• DATA
  • LISTS
  • VERIFY
  • HUMAN

How to look up client NIF and details with your AI

Connect InvoiceXpress to your AI client once. After that, you can pull tax IDs and billing profiles through chat.

Ask AI about this page

Short answer

Can I find client NIFs and fiscal details using my AI?

Yes. Your AI uses InvoiceXpress to search your client list and pull tax information like NIFs and addresses. You'll get the exact fiscal profiles needed for contract verification.

The results

Where the data lands

The AI organizes the information it finds into these specific outcomes.

DATA

Tax ID retrieval

The AI finds the NIF and fiscal profile for a specific client. You get the exact numbers needed for legal documents.

LISTS

Client directory

The AI pulls a list of all active clients. This helps you verify which accounts have complete profiles.

VERIFY

Address matching

The AI pulls registered billing addresses. You use this to ensure contract details match your invoicing records.

HUMAN

Manual updates

The AI cannot edit or change client data. You must log in to InvoiceXpress to fix typos or update tax IDs.

The workflow

What your AI does when you ask for client info.

The AI acts as a bridge between your chat interface and your InvoiceXpress database.

  1. Identify the client

    The AI scans your database to find the right person or company by name.

    list_clients

  2. Locate specific records

    Once the client is identified, the AI targets that specific account profile.

    find_client

  3. Extract tax details

    The AI pulls the NIF and fiscal profile from the client's account.

    get_client

  4. Present the data

    The AI displays the address and tax info in your chat window for you to copy.

    get_client

Try it

Copy these to start.

Use these prompts to trigger the InvoiceXpress tools.

Starting points

These are opening lines. Replace the names in quotes with your actual client names.

InvoiceXpress Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Y79sWMz83EJs6EOkKf59gGsATmLtyafmTRpGhsg4/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 — InvoiceXpress capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "invoicexpress-online-invoicing-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Y79sWMz83EJs6EOkKf59gGsATmLtyafmTRpGhsg4/mcp"
    }
  }
}
Copy into chat04

  • List all my clients in InvoiceXpress.

  • Find the NIF for 'Acme Corp'.

  • Get the full fiscal profile for 'Global Logistics'.

  • What is the registered address for 'Tech Solutions'?

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

Start here

Connect InvoiceXpress once, then ask.

Follow the link to authorize the connection. Your login credentials stay encrypted, and you can immediately start asking questions about your clients.

Connect InvoiceXpress to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a client's NIF if it's wrong?

    No. The AI can only read data from InvoiceXpress. You have to update tax information manually in the InvoiceXpress dashboard.

  • 02

    Can I ask for a list of all clients?

    Yes. The AI can pull your entire client list to help you find specific accounts.

  • 03

    Will the AI delete any client records?

    No. This MCP only has tools to read and list data. It cannot delete or remove any clients from your account.

  • 04

    Does the AI know the client's email address?

    Yes, if that information is part of the client's profile in InvoiceXpress, the AI can retrieve it.

  • 05

    Can I create a new client through the chat?

    No. There are no tools available to create or add new clients to InvoiceXpress via the AI.

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

Connect InvoiceXpress to Claude, Cursor, ChatGPT & more