• READY
  • DATA
  • REVIEW
  • FILES

How to generate automated invoices with your AI

Connect Docamatic to your agent once. After that, you just feed it transaction details and it handles the document creation.

Ask AI about this page

Short answer

How can I use my AI to make invoices?

Your AI uses Docamatic to map transaction data onto professional PDF templates. It picks a template and builds the file immediately. You get a finished, branded document ready to send.

The outcomes of this task.

Where your data becomes documents.

This is what happens once you give your agent the data.

READY

Branded PDF files

The AI uses your chosen template to create a finished document. You receive a professional PDF that matches your brand.

DATA

Cleaned transaction records

The AI organizes messy transaction details into structured fields. This ensures the invoice data is accurate before the PDF is built.

REVIEW

Human verification

The AI presents the data it extracted for your approval. You decide if the details are correct before the final file is generated.

FILES

Template selection

The AI identifies which pre-built layouts are available. You can tell it which specific style to use for different clients.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of formatting and file generation.

  1. Identify templates

    The AI looks through the available Docamatic layouts to find a match for your needs.

    list_available_builtin_templates

  2. Map transaction data

    Your agent takes the raw numbers and names from your chat and prepares them for the document.

    list_available_builtin_templates

  3. Build the PDF

    The AI injects the transaction details into the selected template to create the final file.

    generate_pdf_from_template

  4. Finalize document

    The AI completes the file generation process so you can download or send the invoice.

    generate_pdf_from_template

Try it

Copy these to start.

Use these prompts to trigger the invoicing process.

Starting points

These are basic ways to start. Swap out the bracketed info with your actual data.

Docamatic Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_SFDiBB060mRFQZiKrU88CZvsCOjhtbb8OaZ0KisC/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 — Docamatic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "docamatic-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_SFDiBB060mRFQZiKrU88CZvsCOjhtbb8OaZ0KisC/mcp"
    }
  }
}
Copy into chat04

  • Use Docamatic to find all available invoice templates.

  • Generate a PDF invoice for the transaction in my Google Sheet using a professional template.

  • Create a branded invoice for Client X using the data from this email.

  • Look at these transaction details and tell me which Docamatic template would look best.

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

Start here

Connect Docamatic once, then ask.

Just click the link to connect. Your credentials stay encrypted, and you can start prompting your agent immediately.

Connect Docamatic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my existing PDF templates?

    No. The AI can only use the templates provided by Docamatic.

  • 02

    Does the AI send the invoice to my client automatically?

    No. The AI generates the PDF file, but you must send it to the client yourself.

  • 03

    Can I use my own custom HTML templates?

    No. The AI is limited to the templates available through the Docamatic toolset.

  • 04

    Will the AI delete my transaction data?

    No. The AI only reads the data you provide to populate the templates.

  • 05

    Can the AI fix typos in my transaction data?

    The AI can suggest corrections, but it won't change your source data without you telling it to.

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

Connect Docamatic to Claude, Cursor, ChatGPT & more