# Invoiced MCP MCP > Invoiced connects your accounts receivable and billing workflows directly into your AI agent. Automate everything from creating invoices with line items to tracking payments, managing credit notes, and getting real-time summaries of outstanding debt. It gives you a single point of control for revenue orchestration. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** accounts-receivable, automated-billing, payment-reminders, invoice-management, dso-reduction ## Description This MCP lets your AI client handle the whole accounts receivable cycle using natural language. You can talk through complex billing tasks—like 'Find all invoices over 60 days overdue' or 'Create an invoice for Client X with these three items.' Your agent gets real-time data on customer profiles, payment histories, and existing estimates. Instead of jumping between dashboards to reconcile payments, you simply ask your AI client, and it runs the necessary checks across your entire billing history. All this data is available through Vinkius, giving your agent a full view of what's owed and when it's due. ## Tools ### check_invoiced_status Verifies that your connection to the Invoiced platform is active and functioning correctly. ### create_customer Adds a new customer record into your billing system. ### create_invoice Generates a complete invoice document using a list of items, quantities, and unit costs. ### get_customer Retrieves all details for an existing customer by their ID or name. ### get_invoice Fetches the full details of a single invoice, including line items and status. ### list_credit_notes Retrieves a list of all applied credit notes to track adjustments against invoices. ### list_customers Provides an indexed directory of every customer in your billing system. ### list_estimates Lists all pending or completed estimates that have not yet been converted into invoices. ### list_invoices Retrieves a list of all issued invoices, allowing you to filter by date or status. ### list_payments Provides an overview of all recorded payments made against your accounts. ## Prompt Examples **Prompt:** ``` Show all unpaid invoices in my Invoiced account. ``` **Response:** ``` You have 7 unpaid invoices totaling ,450. The largest is INV-1042 for ,200 (due in 3 days). Would you like to see the customer details or send a payment reminder? ``` **Prompt:** ``` Create an invoice for customer 5001 with 2 items. ``` **Response:** ``` Invoice INV-1098 created for customer 5001. Total: (Web Design: , SEO Audit: ). The invoice is ready to send. Would you like to add a due date? ``` **Prompt:** ``` List all estimates waiting for approval. ``` **Response:** ``` You have 4 pending estimates totaling ,000. The oldest is EST-0034 (,500) sent 12 days ago. Would you like to follow up with the customer? ``` ## Capabilities ### Generate new invoices Build an invoice instantly by providing line items (name, quantity, unit cost). ### Review billing history List all historical and current invoices, checking for payment status and aging reports. ### Manage client records Get or create customer profiles; retrieve full credit histories and contact details. ### Track money received List all payments, view payment history for a specific invoice, or list applicable credit notes. ### Check billing status Verify the API connection and monitor overall transaction volume for service health checks. ## Use Cases ### The Quarterly Reconciliation A finance manager needs a total of all payments received and outstanding balances for Q2. They ask their agent: 'Show me the list of payments against invoices from April 1 to June 30.' The agent runs `list_payments` and cross-references it with `list_invoices`, providing one cohesive summary, eliminating manual spreadsheet work. ### Handling a Late Client An A/R lead needs to follow up on a client who hasn't paid in 90 days. They ask the agent: 'Show me all unpaid invoices for Acme Corp.' The agent uses `list_invoices` and provides the details, which the user can then use to communicate or initiate a credit note via `list_credit_notes`. ### Starting New Business A bookkeeper closes a deal and needs to bill immediately. They instruct their agent: 'Create an invoice for the new client, StellarTech.' The agent first uses `create_customer`, then runs `create_invoice` with the service details, getting a ready-to-send document. ### Auditing Payment Flow A developer needs to write code that predicts cash flow. They ask the agent to pull all available data: 'List all estimates and any payments received in the last 30 days.' The agent combines `list_estimates` and `list_payments` to build a full financial picture. ## Benefits - Stop manually checking payment status. Use `list_invoices` to instantly pull a report of all outstanding bills, sorted by due date and aging status. - Never lose client data again. With `get_customer` or `list_customers`, your agent pulls up complete credit profiles and payment histories in seconds—no dashboard clicking required. - Billing is simple: use `create_invoice` to generate a bill just by passing the line items as JSON. Your AI handles the rest of the numbering and metadata. - Track down why money hasn't arrived using `list_payments`. You can cross-reference payments against specific invoices via `get_invoice` for immediate reconciliation. - Manage client agreements without hassle. Use `list_estimates` to see all pending work that needs approval, streamlining the move from quote to bill. ## How It Works The bottom line is, you stop thinking about API calls; you just talk to your AI client like talking to a finance coordinator. 1. Subscribe to this MCP, then grab your API Key from your Invoiced dashboard settings. 2. Connect the key to any compatible client in Vinkius. This grants your agent access to all billing tools. 3. Tell your agent exactly what you need—for example, 'List all unpaid invoices for last quarter.' The tool executes the query and returns structured data. ## Frequently Asked Questions **How do I check if a payment was applied to the correct invoice using list_payments?** The agent links payments to invoices by retrieving specific details. You can use `list_payments` and then ask for the related invoice status via `get_invoice` to confirm proper allocation. **Can I create an invoice without a customer first? (create_customer)** It's best practice to run `create_customer` first. This ensures your billing data is linked to a clean, verified profile before you attempt to generate the bill using `create_invoice`. **What is the difference between list_invoices and list_estimates?** `list_invoices` tracks bills that have already been issued. `list_estimates`, however, shows potential revenue—the quotes or estimates awaiting final approval before they become an actual invoice. **If I need a full history of my payments, should I use list_payments?** Yes, that’s the tool for it. `list_payments` gives you a comprehensive overview of all money movement, allowing you to track revenue over time. **How can I use the `check_invoiced_status` function to confirm API connectivity?** The function immediately verifies your connection health. It runs a basic check against your API key, confirming that credentials are valid and that Invoiced's service endpoints are reachable for immediate operation. **When should I use the `list_credit_notes` function?** You run this when you need to track money deducted from an account. It provides a history of credit notes, which are records used to reduce outstanding balances on invoices or estimates. **If I have thousands of documents, how does the `list_customers` function handle pagination?** The tool supports paginated listing. It returns results in batches and provides a mechanism (like an offset or next page token) that allows your agent to request subsequent sets of data until all customer records are retrieved. **What are the mandatory parameters needed for the `create_invoice` function?** You must provide line items, typically as a JSON array detailing the name, quantity, and unit cost. The system also requires a valid customer ID to correctly associate the invoice with an existing account. **Can I create invoices directly from my AI agent?** Yes. Use the `create_invoice` tool with a customer ID and line items. The invoice is created instantly in your Invoiced account. **How do I track outstanding payments?** Use `list_payments` to see all payment transactions or `list_invoices` to review invoices with their payment status and outstanding balances. **Can I manage customers and credit notes?** Absolutely. Use `create_customer` to add new accounts, `list_customers` to browse, and `list_credit_notes` to review all issued credits.