NeetoInvoice MCP. Manage billing, time logs, and clients via chat commands.

NeetoInvoice connects your entire billing cycle—from initial client setup to the final invoice—right into your AI agent. You'll manage every detail through natural conversation, making sure your financial records are clean and accurate without ever touching a complicated dashboard.

Client and Contact Management

The system handles all your core client profiles. When you need a new account, you'll use create_client to establish it, specifying the name, currency, and initial status for that brand-new entity; if the details change later, you can modify them using update_client. To check on any client, get_client pulls up every single billing detail associated with their ID.

If a client record is stale or wrong, you've got update_client to fix it, and you can even wipe out an entire profile if needed. You also manage the people attached to those accounts; you'll use create_recipient to add a specific contact person linked to the existing client, modify that info with update_recipient, or sever the connection entirely using delete_recipient.

Project and Team Structure

The billing backbone starts when you set up projects. You'll initiate this process by calling create_project, which handles setting up the project structure itself. For every active job, your AI agent can fetch all existing details with get_project or modify settings like naming conventions or billing methods using update_project. When a team gets assigned to an account, you'll use add_project_user to assign a specific staff member to that project; the tool also lets you list everyone currently on board via list_project_users, and if someone leaves mid-job, you can revoke their access with remove_project_user.

You can change roles or permissions for any user assigned to a job using update_project_user.

Team Roster Management

You don't just manage project members; you control the whole crew. To get an exhaustive list of everyone who works here, you'll use list_team_members. If you need to bring on new staff, add_team_members adds them across the entire workspace roster. You can keep their profiles current using update_team_member, and if a team member leaves completely, you have remove_team_members to delete that person from the system entirely.

Time Logging and Tracking

Logging hours is straightforward. Use create_time_entry anytime you work on something; this logs the specific hours spent against an assigned project. To see what's been done, you can check past work by calling list_time_entries, which lets you filter those records specifically by date or project name. If a job changes scope and needs new billing details attached to it, you simply update the existing project using update_project.

Generating Paychecks (The Invoice)

The final step is getting paid. When it's time to bill, you just call generate_invoice. This function pulls together all the necessary data—the current project settings and every single logged time entry—and automatically drafts a professional invoice document for the specified client. You can also modify any existing contact person under an account using update_recipient or remove them with delete_recipient; if you need to change the main billing details of a whole client, you use update_client.

This gives your agent total control over every facet of billing and project management.