# Invoiced MCP > Invoiced MCP connects your AI agent directly to billing and payments data. You can track accounts receivable, find specific invoice details, check payment statuses, or audit subscription plans using real-world financial records. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** accounts-receivable, invoice-management, subscription-billing, payment-tracking, financial-operations, customer-billing ## Description This connector lets your AI client handle the full lifecycle of business finances. Instead of switching between multiple dashboards and spreadsheets just to get a clear picture of money coming in, you can ask your agent for the data directly. You'll pull customer records, view all outstanding invoices, track payments received, and even audit subscription plans—all without leaving your chat window. It’s perfect for automating accounts receivable tasks or running end-of-month financial checks. Because Vinkius manages this MCP catalog, you connect once from any compatible client and instantly gain access to these core billing functions. ## Tools ### get_customer Retrieves detailed contact info, balance data, and current payment settings for a specific client. ### get_invoice Pulls up all the necessary details when you need to audit or support a single bill. ### list_coupons Shows every active discount coupon available for auditing marketing incentives. ### list_customers Provides a list of all customers, including their account numbers and IDs, to start managing receivables. ### list_invoices Lists every invoice in the system, showing amounts and statuses for monitoring overall revenue flow. ### list_items Provides a catalog list of all available billing items, including codes and unit prices. ### list_payments Lists all recorded payments received, along with transaction IDs, useful for reconciling bank statements. ### list_plans Shows every defined subscription plan (e.g., Monthly SaaS or Annual Support) available in the system. ### list_subscriptions Lists all active customer subscriptions, essential for tracking long-term revenue commitments. ### list_tax_rates Retrieves a list of defined tax rates to ensure compliance and understand how taxes are applied to billing. ## Prompt Examples **Prompt:** ``` List all active customers in Invoiced. ``` **Response:** ``` I'll fetch the list of your Invoiced customers for you. ``` **Prompt:** ``` Show me the last 5 invoices generated. ``` **Response:** ``` I'll retrieve the most recent invoices from your account. ``` **Prompt:** ``` Check the status of invoice number 'INV-789'. ``` **Response:** ``` I'll look up the details and current payment status for that specific invoice. ``` ## Capabilities ### Identify customer status Get detailed contact information, current account balance, and payment settings for a specific client. ### Retrieve invoice specifics Pull up the full details of any single bill or invoice for auditing or support purposes. ### List all clients Get a comprehensive list of every customer, including their account numbers and IDs. ### Check outstanding invoices List all invoices currently in the system, showing amounts and payment statuses to track receivables. ### Audit payments received Fetch a list of all processed payments, including transaction IDs and methods used for reconciliation. ### Review subscription data List all active customer subscriptions to monitor recurring revenue and long-term commitments. ## Use Cases ### Handling a payment dispute A customer calls about an old charge. Instead of asking them to send screenshots, you tell your agent to use `get_invoice` with the invoice number. The agent retrieves all details and current status immediately, allowing you to solve the issue without delays. ### Quarterly revenue audit It's time for the quarterly finance review. You instruct your agent to use `list_customers` first, then cross-reference that list with `list_subscriptions`. This gives you a comprehensive view of all long-term commitments in one go. ### Preparing for client onboarding A new client needs setup. You ask your agent to use `get_customer` to verify contact details, then cross-reference that with `list_tax_rates` to make sure the correct taxes are applied from day one. ### Checking marketing discounts A sales rep needs to confirm if a client is eligible for an old promotion. They ask the agent to run `list_coupons`, which immediately shows all active discount codes, preventing incorrect quoting. ## Benefits - Instantly see all outstanding invoices. Instead of running reports in the platform, you ask your agent to use `list_invoices` and get a real-time status snapshot right here. - Simplify customer deep dives. Use `get_customer` to pull contact info, balance data, and payment settings for any client before discussing billing with them. - Track recurring revenue easily. The ability to list all active subscriptions via `list_subscriptions` lets you monitor MRR without manually compiling lists from multiple sources. - Reconcile payments faster than ever. Run a quick check using `list_payments` to get transaction IDs and amounts, making bank statement matching much quicker. - Audit billing items in bulk. Need to know what's available? The `list_items` tool gives you the full inventory of codes and unit prices for checking your catalog. ## How It Works The bottom line is you get financial reports without ever opening the Invoiced platform. 1. You tell your AI client exactly what financial data you need, like 'What are the outstanding invoices for Client XYZ?' 2. The agent uses this MCP to call the relevant tools—for example, checking customer details and listing invoices—and pulls all the raw data. 3. Your agent formats that data into a clean, readable summary directly in your conversation window. ## Frequently Asked Questions **How do I check if an invoice is paid using the Invoiced MCP?** You use `get_invoice` to pull up all the details for that specific bill. The resulting data will show the current payment status, letting you know exactly when and how it was settled. **Can I find out what a customer owes using Invoiced MCP?** Yes. Use `get_customer` to retrieve the account balance and payment settings for that client directly in your chat window, without leaving your workflow. **Does the Invoiced MCP handle tax rates?** Absolutely. You can use `list_tax_rates` to audit compliance by seeing all defined tax rates and how they apply to billing records. **What if I need a list of all my products or services?** You should run the `list_items` tool. This gives you a full inventory of every item code, description, and unit price available in your catalog. **How do I audit revenue from subscriptions using Invoiced MCP?** Use `list_subscriptions`. This tool provides the crucial list of all active customer commitments, helping you monitor Monthly Recurring Revenue (MRR).