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Recurring Payments

create_recurring_payment

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

Write · New record

What create_recurring_payment does

Creates a new recurring payment 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_recurring_payment

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_recurring_payment accepts 12 parameters2 required, 10 optional. The AI fills these in from your natural-language prompt; you never write them by hand.

ParameterTypeRequiredDescription
amountnumberrequiredRecurring payment amount
startDatestringrequiredFirst payment date YYYY-MM-DD
customerNamestringoptional
customerIdstringoptional
profileNamestringoptional
frequencystringoptional
customDaysnumberoptional
currencystringoptional
paymentModestringoptionalDefault: Bank Transfer
endDatestringoptional
referencestringoptional
notesstringoptional

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_recurring_payment call looks like:

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_recurring_payment",
    "arguments": {
      "amount": 1500,
      "startDate": "2026-06-01",
      "customerName": "Acme Corp",
      "customerId": "cus_a1b2c3d4",
      "profileName": "Acme Corp"
    }
  }
}

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_recurring_payment automatically.

Create a new recurring payment for me.

Set up a recurring payment with these details: …

Related tools

More from the Recurring Payments category.

FAQ — create_recurring_payment

What is create_recurring_payment?

create_recurring_payment is one of 102 tools in InvoiceCave's MCP server. Creates a new recurring payment 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_recurring_payment?

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_recurring_payment 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_recurring_payment take?

create_recurring_payment accepts 12 parameters — 2 required (amount, startDate) and 10 optional. The AI populates these from your plain-English prompt — see the parameter table and request example above.

Does create_recurring_payment 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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