• DRAFT
  • BILL
  • DATA
  • HUMAN

How to create invoices and quotes with your AI

Connect Wuro to your AI client to turn chat commands into billing documents. Your agent pulls the data it needs directly from your Wuro account.

Ask AI about this page

Short answer

How can I make invoices and quotes using my AI?

Your agent uses Wuro to fetch your client list and product catalog. It then builds the requested documents using that data. You get a finished draft ready for your review.

Billing outcomes

What you get

The specific results your agent produces in Wuro.

DRAFT

Ready quotes

The AI builds a quote using your specific product prices. You get a draft that matches your Wuro catalog.

BILL

Finished invoices

The agent creates a formal invoice for a client. It uses the correct totals and line items from your records.

DATA

Accurate contacts

Your AI pulls contact details directly from Wuro. This keeps names and addresses consistent.

HUMAN

Manual review

The AI stops before sending anything to a client. You decide when to finalize or send the document.

The workflow

What your AI does when you ask for billing.

The agent moves from looking up data to creating the final document.

  1. Identify the client

    The agent looks up the person or company you are billing to ensure the details are correct.

    get_contact
  2. Check your catalog

    It pulls your current list of products and services to find the right items and prices.

    list_products
  3. Build the quote

    The agent assembles a formal quote based on the client and the products you selected.

    create_quote
  4. Generate the invoice

    If you are ready to bill, the agent converts the request into a final invoice.

    create_invoice

Try it

Copy these to start.

Use these prompts to trigger the Wuro tools.

Starting points

Swap the names in brackets for your actual client or product names.

Wuro Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_vBO2ZdXJBRGLH6klHGxbiEH5h7hREIiEoH8Da3vF/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 — Wuro capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "wuro-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vBO2ZdXJBRGLH6klHGxbiEH5h7hREIiEoH8Da3vF/mcp"
    }
  }
}
Copy into chat04
  • Create a quote for [Acme Corp] using the [Premium Subscription] product.

  • Find the contact details for [Sarah Jenkins] in Wuro.

  • Generate an invoice for the [Widget Pro] item.

  • List all my products so I can pick what to include in a new quote.

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

Start here

Connect Wuro once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start using these tools in your preferred AI client.

Connect Wuro to your AI

FAQ

How this task behaves

  • 01

    Will the AI send the invoice to my client automatically?

    No. The AI only creates the document in Wuro. You must review and send it yourself.

  • 02

    Can the AI change my product prices?

    No. The AI can only read the prices currently listed in your Wuro product catalog.

  • 03

    Does the AI need to know my Wuro password?

    No. Your login stays encrypted and secure through Vinkius.

  • 04

    Can I create a quote for a client that isn't in Wuro yet?

    No. The AI needs to pull an existing contact to create a quote or invoice.

  • 05

    Can the AI delete old invoices?

    No. There are no tools available to delete or modify existing records in Wuro.

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

Connect Wuro to Claude, Cursor, ChatGPT & more