# Invoicing Plus MCP MCP

> Invoicing Plus connects your billing system directly to any AI agent. Create professional invoices, track payments, and manage client estimates using natural conversation—no need to open the billing app. You can list clients, generate new customer records, monitor outstanding balances, and view product pricing all through chat.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** invoicing, estimates, payment-tracking, client-management, tax-calculation, small-business

## Description

This MCP lets you handle your entire billing cycle without jumping between tabs or logging into a separate web app. Need an invoice for Acme Corp? Just ask your AI agent to create it with three line items, specifying the tax rate. It calculates everything—subtotal, tax, total—and even shows which invoices are overdue. The system keeps track of your entire client base, letting you easily find profiles and review payment histories. If you're a freelancer, this means generating and sending professional documents in minutes. Small businesses use it to monitor cash flow by tracking outstanding amounts across multiple clients. Accountants can quickly audit records or check total revenue trends just by asking the right questions. With Vinkius, your agent connects directly to Invoicing Plus data, letting you manage accounts through simple chat commands.

## Tools

### create_customer
Adds a brand new customer record using their name and email address.

### get_company
Retrieves the details for one specific company profile.

### get_customer
Pulls all the information for a single, existing customer account.

### get_estimate
Retrieves the details for one specific project estimate.

### get_invoice
Fetches all details for one specific invoice number or ID.

### get_item
Retrieves the details for one specific product or service item.

### list_companies
Shows a list of every company currently in your Invoicing Plus system.

### list_customers
Provides a full list of every customer record in the billing system.

### list_estimates
Shows a list of all created and saved estimates.

### list_invoices
Provides a comprehensive list of all invoices generated in the system.

### list_items
Lists all available products and services along with their current pricing.

### list_payments
Lists all payment transactions recorded against your accounts.

## Prompt Examples

**Prompt:** 
```
Create an invoice for Acme Corp with 3 line items and show all overdue invoices.
```

**Response:** 
```
Invoice created! #INV-2089, Client: Acme Corp. Items: 1) Web Development ($5,000). 2) UI Design ($2,500). 3) QA Testing ($1,200). Subtotal: $8,700. Tax (10%): $870. Total: $9,570. Status: Draft. Overdue invoices: 3 total ($4,250). #INV-2075 — TechCo ($1,800, 15 days overdue). #INV-2080 — StartupXYZ ($1,200, 8 days). #INV-2083 — DesignCo ($1,250, 3 days).
```

**Prompt:** 
```
Show all clients and the revenue summary for this month.
```

**Response:** 
```
Clients: 24 total. Top by revenue: Acme Corp ($28K lifetime), TechCo ($15K), StartupXYZ ($8K). This month: Revenue: $18,450 (12 invoices). Paid: $14,200 (77%). Outstanding: $4,250 (3 overdue). Average invoice: $1,537. Compared to last month: +12%.
```

**Prompt:** 
```
Browse the product catalog and send the draft invoice to Acme Corp.
```

**Response:** 
```
Product catalog: 12 items. Services: Web Development ($150/hr), UI Design ($120/hr), QA Testing ($80/hr), Consulting ($200/hr). Products: Hosting ($49/mo), SSL ($19/yr), Domain ($12/yr). Invoice #INV-2089 sent! ✅ Delivered to billing@acmecorp.com. Status: Sent. Payment due: May 10, 2025.
```

## Capabilities

### Generate and send invoices
Create fully detailed invoices or estimates using line items and proper tax calculations.

### Manage client records
View existing companies, look up specific customer profiles, and create new contacts for billing.

### Track payment status
Review payment histories to see which invoices are paid, outstanding, or overdue.

### Monitor financial summaries
Get an overview of total revenue, the number of active clients, and current cash flow trends.

## Use Cases

### Closing out a large contract
A project finished, and the owner needs an invoice. They ask their agent: 'Create an invoice for Acme Corp with Web Development ($5k) and UI Design ($2.5k).' The agent uses these tools to calculate tax, total amount, and status.

### Checking who hasn't paid
The bookkeeper needs a quick cash flow check. They ask the MCP: 'Show me all overdue invoices.' The agent calls list_invoices and filters for payments that are past due, giving them immediate action items.

### Onboarding a new client
A small business owner gets a lead. They ask the MCP to create a record: 'New customer needed at Beta Inc.' The agent uses the create_customer tool, adding the company to the ledger instantly.

### Auditing past work
An accountant needs proof of services rendered last quarter. They prompt the MCP with a client name and ask for payment history. The agent uses get_customer and list_payments to build the full audit trail.

## Benefits

- Instantly generate invoices. Instead of building a document in a web app, you just prompt your agent to 'Create an invoice for X with three items.' It handles the math automatically.
- Keep track of who owes money. You can ask the MCP to list payments or check overdue accounts without digging into reports. The payment tracking is immediate.
- Never lose client data. Need a quick overview? Your agent can pull all customer details by calling 'list_customers' and summarize their history for you.
- Build invoices from scratch instantly. Use the MCP to browse products via 'list_items', pick services, and get accurate pricing before you even send the document.
- Review your cash flow summary. You don't have to manually calculate revenue trends; asking for a client revenue summary gives you total outstanding amounts right away.

## How It Works

The bottom line is: it brings complex financial operations into plain chat conversation.

1. Subscribe to this MCP on Vinkius and provide your Invoicing Plus API key.
2. Direct your conversation to your AI agent using a prompt like 'Create an invoice for X.'
3. Your agent calls the necessary tools, pulling data from the service and providing you with the final document details or status updates.

## Frequently Asked Questions

**How do I create a new client using the create_customer tool?**
You provide the name and email address of the new customer. This immediately builds the record into your system, allowing you to track payments against them later.

**Can I get details on an invoice using the get_invoice tool?**
Yes, if you know the specific invoice number or ID, this tool pulls every detail about it—the items sold, the tax rate, and the total amount due.

**What is list_items for in the Invoicing Plus MCP?**
list_items lets you see a master catalog of everything you charge for. You can browse all available products and services along with their current pricing to make sure your invoice costs are accurate.

**Does list_payments show me how much is owed?**
No, list_payments shows actual transactions that have occurred (paid or otherwise). To see outstanding amounts, you need to review the total revenue summary after calling list_invoices.

**Before calling `list_companies`, what authentication method does the Invoicing Plus MCP require?**
You need a valid API key to connect. Your AI client must pass this key during setup; it authorizes all subsequent calls through the MCP connection.

**When using the `get_estimate` tool, what happens if the associated customer record is missing?**
The MCP returns a standard 404 error. You'll need to check and create the client first before requesting any estimate data for that user.

**How can I view all potential billing options using `list_estimates`?**
`list_estimates` provides details on pending invoices, including their total value, the associated client, and the expected due date. This helps you track money that hasn't been finalized into a formal invoice.

**If I need to retrieve thousands of records using `list_invoices`, are there rate limits?**
Yes, high-volume calls require pagination. Always request data in batches and manage your API usage carefully to avoid hitting established call limits.

**Can I create and send invoices through the AI agent?**
Yes. Use the invoice creation tools with client ID, line items, and tax settings. Browse products for quick item selection and send invoices directly to clients.

**Can I track overdue invoices and payment status?**
Yes. List invoices with status filters to identify overdue, paid, and pending invoices. Track payment amounts and dates for cash flow monitoring.

**Can I manage my product catalog?**
Yes. Browse all products and services with pricing. Use products directly when creating invoices for quick line item selection.