# Paycove MCP > Paycove provides direct API access for automating your entire billing lifecycle through an AI agent. Your agent can draft custom quotes, create client profiles, generate invoices on demand, and track real-time payment statuses without manual CRM hops. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** invoicing, cpq, quoting, billing-automation, payment-tracking ## Description Your agent handles your entire billing cycle through direct API access to Paycove. You don't have to manually move data between systems anymore; your AI client manages everything from initial drafts to payment tracking. ### Client Management When you need a new customer profile, your agent uses `create_client` to build the account in the Paycove system using all required details. If you just need info on someone already listed, calling `get_client` pulls up all current records based on their name or unique ID. You can also run `list_clients` anytime to get a full roster of every client you manage. ### Product Catalog Control You're in charge of the product catalog too. If you need to sell something new, call `create_product` to add it to Paycove so it shows up on quotes and invoices. To check what pricing is right for an item, use `get_product` with a known ID. For a complete rundown, running `list_products` gives you every product currently stocked in the official catalog. ### Generating Quotes and Invoices The quoting process starts simple: your agent drafts a brand-new sales quote using `create_quote`, letting you specify products and set pricing for a client. When that quote is accepted, calling `convert_quote_to_invoice` immediately finalizes the record into an official invoice draft. If you gotta bill someone manually or if something pops up unexpectedly, you can still generate a whole new invoice from scratch using `create_invoice`. To pull up all the details for a specific billing cycle, use `get_invoice` with the number, and to see the full history of any quote, run `get_quote`. ### Tracking Payments and Statuses Knowing where you stand is key. Your agent provides several ways to track down money owed. Running `list_invoices` gives you a master list of every invoice that's ever been processed in the system. You can also filter this massive database using `list_invoices_by_status`, letting you see only records that are 'Paid,' for example. If you wanna know what’s late, calling `list_overdue_invoices` pulls up just those records that passed their due date. To check payment history across all clients, use `list_payments`. You can also get a general overview of every quote ever created using `list_quotes`, and if you need to see everything done in the billing system, running `list_invoices` gives you that full picture. ### System Checks Before you start anything big, check your connection. Your agent verifies that your credentials are working right with Paycove by calling `check_paycove_status`. You'll run this before every major task. ## Tools ### check_paycove_status Verifies that your connection and API credentials are working correctly with Paycove. ### convert_quote_to_invoice Takes an accepted quote record and immediately converts it into a draft invoice record. ### create_client Creates a new client account in the Paycove system using required profile details. ### create_invoice Generates an entirely new invoice record, useful for manual or unexpected billing cycles. ### create_product Adds a new product to the official Paycove catalog so it can be used on quotes and invoices. ### create_quote Drafts a brand-new sales quote containing specific products and pricing for a client. ### get_client Retrieves all current details about an existing client by their unique ID or name. ### get_invoice Pulls up the full record and history for a specific invoice number. ### get_product Gets detailed information, including pricing, for a known product ID. ### get_quote Retrieves the full details of an existing quote, including line items and original client data. ### list_clients Provides a list of all clients managed in your Paycove account. ### list_invoices_by_status Filters the entire invoice database to show only records matching specific statuses (e.g., 'Paid'). ### list_invoices Returns a comprehensive list of every invoice ever created or processed. ### list_overdue_invoices Generates a list containing only invoices that have passed their due date. ### list_payments Retrieves records of all payments processed and associated with your client accounts. ### list_products Returns a list of every product currently in the Paycove catalog. ### list_quotes Provides an overview and list of all quote records created or managed within the system. ## Prompt Examples **Prompt:** ``` List all overdue invoices in Paycove ``` **Response:** ``` You have 3 overdue invoices totaling $4,200. The oldest one is Invoice #INV-102 for Acme Corp. Should I prepare a follow-up email? ``` **Prompt:** ``` Convert quote Q-881 to an invoice ``` **Response:** ``` I've successfully converted Quote Q-881 into Invoice INV-882. The invoice has been created in draft status. Do you want to review the line items before sending? ``` **Prompt:** ``` Check the payment status for client TechStart ``` **Response:** ``` TechStart has 2 paid invoices and 1 sent invoice awaiting payment. Their last payment of $1,500 was received 2 days ago. ``` ## Capabilities ### Manage Client Records The agent can create new clients or retrieve existing client data using tools like `create_client` and `get_client`. ### Handle Product Catalog You can add, view, and modify product details within the system by calling `create_product`, `get_product`, or `list_products`. ### Generate Quotes and Invoices The agent