Invoiceflow MCP Server

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, matches incoming payments to invoices, and tracks your cash flow -- all through the MCP protocol.

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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 incoming payments to invoices by amount + payer email (platform-agnostic — works with manually-entered or webhook-provided payment data)
• 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

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Quick Start

Install from MCPize Marketplace

1. Search for InvoiceFlow MCP on mcpize.com
2. Click Install and select your subscription tier
3. 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"]
    }
  }
}

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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.

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Resources

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Risk Prediction Engine

Scores invoices 0-100 using 4 weighted factors:

Risk Levels: Low (0-30), Medium (31-60), High (61-100)

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Configuration

Copy .env.example to .env and set the variables you need:

cp .env.example .env

SendGrid is optional. InvoiceFlow works fully offline for invoice creation, risk scoring, cash flow reporting, and reconciliation. Add SendGrid when you want outbound email delivery.

Roadmap: Stripe & PayPal live sync

The payment_reconcile tool currently matches amounts you provide (from a CSV, a webhook, or manual entry) against stored invoices. Direct Stripe and PayPal API integration with webhook listeners is planned for v2.0 — see issues for progress.

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

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Pricing

Available on MCPize Marketplace.

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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.