# everbill MCP MCP > Everbill lets you run your small business finances from a natural conversation. Forget logging into separate systems for billing, client records, or inventory counts. This MCP connects to your accounting platform so you can generate professional invoices, manage customer profiles, and check stock levels—all through your agent's chat window. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** everbill, invoicing-api, inventory-tracking, accounting-automation, billing, small-business, crm-lite, mcp ## Description Running a small operation means juggling too many tabs. You shouldn't have to copy-paste data between spreadsheets just to bill someone or check if you still have enough product in stock. This MCP lets you manage the entire accounting cycle using natural language commands. It acts as your virtual bookkeeper, letting you create detailed invoices and keep track of every client profile without leaving your chat interface. You can ask for a list of all outstanding bills, retrieve specific customer history, or check current product counts—all in one go. By connecting this MCP through Vinkius, you get full control over invoicing workflows right where you're already working with your AI client. It’s about getting accurate business data instantly, turning complex administrative tasks into simple chats. ## Tools ### create_customer This tool adds a brand new client record into your everbill directory. ### create_invoice The system generates a brand new invoice document with associated line items and customer details. ### get_customer You can pull up specific details and history for any existing customer by their ID or name. ### get_invoice Fetch all the specific data points for an existing invoice using its unique ID. ### list_customers This lists all customers recorded in everbill, giving you an overview of your client base. ### list_invoices Retrieve a comprehensive list of your historical invoices, perfect for tracking revenue over time. ### list_products This lists every product in your catalog and shows their current stock quantities. ## Prompt Examples **Prompt:** ``` List all my customers in everbill. ``` **Response:** ``` I've retrieved your customer directory. You have 15 registered clients. Notable accounts include 'Acme Corp' (ID: 101) and 'John Doe' (ID: 102). Which one would you like to view the history for? ``` **Prompt:** ``` Check the stock levels for all products. ``` **Response:** ``` Scanning inventory... I've found 25 items in your catalog. Highlights: 'Wireless Mouse' (50 units), 'Mechanical Keyboard' (12 units), and 'USB-C Cable' (150 units). Would you like to see a list of low-stock items? ``` **Prompt:** ``` Get details for invoice ID '12345'. ``` **Response:** ``` Fetching invoice 12345... This document is for 'Acme Corp' totaling €450.00. It includes 2 items and is currently marked as 'Open'. Shall I download the PDF link for you? ``` ## Capabilities ### Manage Client Records The agent can fetch specific customer details or list all registered clients in the system. ### Create and Track Invoices You can generate new invoices with line items, retrieve existing bill details by ID, or get a complete list of past transactions. ### Check Inventory Status The system lists all available products and provides real-time stock counts for your assets. ## Use Cases ### The End-of-Month Reconciliation An accountant needs to confirm the total revenue for Q2. They ask their agent to list_invoices for a specific date range, quickly confirming all billed amounts and ensuring no records are missed. ### The Rush Invoice A freelancer finishes consulting work and needs to bill immediately. They simply prompt the agent to create_invoice for the client, listing the hours worked, rather than opening the billing software manually. ### Stock Check Before Sale An operations lead is preparing a quote and asks the agent to list_products. Seeing low stock on a key item, they can then adjust their plan before attempting to create_invoice for it. ### New Client Onboarding A sales team member signs a big client. They use create_customer immediately so that the account exists in the system and is ready for invoicing when the work is done. ## Benefits - Instead of manually creating records, the agent can generate a new invoice using create_invoice in response to a simple chat query. - You don't need to switch apps to check client history. Use get_customer or list_customers to pull up any client profile directly through your agent. - Check inventory levels instantly. Running list_products shows you exactly what stock you have, helping prevent over-invoicing for items you’re out of. - Audit past revenue easily. The list_invoices tool lets you retrieve a full history of billing cycles without navigating complex report menus. - Add new clients quickly. Use create_customer to onboard a new contact and immediately track their details within your system. ## How It Works The bottom line is that you get a single conversational interface for all your core business finance functions. 1. First, subscribe to the everbill MCP on Vinkius. 2. Next, retrieve your API Key from your everbill settings (Settings > API / Interface). 3. Finally, connect this MCP to your preferred agent client and use natural language commands to manage billing tasks. ## Frequently Asked Questions **How do I check my customer list using the everbill MCP?** You use list_customers. This tool pulls up a complete directory of every client you have entered into your system, giving you an overview of who needs billing attention. **What is the difference between get_customer and list_customers with everbill?** list_customers gives you a summary of all accounts. Use get_customer when you need deep, granular details on one specific client's history or contact information. **Can I check old invoices using the list_invoices tool?** Yes, list_invoices lets you pull up a comprehensive chronological list of every invoice ever created. This is useful for quick revenue checks or audit preparation. **How do I create an invoice with the everbill MCP?** You initiate it with create_invoice and specify the required details, such as the customer ID and product list. The tool then compiles everything into a ready-to-send document. **Does this MCP help me track inventory? (list_products)** Yes, running list_products shows you every item in your catalog along with its current stock level. This is crucial before generating any bill to ensure you are billing for items you actually have. **When I use the `create_customer` tool, what information must I provide?** You need at minimum a customer name and email address. You can also include phone numbers or billing addresses to ensure your client record is complete for future invoicing. **If I run `get_invoice` with an incorrect ID, what will the agent tell me?** The agent will return a specific 'Not Found' error. This means the invoice ID you provided does not exist or hasn't been logged in your everbill account yet. **What kind of product details does `list_products` give me?** It provides much more than just stock levels; you get granular data like full descriptions and product metadata. This depth helps the AI understand exactly what items are going onto an invoice. **How do I find my everbill API Key?** In your everbill account, go to **Settings (Einstellungen)** > **API / Interface (Schnittstelle)** and generate your unique key. **Can I check specific product stock levels?** Yes! The `list_products` tool retrieves your complete inventory directory, including current stock counts and technical metadata. **How do I create a new invoice via AI?** Use the `create_invoice` tool by providing the `customer_id` and a JSON array of items (product IDs and quantities).