# NeetoInvoice MCP for AI Agents AI Agent Connect > NeetoInvoice lets you handle your entire billing cycle through a chat interface. You can manage clients, track project hours, and send out invoices without switching tabs. It connects your project management data directly to your AI agent so you can handle the boring admin stuff with simple commands. ## Overview - **Category:** project-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_K5ZA0WCN37YtlDLyPIudPq6a4PfmqkunTKyAToHR/ai-agent-connect - **Tags:** invoicing, billing, time-tracking, client-management, project-billing ## Description NeetoInvoice lets you handle your entire billing cycle through a chat interface. You can manage clients, track project hours, and send out invoices without switching tabs. It connects your project management data directly to your AI agent so you can handle the boring admin stuff with simple commands. Handling the back-and-forth of billing usually feels like a chore that pulls you away from actual work. You're jumping between tabs to check how many hours a freelancer spent on a project, then trying to remember which client needs an invoice sent today. This Connector changes that by bringing your NeetoInvoice data directly into your primary workspace. Instead of navigating a complex dashboard, you just tell your agent what needs to happen. You can ask it to pull up a client's history, see who's assigned to a specific project, or get a summary of time logs. It handles the heavy lifting of looking up IDs and cross-referencing projects so you can stay focused on the big picture. When you find this through the Vinkius catalog, you're getting a way to turn your billing workflow into a conversation. It's about getting your admin done in seconds rather than minutes, making it easier to keep your cash flow moving without the headache of manual data entry. ## Tools ### create_project Set up a new project within your workspace. This allows you to track specific work goals and billing methods. ### create_recipient Add a specific recipient to an existing client record. Use this to ensure invoices reach the right person at a company. ### create_time_entry Log a new time entry for a project to track billable hours. This ensures you capture every minute of work for accurate invoicing. ### delete_recipient Remove a specific recipient from a client's record. Use this to keep your contact lists clean and up to date. ### generate_invoice Create a professional invoice based on your project data. This automates the billing process so you can get paid faster. ### get_client Fetch full details for a specific client using their ID. This lets you quickly check billing history or contact info. ### get_project Pull the details for a project using its unique ID. Use this to see current project status and assigned team members. ### list_project_users See every user currently assigned to a specific project. This helps you monitor your team's workload across different jobs. ### list_team_members View a complete list of all team members in your workspace. This makes it easy to see who is available for new assignments. ### list_time_entries Pull a list of time entries with specific filters. Use this to review work logs before finalizing a monthly bill. ### remove_project_user Take a user off a specific project. This helps you manage team rotations as project needs change. ### remove_team_members Remove multiple team members from the workspace at once. Use this to clean up your team list when staff leaves. ### update_client Edit the information for an existing client record. This ensures your billing data stays current as client details change. ### update_project Modify the details of a project you've already created. Use this to adjust billing methods or project goals on the fly. ### update_project_user Change the role of a user assigned to a project. This helps you manage permissions and responsibilities for your team. ### update_recipient Edit the details of a client recipient. This keeps your primary contact information accurate for every invoice. ### create_client Create a new client profile including their name, currency, and status. This keeps your customer database organized and ready for billing. ### update_team_member Update the profile or status of a team member. Use this to keep your internal records current as your team grows. ### add_project_user Assign a new user to a specific project. This makes it easy to onboard new staff to specific jobs. ### add_team_members Bulk add new team members to your workspace. Use this to quickly scale your team during busy periods. ## Prompt Examples **Prompt:** ``` Who's working on the 'Website Redesign' project? ``` **Response:** ``` I've checked the project details for 'Website Redesign'. Here are the current team members: | Name | Role | | :--- | :--- | | Sarah Jenkins | Lead Designer | | Mike Ross | Frontend Dev | | Elena Rodriguez | QA | Would you like me