supports generating initial quotes via `create_quote` and finalizing them into official invoices using `convert_quote_to_invoice` or `create_invoice`. ### Track Billing Statuses You can list all records, filter for specific statuses (e.g., draft, overdue), or check payment history with tools like `list_invoices_by_status` and `list_overdue_invoices`. ## Use Cases ### The New Client Onboarding A sales rep closes a deal and needs to get billing started. They ask their agent: 'Start the process for new client TechCorp.' The agent runs `create_client` first, then uses `list_products` to confirm SKUs, and finally executes `create_quote`, solving the problem before finance even gets involved. ### The Overdue Account Follow-Up A finance team member is prepping for a collection call. They ask their agent to 'Show me all overdue accounts.' The agent runs `list_overdue_invoices`, providing the total amount and the oldest invoice number, allowing the team member to call with concrete data. ### The Quote-to-Invoice Handoff A quote was accepted by the client. Instead of logging into Paycove manually and clicking buttons, the user simply asks: 'Finalize Q-881.' The agent runs `convert_quote_to_invoice`, generating a draft invoice ready for review in minutes. ### The Historical Audit An auditor needs to verify payment history. They ask the agent to 'List all payments for Acme Corp.' The agent runs `list_payments` and provides a detailed list of amounts, dates, and associated invoices. ## Benefits - You can automate complex billing sequences. Instead of copying data, just tell your agent to 'Convert quote Q-881 to an invoice,' and it runs the `convert_quote_to_invoice` tool. - Track cash flow instantly. Need to know which invoices are late? Running `list_overdue_invoices` gives you a precise list and total amount, eliminating manual report generation. - Manage client data in one place. Use `create_client` or `get_client` to ensure every interaction starts with accurate billing contact information, reducing onboarding friction. - Build the full revenue picture. By listing both quotes (`list_quotes`) and invoices (`list_invoices`), your agent lets you compare what was promised versus what was billed. - Never miss a payment date again. Calling `list_payments` gives you a running ledger of payments, confirming when funds hit the account for accurate reporting. ## How It Works The bottom line is that your AI client connects directly to Paycove's backend using pre-built tools, allowing conversational control over complex billing tasks. 1. First, log into your Paycove account and generate the necessary API key in Settings > API & Integrations. 2. Next, connect that API key to Vinkius. Your AI client now has access to all 17 defined tools. 3. Finally, tell your agent what you need—for example, 'List all overdue invoices for Acme Corp.' The agent runs the necessary tool calls and gives you a direct answer. ## Frequently Asked Questions **How do I check if my API credentials work with the Paycove MCP Server using check_paycove_status?** Simply call `check_paycove_status`. This tool validates your connection immediately. It's the first thing you run to make sure the rest of the billing tools are going to work. **What is the best way to get an overdue list using list_overdue_invoices?** Run `list_overdue_invoices`. This tool aggregates only those invoices past their due date. It's much faster than trying to filter through all historical records. **Can I create an invoice for a client who doesn't exist yet? Use create_invoice.** Yes, `create_invoice` lets you generate a record even if the client isn't fully set up. However, it’s always best practice to run `create_client` first to ensure full billing profile data is captured. **Do I need to use create_quote before creating an invoice?** No, not always. You can use `create_invoice` directly for manual billing needs. But if the payment started as a sales discussion, you should run `create_quote` first. **When should I use `create_product` versus retrieving existing goods with `get_product`?** You use `create_product` when you need to add a brand-new item or service that isn't already in the Paycove catalog. If the product exists, using `get_product` retrieves its current details and pricing, letting your agent verify the data before quoting. **Using `list_payments`, how can my agent pull a client's complete financial transaction history?** The agent calls `list_payments` to get all transactions. You then combine this output with `get_client` details. This gives you a full, chronological view of payments made against that specific account. **Before I run any write operation, how does my agent verify required client data using `get_client`?** The agent runs `get_client` first. This confirms the client ID and ensures all necessary fields—like billing address or contact name—are populated before attempting to create an invoice or quote. **What happens if I run `create_invoice` for an invoice ID that already exists in Paycove?** If you try to generate a duplicate invoice using the same identifier, the system handles it by returning a specific error code. Your agent can catch this failure and prompt you to use a different ID or modify the existing record instead. **Can I automatically convert quotes?** Yes, you can directly convert an accepted quote into an invoice for immediate payment collection using the Paycove MCP. **How do I find overdue invoices?** The MCP provides dedicated tools to list overdue invoices or filter all invoices strictly by the 'overdue' status. **Can I manage the product catalog?** Absolutely. You can list all products, get pricing and tax settings, and even create new products directly through the agent.