All 102 MCP Tools

List invoices. Optionally filter by status or search by invoice number/customer name.

Get full details of a specific invoice including line items.

Create a new invoice with line items, optional discount, shipping, adjustment. If the customer does not exist, they will be auto-created. Line item descriptions support multi-line: first line = bold title, lines after \\n = sub-description in lighter text.

Update an existing invoice. Supports status, dates, notes, discount, shipping, adjustment, salesperson, and terms. Recalculates totals automatically.

Mark an invoice as

Get the shareable public link for an invoice.

Delete an invoice permanently.

Email an invoice to the customer with a professional HTML email and PDF attachment. Updates status to Sent if currently Draft.

Create a copy of an existing invoice as a new Draft. Copies line items, template, payment methods. Status = Draft, paidAmount = 0, balanceDue = total.

Create a deposit invoice (e.g. 50% upfront) for a parent invoice. Generates a single-line invoice for the percentage of parent\

List customers in the organization. Optionally search by name or company.

Create a new customer. Only displayName is required. Supports billing/shipping addresses, payment terms, and tax info.

Update an existing customer\

Delete a customer. Warning: this also removes related data.

Get full details for a single customer by ID, including addresses, payment terms, tax info, and notes.

Generate (or return existing) public portal link for a customer. Uses Customer.portalToken; creates one if missing.

List products/services (items) in the organization. Optionally search by name.

Create a new product or service item.

Update an existing product or service item.

Delete a product or service item.

Add a new line item to an existing invoice. Automatically recalculates invoice totals. Description supports multi-line: first line = bold title, lines after \\n = sub-description.

Remove a line item from an invoice by index (0-based) or by matching description text. Recalculates totals.

Update a line item on an invoice. Find by index (0-based) or searchDescription. Can change description, quantity, rate, tax. Use this to fix mistakes instead of creating new invoices. Recalculates totals.

Get full details for a single product/service item by ID.

Record a payment against an invoice. Updates invoice balance and status automatically.

List payments. Optionally filter by invoice.

Get full details for a single payment by ID.

List all payment methods (bank accounts, Wise, Payoneer, PayPal, crypto) configured for the organization.

Add a new payment method (bank account, Wise, Payoneer, PayPal, crypto, other). Displayed on invoices so clients know where to pay.

Update an existing payment method. Use list_payment_methods first to get the method ID.

Delete a payment method. Use list_payment_methods first to get the method ID.

List quotes/estimates. Optionally filter by status or customer, or search by quote number/customer name.

Get full details of a specific quote including line items.

Create a new quote/estimate with line items. If customer does not exist, will be auto-created. Default expiry is 30 days from quote date.

Update an existing quote. Supports status transitions, dates, notes, financial fields. Recalculates totals when financial fields change.

Delete a quote. Cannot delete a converted quote (it is linked to an invoice).

Mark a quote as Sent and return its public shareable link.

Email a quote to the customer (or override email). Sends a styled HTML email with the public quote link. Updates status to Sent if currently Draft.

Get the shareable public link for a quote.

Get the authenticated PDF download URL for a quote.

Convert an Accepted/Sent/Viewed quote into a Draft invoice. Marks the quote as Converted and links it to the new invoice.

List recurring invoice profiles. Optionally filter by status.

Create a recurring invoice profile. Generates an invoice automatically on each period (weekly/monthly/etc.). Use generate_recurring_invoice_now to fire one immediately.

Update a recurring invoice profile. Note: line item changes require deleting and recreating the profile. Use this for metadata, frequency, end date, and discount/shipping/adjustment.

Delete a recurring invoice profile. Already-generated invoices are NOT deleted.

Pause a recurring invoice profile so the cron stops generating invoices for it. Resume later with resume_recurring_invoice.

Resume a paused recurring invoice profile.

Manually trigger generation of an invoice from a recurring profile right now. Advances the profile\

List recurring payment profiles. Optionally filter by status.

