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.

InvoiceXpress (Online Invoicing) MCP Server for Claude Desktop 16 tools — connect in under 2 minutes

Name: InvoiceXpress (Online Invoicing)
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 16 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

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Classic Setup·json

{
  "mcpServers": {
    "invoicexpress-online-invoicing": {
      // Your Vinkius token. get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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About InvoiceXpress (Online Invoicing) MCP Server

Connect your InvoiceXpress account to any AI agent and take full control of your certified invoicing and client management in Portugal through natural conversation.

Claude Desktop is the definitive way to connect InvoiceXpress (Online Invoicing) to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 16 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

What you can do

Client Management — List all registered clients and retrieve detailed fiscal data including NIF/NIPC identifiers, addresses, and contact histories directly from your agent
Invoice Lifecycle — Browse issued invoices and receipts, and access detailed line items and tax breakdowns for each document securely
Estimate & Quotes — List and retrieve estimates and pro-forma invoices to monitor your sales pipeline and pending business proposals
Item Inventory — Manage your catalog of faturable articles and services, including unit prices and associated VAT rates (IVA)
Fiscal Compliance — Audit tax rates and exemptions active in your account to ensure mapping with official AT (Autoridade Tributária) tables
Digital Delivery — Access permalinks to signed PDF documents for easy sharing and visual verification of fiscal items

The InvoiceXpress (Online Invoicing) MCP Server exposes 16 tools through the Vinkius. Connect it to Claude Desktop in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect InvoiceXpress (Online Invoicing) to Claude Desktop via MCP

Follow these steps to integrate the InvoiceXpress (Online Invoicing) MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using InvoiceXpress (Online Invoicing)

Look for the 🔌 icon in the chat. your 16 tools are now available

Why Use Claude Desktop with the InvoiceXpress (Online Invoicing) MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with InvoiceXpress (Online Invoicing) through the Model Context Protocol.

Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

InvoiceXpress (Online Invoicing) + Claude Desktop Use Cases

Practical scenarios where Claude Desktop combined with the InvoiceXpress (Online Invoicing) MCP Server delivers measurable value.

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies. all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

InvoiceXpress (Online Invoicing) MCP Tools for Claude Desktop (16)

These 16 tools become available when you connect InvoiceXpress (Online Invoicing) to Claude Desktop via MCP:

create_client

Se não for fornecido um NIF, usa o valor Consumer (ou similar requerido pelo portal). Registar um novo cliente no InvoiceXpress com dados fiscais completos

create_item

Precisas sempre de um ID de taxa legal (consulta a ferramenta list_taxes previamente). Criar um novo artigo ou serviço para ser faturado

find_client

Pesquisar um cliente pelo nome empresarial

get_client

Obter detalhes completos de um cliente pelo seu ID

get_invoice

Obter todos os detalhes e o link PDF de uma fatura

get_item

Obter detalhes de um artigo ou serviço pelo seu ID

list_clients

Listar todos os clientes registados no InvoiceXpress

list_credit_notes

Listar todas as notas de crédito (devolução / acerto)

list_estimates

Listar todos os orçamentos emitidos de forma paginada

list_guides

Listar guias de transporte

list_invoices

Listar todas as faturas emitidas

list_items

Listar todos os artigos e serviços configurados no InvoiceXpress

list_receipts

Listar todos os recibos de pagamento de clientes

list_sequences

Listar as séries de faturas ativas, ex: FT 2026/

list_taxes

Listar as taxas de IVA e isenções ativas na conta

update_client

Só os parâmetros enviados serão substituídos, os restantes mantêm-se inalterados. Atualizar os dados demográficos de um cliente existente

Example Prompts for InvoiceXpress (Online Invoicing) in Claude Desktop

Ready-to-use prompts you can give your Claude Desktop agent to start working with InvoiceXpress (Online Invoicing) immediately.

"List the last 5 invoices from InvoiceXpress"

"Search for a client named 'TechPorto'"

"What are the active VAT rates in my account?"

Troubleshooting InvoiceXpress (Online Invoicing) MCP Server with Claude Desktop

Common issues when connecting InvoiceXpress (Online Invoicing) to Claude Desktop through the Vinkius, and how to resolve them.

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

InvoiceXpress (Online Invoicing) + Claude Desktop FAQ

Common questions about integrating InvoiceXpress (Online Invoicing) MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.