Invoiceflow Mcp
This server gives Claude native invoice operations: create PDFs with line items and tax calculations, track payment status, and send reminders via SendGrid. The standout feature is AI risk scoring that weighs invoice amount, client history, days until due, and reminder count to predict late payment probability on a 0-100 scale. It also handles payment reconciliation by matching incoming amounts and payer emails to open invoices, plus generates cash flow reports with collection rates and 30-day projections. Supports ten currencies and sequential invoice numbering. Useful if you're running a small consultancy or agency and want invoicing logic accessible to an AI agent without bouncing between accounting software.
- tools
- 10
- transport
- STDIO
- last updated
- Apr 13, 2026
Tools
10 toolsPublic tool metadata for what this MCP can expose to an agent.
invoice_demo_seedSeed a realistic demo dataset — 8 clients across 5 archetypes and 25-45 invoices over the last 6 months — so every tool returns meaningful output without any credentials.
Seed a realistic demo dataset — 8 clients across 5 archetypes and 25-45 invoices over the last 6 months — so every tool returns meaningful output without any credentials.
No parameter schema in public metadata yet.
client_manageCreate a new client. Required before creating invoices.
Create a new client. Required before creating invoices.
No parameter schema in public metadata yet.
invoice_createCreate an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).
Create an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).
No parameter schema in public metadata yet.
invoice_sendSend an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".
Send an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".
No parameter schema in public metadata yet.
invoice_listFilter invoices by status, client, amount range, date range, or overdue status. Supports pagination.
Filter invoices by status, client, amount range, date range, or overdue status. Supports pagination.
No parameter schema in public metadata yet.
invoice_mark_paidMark an invoice as paid (full or partial). Updates client payment history automatically.
Mark an invoice as paid (full or partial). Updates client payment history automatically.
No parameter schema in public metadata yet.
invoice_remindSend a payment reminder. Increments reminder count. Supports custom messages.
Send a payment reminder. Increments reminder count. Supports custom messages.
No parameter schema in public metadata yet.
invoice_riskAI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.
AI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.
No parameter schema in public metadata yet.
cashflow_reportGenerate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.
Generate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.
No parameter schema in public metadata yet.
payment_reconcileMatch incoming payment to invoice by amount and payer email. Auto-marks as paid.
Match incoming payment to invoice by amount and payer email. Auto-marks as paid.
No parameter schema in public metadata yet.
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InvoiceFlow MCP
AI-powered invoice automation for the Model Context Protocol
InvoiceFlow creates professional PDF invoices, predicts late payment risk using AI, auto-sends reminders, matches incoming payments to invoices, and tracks your cash flow -- all through the MCP protocol.
Features
Details
- Repository
- github.com/enzoemir1/invoiceflow-mcp
- Categories
- Automation & Workflows, Finance & Commerce
- Package
invoiceflow-mcp-server- Transport
- STDIO
- Registry
- MCP registry, active
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