invoicevista
Review businesses, catalogs, plan limits and aggregate billing operations without customer records.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~3,917Tokens (Tool-Definitionen)
~4.6 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (3.06% von 128k Kontext)
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"invoicevista": {
"url": "https://mcp.invoicevista.com/mcp"
}
}
}Remote-Endpunkte
https://mcp.invoicevista.com/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (8)
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🟢list_businesses(cursor, limit)
List a bounded page of safe business metadata for the authenticated InvoiceVista organization. Addresses, contact details, payment settings, and secrets are omitted.
Eingabe-Schema
{
"type": "object",
"properties": {
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "Opaque cursor from a previous page"
},
"limit": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"name": {
"type": "string",
"maxLength": 200
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"countryCode": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{2}$"
},
{
"type": "null"
}
]
},
"locale": {
"anyOf": [
{
"type": "string",
"maxLength": 35
},
{
"type": "null"
}
]
},
"timezone": {
"anyOf": [
{
"type": "string",
"maxLength": 64
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"name",
"currency",
"countryCode",
"locale",
"timezone"
],
"additionalProperties": false
},
"maxItems": 100
},
"hasMore": {
"type": "boolean"
},
"nextCursor": {
"type": "string",
"maxLength": 4096
}
},
"required": [
"items",
"hasMore"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_business(businessId)
Get safe metadata for one business owned by the authenticated InvoiceVista organization. Contact, legal-entity, address, banking, and integration fields are omitted.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "24-character lowercase hexadecimal business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"business": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"name": {
"type": "string",
"maxLength": 200
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"countryCode": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{2}$"
},
{
"type": "null"
}
]
},
"locale": {
"anyOf": [
{
"type": "string",
"maxLength": 35
},
{
"type": "null"
}
]
},
"timezone": {
"anyOf": [
{
"type": "string",
"maxLength": 64
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"name",
"currency",
"countryCode",
"locale",
"timezone"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"status",
"business"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_revenue_summary(businessId, startDate, endDate)
Summarize invoice production and recorded payments for one tenant-owned business over at most 366 UTC days. Returns aggregate counts and amounts only—never invoice, payment, customer, line-item, processor, card, bank, note, or identifier data. It cannot execute or advise on a financial transaction.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
},
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "First UTC day to include; defaults to 89 days before endDate"
},
"endDate": {
"$ref": "#/properties/startDate",
"description": "Last UTC day to include; defaults to today"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"range": {
"type": "object",
"properties": {
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "UTC calendar date in YYYY-MM-DD format"
},
"endDate": {
"$ref": "#/properties/range/properties/startDate"
}
},
"required": [
"startDate",
"endDate"
],
"additionalProperties": false
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"invoiceCount": {
"type": "integer",
"minimum": 0
},
"invoiceCountIsLowerBound": {
"type": "boolean"
},
"invoicedAmount": {
"type": "number"
},
"invoiceAmountMissingCount": {
"type": "integer",
"minimum": 0
},
"invoiceStatusBreakdown": {
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"DRAFT",
"PENDING",
"PARTIALLY_PAID",
"PAID",
"OVERDUE",
"REFUNDED",
"UNCOLLECTIBLE",
"UNKNOWN",
"OTHER"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"status",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 9
},
"paymentCount": {
"type": "integer",
"minimum": 0
},
"paymentCountIsLowerBound": {
"type": "boolean"
},
"collectedAmount": {
"type": "number"
},
"paymentAmountMissingCount": {
"type": "integer",
"minimum": 0
},
"collectionRatePercent": {
"type": [
"number",
"null"
]
}
},
"required": [
"range",
"currency",
"invoiceCount",
"invoiceCountIsLowerBound",
"invoicedAmount",
"invoiceAmountMissingCount",
"invoiceStatusBreakdown",
"paymentCount",
"paymentCountIsLowerBound",
"collectedAmount",
"paymentAmountMissingCount",
"collectionRatePercent"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_receivables_summary(businessId)
Summarize open, overdue, and age-bucketed receivables for one tenant-owned business. Returns aggregate counts and amounts only; partially paid invoices are excluded from money totals because InvoiceVista does not store their remaining balance. Never returns invoice/customer identifiers, exact dates, contacts, tax ids, addresses, notes, line text, bank/card data, processor data, or payment actions.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"asOfDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "UTC calendar date in YYYY-MM-DD format"
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"sourceInvoiceCount": {
"type": "integer",
"minimum": 0
},
"sourceInvoiceCountIsLowerBound": {
"type": "boolean"
},
"openInvoiceCount": {
"type": "integer",
"minimum": 0
},
"outstandingAmount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
},
"partiallyPaidCountExcludedFromAmount": {
"type": "integer",
"minimum": 0
},
"overdueInvoiceCount": {
"type": "integer",
"minimum": 0
},
"overdueAmount": {
"type": "number"
},
"aging": {
"type": "array",
"items": {
"type": "object",
"properties": {
"bucket": {
"type": "string",
"enum": [
"not-due",
"0-30",
"31-60",
"61-90",
"90+"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"bucket",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 5
}
},
"required": [
"asOfDate",
"currency",
"sourceInvoiceCount",
"sourceInvoiceCountIsLowerBound",
"openInvoiceCount",
"outstandingAmount",
"amountMissingCount",
"partiallyPaidCountExcludedFromAmount",
"overdueInvoiceCount",
"overdueAmount",
"aging"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_quote_pipeline_summary(businessId, startDate, endDate)
Summarize non-draft quote counts, values, and status mix for one tenant-owned business over at most 366 UTC days. Returns aggregates only—never quote/customer identifiers, contacts, tax ids, addresses, notes, line descriptions, or arbitrary free text.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
