• CUSTOMER LOOKUP
  • DATA ENTRY
  • ISSUANCE
  • HUMAN REVIEW

How to create new invoices with your AI client

Connect Invoiced to your AI client once. After that, you just describe the work and the costs in a chat to get bills sent out.

Ask AI about this page

Short answer

How do I make an invoice using my AI?

You describe the line items and the total amount in plain English. Your AI identifies the right customer and generates the invoice automatically. You'll see the specific steps and prompts below.

The end results

Where your work lands

The AI handles the data entry and lookup so you don't have to.

CUSTOMER LOOKUP

Find the right client

The AI uses the customer's name or email to pull their details. You get a confirmed recipient for the bill.

DATA ENTRY

Draft the bill

The AI converts your chat descriptions into formal line items. It maps your text to the correct costs and quantities.

ISSUANCE

Send the invoice

Once the details are set, the AI creates the record. The invoice is ready for the client immediately.

HUMAN REVIEW

Final check

You review the generated totals and items in your chat. You decide if the invoice is ready to go or needs a tweak.

The workflow

What your AI does when you ask for a bill.

The AI moves from your text to a finished invoice through these steps.

  1. Identify the client

    The AI searches your records to find the person or company you're billing.

    get_customer

  2. Parse the costs

    The AI reads your description of the services or products provided.

    create_invoice

  3. Build the record

    The AI assembles the line items and the customer ID into a new invoice.

    create_invoice

  4. Confirm details

    The AI presents the final numbers to you for a quick sanity check.

    create_invoice

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

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

Invoiced Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_iwt0J0ItNCwI97MhTkQtfZE4JzmHRht7SlTTdzud/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_iwt0J0ItNCwI97MhTkQtfZE4JzmHRht7SlTTdzud/mcp"
    }
  }
}
Copy into chat04

  • Create an invoice for Acme Corp for 5 hours of consulting at $150 per hour.

  • Bill Sarah Jenkins for the website design project, total $2500.

  • Make a new invoice for Globex for the monthly maintenance fee of $500.

  • Generate an invoice for the client 'TechFlow' for 2 units of software licenses.

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

Start here

Connect Invoiced once, then ask.

Just click the link to connect. Your credentials stay encrypted, and you can start chatting with your AI immediately.

Connect Invoiced to your AI

FAQ

How this task behaves

  • 01

    Can the AI send the invoice to the client automatically?

    No. The AI creates the invoice in your account, but you retain control over when it is actually sent to the customer.

  • 02

    Does the AI need a customer ID to work?

    No. You can just give the AI a name or email, and it will use the lookup tool to find the correct ID for you.

  • 03

    Can the AI delete an invoice if I make a mistake?

    No. This connector only has tools to find customers and create new invoices. It cannot delete or modify existing records.

  • 04

    What happens if the AI can't find the customer?

    The AI will tell you it couldn't find a match for that name or email. You'll need to provide the correct details.

  • 05

    Can I change the currency of the invoice?

    Yes, as long as you specify the currency in your text description when you ask the AI to create it.

  • More questions about Invoiced? See everything the Invoiced Connector can do

Connect Invoiced to Claude, Cursor, ChatGPT & more