Invoiceflow MCP server

Read from the package source without running it. The installed server may list more.

• cashflow_report

  Generate a portfolio-wide cash flow summary across all invoices. Returns {period, total_invoiced, total_collected, total_outstanding, total_overdue, collection_rate (percent), avg_days_to_payment (or null if no paid history), projected_income_30d (forecast based on due dates and historical pay rate), breakdown_by_status, breakdown_by_client}. Takes no input — always reports on the current full dat

• client_managewrite action

  Create or upsert a client record used by invoice_create. Accepts name, email, company, address, city, country, tax_id, phone, default_currency ("USD"|"EUR"|"GBP"|...) and notes. Returns the stored client object including the generated id (UUID), an empty payment_history (populated as invoices are paid), and timestamps. Safe to call repeatedly: if a client with the same email already exists, the ex

• invoice_createwrite action

  Create a new invoice for an existing client. Required: client_id (UUID) and line_items (non-empty array of {description, quantity, unit_price, tax_rate?, discount_percent?} — tax and discount are per-line). Optional: currency (defaults to the client's default_currency then USD), issue_date (YYYY-MM-DD or full ISO, defaults to today), due_date (same format, defaults to issue_date + 30 days), notes,

• invoice_demo_seed

  Populate the store with a realistic demo dataset: 8 clients across 5 archetypes (on-time, late-payer, high-value, new, chronic-late) and 25-45 invoices spanning the last 6 months (paid, sent, and overdue). Every invoice has line items, tax, payment history, and reminder metadata. Use this to evaluate InvoiceFlow via MCP Inspector without real Stripe, SendGrid, or PayPal credentials — invoice_list,

• invoice_list

  Search and filter invoices. Optional filters: status ("draft"|"sent"|"viewed"|"paid"|"overdue"|"cancelled"|"refunded"), client_id, min_amount, max_amount, date_from/date_to (ISO dates), overdue_only (boolean). Pagination via limit (default 50, max 200) and offset. Returns {total, invoices[]} where each invoice includes full line_items and payment state. Use this to build dashboards or drive invoic

• invoice_mark_paid

  Record a full or partial payment against an invoice. Updates amount_paid and amount_due; sets status="paid" only when the outstanding balance reaches zero. As a side effect, a fully-paid invoice updates the client payment_history (total_revenue, paid_invoices, avg_days_to_payment, late_payment_count) which invoice_risk then uses for future predictions. Returns a confirmation with the paid amount a

• invoice_remind

  Record that a payment reminder has been issued for an unpaid invoice. Increments reminder_count, sets last_reminder_at, and advances draft → sent. Returns the generated reminder message (custom or default) so the caller can relay it through their preferred channel — this tool itself does not send email; use invoice_send for actual delivery. Safely refuses to remind on already-paid invoices.

• invoice_risk

  Predict late-payment risk for a specific invoice on a 0-100 scale. The model combines invoice amount (relative to client average), client payment history (avg_days_to_payment, late_payment_count), days remaining until due date, and prior reminder_count. Returns {risk_score (0-100), risk_level ("low"|"medium"|"high"|"critical"), factors (array of {factor, impact, detail}), recommended_action (strin

• invoice_sendwrite action

  Generate the invoice PDF and deliver it to the client. Always generates the PDF and marks the invoice status="sent". Email delivery via SendGrid is attempted automatically when the SENDGRID_API_KEY environment variable is set; without it the PDF is still generated and the status still advances so the caller can handle delivery out-of-band. Returns a confirmation message with the PDF size.

• payment_reconcile

  Match an incoming external payment (e.g. Stripe webhook, PayPal IPN, bank transfer) to an open invoice. Matching rule: the payer_email must equal the invoice client_email (case-insensitive) AND the payment_amount must equal the invoice amount_due within one cent. On match the invoice is marked paid, amount_paid/amount_due are updated, and client payment_history is recomputed exactly like invoice_m

• Code scan36 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitylocal package, no credentials required12/15
• Maintenancelast push 14 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year9/10

Invoiceflow: common questions

Is Invoiceflow MCP server safe?

Yes, by our scan: it is graded A (94/100). Read the Invoiceflow safety report

How do I install Invoiceflow?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does Invoiceflow need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is Invoiceflow maintained?

The last commit was 15 days ago (2026-09-13). The latest release is v1.4.0.

What can I use instead of Invoiceflow?

Servers from other publishers that do the same job: Quickbooks MCP server, Churnkey MCP server and Xero MCP server. Compare all Invoiceflow alternatives.