• READ
  • WRITE
  • AUDIT
  • REVIEW

How to manage customer data with your AI

Connect Invoiced to your AI client to pull profiles and credit info without leaving your chat interface.

Ask AI about this page

Short answer

How can I manage customer data with my AI?

Your AI client pulls customer profiles and credit history directly from Invoiced. You can also create new customer records through your chat. You'll see how these actions work in the breakdown below.

Data outcomes

Where your data lands

What your AI handles for you.

READ

Instant profile lookups

The AI pulls specific customer details and credit history. You get the exact data you need to answer a client's question.

WRITE

New customer setup

The AI creates new customer records in Invoiced. This keeps your billing system updated as you talk to new clients.

AUDIT

Credit note tracking

The AI lists existing credit notes. You can quickly verify if a credit has been applied to an account.

REVIEW

Human oversight needed

The AI identifies discrepancies in credit or profile data. You step in to make final decisions on sensitive account changes.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your conversation and your Invoiced account.

  1. Find the client

    The AI searches your Invoiced database to find the right person or company.

    list_customers

  2. Get details

    Once the customer is found, the AI pulls their specific profile information.

    get_customer

  3. Check credits

    The AI pulls recent credit notes to check for outstanding balances.

    list_credit_notes

  4. Add records

    If you're talking to a new contact, the AI sends their details straight to Invoiced.

    create_customer

Try it

Copy these to start.

Use these prompts to trigger the Invoiced tools.

Starting points

These are opening lines. Swap out the names in brackets for your actual client names or IDs.

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

  • Find the customer profile for [Customer Name].

  • List all credit notes for [Customer ID].

  • Create a new customer in Invoiced for [Company Name].

  • Show me the details for the customer with ID [ID Number].

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

Start here

Connect Invoiced once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in any MCP-compatible client immediately.

Connect Invoiced to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete a customer?

    No. There is no tool provided to delete customer records, so the AI cannot remove data from Invoiced.

  • 02

    Can the AI change a customer's billing address?

    No. The current tools only allow for creating new customers or retrieving existing ones; they do not support updating existing profile fields.

  • 03

    Does the AI handle the actual payments?

    No. The AI can retrieve credit note information, but it cannot process or trigger new payments.

  • 04

    How does the AI find a specific customer?

    The AI uses the list and get tools to search your Invoiced database by name or ID.

  • 05

    Can I use this with Claude?

    Yes, as long as you are using a client that supports the Model Context Protocol.

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

Connect Invoiced to Claude, Cursor, ChatGPT & more