# InvoiceXpress MCP MCP

> InvoiceXpress MCP manages your certified billing and client records for Portugal through natural conversation. You can create new clients, track outstanding payments, list invoices, and audit tax rates without logging into multiple portals. It handles the entire invoicing lifecycle—from initial estimate to final receipt.

## Overview
- **Category:** finance-accounting
- **Price:** Free
- **Tags:** invoicing, tax-compliance, fiscal-reporting, portugal-tax, client-management, billing-automation

## Description

This connector lets you take full control of your certified accounting processes in Portugal using just plain language. Instead of jumping through multiple tabs or exporting CSVs to cross-reference data, you talk to your AI client and it performs the necessary actions within InvoiceXpress. You can list all registered clients by name, pull up detailed invoice breakdowns, or even check if your item catalog has the right VAT rates applied. It’s built specifically for Portuguese compliance (NIF/NIPC). If you use Vinkius to connect this MCP alongside other business tools, you get a single source of truth for both billing and client management. You can audit estimates, view payment receipts, or list all active tax codes—all from one place.

## Tools

### list_clients
Lists every client registered in InvoiceXpress for an overview.

### get_client
Retrieves all detailed demographic and contact information for a specific, known client ID.

### find_client
Searches for an existing client using their company name.

### create_client
Registers a new customer in InvoiceXpress using their full fiscal details.

### update_client
Modifies demographic details for a client without changing the core ID or history.

### list_items
Provides a list of every item or service currently set up for billing.

### get_item
Retrieves all specific details about a service or article by its ID number.

### create_item
Adds a new service or product to your billing catalog, linking it to the necessary tax ID.

### list_invoices
Lists all invoices that have been issued in the system.

### get_invoice
Pulls every detail from an invoice record, including the PDF link and tax breakdown.

### list_estimates
Lists all current and past estimates, helping you track potential sales revenue.

### list_credit_notes
Retrieves a list of all recorded credit notes, used for returns or adjustments.

### list_receipts
Lists all payment receipts received from clients, confirming funds have arrived.

### list_guides
Retrieves a list of transport guides relevant to your operations.

### list_taxes
Lists all currently active VAT rates and tax exemptions configured in your account.

### list_sequences
Shows the active numbering series for invoices (e.g., FT 2026/).

## Prompt Examples

**Prompt:** 
```
List the last 5 invoices from InvoiceXpress
```

**Response:** 
```
I've retrieved the latest 5 invoices. Highlights include FT 2026/1 (€1,200), FT 2026/2 (€450), and FT 2026/3 (€2,100). All documents are in the 'Finalized' state. Would you like the PDF link for any of these?
```

**Prompt:** 
```
Search for a client named 'TechPorto'
```

**Response:** 
```
I've found client 'TechPorto' (ID: 12345). Their fiscal ID is 500123456 and they are located in Porto. They have 3 active estimates pending approval. Would you like to see their contact history?
```

**Prompt:** 
```
What are the active VAT rates in my account?
```

**Response:** 
```
I've identified 3 active VAT rates: 23% (Normal rate, ID: 1), 13% (Intermediate rate, ID: 2), and 6% (Reduced rate, ID: 3). There are also 2 exemption codes configured for international services. I can provide the IDs for your item mappings.
```

## Capabilities

### Manage Client Data
Find specific clients by name, retrieve their full fiscal details, or register entirely new accounts.

### Process Billing Documents
List all issued invoices and receipts, retrieving detailed line items, tax breakdowns, and the final PDF links for sharing.

### Track Sales Pipelines
View a complete list of estimates and pro-forma invoices to monitor pending business proposals before they become active billing cycles.

### Ensure Fiscal Compliance
Audit current VAT rates, exemptions, and official tax codes required by Portuguese law (AT).

### Maintain Item Catalog
Manage your list of billable items or services, including their unit prices and associated IVA tax rates.

