# InvoiceXpress MCP for AI Agents AI Agent Connect > InvoiceXpress MCP for AI Agents. Manage your certified Portuguese invoicing, track client payments, and handle estimates directly through your AI. It connects to your InvoiceXpress account to handle fiscal compliance, client data, and document delivery in one place. ## Overview - **Category:** finance-accounting - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Y79sWMz83EJs6EOkKf59gGsATmLtyafmTRpGhsg4/ai-agent-connect - **Tags:** invoicing, tax-compliance, fiscal-reporting, portugal-tax, client-management, billing-automation ## Description Imagine you're running a business in Portugal and the paperwork is starting to pile up. You're jumping between tabs to check who paid their invoice, who needs a reminder, and what the current VAT rates are for a new service. It's a constant cycle of navigation that pulls you away from your actual work. This Connector changes that by letting your AI agent act as a bridge to your InvoiceXpress account. Instead of hunting for PDFs or manually digging through client records, you just ask your agent for the status of a specific bill or to pull up a client's fiscal details. It handles the heavy lifting of navigating your billing history so you can stay focused on your sales and operations. It's one of the many practical tools available in the Vinkius catalog that turns a clunky administrative task into a quick conversation. You can check your sales pipeline, audit your tax settings, or grab a link to a signed document without ever opening a separate browser window. It's about getting the data you need, exactly when you need it, without the friction of manual data entry or clicking through endless menus. You get a direct line to your certified billing, making it feel like you have a dedicated assistant handling the Portuguese tax requirements for you. ## Tools ### update_client Modify existing demographic information for a customer. Use this to keep your client data accurate and current. ### list_items View your entire catalog of services and products. This helps you see what you can currently bill for. ### list_clients See all your registered clients in a single list. Pull this list to get a high-level view of your customer base. ### get_client Pull the full fiscal profile and contact history for a specific customer. Use this to see every detail on a single client record. ### find_client Search for a specific business by its name. Use this to quickly locate a customer without scrolling. ### create_client Register a new client with their NIF and address details. This adds a new customer to your official records. ### get_item See the specific price and VAT details for a single item. Use this to check the exact cost of a service. ### create_item Add a new billable service or product to your inventory. This lets you expand your catalog through your agent. ### list_invoices Pull a list of all invoices you've issued to date. Use this to monitor your recent billing activity. ### get_invoice Retrieve the full details and PDF link for a specific bill. Use this to quickly share a signed document. ### list_credit_notes Check all returns and credit adjustments. Use this to see balance corrections and refunds. ### list_receipts See all payment receipts from your customers. Use this to verify that bills have been settled. ### list_guides Pull all transport guides for your shipments. This is useful for tracking logistics and deliveries. ### list_taxes View the active VAT rates and exemptions in your account. Use this to ensure you are billing correctly. ### list_sequences Check your active invoice series and numbering. Use this to verify your billing sequences. ### list_estimates View all pending quotes and pro-forma invoices. This helps you keep track of your sales pipeline. ## Prompt Examples **Prompt:** ``` List the last 5 invoices from InvoiceXpress ``` **Response:** ``` I've retrieved the latest 5 invoices for you: | Invoice | Amount | Status | | :--- | :--- | :--- | | FT 2026/1 | €1,200 | Finalized | | FT 2026/2 | €450 | Finalized | | FT 2026/3 | €2,100 | Finalized | | FT 2026/4 | €300 | Finalized | | FT 2026/5 | €850 | Finalized | Would you like the PDF link for any of these? ``` **Prompt:** ``` Search for a client named 'TechPorto' ``` **Response:** ``` I found the client you were looking for: **Client:** TechPorto **ID:** 12345 **Fiscal ID (NIF):** 500123456 **Location:** Porto They currently have **3 active estimates** pending approval. Would you like to see the contact history or the details for those estimates? ``` **Prompt:** ``` What are the active VAT rates in my account? ``` **Response:** ``` Here are the active VAT rates currently configured in your account: * **23%** (Normal rate, ID: 1) * **13%** (Intermediate rate, ID: 2) * **6%** (Reduced rate, ID: 3) There are also 2 exemption codes active for international services. Let me know if you need the IDs for your item mappings. ``` ## Capabilities ### Pull client fiscal data Retrieve NIF identifiers, addresses, and contact history for any registered client. ### Browse issued invoices View all your sent invoices and receipts with full tax breakdowns. ### Monitor sales proposals Check your pipeline of estimates and pro-forma invoices in one place. ### Audit active tax rates Verify the VAT rates and exemptions currently active in your account. ### Access signed PDF links Get direct permalinks to signed documents for easy sharing with customers. ### List faturable services See your entire catalog of products and services including unit prices. ## Use Cases ### Finding a missing bill A freelancer asks for the PDF of a specific invoice to send to a client. The agent uses get_invoice to find the link immediately. ### Onboarding a new customer A business owner needs to register a new client. They tell the agent the name and NIF, and it uses create_client to add them. ### Tax Audit An accountant needs to check if the VAT rates are correct for a new service. They ask the agent to list taxes and then check the specific item. ### Quote Tracking A service provider wants to see how many estimates are still pending. They ask the agent to list estimates to see the status of all proposals. ## Benefits - Stop hunting for PDFs because get_invoice provides direct links to signed documents in your chat. - Keep your client data clean by using create_client and update_client to manage fiscal records. - Stay on top of your pipeline by quickly checking pending quotes with list_estimates. - Ensure tax compliance by auditing your current rates with list_taxes before billing any new client. - Speed up quoting by pulling your full service catalog via list_items instantly without manual navigation. - Save time on admin by using find_client to locate business details without searching through old spreadsheets. ## How It Works The bottom line is you get a conversational interface for your Portuguese billing and client management. 1. Connect your InvoiceXpress account using your API key in your AI client. 2. Ask your agent to perform a specific task like listing invoices or finding a client. 3. Get the data, fiscal details, or PDF links back in your chat window. ## Frequently Asked Questions **Can I use InvoiceXpress MCP for Portuguese billing?** Yes, this Connector is specifically designed to connect your InvoiceXpress account to your AI client for certified Portuguese invoicing and client management. **How do I get invoice PDFs using this Connector?** You can simply ask your agent to find a specific invoice, and it will retrieve the direct permalink to the signed PDF document for you. **Can I register new clients with this tool?** Yes, you can tell your agent the client's name and fiscal details, and it will register them in your InvoiceXpress account automatically. **Does this Connector handle Portuguese VAT rates?** Yes, it can pull your active VAT rates and exemptions so you can verify tax compliance before issuing a bill. **Can I use this to see my pending quotes?** You can ask your agent to list all your estimates and pro-forma invoices to see your current sales pipeline at a glance. **How does this help with tax compliance in Portugal?** It helps by allowing you to audit your active tax rates and ensure your items are mapped correctly to official tables through a simple conversation. **Can I see the signed PDF of an invoice through my agent?** Yes. Use the `get_invoice` tool with a specific Invoice ID. Your agent will return all document details along with a permalink to the signed PDF, allowing you to view or share the official fiscal document instantly. **How do I find a client by their company name?** The `find_client` tool allows you to search for a client directly by their business name. This is perfect for locating a client profile when you don't have their numerical ID handy. **Can I list the VAT rates available in my account?** Absolutely. Use the `list_taxes` tool to enumerate all VAT rates and exemptions configured in your InvoiceXpress account. Your agent will show the official AT mapping, which is essential before creating new items or invoices.