Create a recurring payment profile (e.g. monthly retainer received). Tracks expected incoming payments. To record actual receipts, use record_payment against an invoice.

Update a recurring payment profile.

Delete a recurring payment profile.

Pause a recurring payment profile.

Resume a paused recurring payment profile.

List expenses with totals. Filter by status, category, vendor, date range, customer, or billable flag.

Get full details of a specific expense.

Record a new expense. Auto-generates an EXP-XXXXXX number. If bankAccountId is provided, deducts the amount from the bank balance.

Update an existing expense. If amount changes and the expense has a bankAccountId, the bank balance is auto-adjusted.

Delete an expense. If it had a bankAccountId, the deducted amount is added back to the balance.

List all active expense categories for the organization.

Create a new expense category.

Update an expense category. Use isActive=false to soft-deactivate without deleting.

Delete an expense category. Fails if any expenses still use it — reassign or delete those first, or use update_expense_category with isActive=false.

Get dashboard statistics: outstanding amounts, overdue invoices, customer and invoice counts.

Get audit log entries. Optionally filter by entity type.

Accounts receivable aging report. Shows unpaid invoices bucketed by days overdue (current, 1-30, 31-60, 61-90, 91-120, 120+), with per-customer and per-currency breakdowns.

Revenue report over a date range. Shows invoiced (accrual), collected (cash), and outstanding amounts grouped by day/week/month, plus per-currency totals.

Cash flow report. Shows actual cash inflows (recorded payments) vs outflows (expenses) for the period, broken down by currency and payment mode.

List chart of accounts. Optionally filter by type (Asset, Liability, Equity, Revenue, Expense).

List journal entries. Optionally filter by status (Draft, Posted, Void).

Create a new account in the chart of accounts. Codes must be unique within the org.

Update an existing chart-of-accounts entry. Code uniqueness is enforced.

Delete an account. Fails if it has any journal lines — deactivate via update_account isActive=false instead.

Seed the org with a standard 39-account chart of accounts (Assets/Liabilities/Equity/Revenue/Expense). Fails if any accounts already exist.

Create a journal entry. Validates double-entry (sum of debits must equal sum of credits). Pass status=

Post a Draft journal entry. Updates affected account balances. Cannot be undone — to reverse, use void_journal_entry.

Void a journal entry. If it was Posted, account balances are reversed. Voided entries cannot be edited.

Get the current balance of a single account. Balance reflects all posted journal entries to-date.

List bank accounts configured for the organization. Includes balances and default flag.

Create a new bank account for the organization. Used for recording deposits and reconciliation.

Get the current balance and recent activity for a bank account.

Update a bank account. To set as default, the existing default is automatically unset.

Soft-delete a bank account (sets isActive=false). Preserves transaction history. To hard-delete, use the dashboard.

List the org\

Add a new tax rate to the org\

Update an existing tax rate. All fields optional except id.

Delete a tax rate from the org\

Configure automatic overdue-reminder settings (which days after due date, default subject/message, sendTime).

Configure late-fee policy (flat or percentage, grace period, once or recurring).

Send an overdue reminder email for a specific invoice. Requires the invoice has balanceDue > 0 and the customer has an email on file. Uses the org\

Manually apply the configured late fee to an invoice. Requires set_late_fee_settings(enabled=true) and a value > 0. Adds the fee as an adjustment, recalculates total + balance.

Get the organization\

Update org-level settings. Only the listed fields are writable; SMTP credentials, Stripe IDs, and encryption keys can only be changed in the dashboard.

Convenience tool to set the org-wide default invoice template. Per-invoice override is also available via create_invoice/update_invoice invoiceTemplate.

List email send history. Useful for debugging delivery: see queued/sent/delivered/bounced/failed status with bounce reasons.

List in-app notifications for the organization. Filter by read/unread or notification type.

Mark a notification as read.

Read-only status of org integrations: Stripe Connect, Google Drive (receipts), custom SMTP.