## Use Cases

### Need to send an invoice for last quarter's work.
The agent runs list_invoices to find all documents from Q3. You then ask it to get_invoice on the specific IDs, which pulls the full details and the PDF link so you can email them immediately.

### Onboarding a new retainer client.
The agent uses find_client first to verify their existing record. If they don't exist, it runs create_client using their NIF/NIPC and then lists_items to set up the initial billing rates.

### Auditing tax changes for an international project.
You run list_taxes to see all current IVA rules. Then, you use get_item on your product catalog details to confirm that every line item is mapped against the correct exemption code.

### Checking if a client's details are up to date.
You find the client using find_client. If their address changed, you can run update_client with the new data to make sure future invoices are accurate.

## Benefits

- Never lose track of outstanding payments. You can use the list_invoices tool to pull up all issued invoices and check client balances instantly.
- Compliance is handled automatically. By using list_taxes, you ensure every invoice item maps correctly against active tax rates (IVA), protecting you from audit issues.
- Client setup is fast. If you need a new customer, the create_client tool handles all fiscal data collection and registration in one go.
- Keep track of potential revenue with ease. You can list_estimates to see which proposals are pending without needing to wait for them to become full invoices.
- Streamline document access. Need proof of payment or a detailed bill? The get_invoice tool pulls all the required data and links to the final PDF.

## How It Works

The bottom line is that your AI client acts as an automated accounting assistant inside InvoiceXpress.

1. First, subscribe to this MCP in Vinkius and provide your InvoiceXpress Account Name and API Key.
2. Next, you tell your AI client exactly what data you need—for instance, 'Show me the outstanding invoices for TechPorto.'
3. Finally, the agent uses the appropriate tools to pull all necessary records (invoices, clients, tax codes) and presents a summarized answer to you.

## Frequently Asked Questions

**How do I check active VAT rates using list_taxes?**
The list_taxes tool retrieves all current VAT rates and exemptions configured in your account. It provides the IDs you need to ensure accurate billing for every item.

**Can I find a client by name using find_client?**
Yes, calling find_client searches the system for an existing customer based on their company's business name. It returns key identifiers like their fiscal ID.

**How do I list all my invoices at once? Use list_invoices.**
The list_invoices tool pulls a comprehensive list of every invoice generated in the system, allowing you to track statuses and amounts quickly.

**What if I need to add a new product to bill?**
You use create_item. The agent ensures that when you define the item, you also specify the required tax ID by referencing list_taxes first.

**If I need to modify a client's details, how do I use the update_client function?**
The `update_client` tool only replaces the specific parameters you send. You don't risk overwriting existing data; it updates just the demographic fields or identifiers you provide.

**How can I verify the details of a single article or service using get_item?**
You run `get_item` with the ID to pull all catalog information. This lets you confirm pricing, associated VAT rates (IVA), and availability before generating any documents.

**I need to check my current sales pipeline; which tool lists outstanding quotes? Use list_estimates.**
Running `list_estimates` gives you a paginated view of all issued proposals. This lets your agent track pending business and see how close you are to converting estimates into final invoices.

**After generating an invoice, what is the best way to retrieve the final PDF link? Use get_invoice.**
Calling `get_invoice` retrieves all document details, including a permalink for the signed PDF. This ensures you have the official, verifiable file needed for sharing or archiving.

**Can I see the signed PDF of an invoice through my agent?**
Yes. Use the `get_invoice` tool with a specific Invoice ID. Your agent will return all document details along with a permalink to the signed PDF, allowing you to view or share the official fiscal document instantly.

**How do I find a client by their company name?**
The `find_client` tool allows you to search for a client directly by their business name. This is perfect for locating a client profile when you don't have their numerical ID handy.

**Can I list the VAT rates available in my account?**
Absolutely. Use the `list_taxes` tool to enumerate all VAT rates and exemptions configured in your InvoiceXpress account. Your agent will show the official AT mapping, which is essential before creating new items or invoices.