# Invoiced MCP for AI Agents AI Agent Connect > Invoiced MCP. This tool lets you manage your entire accounts receivable process, from tracking customer balances to auditing subscription plans and payments. It connects your AI agent directly to your Invoiced data, so you can pull invoice statuses, list customers, and monitor revenue flow without manual data entry. It's built for teams who need to stay on top of billing without the constant tab-switching. ## Overview - **Category:** finance-accounting - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_iwt0J0ItNCwI97MhTkQtfZE4JzmHRht7SlTTdzud/ai-agent-connect - **Tags:** accounts-receivable, automated-billing, payment-reminders, invoice-management, dso-reduction ## Description Invoiced lets your AI agent take over the tedious parts of your billing and payment lifecycle. Instead of jumping between tabs to see who owes you money, you can just ask your agent to pull up the latest status. This Connector connects your AI client to your Invoiced data so you can handle customer queries, audit your revenue, and keep your subscription records organized in one place. It's a huge help for keeping your books straight without the manual data entry. You can find this and thousands of other connectors in the Vinkius catalog to build out your entire tech stack. Whether you're looking for a specific invoice or need to see your current subscription plans, your agent handles the heavy lifting while you stay focused on the actual work. ## Tools ### check_invoiced_status Verify Invoiced API connectivity ### list_credit_notes List all credit notes ### create_customer Create a customer ### create_invoice Pass line items as JSON array with name, quantity, and unit_cost. Create an invoice ### get_customer Get a customer's contact info, balance, and payment settings. Use this to research a client before a billing call. ### get_invoice Pull specific details for a single invoice. It's perfect for auditing a specific bill or answering a customer's question. ### list_customers Get a list of all customer names and account IDs. This is your starting point for managing your entire receivable list. ### list_estimates List all estimates ### list_invoices See all invoice numbers, amounts, and statuses. Use this to monitor your overall revenue flow at a glance. ### list_payments See all payment methods, amounts, and transaction IDs. Use this to reconcile bank statements and audit revenue collection. ## Prompt Examples **Prompt:** ``` Who are our customers with a balance over $500? ``` **Response:** ``` I've checked your Invoiced account. Here are the customers with outstanding balances over $500: | Customer Name | Account ID | Balance | | :--- | :--- | :--- | | Acme Corp | AC-9921 | $1,250.00 | | Globex Inc | GX-4432 | $840.50 | | Stark Ind | SI-1029 | $2,100.00 | Would you like me to list the specific invoices for any of these? ``` **Prompt:** ``` What's the status of invoice INV-102? ``` **Response:** ``` I've retrieved the details for invoice **INV-102**: * **Status:** Paid * **Amount:** $450.00 * **Date:** March 12, 2025 * **Payment Method:** Credit Card Everything looks settled for this billing cycle. ``` **Prompt:** ``` List all our current subscription plans. ``` **Response:** ``` Here are the subscription plans currently defined in your Invoiced account: * **Basic Tier:** $49/month (Standard support) * **Pro Tier:** $149/month (Priority support, unlimited seats) * **Enterprise:** Custom pricing (Dedicated account manager) Let me know if you need to see the specific items included in any of these plans. ``` ## Capabilities ### Pull customer balances Get contact info and payment settings for specific clients. ### Audit invoice details Retrieve specific billing information for a single invoice. ### View marketing incentives List all active discount coupons in your account. ### List all customers Get a full list of customer names and account IDs. ### Monitor revenue flow See all invoice numbers, amounts, and statuses at once. ### Check billing inventory View item codes, descriptions, and unit prices. ### Audit payment history See payment methods, amounts, and transaction IDs. ### View subscription plans List all defined subscription tiers and models. ### Track active subscriptions Monitor long-term customer commitments and MRR. ### Review tax rates See all defined tax rates and compliance data. ## Use Cases ### Audit a specific customer's history A support rep needs to know why a client was overcharged. They ask the agent to use get_customer and get_invoice to see the full billing history. ### Monitor revenue flow A founder wants to see what's coming in this week. They ask the agent to list_invoices and list_payments to get a summary of recent activity. ### Check marketing incentives A marketing manager wants to see what coupons are live. They ask the agent to list_coupons to verify the current offers. ### Review subscription tiers A product manager wants to see what plans are available. They ask the agent to list_plans to check the pricing and items. ## Benefits - Audit marketing spend faster by using list_coupons to see every active discount in your account. - Track your MRR with more precision by using list_subscriptions to monitor all active customer commitments. - Save time on support tickets by using get_invoice to pull specific billing details for customers instantly. - Simplify bank reconciliations by using list_payments to see all transaction IDs and amounts in one view. - Keep your records clean by using list_customers to get a full overview of your accounts receivable list. - Ensure tax compliance by using list_tax_rates to see exactly how taxes are being applied to your invoices. ## How It Works The bottom line is you get a direct line to your billing data without the manual clicking. 1. Provide your Invoiced API keys to the Connector configuration. 2. Connect the Connector to your AI client like Claude or Cursor. 3. Ask your agent to list payments, check balances, or audit invoices. ## Frequently Asked Questions **Can the Invoiced MCP help me track my MRR?** Yes, it can. By pulling your active customer subscriptions, your agent can summarize your monthly recurring revenue and help you monitor long-term commitments. **How does the Invoiced MCP handle tax rates?** It pulls all defined tax rates from your account. This allows your agent to see exactly how taxes are being applied to your invoices for compliance checks. **Can I use the Invoiced MCP to check if a customer paid?** Yes, you can ask your agent to check a specific invoice status. It will pull the real-time payment status directly from your Invoiced data. **Does the Invoiced MCP work with my existing Invoiced account?** Yes, it connects via the Invoiced API. Once connected, your AI agent can access your live billing data to perform actions and answer questions. **Can I audit my marketing coupons with the Invoiced MCP?** Absolutely. You can ask your agent to list all active coupons to see what discounts are currently live and how they are being used. **Is the Invoiced MCP good for accounts receivable?** It's designed specifically for that. It helps you manage customer lists, monitor invoice statuses, and track payments to keep your receivables organized. **How do I get Invoiced API credentials?** Log in to your Invoiced dashboard, navigate to Settings > Developers > API Keys, and copy your API Key. **Does it support Sandbox mode?** Yes, you can use your Invoiced sandbox API key to test all functionality without moving real money. **Can I see real-time payments?** Yes, the list_payments tool provides access to all payment transactions recorded in your Invoiced account. **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.