nov 2026. Sources: HERO API documentation, HERO GraphQL API guide, HERO Lead API, HERO plans and prices, HERO Command, HERO on Make, Make: HERO app documentation
How does the HERO Software MCP server work?
- Sign in to HERO. Once, in a browser we host for you.
- Connect your AI agent. One address in its settings.
- Hand it the paperwork. It drafts the invoice, you check the total.
Your agent works in your own signed-in Cloud Browser. Invoices, emails to customers and payment reminders wait for your OK.
How to connect HERO Software to your AI agent
- Sign in to HERO Software in a Cloud Browser. Open login.hero-software.de in your Cotlet Cloud Browser and log in with your own HERO user.
- Add the Cotlet address. Enter https://cotlet.dev/mcp/v1 as the MCP server or connector URL in your agent.
- Let the agent in. Chat apps open a Cotlet sign-in page. Editors, n8n and scripts send an API key made in the console.
HERO Software sits on the shared address https://cotlet.dev/mcp/v1 with every other app you turn on, so one connector covers them all. Turned on HERO after connecting? Refresh the connector and its 15 tools appear.
ChatGPT:
Settings > Apps & Connectors > Create
MCP server URL: https://cotlet.dev/mcp/v1/connect
Authentication: OAuth
Claude:
Settings > Connectors > Add custom connector
URL: https://cotlet.dev/mcp/v1/connect
Claude Code:
claude mcp add --transport http cotlet \
https://cotlet.dev/mcp/v1 \
--header "Authorization: Bearer $COTLET_API_KEY"
Cursor:
// ~/.cursor/mcp.json
{
"mcpServers": {
"cotlet": {
"url": "https://cotlet.dev/mcp/v1",
"headers": { "Authorization": "Bearer ${env:COTLET_API_KEY}" }
}
}
}
Codex:
# ~/.codex/config.toml
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"
n8n:
MCP Client Tool (inside an AI Agent)
Transport: HTTP Streamable
URL: https://cotlet.dev/mcp/v1
Auth: Bearer, <your key>
Tool: hero_software_read
All 15 HERO Software MCP tools
One tool per everyday job in HERO's projects, documents and calendar. Quotes and invoices are saved to the project and stay there until send_document emails them.
Projects and contacts
Search the customer index before adding anyone, open projects for a contact and keep the project logbook.
- List projects (
list_projects, read): List projects in the account with customer, project number and status. - Get project (
get_project, read): Read one project with its customer, documents, appointments and logbook. - List contacts (
list_contacts, read): Search the customer index by name, company or address. - Create contact (
create_contact, write): Add a customer to the customer index. - Create project (
create_project, write): Open a project for a contact. - Add logbook entry (
add_logbook_entry, write): Add a note to a project logbook.
Quotes, invoices and reminders
Line items with quantity, unit, price and VAT rate. Prices come from you or your article master data, never from the agent.
- List documents (
list_documents, read): List quotes, order confirmations, invoices and delivery notes with number, customer, total and status. - Get document (
get_document, read): Read one document with its line items, tax and totals. - Create quote (
create_quote, write): Draft a quote on a project from line items. - Create invoice from quote (
create_invoice_from_quote, write, asks first): Turn a quote or order confirmation into an invoice. - Send document (
send_document, write, asks first): Email a quote or invoice to the customer. - Send payment reminder (
send_payment_reminder, write, asks first): Send a payment reminder for an unpaid invoice.
Calendar and tasks
Appointments by date range, open tasks by project, and new appointments on the planning board. No email goes to the customer.
- List appointments (
list_appointments, read): List calendar appointments in a date range. - List tasks (
list_tasks, read): List open or completed tasks, with project and assignee. - Create appointment (
create_appointment, write): Put an appointment in the HERO calendar.
Inputs, REST path and example response of every tool: https://cotlet.dev/integrations/hero-software-api-mcp-server#tools
Who can see my HERO Software session, and how do I revoke it?
