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Why use InvoiceXpress (Online Invoicing) MCP Server with LlamaIndex?

Bring Invoicing
to LlamaIndex

Create your Vinkius account to connect InvoiceXpress (Online Invoicing) to LlamaIndex and start using all 16 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.

MCP Inspector GDPR Free for Subscribers
Create ClientCreate ItemFind ClientGet ClientGet InvoiceGet ItemList ClientsList Credit NotesList EstimatesList GuidesList InvoicesList ItemsList ReceiptsList SequencesList TaxesUpdate Client
ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

ClaudeClaude
ChatGPTChatGPT
CursorCursor
GeminiGemini
WindsurfWindsurf
VS CodeVS Code
JetBrainsJetBrains
VercelVercel
+ other MCP clients
InvoiceXpress (Online Invoicing)

What is the 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.

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

How it works

  1. Subscribe to this server
  2. Enter your InvoiceXpress Account Name and API Key
  3. Start managing your certified billing from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Small Business Owners in Portugal — monitor outstanding invoices and manage client balances through natural conversation
  • Freelancers & Service Providers — list and retrieve invoice PDFs for clients without leaving your development or design environment
  • Accounting & Ops Teams — audit fiscal documents and ensure VAT compliance across the entire invoicing system

Built-in capabilities (16)

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

Why LlamaIndex?

LlamaIndex agents combine InvoiceXpress (Online Invoicing) tool responses with indexed documents for comprehensive, grounded answers. Connect 16 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

  • Data-first architecture: LlamaIndex agents combine InvoiceXpress (Online Invoicing) tool responses with indexed documents for comprehensive, grounded answers

  • Query pipeline framework lets you chain InvoiceXpress (Online Invoicing) tool calls with transformations, filters, and re-rankers in a typed pipeline

  • Multi-source reasoning: agents can query InvoiceXpress (Online Invoicing), a vector store, and a SQL database in a single turn and synthesize results

  • Observability integrations show exactly what InvoiceXpress (Online Invoicing) tools were called, what data was returned, and how it influenced the final answer

L
See it in action

InvoiceXpress (Online Invoicing) in LlamaIndex

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Enterprise Security

Why run InvoiceXpress (Online Invoicing) with Vinkius?

The InvoiceXpress (Online Invoicing) connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 16 tools are ready to work instantly without any complex setup.

You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.

InvoiceXpress (Online Invoicing)
Fully ManagedNo server setup
Plug & PlayNo coding needed
SecurePrivacy protected
PrivateYour data is safe
Cost ControlBudget limits
Control1-click disconnect
Auto-UpdatesMaintenance free
High SpeedOptimized for AI
Reliable99.9% uptime
Your credentials and connection tokens are fully encrypted

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents
Connect securely in under 30 seconds
Complete visibility into every agent action
Optimize spending and track token ROI

Explore our live AI Agents Analytics dashboard to see it all working

This dashboard is included when you connect InvoiceXpress (Online Invoicing) using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.

Why Vinkius

InvoiceXpress (Online Invoicing) and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect InvoiceXpress (Online Invoicing) to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.

4,000+MCP Integrations
<40msResponse time
100%Fully managed
Raw MCP
Vinkius
Ready-to-use MCPsFind and configure each manually4,000+ MCPs ready to use
Connection SetupManual coding & server setup1-click instant connection
Server HostingYou host it yourself (needs 24/7 uptime)100% hosted & managed by Vinkius
Security & PrivacyStored in plaintext config filesBank-grade encrypted vault
Activity VisibilityBlind execution (no logs or tracking)Live dashboard with real-time logs
Cost ControlRunaway AI token spend riskAutomatic budget limits
Revoking AccessMust delete files or code to stop1-click disconnect button
The Vinkius Advantage

How Vinkius secures InvoiceXpress (Online Invoicing) for LlamaIndex

Every request between LlamaIndex and InvoiceXpress (Online Invoicing) is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

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.

02

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.

03

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.

04

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

05

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query InvoiceXpress (Online Invoicing) tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.

06

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.

07

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

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