get_dashboard
Get dashboard statistics: outstanding amounts, overdue invoices, customer and invoice counts.
What get_dashboard does
Fetches a single dashboard 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_dashboard
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_dashboard takes no input parameters — the AI calls it with an empty argument object and InvoiceCave scopes the result to your organization automatically using your API key.
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_dashboard call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "get_dashboard",
"arguments": {}
}
}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_dashboard automatically.
“Pull up the full details for that dashboard.”
“What's the current status of this dashboard?”
Use it in 30 seconds
Related tools
More from the Reports & Dashboard category.
get_audit_logGet audit log entries. Optionally filter by entity type.
get_aging_reportAccounts 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.
get_revenue_reportRevenue report over a date range. Shows invoiced (accrual), collected (cash), and outstanding amounts grouped by day/week/month, plus per-currency totals.
get_cashflow_reportCash flow report. Shows actual cash inflows (recorded payments) vs outflows (expenses) for the period, broken down by currency and payment mode.
FAQ — get_dashboard
What is get_dashboard?▾
get_dashboard is one of 102 tools in InvoiceCave's MCP server. Fetches a single dashboard 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_dashboard?▾
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_dashboard 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_dashboard take?▾
get_dashboard takes no input parameters. The AI calls it with an empty arguments object and InvoiceCave automatically scopes the result to your organization via your API key.
Does get_dashboard 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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