• BILLING
  • QUOTES
  • REVIEW
  • SYNC

How to generate estimates and track invoices with your AI

Connect Contractor+ to your AI client to handle the paperwork. Once connected, your agent manages the transition from initial quotes to final payments.

Ask AI about this page

Short answer

How can I use AI to handle my project quotes and billing?

Your agent uses specific tools to pull existing invoice data and draft new estimates based on your instructions. This moves your workflow from a simple quote to a tracked payment without manual data entry. You get a clear view of what's owed and what needs to be billed next.

The outcomes.

Where your data lands.

The AI handles the heavy lifting of data retrieval and drafting.

BILLING

Track unpaid invoices

The agent pulls a list of all outstanding invoices. You see exactly who owes what immediately.

QUOTES

Draft new estimates

Your agent creates new project quotes based on your chat instructions. These land directly in your system.

REVIEW

Human approval needed

The AI drafts the documents, but you decide when to send them. You maintain final control over all pricing.

SYNC

Updated project records

Every new estimate and invoice list stays synced. Your records remain current as you talk to your agent.

The workflow

What your AI does when you ask for billing help.

The agent acts as a bridge between your conversation and your project management data.

  1. Audit outstanding payments

    The agent scans your records to find every unpaid bill. This gives you a real-time snapshot of your accounts receivable.

    list_invoices

  2. Review existing quotes

    Your agent looks up previous project quotes to ensure pricing consistency. This helps you reference old work for new jobs.

    list_estimates

  3. Draft new quotes

    When you describe a new job, the agent builds the formal document. It populates the necessary fields based on your chat.

    create_estimate

  4. Verify data accuracy

    The agent cross-references your requests against existing estimates and invoices. This prevents duplicate billing or pricing errors.

    list_estimateslist_invoices

Try it

Copy these to start.

Use these prompts to trigger the billing workflow.

Starting points

These are basic starting lines. Replace the bracketed text with your actual client names or project details.

Contractor+ Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_bz7KmMe4swsh7z1qWVICA7S8Le2vupkHp7lSoTw5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Contractor+ capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "contractor-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_bz7KmMe4swsh7z1qWVICA7S8Le2vupkHp7lSoTw5/mcp"
    }
  }
}
Copy into chat04

  • Show me all the unpaid invoices for the Smith project.

  • Create a new estimate for the driveway repair job for client Jones.

  • List all the estimates I've sent out this month.

  • Check my current invoices and tell me which ones are overdue.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Contractor+ once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted, and you can start chatting with your agent immediately.

Connect Contractor+ to your AI

FAQ

How the billing tools behave

  • 01

    Can the AI send the invoice to the client automatically?

    No. The AI can only create and list the documents. You must send them through your usual channels.

  • 02

    Will the AI delete an invoice if I ask it to?

    No. This MCP only has tools to list and create records. It cannot delete or modify existing data.

  • 03

    Can I change the price of an estimate after it's created?

    No. The agent can create new estimates, but it does not have a tool to edit existing ones.

  • 04

    Does the AI see my bank account details?

    No. The agent only accesses the specific invoice and estimate data provided by the Connector.

  • 05

    Can the AI create a client profile for me?

    No. The current tools are limited to managing estimates and invoices.

  • More questions about Contractor+? The Connector page answers them. See everything the Contractor+ Connector can do

Connect Contractor+ to Claude, Cursor, ChatGPT & more