Invoiceflow Mcp
InvoiceFlow MCP
AI-powered invoice automation for the Model Context Protocol
InvoiceFlow creates professional PDF invoices, predicts late payment risk using AI, auto-sends reminders, reconciles payments from Stripe/PayPal, and tracks your cash flow -- all through the MCP protocol.
Features
- Professional PDF invoices with line items, tax, discounts, multi-currency (10 currencies)
- AI risk prediction (0-100) based on invoice amount, client history, due date, reminder history
- Smart reminders with escalation based on risk level
- Payment reconciliation matching Stripe/PayPal payments to invoices by amount + email
- Cash flow reporting with collection rate, projected income, client breakdown
- Client management with automatic payment history tracking
- Sequential invoice numbers (INV-2026-0001, INV-2026-0002, ...)
- 10 MCP tools + 4 MCP resources covering the full invoicing lifecycle
Quick Start
Install from MCPize Marketplace
- Search for InvoiceFlow MCP on mcpize.com
- Click Install and select your subscription tier
- Tools and resources are automatically available in any MCP-compatible client
Build from Source
git clone https://github.com/enzoemir1/invoiceflow-mcp.git
cd invoiceflow-mcp
npm ci
npm run build
Add to your MCP client config:
{
"mcpServers": {
"invoiceflow": {
"command": "node",
"args": ["path/to/invoiceflow-mcp/dist/index.js"]
}
}
}
Tools
client_manage
Create a new client. Required before creating invoices.
invoice_create
Create an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).
invoice_send
Send an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".
invoice_list
Filter invoices by status, client, amount range, date range, or overdue status. Supports pagination.
invoice_mark_paid
Mark an invoice as paid (full or partial). Updates client payment history automatically.
invoice_remind
Send a payment reminder. Increments reminder count. Supports custom messages.
invoice_risk
AI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.
cashflow_report
Generate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.
payment_reconcile
Match incoming payment to invoice by amount and payer email. Auto-marks as paid.
Resources
| Resource | Description |
|---|---|
invoices://pending | All unpaid invoices |
invoices://overdue | Invoices past due date |
invoices://stats | Monthly cash flow summary |
clients://list | All clients with payment history |
Risk Prediction Engine
Scores invoices 0-100 using 4 weighted factors:
| Factor | Weight | What It Measures |
|---|---|---|
| Invoice Amount | 20% | Higher amounts = higher risk |
| Client History | 35% | Pay rate, late payments, avg days |
| Due Date | 30% | Days until/past due |
| Reminders | 15% | Reminders already sent |
Risk Levels: Low (0-30), Medium (31-60), High (61-100)
Configuration
Copy .env.example to .env and set the variables you need:
cp .env.example .env
| Variable | Required | Description |
|---|---|---|
SENDGRID_API_KEY | For email | Send invoices and reminders via SendGrid |
STRIPE_API_KEY | For Stripe | Reconcile payments from Stripe |
PAYPAL_CLIENT_ID | For PayPal | Reconcile payments from PayPal |
PAYPAL_CLIENT_SECRET | For PayPal | PayPal API authentication |
All integrations are optional. InvoiceFlow works fully offline for invoice creation, risk scoring, and cash flow reporting.
Usage Examples
Create a client and invoice
> Create a client "Acme Corp" with email billing@acme.com
✓ Client created: Acme Corp (id: 3f2a...)
> Create an invoice for Acme Corp: 10 hours consulting at $150/hr, 20% tax
✓ Invoice INV-2026-0001 created
Subtotal: $1,500.00 | Tax: $300.00 | Total: $1,800.00
Assess payment risk
> What's the risk score for invoice INV-2026-0001?
Risk Score: 42/100 (Medium)
- Invoice Amount: 25 (moderate amount)
- Client History: 50 (new client)
- Due Date: 15 (due in 28 days)
- Reminders: 10 (none sent)
Recommended: Send an early reminder with a polite tone.
Generate cash flow report
> Show me the cash flow report
April 2026:
Total Invoiced: $12,400.00
Collected: $8,200.00 (66.1%)
Outstanding: $4,200.00
Overdue: $1,800.00
Projected (30d): $2,400.00
Supported Currencies
USD, EUR, GBP, CAD, AUD, JPY, CHF, TRY, BRL, INR
Pricing
| Tier | Price | Invoices/month | Features |
|---|---|---|---|
| Free | $0 | 5 | Basic PDF invoices |
| Pro | $15/mo | 100 | AI risk, reminders, Stripe sync |
| Business | $30/mo | Unlimited | Multi-currency, reconciliation, cash flow |
Available on MCPize Marketplace.
Development
npm run dev # Hot reload
npm run build # Production build
npm test # Run tests
npm run inspect # MCP Inspector
Testing
Tests cover the core business logic:
- Storage — CRUD operations, filtering, sequential invoice numbers
- Risk Model — AI scoring engine with 4 weighted factors, risk classification
- Cash Flow — Report generation, collection rates, projections, client breakdown
npm test # Run all tests
npx vitest --watch # Watch mode
License
MIT License. See LICENSE for details.
Built by Automatia BCN.
Server Config
{
"mcpServers": {
"invoiceflow-mcp": {
"command": "node",
"args": [
"dist/index.js"
],
"env": {}
}
}
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