1. Automation
Automation Settings:
Auto-split
When enabled, each uploaded file is automatically split into individual invoices. When disabled, the file must be imported as a single document, allowing you to manually split and assemble invoices. You can still trigger Auto Split from the document view at any time.
Auto-Send to AP
Automatically send processed documents to Centime AP when both conditions below are met. All other documents remain in Files for manual review and dispatch.
At most this many pages: Defines the maximum number of pages allowed in a single split invoice. For example, if your invoices are typically no more than 5 pages, set the limit to 5. During splitting, each resulting invoice document will be within 5 pages.
At least this confidence: Sets the minimum confidence score required for a split invoice to be automatically sent to Centime AP. A best practice is to use 75%. Split invoices with a confidence score below this threshold will remain in Files for manual review and will not be sent automatically to Centime AP.
Inbound Email
Send invoices to this email address to automatically extract and split them. The processed documents will appear in the Files tab with an Email source indicator.
MCP Server
Administrators can generate and revoke access tokens that allow AI agents, such as Claude and other Model Context Protocol (MCP) clients, to securely connect to the workspace with read-only access. These agents can access workspace data, including Files, Invoices, and the Dispatched Ledger.
The MCP Server page displays:
- The workspace's connection endpoint.
- A ready-to-use setup command for quick client configuration.
- A list of active access tokens.
When a new token is created, its secret is displayed only once. After that, only the token's fingerprint is retained for security purposes, so be sure to copy and store the secret before leaving the page.
User Set up
Add existing Centime users to this workspace. They will use their current Centime credentials to sign in.
A user can be added as a member or an admin.
Member: The default and only permission is to “View files & invoices”. Additional permissions can be added based on preference.
Admin: Has all permissions. Permissions can be limited based on preference.
