# Ondes PRO for small businesses: paperwork in one sentence

> Small businesses and trades: let your AI assistant prepare quotes, invoices, reminders and appointments in Ondes PRO over MCP. You approve, it does the work.

Updated on 2026-10-21 · The Ondes PRO team · https://ondes.pro/en/integrations/mcp/industries/small-businesses

After a day on site, there are still quotes to type up, invoices to send and customers to chase. Connected to Ondes PRO through its **MCP server**, your AI assistant drafts that paperwork from what you tell it, inside your real invoicing software. You read it, you approve it, it gets done. No retyping, no spreadsheet on the side.

## A tradesperson’s day with an AI assistant

**7:45am.** In the van, you ask for today’s schedule: three appointments, including a site survey for a new customer. The assistant also reminds you that a quote sent ten days ago is still unanswered.

**11am.** Walking out of the survey, you dictate quantities and labour time. The assistant drafts the quote in your invoicing module with your usual prices. You check it over lunch and send it for e-signature.

**4pm.** A job wraps up. One sentence turns the accepted quote into an invoice and records another customer’s bank transfer.

**Friday, 6pm.** The weekly round-up: who owes you money, for how long, and an email reminder for the late ones — once you give the go-ahead.

## A quote dictated on the way out of a customer’s

_Example conversation · demo data (Atelier Lumen)_

> **You** : Quote for Le Fil Rouge: 6 Laiton pendants over the bar, supply and fit, 3 hours of labour. Valid for a month.
>
> 🔧 `ondes_appeler` `GET billing/clients?search=Fil Rouge` — existing customer, address and payment terms.
>
> 🔧 `ondes_appeler` `POST billing/devis` with `simuler: true` — lines and totals valid, nothing written yet.
>
> **Assistant** : Here is the proposed quote for Le Fil Rouge: 6 × Laiton pendant at €245 excl. VAT, plus 3 hours of fitting at €55 excl. VAT, for **€1,635 excl. VAT**, valid until 21 November. Shall I create it and set up the signature request?
>
> **You** : Yes, send it.
>
> 🔧 `ondes_appeler` `POST billing/devis` — quote DEV-2026-0218 created with its lines.
>
> 🔧 `ondes_appeler` `POST billing/devis/…/vers-signature` — e-signature request created, addressed to the customer’s email.
>
> **Assistant** : The signature request for quote DEV-2026-0218 is created for Le Fil Rouge. You can follow its progress in the Signature module.

## Can you manage quotes and invoices from your phone with AI?

Yes, in two ways. The **Ondes PRO mobile app** gives you quotes, invoices, customers and your calendar, and includes the built-in assistant: you talk to it directly, no other tool needed. And if your favourite AI assistant has a mobile app that carries over your connectors, the same conversation works on your phone as at your desk.

Either way, the assistant works in your real invoicing: numbering follows your sequence, the documents are the ones you later find on your computer, and nothing exists twice.

## End of a job: invoice it and record a payment

_Example conversation · demo data (Atelier Lumen)_

> **You** : The Résidence Les Pins job is finished, invoice their quote. Also, Maison Verdier paid FAC-2026-0209 by bank transfer this morning.
>
> 🔧 `ondes_assistant` Proposes a two-step plan: convert accepted quote DEV-2026-0204 into an invoice, mark FAC-2026-0209 as paid.
>
> **Assistant** : Here is the plan: 1) create the invoice for quote DEV-2026-0204 (Résidence Les Pins, **€2,980 excl. VAT**, lines carried over unchanged); 2) mark Maison Verdier’s invoice FAC-2026-0209 as paid today. Shall I go ahead?
>
> **You** : Go ahead.
>
> 🔧 `ondes_assistant` `confirmer` — invoice FAC-2026-0221 created, FAC-2026-0209 set to “paid”.
>
> **Assistant** : Done: invoice FAC-2026-0221 is ready to send, and Maison Verdier no longer shows among unpaid invoices.

