invoicevista
Review businesses, catalogs, plan limits and aggregate billing operations without customer records.
¿Debería usar esto?
Calidad y seguridad
A
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
~3,917Tokens (definiciones de herramientas)
~4.6 KBTamaño de respuesta típico
Impacto significativo en la atención (3.06% del contexto de 128k)
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"invoicevista": {
"url": "https://mcp.invoicevista.com/mcp"
}
}
}Puntos de conexión remotos
https://mcp.invoicevista.com/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (8)
🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢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.
Esquema de entrada
{
"type": "object",
"properties": {
"cursor": {
"type": "string",
"maxLength": 4096,
"description": "Opaque cursor from a previous page"
},
"limit": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_business(businessId)
Get safe metadata for one business owned by the authenticated InvoiceVista organization. Contact, legal-entity, address, banking, and integration fields are omitted.
Esquema de entrada
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "24-character lowercase hexadecimal business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"business": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_revenue_summary(businessId, startDate, endDate)
Summarize invoice production and recorded payments for one tenant-owned business over at most 366 UTC days. Returns aggregate counts and amounts only—never invoice, payment, customer, line-item, processor, card, bank, note, or identifier data. It cannot execute or advise on a financial transaction.
Esquema de entrada
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"range": {
"type": "object",
"properties": {
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_receivables_summary(businessId)
Summarize open, overdue, and age-bucketed receivables for one tenant-owned business. Returns aggregate counts and amounts only; partially paid invoices are excluded from money totals because InvoiceVista does not store their remaining balance. Never returns invoice/customer identifiers, exact dates, contacts, tax ids, addresses, notes, line text, bank/card data, processor data, or payment actions.
Esquema de entrada
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"asOfDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"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.
Esquema de entrada
{
"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#"
}Esquema de salida
{
"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.
Esquema de entrada
{
"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#"
}Esquema de salida
{
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_subscription(businessId)
Get the current billing plan and quota limits for one tenant-owned business. Falls back to the Free tier when the business has no active or past-due subscription. Payment-processor identifiers and credentials are never returned.
Esquema de entrada
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "24-character lowercase hexadecimal business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"subscription": {
"anyOf": [
{
"type": "object",
"properties": {
"status": {
"anyOf": [
{
"type": "string",
"enum": [
"ACTIVE",
"PAST_DUE",
"CANCELED"
]
},
{
"type": "null"
}
]
},
"productName": {
"anyOf": [
{
"type": "string",
"maxLength": 200
},
{
"type": "null"
}
]
},
"billingFrequency": {
"anyOf": [
{
"type": "string",
"enum": [
"MONTHLY",
"YEARLY"
]
},
{
"type": "null"
}
]
},
"maxNumberOfCustomers": {
"type": [
"number",
"null"
]
},
"maxNumberOfInvoices": {
"type": [
"number",
"null"
]
},
"maxNumberOfReminders": {
"type": [
"number",
"null"
]
},
"maxNumberOfUsers": {
"type": [
"number",
"null"
]
}
},
"required": [
"status",
"productName",
"billingFrequency",
"maxNumberOfCustomers",
"maxNumberOfInvoices",
"maxNumberOfReminders",
"maxNumberOfUsers"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"status",
"subscription"
],
"additionalProperties": false,
"$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.
Esquema de entrada
{
"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"
}Esquema de salida
{
"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
}Comunidad
Evidencia
Observaciones recientes
verificadoversión no registrada8 herramientas