• PIPELINE
  • REVENUE
  • DETAILS
  • HUMAN

How to track sales and pending estimates with your AI

Connect Moloni to your AI client to monitor your sales pipeline. You can check on pending deals or finalized revenue without opening the Moloni dashboard.

Ask AI about this page

Short answer

How can I track my sales and estimates using AI?

Your AI client pulls real-time data from Moloni to list your outstanding quotes or finalized invoices. You get a clear view of your sales pipeline through simple chat commands.

Where your data lands.

Your sales pipeline views.

The AI organizes your Moloni data into these specific categories.

PIPELINE

Active quotes and estimates

The AI identifies all unfinalized documents. You'll see exactly what's still on the table.

REVENUE

Finalized invoice lists

Get a summary of completed sales. This shows you what has actually been billed.

DETAILS

Individual invoice data

The AI pulls specific line items or totals for a single document. This is for deep dives into specific orders.

HUMAN

Manual document updates

The AI cannot create or edit documents. You still handle the actual invoicing in Moloni.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Moloni account.

  1. Scan for quotes

    The AI looks through your current proforma estimates to find pending deals.

    list_estimates

  2. Check completed sales

    It pulls a list of all finalized invoices to show your recent revenue.

    list_invoices

  3. Inspect specific orders

    If you need more than a summary, the AI grabs the full details of a single invoice.

    get_invoice

  4. Summarize findings

    The AI presents the data in plain text so you can quickly see your totals or pending amounts.

    list_invoices

Try it

Copy these to start.

Use these prompts to begin interacting with your Moloni data.

Starting points

Swap out the bracketed info for your actual document numbers or client names.

Moloni Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hxnMtCz4H6ArLrBAjMnwit9uQXvHNtfVFdnIJYsA/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 — Moloni capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "moloni-cloud-invoicing-fiscal-management-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hxnMtCz4H6ArLrBAjMnwit9uQXvHNtfVFdnIJYsA/mcp"
    }
  }
}
Copy into chat04

  • Show me all my pending estimates from this week.

  • List my most recent finalized invoices.

  • Get the details for invoice number 5502.

  • What is the total value of my active proforma estimates?

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

Start here

Connect Moloni once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Moloni to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create a new invoice for me?

    No. The AI can only read and list existing data from Moloni.

  • 02

    Can I change the amount on an estimate through the chat?

    No. All edits and document creations must be done directly in Moloni.

  • 03

    Does the AI see my customer contact details?

    Yes, it can access the information contained within the invoices and estimates it retrieves.

  • 04

    Can the AI delete an old invoice?

    No. The AI does not have the capability to delete any records.

  • 05

    How often does the AI see new sales?

    The AI sees data in real-time as it exists in Moloni at the moment you ask the question.

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

Connect Moloni to Claude, Cursor, ChatGPT & more