## What AI takes off a small business’s plate

- **Quotes**: drafted from your description, sent by email or for e-signature, duplicated from one job to the next — see [invoicing](https://ondes.pro/en/integrations/mcp/modules/invoicing).
- **Invoices**: an accepted quote becomes an invoice without retyping; a mistake is fixed with a credit note, never by deleting an issued invoice.
- **Reminders**: the list of overdue invoices (past due and unpaid) and an email reminder, once you approve.
- **Scheduling**: appointments, recurring visits, alerts before they start — see [the calendar](https://ondes.pro/en/integrations/mcp/modules/calendar).
- **Customers**: a note after a call, a customer’s history before you ring them back — see [the CRM](https://ondes.pro/en/integrations/mcp/modules/crm).
- **Tasks**: an “order materials” card dropped in the right place — see [Kanban](https://ondes.pro/en/integrations/mcp/modules/kanban).

## How do you connect your AI assistant to your invoicing software?

Your Ondes PRO workspace lives at an address like `my-business.ondes.pro`. In your assistant’s connector settings, add that address followed by `/mcp/`, then sign in with your Ondes PRO credentials. There is nothing to install or configure on the software side.

The illustrated walkthrough is on the [connect Ondes PRO to Claude](https://ondes.pro/en/integrations/mcp/clients/claude) page; other assistants are listed on the [MCP clients](https://ondes.pro/en/integrations/mcp/clients) page.

> **The AI does nothing behind your back** — Before creating a document, the assistant can check it with a dry run that saves nothing. Actions proposed by the built-in assistant wait for your confirmation. An issued invoice is never deleted: it is corrected with a credit note, as proper bookkeeping requires. And if a phone goes missing, that device’s connection can be cut in one click from your workspace. More on the [MCP server security](https://ondes.pro/en/integrations/mcp/security) page.

## How much does it cost a small business?

The MCP server is included in every Ondes PRO plan, starting with Essentiel at €39 excl. VAT per month for 10 users, with every module: invoicing, calendar, CRM, store, inventory. You only keep the subscription for the AI assistant of your choice. Compare plans on the [pricing](https://ondes.pro/en/pricing) page.

## Go further

- [Invoicing](https://ondes.pro/en/integrations/mcp/modules/invoicing) — Quotes, invoices, reminders and credit notes prepared by your assistant, within invoicing rules.
- [Calendar](https://ondes.pro/en/integrations/mcp/modules/calendar) — Your AI assistant books appointments, handles recurring series and sets reminders for the team.
- [Claude](https://ondes.pro/en/integrations/mcp/clients/claude) — Claude Desktop, claude.ai and Claude Code: one custom connector, one OAuth sign-in, and you are set.
- [Automate with AI](https://ondes.pro/en/integrations/mcp/guides/automate-with-ai) — Reminders, reports and automations described in one sentence, always reviewed before anything runs.

## Frequently asked questions

### Can AI write a quote directly in my business software?

Yes. Connected to Ondes PRO, your assistant creates the quote in your invoicing module, with your numbering and your existing customer. It can first check it with a dry run and show you the totals before saving.

### Can the AI send an invoice or a reminder without my approval?

It should not, and the server is designed to prevent it: the assistant shows you what it intends to do, the built-in assistant’s actions wait for your confirmation, and your AI assistant itself asks for approval before a tool that writes, depending on its settings.

### Can I cancel an invoice created by mistake?

An issued invoice cannot be cancelled: you issue a credit note, full or partial, with a mandatory reason. The assistant can prepare it, and the credit note gets its own numbering.

### Do I need to know how to code?

No. You paste your workspace address into your assistant’s settings and sign in. After that, you just talk to it.

### Is my data safe?

Your Ondes PRO workspace is a dedicated instance hosted in France. The assistant only acts with your permissions, every connected device can be revoked instantly, and calls made through the AI are logged. See also the [security](https://ondes.pro/en/security) page.

### Is it included in the cheapest plan?

Yes. The MCP server and every module are included in each plan, including Essentiel at €39 excl. VAT per month.
