Invoices

Tools in this category

list_invoices

Mutating: no

Return invoices with optional status, client, amount, issue/due date-range, and free-text filters. Filter by status with statuses — comma-separated slugs, which are user-configured, so call list_invoice_statuses first to see what this user actually has rather than guessing a slug. Default page size 20, max 50.

Parameters

get_invoice

Mutating: no

Fetch a single invoice by UUID or display ID (e.g. "I-7"), including line items, totals, status, and linked client/project.

Parameters

list_invoice_statuses

Mutating: no

List the current user’s invoice statuses (slug, name, and statusConfigId). Statuses are user-configured, so call this whenever you need to turn a status the user named ("unpaid", "overdue", "paid") into a value a tool accepts: pass the slug to list_invoices' statuses filter, and the statusConfigId to create_invoice / update_invoice.

Parameters

No parameters.

create_invoice

Mutating: yes

Create an invoice. statusConfigId is required — call list_invoice_statuses first. Use bulk_create_invoices for imports. Logged in the MCP audit trail.

Parameters

Items of lineItems:

• description (string)
• amount (number) — Billed total for the line. Always required — it is the only number the invoice total, the PDF and the exports read. Send quantity * unitPrice when billing by units.
• quantity (number) — Billed units — hours on a line billing tracked work. Explains amount.
• unitPrice (number) — Price per unit, in the invoice currency.
• unit (string (hours)) — Set to "hours" when the line bills time, making quantity hours and unitPrice the hourly rate. Omit for plain units. Only affects presentation and which lines the rounding action touches — the arithmetic is the same either way.
• tax (number)
• taxRate (number)
• taskId (string) — Optional task this line bills — accepts UUID or display ID (e.g. "T-7").

update_invoice

Mutating: yes

Update an invoice by UUID or display ID. Only supplied fields change. Prefer flag_invoice for toggling the flag.

Parameters

Items of lineItems:

• description (string)
• amount (number) — Billed total for the line. Always required — it is the only number the invoice total, the PDF and the exports read. Send quantity * unitPrice when billing by units.
• quantity (number) — Billed units — hours on a line billing tracked work. Explains amount.
• unitPrice (number) — Price per unit, in the invoice currency.
• unit (string (hours)) — Set to "hours" when the line bills time, making quantity hours and unitPrice the hourly rate. Omit for plain units. Only affects presentation and which lines the rounding action touches — the arithmetic is the same either way.
• tax (number)
• taxRate (number)
• taskId (string) — Optional task this line bills — accepts UUID or display ID (e.g. "T-7").

delete_invoice

Mutating: yes

Delete an invoice by UUID or display ID. Its generated export PDFs are also removed.

Parameters

flag_invoice

Mutating: yes

Flag or unflag an invoice for attention, with an optional reason. Prefer this over update_invoice for toggling the flag.

Parameters

bulk_create_invoices

Mutating: yes

Create many invoices in one transaction (all-or-nothing). Each item mirrors create_invoice input. Logged in the MCP audit trail.

Parameters

Items of items:

• invoiceNumber (string)
• statusConfigId (string) — Invoice status config UUID from list_invoice_statuses.
• amount (number)
• dueDate (string) — ISO 8601 due date.
• issueDate (string) — ISO 8601 issue date.
• clientDisplayId (string) — Optional client display ID (e.g. "C-7").
• projectDisplayId (string) — Optional project display ID (e.g. "P-3").
• lineItems (array) — Line items. Each: { description, amount, quantity?, unitPrice?, unit?, tax?, taxRate?, taskId? }.
• tags (array)
• currency (string) — ISO 4217 currency code (default USD).
• invoiceType (string (full | proforma)) — Invoice kind; defaults to "full".
• notes (string) — Free-form notes.
• companyName (string) — Issuer company name snapshot.
• taxId (string) — Issuer tax ID snapshot.
• bankName (string) — Payment bank name snapshot.
• bankAccount (string) — Payment bank account snapshot.
• bankRouting (string) — Payment bank routing snapshot.
• clientAddress (string) — Client address snapshot.
• clientEmail (string) — Client email snapshot.
• qrCodeData (string) — Payment QR payload.
• flagged (boolean) — Flag the invoice for attention.
• flagDescription (string) — Reason for the flag (max 500 chars).

bulk_update_invoices

Mutating: yes

Apply per-id partial updates to many invoices in one call — mark a set as paid, shift their due dates, or retag them. Each id is logged separately in the audit trail.

Parameters

Items of updates:

• id (string) — Invoice ID — accepts UUID or display ID (e.g. "I-7").
• data (object) — Partial invoice fields — same shape as update_invoice input, minus id and status. Send issueDate alongside dueDate when moving either, so the due-after-issue check runs.

bulk_delete_invoices

Mutating: yes

Delete many invoices in one call, along with their generated PDFs. The linked client and project are unaffected. Prefer this over looping delete_invoice.

Parameters