invoicevista
Review businesses, catalogs, plan limits and aggregate billing operations without customer records.
Should I use this
Quality & Safety
A
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
~4,934Tokens (tool definitions)
~5.3 KBTypical response size
Significant attention impact (3.85% of 128k context)
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"invoicevista": {
"url": "https://mcp.invoicevista.com/mcp"
}
}
}Remote endpoints
https://mcp.invoicevista.com/mcpstreamable-httpWhat it can do
Tool inventory
Tools (9)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢list_businesses(cursor, limit)
Use this when someone asks which businesses they invoice from in InvoiceVista, or a business's id is needed. Returns each business's id, name, currency, country, language and timezone, 25 per page by default (no addresses or bank details). Not for listing customers.
Input Schema
{
"type": "object",
"properties": {
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "The nextCursor of the previous page of this listing; absent for the first page"
},
"limit": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100,
"description": "Businesses per page, from 1 to 100; defaults to 25"
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"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,
"description": "Businesses in the signed-in organization. Addresses, contact details, payment settings and secrets are omitted."
},
"hasMore": {
"type": "boolean"
},
"nextCursor": {
"type": "string",
"maxLength": 4096,
"description": "Cursor for the next page; absent on the last page"
}
},
"required": [
"items",
"hasMore"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_business(businessId)
Use this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone. Returns the business's name, currency, country code, language and timezone, or not-found. Not for revenue or unpaid invoices.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"business": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"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"
}
],
"description": "Null when not found. Contact, legal-entity, address, banking and integration fields are omitted."
}
},
"required": [
"status",
"business"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_revenue_summary(businessId, startDate, endDate)
Use this when someone asks how much they invoiced or were paid in a period, like last month. Returns invoice and payment counts and totals in the business currency, invoices by status and a collection rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 documents. Not for a single invoice or customer.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
},
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)"
},
"endDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"range": {
"type": "object",
"properties": {
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"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,
"description": "Non-draft invoices issued in the range, per status, with count and amount. Aggregates only: invoice, payment, customer, line-item, processor, card, bank, note and identifier data are never returned."
},
"paymentCount": {
"type": "integer",
"minimum": 0
},
"paymentCountIsLowerBound": {
"type": "boolean"
},
"collectedAmount": {
"type": "number",
"description": "Sum of the payments recorded in the range, whatever their status; not proof of bank settlement"
},
"paymentAmountMissingCount": {
"type": "integer",
"minimum": 0
},
"collectionRatePercent": {
"type": [
"number",
"null"
],
"description": "collectedAmount as a percentage of invoicedAmount; null when a total is incomplete or nothing was invoiced"
}
},
"required": [
"range",
"currency",
"invoiceCount",
"invoiceCountIsLowerBound",
"invoicedAmount",
"invoiceAmountMissingCount",
"invoiceStatusBreakdown",
"paymentCount",
"paymentCountIsLowerBound",
"collectedAmount",
"paymentAmountMissingCount",
"collectionRatePercent"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_receivables_summary(businessId)
Use this when someone asks how much customers owe, what is unpaid or overdue, or how old unpaid invoices are. Returns open invoice count and amount, the invoices marked overdue, and age buckets by days past due, from the newest 500 invoices; partially paid ones are counted but left out of amounts. Not for chasing or charging a customer.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"asOfDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "UTC calendar date in YYYY-MM-DD format"
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"sourceInvoiceCount": {
"type": "integer",
"minimum": 0
},
"sourceInvoiceCountIsLowerBound": {
"type": "boolean"
},
"openInvoiceCount": {
"type": "integer",
"minimum": 0
},
"outstandingAmount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
},
"partiallyPaidCountExcludedFromAmount": {
"type": "integer",
"minimum": 0,
"description": "Open partially paid invoices left out of every amount because their remaining balance is not stored"
},
"overdueInvoiceCount": {
"type": "integer",
"minimum": 0,
"description": "Fully owed invoices whose status is OVERDUE; a PENDING invoice past its due date is counted only in aging"
},
"overdueAmount": {
"type": "number"
},
"aging": {
"type": "array",
"items": {
"type": "object",
"properties": {
"bucket": {
"type": "string",
"enum": [
"not-due",
"0-30",
"31-60",
"61-90",
"90+"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"bucket",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 5,
"description": "Fully owed open invoices by days past their due date (issue date when none) as of asOfDate. Invoice and customer identifiers, exact dates, contacts, tax ids, addresses, notes, line text, bank or card data, processor data and payment actions are never returned."
