The Customer Factor MCP Server

Customers, jobs, recurring schedules, invoices and payments in The Customer Factor.

호스팅형 MCP 서버

npx add-mcp 'https://cotlet.dev/mcp/v1/the-customer-factor'

Claude Code, Codex, Cursor 등에 설치됩니다

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The Customer Factor API and MCP server: Let your AI agent schedule the route and send the bills.

The Customer Factor publishes no public API: its website and Help Center document no developer API. No The Customer Factor MCP server and no official ChatGPT or Claude connector was verified.

The Customer Factor publishes no public API and no MCP server (checked 14 Nov 2026). Cotlet runs a hosted The Customer Factor MCP server with 24 tools that ChatGPT and Claude use in your own account. Invoices, reminders and messages to your crew wait for your OK.

Free 7-day trial, no card
Unofficial, not affiliated with The Customer Factor
Page: https://cotlet.dev/integrations/the-customer-factor-api-mcp-server

What can your AI agent do in The Customer Factor?

Set up a recurring service for a new customer
Mark the week's jobs completed
Invoice completed jobs with tax
Send payment reminders for unpaid invoices
Record one check against several invoices
Hold a customer for the off-season

Does The Customer Factor have an MCP server or an API?

The Customer Factor processes cards through its Square, Stripe and Worldpay integrations, inside its own payment window.
Recurring jobs repeat by week or by month, and months can be left out for a slow season.
A mobile app covers the calendar, invoices, payments and prospects in the field.

What you need	The Customer Factor alone	Cotlet
Ask ChatGPT or Claude to do the work	No API or MCP server	Hosted MCP server
Recurring jobs, holds and completions	By hand, customer by customer	24 tools, writes after your OK
Invoices, reminders and statements	By hand, with bulk screens	On request or on a schedule
Run from n8n or a script	No public API	REST, same key

Checked 14 Nov 2026. Sources: The Customer Factor website, The Customer Factor Help Center, Help: Scheduling a Non Recurring Job, Help: Adding New Prospect, Help: Prospect to Customer Conversion, Help: Adding Job Locations, Help: How to Schedule a Recurring Job, Help: Edit and Delete Recurring Jobs, Help: Putting a Job on Hold, Help: Mark a Job as Completed, Help: Job Types and Packages, Help: Job Checklists, Help: Creating Invoice, Help: Creating and Emailing an Invoice, Help: Invoice Deposits, Help: Paying Invoice, Help: Single Payment for Multiple Invoices, Help: Payment Reminder, Help: Print and Email Customer Statements, Help: How to Create a Big Proposal, Help: How to Add Tasks, Help: How to Edit Specific Notes, Help: Emails and Text Messages to Employees, Help: Estimate and Invoice Email Templates

How does the The Customer Factor MCP server work?

Sign in to The Customer Factor. Once, in a browser we host for you.
Connect your AI agent. One address in its settings.
Hand it the Friday billing. It drafts the invoices, you approve the totals.

Your agent works in your own signed-in Cloud Browser. Invoices, reminders, statements and messages to your crew wait for your OK.

How to connect The Customer Factor to your AI agent

Sign in to The Customer Factor in a Cloud Browser. Open www.thecustomerfactor.com/login in your Cotlet Cloud Browser and log in with your own 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.

The Customer Factor runs on the shared address https://cotlet.dev/mcp/v1 next to every other app you enable, so a single connector is enough. Enabled The Customer Factor after connecting? Refresh the connector to see its 24 tools.

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: the_customer_factor_read

All 24 The Customer Factor MCP tools

One tool per workflow in the The Customer Factor Help Center. Customer and invoice searches read at once; every tool that saves or sends asks first.

Customers and prospects

Search first, then add residential or commercial customers, prospects and extra job locations.

Find customers (find_customers, read): Search customers and prospects, or open one customer profile.
Add customers (add_customer, write, asks first): Add a customer under Customers > Add, residential or commercial.
Add prospects (add_prospect, write, asks first): Add a lead as a residential or commercial prospect, without an estimate yet.
Convert prospects to customers (convert_prospect, write, asks first): Make a prospect a customer with the "Make 'em A Customer" button.
Add job locations (add_job_location, write, asks first): Add another service address to a customer profile.

Scheduling

Single and recurring jobs, recurring changes that apply to future jobs only, holds and completions.

