• NEW CLIENT
  • BILLING
  • VERIFY
  • REVIEW

How to create customer invoices with your AI

Connect Invoiced to your agent, then just tell it who to bill and what they bought. It handles the profile setup and the paperwork.

Ask AI about this page

Short answer

How do I create customer invoices with my AI?

Your agent uses the Invoiced MCP to look up existing clients or build new ones from scratch. Once the profile exists, it generates the invoice based on the items you provide. You'll see the results in your billing dashboard.

The billing outcomes

Where your data lands

What happens after you give your agent the details.

NEW CLIENT

Customer profiles created

The agent uses create_customer to set up new accounts. You get a clean database without manual entry.

BILLING

Invoices generated

The agent runs create_invoice to turn line items into formal bills. Your records stay updated automatically.

VERIFY

Client data confirmed

The agent uses get_customer to check if a client already exists. This prevents duplicate entries in your system.

REVIEW

Human oversight required

You still need to check the final invoice amounts and send them out. The AI does the heavy lifting, but you hold the keys.

The workflow

What your AI does when the billing request arrives.

The agent moves from identifying the client to finalizing the bill.

  1. Check for existing clients

    The agent looks up the person or company you mentioned to see if they are already in your system.

    get_customer

  2. Register new customers

    If the client isn't found, the agent builds a new profile using the contact details you provided.

    create_customer

  3. Build the invoice

    The agent takes your list of products or services and creates a formal invoice record.

    create_invoice

  4. Confirm the setup

    The agent verifies the customer and invoice were successfully logged in Invoiced.

    get_customer

Try it

Copy these to start.

Use these prompts to trigger the billing workflow.

Starting points

These are just ways to start the conversation. Swap out the names and items for your actual data.

Invoiced Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_bL36iNYUtXdBenwAxh8aIbsCrA1KWFRF4gTp5qD9/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 — Invoiced capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "invoiced-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_bL36iNYUtXdBenwAxh8aIbsCrA1KWFRF4gTp5qD9/mcp"
    }
  }
}
Copy into chat04

  • Create a new customer profile for Acme Corp at 123 Industrial Way.

  • Generate an invoice for Sarah Jenkins for 5 units of the Pro Widget.

  • Check if there is an existing customer named Blue Sky Logistics.

  • Create a customer for TechFlow Inc and then invoice them for the monthly subscription.

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

Start here

Connect Invoiced once, then ask.

Just link your account once. Your login stays encrypted on our end, and you can find the full tool list on the Invoiced Connector page.

Connect Invoiced to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer profile?

    No. The current tools only allow for creating and retrieving customer data.

  • 02

    Will the AI send the invoice to the client automatically?

    No. The agent creates the invoice in your system, but you must send it to the client yourself.

  • 03

    Does it create duplicate customers if I'm not careful?

    The agent uses get_customer to check for existing profiles first, which helps prevent duplicates.

  • 04

    Can I change the price of an item after the invoice is made?

    No. The tools provided are for creating new records, not for editing existing invoices.

  • 05

    Can the AI handle partial payments?

    No. The agent only handles the creation of the invoice and the customer profile.

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

Connect Invoiced to Claude, Cursor, ChatGPT & more