}
},
"required": [
"asOfDate",
"currency",
"sourceInvoiceCount",
"sourceInvoiceCountIsLowerBound",
"openInvoiceCount",
"outstandingAmount",
"amountMissingCount",
"partiallyPaidCountExcludedFromAmount",
"overdueInvoiceCount",
"overdueAmount",
"aging"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_quote_pipeline_summary(businessId, startDate, endDate)
Use this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected. Returns quote count, total value, counts by status and an acceptance rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 quotes. Not for a single quote.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
},
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "First UTC day to include, YYYY-MM-DD; defaults to 89 days before endDate (a 90-day window)"
},
"endDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Last UTC day to include, YYYY-MM-DD, at most 366 days after startDate; defaults to today"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output 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}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"quoteCount": {
"type": "integer",
"minimum": 0
},
"quoteCountIsLowerBound": {
"type": "boolean"
},
"quotedAmount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
},
"acceptanceRatePercent": {
"anyOf": [
{
"type": "number",
"minimum": 0
},
{
"type": "null"
}
],
"description": "Approved quotes as a percentage of approved plus rejected; null when the count is a lower bound or none was decided"
},
"statusBreakdown": {
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"DRAFT",
"PENDING",
"REJECTED",
"APPROVED",
"UNKNOWN",
"OTHER"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"status",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 6,
"description": "Non-draft quotes issued in the range, per status, with count and amount. Quote and customer identifiers, contacts, tax ids, addresses, notes, line descriptions and free text are never returned."
}
},
"required": [
"range",
"currency",
"quoteCount",
"quoteCountIsLowerBound",
"quotedAmount",
"amountMissingCount",
"acceptanceRatePercent",
"statusBreakdown"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢list_products(businessId, cursor, limit)
Use this when someone asks what products or services a business sells or what it charges for them. Returns each catalog item's name, price and stored tax value, most recently edited first, 25 per page by default. Not for what a customer was invoiced.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
},
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "The nextCursor of the previous page of this listing; absent for the first page"
},
"limit": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100,
"description": "Products per page, from 1 to 100; defaults to 25"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output 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,
"description": "Catalog items, most recently edited first. price is in the business currency; tax is the product's stored tax value, null when unset. Record identifiers, line-item text and customer data are excluded."
},
"hasMore": {
"type": "boolean"
},
"nextCursor": {
"type": "string",
"maxLength": 4096,
"description": "Cursor for the next page; absent on the last page"
}
},
"required": [
"items",
"hasMore"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_subscription(businessId)
Use this when someone asks which InvoiceVista plan a business is on, or how many customers, invoices or users it allows. Returns the active or past-due plan's name, status, billing frequency and limits, or the Free plan's defaults when there is none. Not for customer invoices or payments.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"subscription": {
"anyOf": [
{
"type": "object",
"properties": {
"status": {
"anyOf": [
{
"type": "string",
"enum": [
"ACTIVE",
"PAST_DUE",
"CANCELED"
]
},
{
"type": "null"
}
]
},
"productName": {
"anyOf": [
{
"type": "string",
"maxLength": 200
},
{
"type": "null"
}
]
},
"billingFrequency": {
"anyOf": [
{
"type": "string",
"enum": [
"MONTHLY",
"YEARLY"
]
},
{
"type": "null"
}
]
},
"maxNumberOfCustomers": {
"type": [
"number",
"null"
]
},
"maxNumberOfInvoices": {
"type": [
"number",
"null"
]
},
"maxNumberOfUsers": {
"type": [
"number",
"null"
]
}
},
"required": [
"status",
"productName",
"billingFrequency",
"maxNumberOfCustomers",
"maxNumberOfInvoices",
"maxNumberOfUsers"
],
"additionalProperties": false
},
{
"type": "null"
}
],
"description": "Plan entitlements; limits are caps, not usage. Payment-processor identifiers and credentials are never returned."
}
},
"required": [
"status",
"subscription"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢show_business_overview(businessId)
Use this when someone wants a quick overview or dashboard of one business in InvoiceVista. Returns an overview card with the business details, counts of customers, invoices, payments and quotes with status mixes (each capped at 100), and up to 12 catalog products (no customer or invoice details). Not for revenue over a period.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Business id: 24 lowercase hexadecimal characters"
}
},
"required": [
"businessId"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output 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"
}
],
"description": "Null when not found. Individual customer or financial records, identifiers, numbers, exact dates or amounts, contacts, tax ids, addresses, notes, line descriptions, PCI or bank data, processor data, credentials and payment actions are never returned."
},
"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
}🟢open_invoicevista
Open InvoiceVista Invoice Maker to browse your businesses, aggregate billing overview, revenue, receivables and quote pipeline interactively. Starts with up to 100 businesses. Read-only; no customer or individual financial records and no invoice creation or payment actions.
Input Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Output Schema
{
"type": "object",
"properties": {
"items": {
"maxItems": 100,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"anyOf": [
{
"type": "string",
"maxLength": 200
},
{
"type": "null"
}
]
},
"name": {
"type": "string",
"maxLength": 200
},
"subtitle": {
"type": "string",
"maxLength": 300
},
"logoUrl": {
"anyOf": [
{
"type": "string",
"maxLength": 2048
},
{
"type": "null"
}
]
},
"defaultLocale": {
"anyOf": [
{
"type": "string",
"maxLength": 32
},
{
"type": "null"
}
]
},
"locales": {
"maxItems": 100,
"type": "array",
"items": {
"type": "string",
"maxLength": 32
}
}
},
"required": [
"id",
"name",
"subtitle",
"logoUrl",
"defaultLocale",
"locales"
],
"additionalProperties": false
}
},
"truncated": {
"type": "boolean"
}
},
"required": [
"items",
"truncated"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Community
Evidence
Recent observations
verifiedversion not recorded9 tools
verifiedversion not recorded8 tools