Schedule jobs (schedule_job, write, asks first): Schedule a single job on a customer's Schedule Job sub-tab.
Schedule recurring jobs (schedule_recurring_job, write, asks first): Schedule a job that repeats by week or by month, with months left out if needed.
Edit or delete recurring jobs (update_recurring_job, write, asks first): Change the price, period or services of a recurring job, or delete it.
Put jobs on hold (put_job_on_hold, write, asks first): Put a scheduled job on hold, with a reason.
Mark jobs completed (mark_job_completed, write, asks first): Change a job's status from Open to Completed.

Job setup

The job types and packages in your dropdown, and checklists that follow a job into the mobile app.

Add job types and packages (manage_job_types, write, asks first): List, add, edit or delete job types and job packages.
Create job checklists (create_job_checklist, write, asks first): Create a job checklist with to-do items for chosen job types and customers.

Invoices and payments

Invoices from scheduled jobs, deposits, recorded payments, reminders and statements. No tool charges a card.

Search invoices (search_invoices, read): Search the Invoices tab, for example all unpaid invoices of one customer.
Create invoices (create_invoice, write, asks first): Create one invoice from one or more scheduled jobs of a customer, with or without tax.
Email invoices (email_invoice, write, asks first): Email an invoice to the customer, with an optional discount.
Add invoice deposits (add_invoice_deposit, write, asks first): Add a deposit to an invoice, as a dollar amount or a percentage.
Record invoice payments (record_payment, write, asks first): Record a payment on one invoice, or one payment for several unpaid invoices.
Email payment reminders (email_payment_reminders, write, asks first): Email payment reminders for selected unpaid invoices.
Email customer statements (send_customer_statements, write, asks first): Email or print statements for a period, for one customer or many.

Proposals, tasks and notes

Big Proposals for new work, tasks from Quick Add, private Specific Notes and your email templates.

Create Big Proposals (create_big_proposal, write, asks first): Create a multi-page Big Proposal in one of the online and PDF formats.
Add tasks (add_task, write, asks first): Add a task from Quick Add, optionally assigned and repeating.
Edit specific notes (edit_specific_note, write, asks first): Add or edit a private Specific Note on a customer profile.
Create email templates (create_email_template, write, asks first): Create an estimate or invoice email template, from a sample if you like.

Your crew

Email or text selected employees from Manage Employees.

Email and text employees (message_employees, write, asks first): Send an email or SMS to selected employees from Manage Employees.

Inputs, REST path and example response of every tool: https://cotlet.dev/integrations/the-customer-factor-api-mcp-server#tools

Who can see my The Customer Factor session, and how do I revoke it?

What we store. Your signed-in The Customer Factor browser profile, AES-256-GCM encrypted, in Finland. Never your password.
What your agent gets. The 24 The Customer Factor tools. The session cookie stays in the Cloud Browser.
What the session sees. The customers, jobs and invoices your user can open, and nothing more.
What no tool touches. Card processing and your Square, Stripe or Worldpay connection, your employees' accounts and your plan.
If The Customer Factor signs you out. You sign in again yourself, in the same Cloud Browser.
How to cut access. Disable The Customer Factor for agents, reset the browser, or change your password.

You type your The Customer Factor password yourself; the agent only uses the session that sign-in leaves behind. Our site scores A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory (live results).

What happens when The Customer Factor changes?

Cotlet watches the apps it serves and updates the The Customer Factor server when its screens change, so scheduling and billing keep working without a change on your side.

New The Customer Factor features become available to the agent. It still sees only what your own user can see.

Cotlet never sees or stores your password. If The Customer Factor 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 jobs. find_customers opens the scheduled jobs.
Show you the invoice. Jobs, tax and total, before saving.
Save after your OK. create_invoice writes it, unpaid.
Email when you say. email_invoice sends it on a second OK.

Action	How to put it right
Job marked completed	Call mark_job_completed again to set it back to Open
Recurring price or period	Call update_recurring_job with the earlier values; past jobs never changed
Deleted recurring job	Only future jobs were removed; schedule it again with schedule_recurring_job
Emailed invoice, reminder or statement	Already with your customer: follow up with them directly

All 22 write tools ask first: by default you confirm each call, and you can switch that off per tool. The 2 read tools, customer and invoice search, run at once.

