create_credit_note
Create a credit note (negative-amount invoice) referencing a parent invoice. Pass lineItems for partial credit, omit for full credit (mirrors all parent line items).
What create_credit_note does
Creates a new credit note in the organization. Required fields are validated server-side; optional fields default sensibly.
This tool is part of InvoiceCave's open MCP server — the most MCP-complete invoicing platform on the market with 102 tools covering invoices, customers, quotes, expenses, payments, recurring schedules, accounting, and reports. Every tool is callable from any MCP-compatible AI client without writing a single line of integration code.
How an AI uses create_credit_note
Use when the AI needs to record something new — typically as the final step of a "set this up for me" workflow. The call is idempotency-key aware: if the AI accidentally retries, it won't create a duplicate. The created record's ID is returned for follow-up actions like sending or invoicing.
You don't call this tool directly — you ask the AI in plain English and the MCP client decides which tool to invoke based on your request. The example prompts below were lifted from real Claude Desktop sessions, so you can use them verbatim or adapt them to your data.
Parameters
create_credit_note accepts 3 parameters — 1 required, 2 optional. The AI fills these in from your natural-language prompt; you never write them by hand.
| Parameter | Type | Required | Description |
|---|---|---|---|
| invoiceId | string | required | Parent invoice ID |
| lineItems | array | optional | Use positive number; will be stored as negative on the credit note |
| notes | string | optional | — |
Request example
Under the hood, your AI client sends a JSON-RPC 2.0 tools/call request to InvoiceCave's MCP endpoint at https://www.invoicecave.com/api/mcp/mcp. Here's what a create_credit_note call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "create_credit_note",
"arguments": {
"invoiceId": "inv_a1b2c3d4",
"lineItems": [
{
"description": "Consulting — March",
"quantity": 10,
"rate": 150
}
],
"notes": "Thanks for your business"
}
}
}You won't write this yourself — it's shown so developers can see exactly what the MCP client generates. The arguments object maps 1:1 to the parameters above. Authentication is handled by the Authorization: Bearer header with your API key.
Example AI prompts
Type any of these into Claude Desktop, Claude Code, or Cursor — InvoiceCave's MCP server will route them to create_credit_note automatically.
“Issue a credit note for invoice IWP-000111 — full credit.”
Use it in 30 seconds
Related tools
get_pdf_linkGet the authenticated download URL for an invoice PDF.
get_profit_lossProfit & Loss report for a period. Returns revenue (accrual + cash basis) minus expenses, broken down by currency. Also includes expensesByCategory.
get_balance_sheetBalance sheet snapshot. Returns Assets, Liabilities, Equity, Revenue, Expense accounts with current balances, plus the Assets = Liabilities + Equity check. Note: balances are current state, not historical-as-of.
FAQ — create_credit_note
What is create_credit_note?▾
create_credit_note is one of 102 tools in InvoiceCave's MCP server. Creates a new credit note in the organization. Required fields are validated server-side; optional fields default sensibly. It's invoked automatically when an AI client like Claude or Cursor decides the user's request maps to this action.
Which AI clients can call create_credit_note?▾
Any MCP-compatible client. We've tested it with Claude Desktop, Claude Code, Cursor, Windsurf, and Codex. The MCP protocol is open, so any AI tool that speaks MCP can call this endpoint with a valid InvoiceCave API key.
Is calling create_credit_note secure?▾
Yes. Every call is authenticated by the API key you mint in the dashboard, scoped to a single organization, rate-limited per key, and recorded in the audit log with source='mcp'. Sensitive fields (SMTP passwords, encryption keys) are never returned to the AI client.
What parameters does create_credit_note take?▾
create_credit_note accepts 3 parameters — 1 required (invoiceId) and 2 optional. The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does create_credit_note count against any quota?▾
MCP tool calls are unmetered on the free plan up to a generous monthly limit. Once you connect Stripe and start charging your customers, every call still counts against the same per-key rate limit but doesn't add to your bill.
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