# everbill MCP MCP > everbill MCP handles invoicing and bookkeeping by giving your AI agent full access to your client directory, product catalog, and financial history. You can programmatically generate new invoices, pull detailed customer profiles, or check real-time stock levels—all through natural conversation. It's designed for managing the messy parts of running a small business without manual data entry. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** everbill, invoicing-api, inventory-tracking, accounting-automation, billing, small-business, crm-lite, mcp ## Description This MCP lets you take charge of your entire billing process using just plain language commands. Instead of jumping between spreadsheets and client dashboards, your AI agent becomes your dedicated accounting coordinator. Need to check if Acme Corp has paid their last invoice? Just ask. Want to create a new bill for John Doe that includes three specific products? Tell the agent. It handles the details. It pulls together customer data, product lists, and document records so you don't have to dig through fragmented tables anymore. When dealing with sensitive financial information like this, we know security matters; that’s why Vinkius ensures all your credentials pass through a zero-trust proxy. Your keys are used only in transit and never saved on disk. This means the AI can work with complex client data without ever compromising its integrity. ## Tools ### create_customer Adds a brand new client profile into your everbill system. ### create_invoice Generates and records a professional invoice for a specific customer. ### get_customer Retrieves all known details about a single, existing client. ### get_invoice Fetches the full record and details for one specific invoice ID. ### list_customers Provides a comprehensive list of every customer currently in your book. ### list_invoices Lists all recorded invoices, allowing you to check billing status and dates. ### list_products Pulls a current list of every product and its metadata for inventory checks. ## Prompt Examples **Prompt:** ``` List all my customers in everbill. ``` **Response:** ``` I've retrieved your customer directory. You have 15 registered clients. Notable accounts include 'Acme Corp' (ID: 101) and 'John Doe' (ID: 102). Which one would you like to view the history for? ``` **Prompt:** ``` Check the stock levels for all products. ``` **Response:** ``` Scanning inventory... I've found 25 items in your catalog. Highlights: 'Wireless Mouse' (50 units), 'Mechanical Keyboard' (12 units), and 'USB-C Cable' (150 units). Would you like to see a list of low-stock items? ``` **Prompt:** ``` Get details for invoice ID '12345'. ``` **Response:** ``` Fetching invoice 12345... This document is for 'Acme Corp' totaling €450.00. It includes 2 items and is currently marked as 'Open'. Shall I download the PDF link for you? ``` ## Capabilities ### Create new clients Add a completely new customer profile to your directory. ### Generate invoices Build and send out professional, itemized invoices for any client. ### Look up customer history Get a detailed profile, including the payment history, for any existing client. ### Retrieve invoice details Pull specific data about an invoice, like who it's for and what items were included. ### List all customers Generate a list of every customer you have on file in your account. ### Check billing records Pull a complete list of all invoices that have ever been created or paid. ### Monitor product inventory Get a current list and metadata for every product you sell. ## Use Cases ### The quarterly audit check A bookkeeper needs to verify payment status for 50 clients from three months ago. Instead of running five separate reports, they ask the agent to `list_customers` and then iterate through all accounts, using `get_invoice` on each one to confirm the 'Paid' flag. ### Onboarding a new contract A consultant lands a big deal. They instruct their agent: first, use `create_customer` for the new company; then, use `list_products` to confirm pricing for three items; finally, tell it to `create_invoice` with all details. ### Running out of stock The operations team needs to know if they can fulfill an urgent order. They run `list_products`. If the quantity is low, they use that data point when drafting a warning note on the customer record. ### Handling billing disputes A client says their last invoice was wrong. The agent fetches the original bill using `get_invoice` and compares it against the current product catalog via `list_products` to find the mismatch instantly. ## Benefits - Stop guessing about payments. You can use `list_invoices` to pull a full record of every bill generated for a client, giving you an instant audit trail. - New clients are easy. Use the `create_customer` tool to add someone's details instantly, then follow up by using `get_invoice` to draft their first bill. - Inventory checks don’t require another tab. Run `list_products` to see real-time stock levels before you even create an invoice, preventing overbilling. - Getting client details is simple with `get_customer`. You pull up a profile and immediately know everything about them—history, contact info, billing status. - Never lose track of paperwork. The MCP lets your agent access the full history of business documents using all available tools. ## How It Works The bottom line is, you tell your AI what business action needs doing, and it handles the multi-step API sequence automatically. 1. First, subscribe to this MCP on Vinkius and retrieve your everbill API Key from the platform settings. 2. Next, connect that key to any AI client like Cursor or Claude. Your agent now has access to all billing tools. 3. Finally, give it a command—for example, 'Create an invoice for John Doe using products A and B.' The MCP executes the necessary calls. ## Frequently Asked Questions **How do I check if a customer exists using the `get_customer` tool?** The agent checks for existence and returns the full profile if found. If no record matches, it tells you that the client doesn't exist yet, prompting you to use `create_customer`. **What is the easiest way to create an invoice? Should I use `create_invoice` or manually input data?** `create_invoice` is the direct action. You tell your agent which customer and what items are needed, and it structures and generates the bill for you. **Can I see all my past invoices at once? Which tool should I use?** Use `list_invoices`. This pulls a comprehensive list of every invoice record, letting you quickly filter by date or status without leaving your workspace. **If product prices change, how do I make sure my invoices are right? Do I use `list_products`?** Yes. Running `list_products` ensures the agent is working with the absolute latest pricing data for your catalog before it generates any invoice. **If I try to create an invoice with incomplete data using the `create_invoice` tool, what happens?** The system returns a specific validation error detailing exactly which field is missing or formatted incorrectly. You must ensure you have all required parameters (like customer IDs and item line details) before calling this tool. **I have thousands of records; is there a limit when using the `list_customers` tool?** Yes, API rate limits apply to large data calls. The MCP handles pagination automatically for you. If your agent sends too many requests in quick succession, it will receive an error code indicating the required waiting period. **Before I start billing, how do I check my entire catalog of items using the `list_products` tool?** You just need to call the `list_products` tool. This pulls your full, current product catalog into the agent's context. It’s essential for confirming correct SKUs and ensuring accurate pricing when generating a new invoice or customer record. **If I create a new client using the `create_customer` tool, how do I ensure I can find them later with `get_customer`?** The system immediately returns the unique Customer ID after successfully running `create_customer`. You must save this generated ID; it is the primary key required for subsequent tools like `get_customer` or generating a new invoice.