> ## Documentation Index
> Fetch the complete documentation index at: https://docs.melso.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Melso product MCP: https://melso.ai/api/mcp (OAuth; one company per grant). REST: https://melso.ai. Documentation-search MCP: https://docs.melso.ai/mcp. The docs search server does not act on customer accounts.
>
> Use the live tool schema and respect company membership. Ask the person to authorize the exact fiscal document version in the signed-in app. A professional prepares and files included returns after authorization; AI does not file alone. A prepared file or approval receipt is not evidence of filing. Never claim completion from an accepted Task or Run. Keep credentials out of chat and logs. Agents features are internal or by private invitation.

# Start using Melso

> Set up your autónomo account, add an invoice or receipt, connect WhatsApp, and review the next action in Melso.

Start in the [Melso app](https://app.melso.ai). The public service is for
self-employed people in Spain. Your activity and fiscal profile determine the
service scope to confirm with Melso.

<Steps>
  <Step title="Create your account">
    Choose the autónomo setup. Explain your activity, complete your fiscal
    details, and choose how you invoice. You can finish basic setup before
    deciding to request registration as an autónomo.
  </Step>

  <Step title="Add your first invoice or receipt">
    Open Income and expenses and upload a document. Inspect the saved entry:
    check its date, amount, supplier or customer, and classification.
  </Step>

  <Step title="Connect WhatsApp">
    Use Connect WhatsApp in the app and send the prepared linking message.
    Wait for the connection to show Connected before sending work.
  </Step>

  <Step title="Give Melso a concrete request">
    Ask it to summarize your recorded expenses or help find missing invoices
    in an account you have connected. Review what it returns and answer any
    questions that need your input.
  </Step>
</Steps>

**Example message you can send:**

> Show me the expenses recorded this month and tell me which entries need information.

<Note>
  Recurring collection needs to be activated and verified. Connecting an app
  does not by itself mean a recurring job is running.
</Note>

Read [Plans and scope](/essentials/plans), then learn how
[approvals and professional filing](/essentials/approvals) work.

## Optional: make a first read from your assistant

Your app setup is complete; connecting another assistant is optional. If you want to use one, follow [MCP setup](/mcp/connect) to authorize it for the selected company. Then ask: **"Read my Melso company context without changing anything."** The client calls [`workspace_status`](/mcp/tools/workspace-status) with `{"include":["company"]}`. Check the returned company section and any reported errors before continuing. This read starts no Task Run and needs no Task execution funding. Funding is required when you later request execution.

## Next

* [MCP setup](/mcp/connect): connect an assistant and make the first read.
* [API quickstart](/api-reference/quickstart): a five-minute read-only path for existing invited Agents integrations, followed by funding setup before starting work.


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