• NEW
  • TRACK
  • AUDIT
  • HUMAN

How to generate client invoices with your AI

Connect Moxie to your agent once. After that, you can manage your billing entirely through conversation.

Ask AI about this page

Short answer

How can I use my AI to handle invoicing?

You can ask your agent to create new invoices or look up existing ones to see who still owes you money. This lets you handle billing without opening a separate dashboard.

Billing outcomes

What you get from Moxie

Your agent handles the data entry and the searching.

NEW

Instant billing

The AI creates new invoice records based on the details you provide in chat. You get a finished invoice without manual form filling.

TRACK

Find unpaid bills

Ask your agent to find any outstanding balances. It scans your records to tell you exactly which clients haven't paid yet.

AUDIT

Check invoice history

You can pull up specific past invoices to verify amounts or dates. Your agent finds the exact document you're looking for instantly.

HUMAN

Review and send

The AI prepares the data, but you decide when a bill is ready. You maintain final control over what actually gets sent to a client.

The workflow

What your AI does when you ask for billing help.

The agent acts as the bridge between your chat window and your Moxie account.

  1. Gather details

    Your agent takes the client name, amount, and service details from your message.

    create_invoice

  2. Draft the bill

    The agent uses the provided info to build a new invoice record in Moxie.

    create_invoice

  3. Scan records

    When you ask about money owed, the agent looks through your existing files.

    search_invoices

  4. Report status

    The agent summarizes the findings, showing you which invoices are paid or overdue.

    search_invoices

Try it

Copy these to start.

Use these prompts to kick off a task.

Starting points

These are just ideas. Swap out the names and amounts for your actual client info.

Moxie Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_twPNZLDPGYZaDTyXZAiLG6TNMJLS0VFu8d9th9un/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 — Moxie capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "moxie-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_twPNZLDPGYZaDTyXZAiLG6TNMJLS0VFu8d9th9un/mcp"
    }
  }
}
Copy into chat04

  • Create an invoice for Acme Corp for $500 for consulting services.

  • Show me all unpaid invoices from last month.

  • Find the invoice I sent to Sarah Jenkins for the website design.

  • Are there any outstanding bills for the Smith project?

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

Start here

Connect Moxie once, then ask.

Just follow the link to connect your account. Your login stays encrypted, and you can start chatting with your agent immediately.

Connect Moxie to your AI

FAQ

How this task behaves

  • 01

    Can the AI send the invoice to my client directly?

    No. The AI can create the invoice in Moxie, but you must trigger the actual sending process yourself.

  • 02

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

    No. This MCP only has tools to create and search. It cannot delete or modify existing records.

  • 03

    Do I need to keep Moxie open while I chat?

    No. Once you connect the MCP, your agent handles the communication in the background.

  • 04

    Can the AI tell me how much I've earned this year?

    Yes, by using the search tool to look through your invoice history and totaling the amounts.

  • 05

    Will the AI automatically charge my client's credit card?

    No. The AI only manages the invoice records. It does not have access to payment processing or credit card tools.

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

Connect Moxie to Claude, Cursor, ChatGPT & more