# Invoice Ninja MCP for AI Agents AI Agent Connect

> Invoice Ninja (Invoicing & Billing) lets you manage your entire billing cycle through your AI agent. You can create clients, generate invoices, track payments, and audit balances without switching tabs. It turns your AI into a dedicated accounts receivable clerk that keeps your business finances organized and up to date.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_1ByoQ1z3gJCYaDByw2bpOQ4Of9jLYx9VnZXsuYRm/ai-agent-connect
- **Tags:** invoicing, expense-tracking, time-tracking, client-management, open-source, small-business

## Description

Managing a small business usually means jumping between your CRM, your bank, and your invoicing software just to see who owes you money. This Connector changes that by letting your AI agent handle the heavy lifting of your financial admin. Instead of manually logging into a dashboard to check balances or draft a new bill, you just tell your agent what needs to happen. You can ask it to pull up a client's history, see if they've paid their last three invoices, or create a new draft based on a project you just finished. It handles the boring parts like updating client profiles or archiving old records so you can stay focused on actual work. When you connect this to your workflow through the Vinkius catalog, your AI becomes a first-class citizen in your accounting process. You're not just integrating a tool anymore; you're giving your agent the hands it needs to actually do the work of a billing manager. It makes sure your records stay clean and your revenue stays visible, all through a simple conversation.

## Tools

### create_client
Create a new client profile in Invoice Ninja. This helps you build your database quickly.

### create_invoice
Generate a new invoice for a specific client. Use this to start the billing process for new work.

### delete_client
Remove a client from your system permanently. This is useful for cleaning up old records.

### delete_invoice
Remove an invoice from your records. This helps maintain clean accounting totals.

### get_client
Fetch the complete profile and history of a specific client. Use this to check current balances.

### get_invoice
Pull the specific details and status of a single invoice. This is great for auditing line items.

### list_clients
View a full list of every client in your system. Use this to browse your entire CRM.

### list_invoices
See a list of all invoices across your account. This helps you monitor your revenue streams.

### update_client
Edit existing client information using a JSON payload. This keeps your business registry accurate.

### update_invoice
Modify an existing invoice's details or status. Use this to move drafts to sent or paid.

## Prompt Examples

**Prompt:** 
```
Who owes me money right now?
```

**Response:** 
```
### Outstanding Balances
Here are the clients with unpaid invoices:

| Client Name | Amount Due | Status |
| :--- | :--- | :--- |
| **TechCorp** | $3,500.00 | Overdue |
| **Future Labs** | $1,200.00 | Sent |
| **Design Co** | $450.00 | Sent |

Would you like me to send a payment reminder to any of them?
```

**Prompt:** 
```
Create a draft for 'Acme Corp' for $500 for 'Consulting'.
```

**Response:** 
```
✅ **Invoice Draft Created**

I've created a new draft for **Acme Corp**.
- **Amount:** $500.00
- **Description:** Consulting
- **Invoice ID:** INV-2025-088

Would you like me to review the tax math or send it to the client now?
```

**Prompt:** 
```
What's the tax math on invoice INV-99?
```

**Response:** 
```
### Invoice INV-99 Breakdown

- **Subtotal:** $1,000.00
- **VAT (20%):** $200.00
- **Total Amount:** $1,200.00

All calculations have been verified against your current tax settings.
```

## Capabilities

### Create new client profiles
Generate and save new client records directly through your AI.

### Generate and send invoice drafts
Create new billing records for your clients with specific line items.

### Update invoice statuses
Move invoices from draft to sent or paid statuses automatically.

### Retrieve full client CRM data
Pull contact history and balances for any registered client.

### Audit tax math and totals
Fetch raw calculations to verify billing accuracy for specific invoices.

### Delete or archive records
Remove old client data or invoices to keep your workspace clean.

### Monitor revenue streams
Browse your entire billing system to track outstanding payments in real-time.

## Use Cases

### Immediate post-project billing
A freelancer just finished a logo design and needs to bill the client immediately. They ask the agent to create a draft for the agreed amount.

### Debt collection monitoring
A business owner wants to know which clients have balances over $1,000 this month. The agent pulls the list and highlights the overdue accounts.

### Tax audit verification
An accountant needs to verify the VAT calculations on a disputed invoice. They ask the agent to pull the raw tax math for that specific ID.

### CRM cleanup
A manager wants to archive all clients who haven't been active in three years. The agent identifies and deletes the old records in one go.

## Benefits

- Stop tab-switching by using `list_clients` to see your entire roster without leaving your chat.
- Get faster billing by using `create_invoice` to generate drafts while you're still talking to the client.
- Improve accuracy by using `get_invoice` to pull exact tax math and totals for quick audits.
- Keep your CRM clean by using `update_client` to sync new contact info as you go.
- Save time on admin by using `delete_invoice` or `delete_client` to clear out old data instantly.

## How It Works

The bottom line is you get a conversational interface for your entire billing department.

1. Subscribe to the Invoice Ninja MCP and grab your API token from your dashboard.
2. Enter your Invoice Ninja domain and API token into your AI client.
3. Start asking your agent to list clients, check balances, or create new invoices.

## Frequently Asked Questions

**Can the Invoice Ninja MCP create new clients?**
Yes, it can create new client profiles directly through your AI agent. You just need to provide the name and contact details in your chat.

**Does Invoice Ninja MCP support multi-currency?**
It supports whatever currency settings you have active in your Invoice Ninja account. Your agent will pull the correct totals for your specific region.

**Can I use Invoice Ninja MCP to see my total revenue?**
Yes, your agent can list all your invoices and help you summarize your revenue streams or check for outstanding payments at any time.

**Is my data safe with Invoice Ninja MCP?**
Your data remains secure as the Connector uses your private API token to communicate with your account. You control the permissions.

**Can I delete old invoices with Invoice Ninja MCP?**
Yes, you can ask your agent to delete or archive specific invoices to keep your billing history organized and your workspace clean.

**How do I connect Invoice Ninja MCP to my agent?**
You can connect it easily through the Vinkius catalog. Once you subscribe, you'll just need to provide your domain and API token to get started.

**Can I create a new invoice draft through my agent?**
Yes. Use the `create_invoice` tool by providing an existing Client ID and a JSON array of line items. Your agent will generate the draft in Invoice Ninja, ready for your final review and sending.

**How do I check a client's outstanding balance?**
The `get_client` tool allows your agent to retrieve complete details for a specific client, including their current balance and payment history. This helps you quickly identify which clients need follow-up on outstanding payments.

**Can my agent list all unpaid invoices?**
Absolutely. Use the `list_invoices` tool to browse your billing system. Your agent can filter through the results to show you which invoices are still in 'Sent' or 'Overdue' status directly through natural conversation.