InvoiceXpress MCP. Manage Portugal billing and client compliance from chat.
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InvoiceXpress (Online Invoicing) MCP Server manages certified accounting and client records for Portugal. Use it to list clients, check tax compliance, track invoices, and create estimates directly from your AI client.
It handles the full lifecycle of billing and client management within the Portuguese fiscal framework.
What your AI agents can do
Create client
Registers a new client in InvoiceXpress with full fiscal data.
Create item
Adds a new billable article or service to your catalog.
Find client
Searches for an existing client by their business name.
Retrieves a list of all registered clients, or pulls detailed fiscal data for a specific client by name or ID.
Registers a new client in InvoiceXpress, requiring complete fiscal data for compliance.
Fetches all details and the PDF link for a single invoice, or lists multiple invoices to track payment status.
Creates new items for billing or retrieves detailed information on existing articles and services, including unit prices.
Lists and retrieves all estimates and pro-forma invoices, helping track pending business proposals.
Lists all active VAT rates and exemption codes configured in the account for compliance checks.
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InvoiceXpress MCP Server: 16 Tools for Billing & Accounting
Manage every step of the billing process, from listing clients to auditing tax rates, using these 16 specialized tools.
019d75bbcreate client
Registers a new client in InvoiceXpress with full fiscal data.
019d75bbcreate item
Adds a new billable article or service to your catalog.
019d75bbfind client
Searches for an existing client by their business name.
019d75bbget client
Retrieves the complete record for a client using their unique ID.
019d75bbget invoice
Gets all details and the PDF link for a specific invoice.
019d75bbget item
Retrieves the details of a specific billable article or service by ID.
019d75bblist clients
Retrieves a list of every client registered in InvoiceXpress.
019d75bblist credit notes
Lists all credit notes (for returns or adjustments).
019d75bblist estimates
Lists all issued estimates and pro-forma invoices in paginated results.
019d75bblist guides
Lists transport guides.
019d75bblist invoices
Retrieves a list of all issued invoices.
019d75bblist items
Lists every configured article and service item in the system.
019d75bblist receipts
Lists all customer payment receipts.
019d75bblist sequences
Lists the active invoice series (e.g., FT 2026/).
019d75bblist taxes
Lists all active VAT rates and tax exemptions in your account.
019d75bbupdate client
Updates the demographic data for an existing client without changing other fields.
Choose How to Get Started
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What you can do with this MCP connector
InvoiceXpress MCP Server handles all your billing and client records for Portugal. You'll use your AI client to manage client lists, check tax compliance, and create estimates, all within the Portuguese fiscal framework.
Your agent can list_clients to pull a roster of every client registered. Need specific fiscal details? You can find_client by name or get_client with a unique ID to pull the full record. If you're bringing on a new customer, create_client registers them with all the necessary fiscal data. You can also update an existing customer's details using update_client.
When it comes to billing, you can list_invoices to get a list of all issued invoices, and get_invoice fetches all the details and the PDF link for any specific one. You can list_receipts to pull all customer payment receipts. If you need to track estimates or pro-forma invoices, list_estimates shows you everything issued.
You can also list_credit_notes to see records for returns or adjustments.
To manage what you're selling, list_items pulls a list of every configured article and service item. You can get_item to check the details of a specific article or service by its ID. Need to add something new to your catalog? Use create_item to add a new billable article or service.
For compliance checks, list_taxes pulls every active VAT rate and tax exemption code in your account. You can also review the active invoice series using list_sequences and review transport guides with list_guides.
How InvoiceXpress MCP Works
- 1 Subscribe to the server and input your InvoiceXpress Account Name and API Key.
- 2 Your AI client sends a natural language prompt to the server, specifying the required action (e.g., 'List all clients').
- 3 The MCP Server executes the corresponding tool, retrieving structured data (e.g., a list of clients) and passing it back to your AI client.
The bottom line is, your AI client handles the conversation; the MCP Server handles the certified, compliant data retrieval and modification.
Who Is InvoiceXpress MCP For?
Small business owners, freelance service providers, and accounting teams operating in Portugal. This server lets you manage the entire billing cycle—from initial client setup to final VAT audit—without leaving your development environment or chat window.
Monitors outstanding invoices and client balances by asking their agent to check the status across all records.
Retrieves finalized invoice PDFs for clients immediately, without having to log into the billing portal.
Audits fiscal documents and verifies VAT compliance by requesting lists of rates (list_taxes) and reviewing client fiscal data.
What Changes When You Connect
- Audit tax compliance instantly: Use
list_taxesto see all active VAT rates and exemptions. This ensures any invoice generated, whether viaget_invoiceor a new one, uses the correct official rate. - Simplify client data lookup: Instead of navigating forms, use
find_clientto search by name orlist_clientsto get a full roster. Then useget_clientto pull all fiscal details (NIF/NIPC) into your workflow. - Track the entire sales cycle: Access estimates using
list_estimatesto monitor pending revenue. You can then move tolist_invoicesto see what has been finalized, giving a clear view of your sales pipeline. - Process payments and returns: Use
list_receiptsto check payment history orlist_credit_notesto document refunds. This keeps your full financial history available for review. - Maintain a clean catalog: Use
list_itemsto see all current services and products. Need to change a price? Usecreate_itemorget_itemto manage the core faturable goods. - Generate documents on demand: Use
get_invoiceto pull a specific invoice's PDF link and all line-item details, making it easy to share proof of service without leaving your agent.
