# Invoiced MCP for AI Agents AI Agent Connect

> Invoiced lets you manage your accounts receivable and automated billing workflows through your AI client. It handles invoice portfolios, customer credit profiles, and payment plans, making it easier to get paid faster and reduce your DSO.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_bL36iNYUtXdBenwAxh8aIbsCrA1KWFRF4gTp5qD9/ai-agent-connect
- **Tags:** accounts-receivable, automated-billing, payment-reminders, invoice-management, dso-reduction

## Description

Managing a company's cash flow usually involves jumping between tabs to see who owes money and who is late. This Connector changes that by putting your entire billing lifecycle into a single conversation with your agent. Instead of hunting through a dashboard to see which customers are lagging on their payments, you can just ask your AI to pull up the status of your outstanding invoices or check a specific customer's payment history. It handles the heavy lifting of tracking payment plans and auto-pay settings so you can focus on actual business growth. When you connect this to the Vinkius catalog, you get a direct line into your revenue operations. You can have your agent summarize your collection metrics, verify your API connectivity, or even set up new billing records without leaving your workspace. It turns your AI into a dedicated finance coordinator that knows your customers' credit profiles and keeps your billing infrastructure running smoothly.

## Tools

### create_customer
Create a new customer profile in your Invoiced account. This helps you set up new clients quickly.

### check_invoiced_status
Verify that your API connection to Invoiced is active. Use this to ensure your agent has the right permissions.

### create_invoice
Generate a new invoice with specific line items and costs. This lets your agent handle billing requests instantly.

### get_customer
Retrieve detailed information about a specific customer. This is useful for checking contact details or account status.

### get_invoice
Fetch the specific details of a single invoice. Use this to see line items or payment statuses.

### list_credit_notes
View all credit notes issued to your customers. This helps you track adjustments and balances.

### list_customers
Get a full list of all customers in your account. This is the starting point for auditing your client base.

### list_estimates
See all pending estimates waiting for approval. This helps you keep track of quotes sent to prospects.

### list_invoices
Pull a list of all invoices in your portfolio. Use this to monitor your overall billing activity.

### list_payments
View all payments received in your account. This provides a clear history of your incoming revenue.

## Prompt Examples

**Prompt:** 
```
Show me all unpaid invoices over $500.
```

**Response:** 
```
I found 3 unpaid invoices over $500:

| Invoice ID | Customer | Amount | Due Date |
| :--- | :--- | :--- | :--- |
| INV-9921 | Acme Corp | $1,200 | Oct 12 |
| INV-9945 | Globex | $850 | Oct 15 |
| INV-9980 | Stark Ind | $2,100 | Oct 18 |

Would you like me to send payment reminders for these?
```

**Prompt:** 
```
Create an invoice for customer 5001 for Web Design at $1000.
```

**Response:** 
```
I've created that invoice for you.

**Invoice Details:**
- **Customer ID:** 5001
- **Item:** Web Design
- **Total:** $1,000.00
- **Status:** Draft

Would you like me to send this to the customer now?
```

**Prompt:** 
```
List all estimates that haven't been approved yet.
```

**Response:** 
```
You have 4 pending estimates:

*   **EST-441**: $5,000 (Sent 2 days ago)
*   **EST-442**: $1,200 (Sent 5 days ago)
*   **EST-445**: $3,400 (Sent 1 day ago)
*   **EST-449**: $750 (Sent 3 days ago)

I can follow up on any of these for you.
```

## Capabilities

### List unpaid invoices
See which customers owe money and how much is outstanding.

### Create new billing records
Generate invoices and customer profiles through natural language.

### Check customer credit status
Access real-time credit profiles and payment histories.

### Monitor payment plans
Track auto-pay settings and scheduled payment structures.

### Verify API connectivity
Check your account connection status instantly.

### Summarize collection metrics
Get a quick overview of your total revenue and aging statuses.

## Use Cases

### Identify overdue accounts
A Finance Manager asks the agent to show all unpaid invoices over $500. The agent uses `list_invoices` to find them and summarizes the total debt.

### Sync estimates with CRM
A developer needs to pull a list of all active estimates to sync with a CRM. The agent uses `list_estimates` to grab the data for the sync.

### Quick invoice creation
An A/R lead needs to create a new invoice for a recurring service. They tell the agent the items, and it uses `create_invoice` to do it.

### Check API health
A business owner wants to check if their API key is working correctly. They ask the agent to check the connection using `check_invoiced_status`.

## Benefits

- Reduce DSO by identifying overdue payments instantly with `list_invoices` and `list_payments`.
- Speed up onboarding by creating new clients using `create_customer` without manual data entry.
- Gain real-time visibility into your revenue with `list_estimates` and `list_credit_notes`.
- Verify account health and scaling limits using `check_invoiced_status` for reliable operations.
- Simplify complex billing tasks by using `create_invoice` to handle multiple line items at once.
- Access deep customer history with `get_customer` to make informed credit decisions.

## How It Works

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

1. Subscribe to this Connector on the Vinkius marketplace.
2. Grab your API Key from the Invoiced dashboard under Settings.
3. Connect your AI client and start asking questions about your billing.

## Frequently Asked Questions

**Can Invoiced MCP help me reduce my DSO?**
Yes, it helps you identify overdue payments and track aging statuses instantly. By using your AI client to monitor your portfolio, you can catch late payments faster and improve your collection speed.

**How do I use Invoiced MCP to manage customer credit profiles?**
You can ask your agent to pull up specific customer credit profiles or payment histories in real-time. This allows you to make informed decisions on credit limits and payment plans without manual searching.

**Can my AI agent create invoices for me?**
Yes, your agent can generate new invoices by taking your natural language instructions about line items and costs. It then creates those records directly in your Invoiced account.

**How does the Invoiced MCP handle payment plans?**
The Connector gives your agent access to your directory of payment plans and auto-pay settings. You can query these details to coordinate your revenue and see how customers are structured to pay.

**Can I use Invoiced MCP to check my API status?**
Yes, you can ask your agent to verify your account-level API connectivity. This ensures your agent has the correct permissions to perform actions on your behalf.

**Is Invoiced MCP good for high-volume billing?**
It is designed for scale. It allows your agent to manage large portfolios, list all invoices, and retrieve customer directories quickly, making it ideal for growing businesses.

**Can I create invoices directly from my AI agent?**
Yes. Use the `create_invoice` tool with a customer ID and line items. The invoice is created instantly in your Invoiced account.

**How do I track outstanding payments?**
Use `list_payments` to see all payment transactions or `list_invoices` to review invoices with their payment status and outstanding balances.

**Can I manage customers and credit notes?**
Absolutely. Use `create_customer` to add new accounts, `list_customers` to browse, and `list_credit_notes` to review all issued credits.