},
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "First UTC day to include; defaults to 89 days before endDate"
},
"endDate": {
"$ref": "#/properties/startDate",
"description": "Last UTC day to include; defaults to today"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"range": {
"type": "object",
"properties": {
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "UTC calendar date in YYYY-MM-DD format"
},
"endDate": {
"$ref": "#/properties/range/properties/startDate"
}
},
"required": [
"startDate",
"endDate"
],
"additionalProperties": false
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"quoteCount": {
"type": "integer",
"minimum": 0
},
"quoteCountIsLowerBound": {
"type": "boolean"
},
"quotedAmount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
},
"acceptanceRatePercent": {
"anyOf": [
{
"type": "number",
"minimum": 0
},
{
"type": "null"
}
]
},
"statusBreakdown": {
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"DRAFT",
"PENDING",
"REJECTED",
"APPROVED",
"UNKNOWN",
"OTHER"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"status",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 6
}
},
"required": [
"range",
"currency",
"quoteCount",
"quoteCountIsLowerBound",
"quotedAmount",
"amountMissingCount",
"acceptanceRatePercent",
"statusBreakdown"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢list_products(businessId, cursor, limit)
List a bounded page of safe product catalog metadata for the authenticated organization.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
},
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "Opaque cursor from a previous page"
},
"limit": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string",
"maxLength": 200
},
"price": {
"type": [
"number",
"null"
]
},
"tax": {
"type": [
"number",
"null"
]
}
},
"required": [
"name",
"price",
"tax"
],
"additionalProperties": false
},
"maxItems": 100
},
"hasMore": {
"type": "boolean"
},
"nextCursor": {
"type": "string",
"maxLength": 4096
}
},
"required": [
"items",
"hasMore"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_subscription(businessId)
Get the current billing plan and quota limits for one tenant-owned business. Falls back to the Free tier when the business has no active or past-due subscription. Payment-processor identifiers and credentials are never returned.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "24-character lowercase hexadecimal business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"subscription": {
"anyOf": [
{
"type": "object",
"properties": {
"status": {
"anyOf": [
{
"type": "string",
"enum": [
"ACTIVE",
"PAST_DUE",
"CANCELED"
]
},
{
"type": "null"
}
]
},
"productName": {
"anyOf": [
{
"type": "string",
"maxLength": 200
},
{
"type": "null"
}
]
},
"billingFrequency": {
"anyOf": [
{
"type": "string",
"enum": [
"MONTHLY",
"YEARLY"
]
},
{
"type": "null"
}
]
},
"maxNumberOfCustomers": {
"type": [
"number",
"null"
]
},
"maxNumberOfInvoices": {
"type": [
"number",
"null"
]
},
"maxNumberOfReminders": {
"type": [
"number",
"null"
]
},
"maxNumberOfUsers": {
"type": [
"number",
"null"
]
}
},
"required": [
"status",
"productName",
"billingFrequency",
"maxNumberOfCustomers",
"maxNumberOfInvoices",
"maxNumberOfReminders",
"maxNumberOfUsers"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"status",
"subscription"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢show_business_overview(businessId)
Render a bounded tenant-owned business snapshot with aggregate customer, invoice, payment, quote, and product counts plus a product-catalog preview. Never returns individual customer or financial records, identifiers, numbers, exact dates/amounts, contacts, tax ids, addresses, notes, line descriptions, PCI/bank data, processor data, credentials, or payment actions.
Eingabe-Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
}
},
"required": [
"businessId"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"business": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"name": {
"type": "string",
"maxLength": 200
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
]
},
"countryCode": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{2}$"
},
{
"type": "null"
}
]
},
"defaultLocale": {
"anyOf": [
{
"type": "string",
"maxLength": 35
},
{
"type": "null"
}
]
},
"timezone": {
"anyOf": [
{
"type": "string",
"maxLength": 64
},
{
"type": "null"
}
]
}
},
"required": [
"id",
"name",
"currency",
"countryCode",
"defaultLocale",
"timezone"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"customerCount": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"customerCountIsLowerBound": {
"type": "boolean"
},
"invoiceCount": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"invoiceCountIsLowerBound": {
"type": "boolean"
},
"invoiceStatusBreakdown": {
"maxItems": 8,
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"DRAFT",
"PENDING",
"PARTIALLY_PAID",
"PAID",
"OVERDUE",
"REFUNDED",
"UNCOLLECTIBLE",
"OTHER"
]
},
"count": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
}
},
"required": [
"status",
"count"
],
"additionalProperties": false
}
},
"paymentCount": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"paymentCountIsLowerBound": {
"type": "boolean"
},
"quoteCount": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"quoteCountIsLowerBound": {
"type": "boolean"
},
"quoteStatusBreakdown": {
"maxItems": 5,
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"DRAFT",
"PENDING",
"REJECTED",
"APPROVED",
"OTHER"
]
},
"count": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
}
},
"required": [
"status",
"count"
],
"additionalProperties": false
}
},
"productCount": {
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
"productCountIsLowerBound": {
"type": "boolean"
},
"products": {
"maxItems": 12,
"type": "array",
"items": {
"type": "object",
"properties": {
"name": {
"type": "string",
"maxLength": 200
},
"price": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
]
},
"tax": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
]
}
},
"required": [
"name",
"price",
"tax"
],
"additionalProperties": false
}
}
},
"required": [
"business",
"customerCount",
"customerCountIsLowerBound",
"invoiceCount",
"invoiceCountIsLowerBound",
"invoiceStatusBreakdown",
"paymentCount",
"paymentCountIsLowerBound",
"quoteCount",
"quoteCountIsLowerBound",
"quoteStatusBreakdown",
"productCount",
"productCountIsLowerBound",
"products"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Community
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