Real-World Use Cases
Client Onboarding and Compliance Check
A small business owner needs to register a new client in Portugal. They use create_client, providing the NIF and address data. Next, they use list_taxes to verify the appropriate VAT rates. Finally, they use get_client to confirm the new record is fully populated and accurate before sending the first estimate.
Reconciling Client Payments
An accounting specialist needs to reconcile a client's account. They first run list_invoices to see all billed amounts. They then use list_receipts to check payments received against the invoices. If a refund is needed, they use list_credit_notes to generate the adjustment record.
Generating a Quote and Invoice
A freelancer needs to send a quote and then turn it into an invoice. They start by using list_items to confirm the correct service codes. They use list_estimates to create the pro-forma quote, and when approved, they use get_invoice to fetch the final, certified document and PDF link.
Updating Client Fiscal Data
A business owner realizes a client's address changed. Instead of manually logging into the portal, they use find_client to locate the ID, then use update_client to change the address and contact details instantly.
The Tradeoffs
Bulk listing everything
Trying to manually list every single client and invoice in one command to 'get the whole picture.' This is inefficient and hits API limits.
→
Use list_clients to get a roster, but then use get_client with a specific ID for detailed data, or use list_invoices to get a paginated summary. Always drill down by ID or date range.
Assuming data consistency
Running update_client and assuming that the change is immediately visible when running get_invoice for that client, leading to billing errors.
→
Use update_client to make the change. Then, run get_client first to confirm the update worked before any subsequent actions like generating an invoice.
Ignoring tax compliance
Creating an invoice or item without first checking the active tax rates, which results in incorrect VAT application and fiscal penalties.
→
Before creating anything, always call list_taxes. Use the returned IDs and rates to map your items or ensure the client record has the correct tax profile.
When It Fits, When It Doesn't
Use this server if your workflow requires managing certified financial records specifically under Portuguese law. You need tools like create_client, list_taxes, and get_invoice. Don't use it if you just need to manage general product inventory or basic contacts—those systems are separate. If your main goal is auditing the fiscal document structure, rely on list_taxes and list_items. If you only need to read client contact info, list_clients is enough. But if you need the full lifecycle (write client -> check tax -> create invoice), this is the only toolset that handles the compliance layer.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by InvoiceXpress. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 16 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually tracking client tax status and invoice history is a nightmare of tabs and logins.
Right now, to check a client's status or the VAT rate applied to an invoice, you have to log into the InvoiceXpress portal, navigate to the client section, then find the billing history, and manually cross-reference the tax rates with official AT tables. It's a huge amount of clicking and copy-pasting just to answer a simple question.
With this MCP server, you just ask your agent. It runs the necessary tools—maybe `find_client` and `list_taxes`—and gives you a single, compiled answer. You get the data you need, immediately, without leaving your workflow.
InvoiceXpress MCP Server: Get certified client data and invoices.
The manual steps that disappear are logging into the portal, navigating through multiple menus (Clients > Invoices > Details), and manually exporting PDF links. You no longer need to jump between your CRM and your accounting software.
Now, you control the entire process through your AI client. You ask for a client's details, and the server pulls it. You ask for the invoice, and it pulls the PDF link. It’s all one conversation.
Common Questions About InvoiceXpress MCP
How do I use the `create_client` tool? +
You must provide complete fiscal data, including the NIF/NIPC identifier, to successfully register a new client. The server will use this data for compliance.
Can I list all invoices using the `list_invoices` tool? +
Yes, list_invoices retrieves a list of all issued invoices. If you need a specific document's PDF link, use get_invoice and provide the unique invoice ID.
What is the purpose of `list_taxes`? +
list_taxes shows all active VAT rates and tax exemption codes. This is critical for ensuring any billing document is compliant with Portuguese law.
How do I check a client's current address? +
First, use find_client to get the client ID. Then, use get_client with that ID to retrieve the most current demographic and fiscal details.
Does `update_client` affect existing invoices? +
No. update_client changes the client's demographic data. It does not alter the details or status of invoices already generated.
How do I use the `get_client` tool to find a client's full fiscal data? +
The get_client tool provides comprehensive details using a client ID. You retrieve the client's NIF/NIPC, full address, and complete contact history in one call.
Can I list estimates and quotes using the `list_estimates` tool? +
Yes, list_estimates retrieves all issued estimates in paginated batches. This lets you monitor your entire sales pipeline and track pending proposals.
What is the difference between `list_invoices` and `list_receipts`? +
list_invoices pulls all generated billing documents. list_receipts specifically lists payment records, showing when and how clients paid their outstanding balances.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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