- What we store. Your signed-in HERO browser profile, AES-256-GCM encrypted, in Finland. Never your password.
- What your agent gets. The 15 HERO Software tools. The session stays in the Cloud Browser.
- What the session sees. The projects, contacts, documents and calendar your HERO user has rights to, and nothing more.
- What no tool touches. HERO Command, Voice and Report, HERO Wallet payments and bank matching, time tracking and staff records, your licences, plan and company settings.
- If HERO signs you out. You sign in again yourself, in the same Cloud Browser.
- How to cut access. Disable HERO for agents, reset the browser, or change your HERO password.
You type your HERO password yourself; the agent only works in the session your sign-in leaves. Our site scores A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory (live results).
What happens when HERO Software changes?
The agent works through the project, document and calendar pages you use, so it keeps working when HERO updates them. Cotlet watches the apps it serves and updates the HERO server when HERO changes.
New HERO features become available to the agent. It still sees only what your HERO user and its rights allow.
Cotlet never sees or stores your password. If HERO signs you out, one click in the Cotlet console reopens the Cloud Browser so you can sign in again.
Approvals, undo and mistakes
- Find the quote. list_documents finds the accepted quote.
- Show you the numbers. get_document reads items, VAT and total.
- Invoice after your OK. create_invoice_from_quote saves it, unsent.
- Email when you say. send_document mails it on a second OK.
| Action | How to put it right |
|---|---|
| Quote drafted with a wrong item | Not sent yet: correct it in the project before send_document |
| Invoice made from a quote | Not sent yet: correct or cancel it in HERO before send_document |
| Appointment on the wrong day | Move or delete it in the HERO calendar |
| Logbook entry with a mistake | Add a new entry with add_logbook_entry that corrects it |
| Emailed quote, invoice or reminder | Already with your customer: follow up with them directly |
create_invoice_from_quote, send_document, send_payment_reminder ask first: by default you confirm each of their calls, and you can switch that off per tool. The other 5 writes change only your own HERO account and run at once, like the 7 reads.
MCP call:
{
"name": "create_quote",
"arguments": {
"project_id": "48213",
"items": [
{
"title": "Labour",
"quantity": 8,
"unit": "h",
"unit_price": 62,
"vat_rate": 19
},
{
"title": "Tap set, chrome",
"quantity": 1,
"unit": "pc",
"unit_price": 240,
"vat_rate": 19
}
],
"intro": "Thank you for your inquiry. We offer the following work:"
}
}
REST:
curl -X POST https://cotlet.dev/api/v1/hero-software/projects/48213/quotes \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"items":[{"title":"Labour","quantity":8,"unit":"h","unit_price":62,"vat_rate":19},{"title":"Tap set, chrome","quantity":1,"unit":"pc","unit_price":240,"vat_rate":19}],"intro":"Thank you for your inquiry. We offer the following work:"}'
Response:
{
"document_id": "d-7731",
"type": "quote",
"number": "A-2026-0301",
"net": 736,
"vat": 139.84,
"gross": 875.84,
"sent": false
}
The example quotes 8 hours of labour at 62 EUR and a 240 EUR tap set: 736.00 EUR net, 139.84 EUR VAT at 19%, 875.84 EUR gross, saved to the project and not sent. A cron job or n8n flow makes the same call over REST at /api/v1/hero-software with the same key and price, in JSON. Failed calls are free.
How much does the HERO Software MCP server cost?
About $20 a month for a heating and plumbing business with three fitters, 3,490 credits. Your HERO plan stays as it is.
| Job | Calls | Credits |
|---|---|---|
| Morning briefing: appointments and open tasks | 2 × 22 | 440 |
| New inquiries: contact check, contact, project | 3 × 12 | 360 |
| Quotes drafted and emailed | 2 × 12 | 240 |
| Accepted quotes: read, invoice, email | 3 × 10 | 300 |
| Site notes added to the logbook | 1 × 40 | 400 |
| Appointments booked for the crew | 1 × 15 | 150 |
| Weekly overdue check and reminders | 2 × 5 | 100 |
| Cloud Browser, 30 days | 1,500 | |
| Total | 199 calls | 3,490 |
The $29 pack covers a typical month for most owners.