to add anyone else to this project? ``` **Prompt:** ``` Create a new client called 'Blue Sky Retail' in USD. ``` **Response:** ``` Done. I've created 'Blue Sky Retail' as a new client. They are set up with USD as their primary currency and are currently marked as active. Let me know if you'd like to add a recipient for them now. ``` **Prompt:** ``` Log 4 hours for the 'Mobile App' project for today. ``` **Response:** ``` I've successfully logged 4 hours for the 'Mobile App' project. **Summary:** - **Project:** Mobile App - **Time:** 4.0 hours - **Status:** Logged successfully Do you want me to generate an invoice for this project now? ``` ## Capabilities ### Create new client profiles Add new customers to your database with specific currencies and statuses. ### Set up new projects Initialize new projects with specific billing rules and goals. ### Log billable hours Record time spent on specific projects to ensure accurate invoicing. ### Generate professional invoices Create and send invoices automatically based on your project data. ### Manage team assignments Assign and monitor team members across various projects. ### Retrieve client and project details Get instant summaries of your clients, projects, and team members. ## Use Cases ### Billing a client for a week of work A freelancer needs to bill a client for a week of work. They ask the agent to `create_time_entry` for five different tasks and then `generate_invoice` to send the bill. ### Checking project assignments An agency owner needs to see who is working on a high-priority project. They ask the agent to `list_project_users` to check current assignments and workload. ### Onboarding new staff to projects A project manager needs to add a new team member to a specific job. They ask the agent to `add_project_user` to update the project roster immediately. ### Updating client currency A finance lead needs to update a client's currency. They ask the agent to `update_client` to ensure the next invoice is correct for international billing. ## Benefits - Stop switching tabs by using `get_client` and `get_project` to see your data instantly. - Speed up your billing cycle by using `generate_invoice` to create documents in seconds. - Keep your records accurate by using `create_time_entry` to log hours as they happen. - Manage your workforce more easily by using `add_project_user` and `list_team_members`. - Reduce manual errors in client setup by using `create_client` and `create_recipient`. - Keep projects organized by using `update_project` to change billing methods on the fly. ## How It Works The bottom line is you get a chat-based interface for your entire invoicing and project management backend. 1. Subscribe to this Connector and enter your NeetoInvoice API Key and Subdomain. 2. Connect your account to your preferred AI client. 3. Start asking your agent to manage your clients and invoices. ## Frequently Asked Questions **How does the NeetoInvoice MCP help with my agency's billing?** It allows you to generate invoices and manage client data using only natural language. You can ask your agent to pull project data and create bills instantly, removing the need to navigate complex menus. **Can I use NeetoInvoice to track my freelance hours?** Yes. You can log time entries for specific projects through your AI client. This makes it easy to keep track of your billable hours without having to open a separate time-tracking app. **Does the NeetoInvoice MCP support multi-currency billing?** Yes, it handles client currency settings. When you create or update clients, you can specify the currency to ensure your invoices are always accurate for international work. **How do I manage my team's project assignments with NeetoInvoice?** You can use your agent to add, remove, or update users on any project. It makes it simple to reorganize your workforce on the fly just by telling your agent who needs to be where. **Is NeetoInvoice MCP good for high-volume invoicing?** It's designed to streamline the invoice generation process. By connecting your project data to your agent, you can trigger professional invoices for multiple projects quickly. **Can I see my project list through the NeetoInvoice MCP?** Yes, you can query project details and see who is assigned to them. Your agent can pull this information in real-time to give you a status update on any job in your workspace. **How do I log hours for a specific project?** You can use the `create_time_entry` tool. Just provide the project ID and the duration of work to record it in NeetoInvoice immediately. **Can I add a new team member to a project via AI?** Yes! Use the `add_project_user` tool by specifying the Project ID, User ID, and their role (e.g., 'project_manager' or 'regular_user'). **How can I check the billing details of a project?** Use the `get_project` tool with the Project ID. It will return the billing method, tasks, and other metadata associated with that project.