get_balance_sheet
Balance 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.
What get_balance_sheet does
Fetches a single balance sheet by its ID, returning every field including line items, audit metadata, and timestamps.
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 get_balance_sheet
Use this after a list_* call when the AI needs full detail on one record — line items, totals, payment status, history. Safe to call repeatedly; it's a read-only fetch with no side effects.
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
get_balance_sheet accepts 1 parameter. The AI fills these in from your natural-language prompt; you never write them by hand.
| Parameter | Type | Required | Description |
|---|---|---|---|
| asOf | string | optional | As-of date label YYYY-MM-DD (cosmetic only; balances always current) |
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 get_balance_sheet call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "get_balance_sheet",
"arguments": {
"asOf": "example"
}
}
}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 get_balance_sheet automatically.
“Pull up the full details for that balance sheet.”
“What's the current status of this balance sheet?”
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.
create_credit_noteCreate a credit note (negative-amount invoice) referencing a parent invoice. Pass lineItems for partial credit, omit for full credit (mirrors all parent line items).
FAQ — get_balance_sheet
What is get_balance_sheet?▾
get_balance_sheet is one of 102 tools in InvoiceCave's MCP server. Fetches a single balance sheet by its ID, returning every field including line items, audit metadata, and timestamps. 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 get_balance_sheet?▾
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 get_balance_sheet 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 get_balance_sheet take?▾
get_balance_sheet accepts 1 parameter, all optional. The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does get_balance_sheet 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.
Ready to wire this up?
Free plan — no credit card. 102 tools at your AI's disposal.