- Free 7-day trial, no card
- 10 credits per successful call, MCP or REST
- 50 credits a day for the Cloud Browser
- Works on HERO Select, OS and OS Plus
Credit packs are one-time purchases, not a subscription. The month above is our own example, not measured customer usage.
HERO Software MCP server: other ways to connect
| Option | What it does | Where it stops |
|---|---|---|
| HERO Command | HERO's own AI: quotes from free text or an upload, invoices from quotes, projects and time, by voice or chat. | Inside HERO only, on HERO OS (from 119 EUR a month) or OS Plus. |
| HERO Copilot | 14 automation modules for mails, tasks and appointments, set up and run by HERO. | HERO OS Plus only, from 299 EUR a month plus a paid setup. |
| HERO GraphQL and Lead API | Reads contacts, projects, documents, appointments and articles; the guide names three writes. | HERO OS and up, a key from support, and code you write and host. |
| Make | HERO's app with 5 triggers, 11 actions and 1 search: contacts, projects, logbook and document events. | The same API key; it moves data between apps, no AI agent does the office work. |
| Zapier | No HERO Software app on Zapier. | Only webhooks or code steps with your own API key. |
| n8n | No HERO node; an HTTP Request node can call the GraphQL API. | The same plan and key; you write every query. |
| GitHub MCP servers | Five community servers with 0 or 1 stars, most read only or with writes off by default. | Each needs the HERO OS API key, and you host it. |
| By hand | Open each project, quote and invoice in HERO. | Only while you are at the desk. |
If you are on HERO OS and need web form leads or contacts synced into HERO, the Lead API, GraphQL API or Make app is HERO's own route. Only Cotlet lets your agent do your daily HERO office work on every screen you use, reading and writing, from ChatGPT, Claude or any MCP client, with no API key and on the plan you have now.
Who runs Cotlet
Cotlet belongs to Take Group sp. z o.o., a software company registered in Poland, EU (VAT PL6342984273), working since 2019 and run by its founders Bart Krawczyk (Co-founder, CTO) and Jake Slugocki (Co-founder, SEO, sales and marketing). Questions about the HERO Software tools: contact@cotlet.dev.
HERO Software MCP server: questions
How do I get access?
Sign up free at https://cotlet.dev/signup?app=hero-software, turn on HERO Software under Integrations in the console and log in at https://login.hero-software.de/login in your Cloud Browser. Then connect your AI agent and ask it which invoices are overdue. The trial needs no card.
Do I need HERO OS to use Cotlet with HERO?
No. Cotlet works in your own HERO account through the web app, so it does not need the API key. HERO includes API access only in HERO OS and HERO OS Plus, not in HERO Select (hero-software.de/preise, checked 14 Nov 2026). Your user's rights in HERO still decide what the agent can open.
How is this different from HERO Command?
HERO Command is HERO's own AI inside the app, part of HERO OS and HERO OS Plus. Cotlet lets the AI you already use, Claude or ChatGPT, work in your HERO account next to your other apps. Anything that reaches a customer waits for your OK by default.
Which HERO user should I sign in with?
The office user whose work the agent should do. HERO gives each user rights, and the agent sees and changes only what that user can, so pick a user who can open quotes and invoices.
Is the MCP server different from the REST API?
Only in how it is called. Both carry the same 15 tools, inputs, answers, API key and price. Agents use MCP; scripts and n8n HTTP steps use REST.
Is Cotlet affiliated with HERO Software?
No. Cotlet is independent and not affiliated with HERO Software or HERO Software GmbH.
Give your AI agents your signed-in browser.
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