• READY
  • DRAFT
  • PENDING
  • SYNCED

How to create invoices and orders with your AI

Connect PHC GO to your AI client once. From then on, you can generate business documents just by talking to your agent.

Ask AI about this page

Short answer

Can I make invoices through chat?

Yes. Your AI uses PHC GO tools to find customers and products, then builds the document for you. You'll get finished estimates, orders, and invoices in your system.

Document outcomes

Where your documents land

Every request results in one of these four states.

READY

Finished documents

The AI uses create_document to push the final invoice or order into PHC GO. The record is live and ready for your customer.

DRAFT

Reviewing details

If the AI needs more info, it will ask you for specific product quantities or tax settings. You provide the missing pieces in chat.

PENDING

Human approval

You stay in control. The AI handles the data entry, but you decide when a document is accurate enough to send.

SYNCED

Customer profiles

The AI pulls existing contact info so you don't have to type it. Your customer database stays updated.

The workflow

What your AI does when you ask for a document.

The AI moves from identifying the customer to finalizing the paperwork.

  1. Identify the customer

    Your agent looks up the person or company you're dealing with to ensure the billing info is correct.

    search_customersget_customer_details

  2. Select items and taxes

    The AI pulls your current product list and applicable tax rates to build an accurate line-item breakdown.

    list_productsget_product_detailslist_taxes

  3. Organize by series

    If you use specific product groupings, the AI can filter through your series to find the right items.

    list_series

  4. Generate the record

    Once the details are set, the AI writes the final document into your PHC GO account.

    create_document

Try it

Copy these to start.

Use these prompts to kick off a task.

Starting points

These are opening lines, not scripts. Swap out the bracketed names for your actual customer names or product IDs.

PHC GO Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_lMSieJ56kMsJTeTASqO7iv1yNoScvtachzcXNy5O/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 — PHC GO capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "phc-go-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lMSieJ56kMsJTeTASqO7iv1yNoScvtachzcXNy5O/mcp"
    }
  }
}
Copy into chat04

  • Create an invoice for [Customer Name] for the [Product Name] they ordered.

  • Draft an estimate for [Customer Name] including [Product Name] and [Product Name].

  • Make an order for [Customer Name] using the [Product Series] series.

  • Can you find the details for [Customer Name] so I can start an invoice?

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

Start here

Connect PHC GO once, then ask.

Click the link to connect. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect PHC GO to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete existing invoices?

    No. The tools only allow the AI to search, read, and create new documents.

  • 02

    Does the AI change my product prices?

    No. The AI can only read product details and taxes to build the document; it cannot modify your master price list.

  • 03

    How does the AI know which tax to apply?

    The AI uses the list_taxes tool to see available options, then applies the one you specify or the one that matches the location.

  • 04

    Can I create an invoice without a customer?

    No. The AI needs to use search_customers or get_customer_details to link the document to a valid profile in PHC GO.

  • 05

    Will the AI send the invoice to the customer automatically?

    No. The AI creates the document in your system, but you decide when to send it to the client.

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

Connect PHC GO to Claude, Cursor, ChatGPT & more