# Invoicing Plus MCP for AI Agents AI Agent Connect

> Invoicing Plus lets you manage your entire billing cycle through your AI agent. You can create invoices, manage a client database, track payments, and monitor your revenue without leaving your chat interface. It's built for freelancers and small businesses who need to handle professional estimates and tax-compliant billing quickly.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_N77LGyHMlmyY3OJyyVF4xgihhLmy5kMxSpzP09Xu/ai-agent-connect
- **Tags:** invoicing, estimates, payment-tracking, client-management, tax-calculation, small-business

## Description

Imagine you're in the middle of a project and realize you need to send over a new estimate or check if a client paid last month. Instead of switching tabs, opening a billing dashboard, and digging through records, you just ask your agent. This Connector connects your Invoicing Plus account directly to your AI client, turning your billing software into a conversational workspace. You can tell your agent to pull up a specific customer's history, list all your outstanding invoices, or even create a new bill with specific line items and tax rules on the fly. It handles the heavy lifting of data entry and status tracking so you can stay focused on your actual work. Because Vinkius makes it easy to connect these types of tools, you can keep your entire business workflow in one place. You get the ability to see your revenue trends and product catalog details instantly, making it way easier to manage cash flow without the usual administrative headache. It's about moving from manual data entry to just telling your agent what needs to happen next.

## Tools

### create_customer
Add a new customer to your database with their name and email.

### get_company
Pull up the specific details for a company in your records.

### get_customer
Retrieve a specific customer's profile information.

### get_estimate
Look up a specific quote or estimate you sent to a client.

### get_invoice
Fetch the details of a specific invoice from your billing history.

### get_item
View the details of a specific product or service from your catalog.

### list_companies
See a full list of all companies in your Invoicing Plus account.

### list_customers
Browse every customer currently in your database.

### list_estimates
View all estimates you've created for your clients.

### list_invoices
See a list of all invoices, including their current payment status.

### list_items
View your full catalog of products and services with their prices.

### list_payments
Check your list of payments to see what's been collected.

## Prompt Examples

**Prompt:** 
```
Create an invoice for Acme Corp for 5 hours of web design at $150/hr plus 10% tax.
```

**Response:** 
```
✅ **Invoice Created!**

*   **Client:** Acme Corp
*   **Service:** Web Design (5 hrs @ $150/hr)
*   **Subtotal:** $750.00
*   **Tax (10%):** $75.00
*   **Total Amount:** $825.00

**Status:** Draft. Would you like me to send this to the client's email on file?
```

**Prompt:** 
```
Who hasn't paid me yet? Show all overdue invoices.
```

**Response:** 
```
Here are your current overdue invoices:

| Invoice # | Client | Amount | Days Overdue |
| :--- | :--- | :--- | :--- |
| #INV-2075 | TechCo | $1,800 | 15 |
| #INV-2080 | StartupXYZ | $1,200 | 8 |
| #INV-2083 | DesignCo | $1,250 | 3 |

**Total Outstanding:** $4,250
```

**Prompt:** 
```
Give me a summary of my revenue for this month.
```

**Response:** 
```
### 📊 Monthly Revenue Summary

*   **Total Revenue:** $18,450
*   **Total Invoices:** 12
*   **Amount Paid:** $14,200 (77%)
*   **Outstanding:** $4,250
*   **Average Invoice Value:** $1,537

**Trend:** This is a **+12%** increase compared to last month. 🚀
```

## Capabilities

### Create new invoices
Generate bills with line items and tax calculations instantly.

### Manage client records
Add, browse, and inspect customer profiles.

### Track payment statuses
Monitor which invoices are paid, pending, or overdue.

### Browse product catalogs
Access your list of services and pricing for quick billing.

### Monitor revenue trends
View total earnings and outstanding amounts across your business.

### Retrieve estimates
Pull up specific quotes to check project scopes or pricing.

## Use Cases

### Sending a quick invoice
A freelancer asks the agent to create an invoice for a new project with 3 line items and tax.

### Checking late payments
A business owner asks the agent to list all invoices that are currently overdue.

### Onboarding a client
A consultant tells the agent to create a new customer record for a new lead they just signed.

### Revenue reporting
An accountant asks for a summary of this month's revenue and total outstanding amounts.

### Quote review
A project manager pulls up a specific estimate to confirm the pricing of a past project.

## Benefits

- Stop switching tabs by using list_invoices to check statuses directly in your chat.
- Speed up billing with list_items so you can quickly see prices for your services.
- Keep your database clean by using create_customer to add new clients on the fly.
- Monitor your cash flow with list_payments to see exactly what's coming in.
- Save time on quotes by pulling up details with get_estimate whenever a client asks.
- Get better visibility on your business with revenue monitoring tools to see trends.

## How It Works

The bottom line is you get to handle all your billing tasks through a simple conversation with your AI agent.

1. Subscribe to this Connector on the Vinkius Marketplace.
2. Provide your Invoicing Plus API Key in your AI client settings.
3. Ask your agent to create invoices, list clients, or check payment statuses.

## Frequently Asked Questions

**Can I use Invoicing Plus to send invoices to my clients?**
Yes, you can have your AI agent create and send professional invoices directly to your clients. It handles the line items, tax calculations, and delivery for you.

**How does Invoicing Plus help me manage my client list?**
It allows your AI agent to browse your existing customers or add new ones to your database instantly. You can manage your entire client history through conversation.

**Can I see my product prices using Invoicing Plus?**
Yes, the Connector connects to your product catalog. Your agent can look up current pricing for any service or product to ensure your quotes are always accurate.

**Does Invoicing Plus track my overdue payments?**
It does. Your agent can pull a list of all invoices and identify which ones are still outstanding or past their due dates so you can follow up.

**Can I create new estimates with Invoicing Plus?**
Absolutely. You can ask your agent to generate and retrieve specific estimates, making it much faster to provide quotes to new leads.

**How do I see my total revenue with Invoicing Plus?**
You can ask for a revenue summary at any time. The agent will calculate your total earnings, paid amounts, and outstanding balances for a specific period.

**Can I create and send invoices through the AI agent?**
Yes. Use the invoice creation tools with client ID, line items, and tax settings. Browse products for quick item selection and send invoices directly to clients.

**Can I track overdue invoices and payment status?**
Yes. List invoices with status filters to identify overdue, paid, and pending invoices. Track payment amounts and dates for cash flow monitoring.

**Can I manage my product catalog?**
Yes. Browse all products and services with pricing. Use products directly when creating invoices for quick line item selection.