set_org_default_template
Convenience tool to set the org-wide default invoice template. Per-invoice override is also available via create_invoice/update_invoice invoiceTemplate.
What set_org_default_template does
Performs the set org default template operation against the organization's data.
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 set_org_default_template
Called by an MCP-compatible AI client (Claude Desktop, Claude Code, Cursor, Windsurf, Codex) when the user's prompt maps to this action.
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
set_org_default_template accepts 1 parameter — 1 required, 0 optional. The AI fills these in from your natural-language prompt; you never write them by hand.
| Parameter | Type | Required | Description |
|---|---|---|---|
| template | enum | required | Template to set as defaultclassicmodernminimalboldelegant |
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 set_org_default_template call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "set_org_default_template",
"arguments": {
"template": "classic"
}
}
}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 set_org_default_template automatically.
“Configure my org default template.”
Use it in 30 seconds
Related tools
More from the Organization Settings category.
get_org_settingsGet the organization's safe settings (no SMTP password, no Stripe IDs, no encryption keys). Includes name, address, currency, prefixes/numbering, paymentMethods, taxRates, reminderSettings, lateFeeSettings, etc.
update_org_settingsUpdate org-level settings. Only the listed fields are writable; SMTP credentials, Stripe IDs, and encryption keys can only be changed in the dashboard.
FAQ — set_org_default_template
What is set_org_default_template?▾
set_org_default_template is one of 102 tools in InvoiceCave's MCP server. Performs the set org default template operation against the organization's data. 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 set_org_default_template?▾
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 set_org_default_template 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 set_org_default_template take?▾
set_org_default_template accepts 1 parameter — 1 required (template). The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does set_org_default_template 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.