What you can do
Get paid
Create, send, and track invoices and recurring invoices. Manage customers, charge saved payment methods, record payments made outside Nickel, and issue refunds.
Pay bills
Add vendors and their payment details, create bills, and pay them by ACH, check, or international wire. Set up recurring bills and bill approval policies.
Track payments
Search incoming and outgoing payment activity and check where any payment stands.
Nickel Banking
See your accounts and cards, deposit a check from photos, and apply check deposits to invoices.
Import from spreadsheets
Bring in vendors, customers, bills, or invoices from a CSV or Excel file.
QuickBooks
Check your sync status and look up QuickBooks accounts and items while creating bills and invoices.
How it works
You add the server to your client and sign in to Nickel in your browser. An admin of your organization approves the connection, and from then on the assistant acts as the person who approved it: it can see and do what that person can in the dashboard, and nothing more. Looking something up runs right away. Anything that changes your account — sending an invoice, paying a bill, deleting a vendor — first shows you the exact action and asks you to confirm. Your bill approval policies still apply on top of that. Permissions and confirmations covers the details.Server URL
The sandbox is a separate environment with its own accounts, where no real money moves. Sign in with your sandbox account to try the server before you connect it to production.
Where to go next
Connect a client
Add the server to Claude, Claude Code, Codex, or any MCP client.
Permissions and confirmations
Who can connect, whose permissions apply, and what asks before it runs.
Tool reference
Every tool the server offers, grouped by what it works on.
