• READY
  • REVIEW
  • ACTION
  • HUMAN

How to convert estimates to invoices with your AI

Connect Hiveage to your agent to handle the transition from quote to bill. You just review the numbers and tell your agent to finalize them.

Ask AI about this page

Short answer

How do I turn Hiveage estimates into invoices using AI?

Your agent pulls your current list of pending quotes and checks the specific details for the ones you want to bill. Once you confirm the details, the agent handles the conversion to an active invoice. You get a clean billing record without manual data entry.

The results

Where your billing data lands

The agent handles the heavy lifting of data retrieval and document preparation.

READY

Pending quotes identified

The agent finds all quotes currently waiting for approval. You see a clear list of what's ready to be billed.

REVIEW

Detailed quote inspection

The agent pulls line items and totals for specific estimates. This ensures you're looking at the right numbers before anything becomes a bill.

ACTION

Invoices created

Once you approve, the agent converts the estimate into a live invoice. The data carries over exactly as it was in the original quote.

HUMAN

Final approval required

The agent won't trigger a bill without your direct instruction. You stay in control of the actual financial transaction.

The workflow

What your AI does when you request a conversion.

The agent acts as a bridge between your pending quotes and your active billing records.

  1. Find pending quotes

    The agent scans your Hiveage account to find all estimates that haven't been billed yet.

    list_estimates

  2. Check estimate specifics

    The agent looks at the individual line items and customer info for a specific quote to ensure accuracy.

    get_estimate_details

  3. Verify totals

    The agent compares the requested amounts against your records to prevent billing errors.

    get_estimate_details

  4. Confirm conversion

    The agent waits for your signal to move the data from an estimate status to an invoice status.

    list_estimates

Try it

Copy these to start.

Use these prompts to kick off the process with your agent.

Starting points

These are basic ways to start the conversation. Swap out the specific client names or estimate numbers to match your actual Hiveage data.

Hiveage Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Z6jqmFZwIRSbwyNJjn2mieGyIcTev6GZ6TgBUKq8/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 — Hiveage capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "hiveage-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Z6jqmFZwIRSbwyNJjn2mieGyIcTev6GZ6TgBUKq8/mcp"
    }
  }
}
Copy into chat04

  • List all my pending estimates in Hiveage.

  • Show me the details for estimate #5502.

  • Check the line items for the Acme Corp quote.

  • Convert the most recent pending estimate to an invoice.

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

Start here

Connect Hiveage once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start chatting with your agent about your quotes.

Connect Hiveage to your AI

FAQ

How this task behaves

  • 01

    Can the AI create a brand new estimate from scratch?

    No. The agent can only work with existing estimates found in your Hiveage account.

  • 02

    Will the AI automatically bill my clients?

    No. The agent only prepares the conversion. You must explicitly tell it to turn an estimate into an invoice.

  • 03

    Can the agent change the prices on an estimate before billing?

    No. The agent can only read the details of existing estimates. You'll need to edit the quote in Hiveage first if the numbers are wrong.

  • 04

    Does the agent delete any of my old quotes?

    No. The agent only reads data and triggers the conversion process. It does not have the ability to delete records.

  • 05

    How does the agent know which estimate I'm talking about?

    You can provide the estimate number or ask it to list all pending quotes so you can pick one.

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

Connect Hiveage to Claude, Cursor, ChatGPT & more