MCP call:

{
  "name": "create_invoice",
  "arguments": {
    "customer": "Example Homeowner",
    "jobs": [
      {
        "date": "2026-11-20",
        "job_type": "Window cleaning, exterior"
      },
      {
        "date": "2026-11-20",
        "job_type": "Screen cleaning"
      }
    ],
    "tax_percent": 7
  }
}

REST:

curl -X POST https://cotlet.dev/api/v1/the-customer-factor/invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"customer":"Example Homeowner","jobs":[{"date":"2026-11-20","job_type":"Window cleaning, exterior"},{"date":"2026-11-20","job_type":"Screen cleaning"}],"tax_percent":7}'

Response:

{
  "invoice": 1203,
  "customer": "Example Homeowner",
  "lines": [
    {
      "job": "Window cleaning, exterior",
      "amount": 180
    },
    {
      "job": "Screen cleaning",
      "amount": 40
    }
  ],
  "tax_percent": 7,
  "total": 235.4,
  "status": "unpaid"
}

The example invoices $180 of exterior window cleaning and $40 of screen cleaning with 7% tax: $235.40, unpaid and not yet emailed. A cron job or n8n flow can make the same call over REST at /api/v1/the-customer-factor with the same key and price, in JSON. Failed calls are free.

How much does the The Customer Factor MCP server cost?

About $27 a month for a window cleaning contractor with about forty recurring customers, 4,730 credits. Your The Customer Factor plan stays as it is.

Job	Calls	Credits
New customers with a recurring schedule	3 × 6	180
Jobs marked completed	1 × 80	800
Friday invoices, created and emailed	2 × 60	1,200
Payments recorded against invoices	2 × 40	800
Unpaid invoice check and reminders	2 × 4	80
Holds and recurring price changes	2 × 8	160
Month-end statements	1 × 1	10
Cloud Browser, 30 days		1,500
Total	323 calls	4,730

The smallest pack, 5,000 credits for $29, covers this month. A bigger route with more invoices uses more calls.

Free 7-day trial, no card
10 credits per successful call, MCP or REST
50 credits a day for the Cloud Browser
Your The Customer Factor plan applies as it is

Credit packs are one-time purchases, not a subscription. The month above is an example built from our own assumptions, not measured customer usage.

The Customer Factor MCP server: other ways to connect

Option	What it does	Where it stops
The Customer Factor bulk screens	Pay several invoices at once, send reminders and statements in bulk.	Still one screen and one click at a time, at your desk.
The Customer Factor mobile app	Calendar, invoices, payments and prospects in the field.	Made for your thumbs, not for an AI agent or a script.
By hand	Open each customer and job and click through.	Only while you are at the screen.

If the bulk screens already save you the time, keep using them: they are The Customer Factor's own tools. Cotlet fits when you want ChatGPT, Claude or a script doing the scheduling and billing on request or on a schedule, from your own login, with nothing to host.

Who runs Cotlet

Cotlet is run by Take Group sp. z o.o., a software company registered in Poland, EU (VAT PL6342984273) and in business since 2019. Its founders are Bart Krawczyk (Co-founder, CTO) and Jake Slugocki (Co-founder, SEO, sales and marketing). Write to contact@cotlet.dev with questions about the The Customer Factor tools.

The Customer Factor MCP server: questions

How do I get access?

Sign up free at https://cotlet.dev/signup?app=the-customer-factor, turn on The Customer Factor under Integrations in the console and log in at https://www.thecustomerfactor.com/login/ in your Cloud Browser. Then connect your AI agent and ask it for this week's unpaid invoices. The trial needs no card.

Does The Customer Factor have an API?

The Customer Factor publishes no public API: its website and Help Center document no developer API (checked 14 Nov 2026). No The Customer Factor MCP server and no official ChatGPT or Claude connector was verified. Cotlet does not need one: it works in your own signed-in account.

Can the agent charge a customer's card?

No. record_payment records payments such as checks and cash and marks invoices paid. Card processing through Square, Stripe or Worldpay, which The Customer Factor integrates, stays in its own payment window.

What happens to past jobs when a recurring job changes?

Nothing. The Help Center says a price or period change applies to future jobs, and deleting a recurring job removes only future jobs. update_recurring_job works the same way.

Which The Customer Factor user should I sign in with?

The user whose office work the agent should do. Specific Notes are for the main user and admins, so sign in as one of them if the agent should read or edit those notes. The agent sees only what that user can see.

Is the MCP server different from the REST API?

Only in how it is called. Both carry the same 24 tools, inputs, answers, API key and price. Agents use MCP; scripts and n8n HTTP steps use REST.

Is Cotlet affiliated with The Customer Factor?

No. Cotlet is independent and not affiliated with The Customer Factor.

Give your AI agents your signed-in browser.

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