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
~3,917Tokens (tool definitions)
~4.6 KBTypical response size
Significant attention impact (3.06% 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 (8)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢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.
Input 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,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"items": {
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"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
},
"hasMore": {
"type": "boolean"
},
"nextCursor": {
"type": "string",
"maxLength": 4096
}
},
"required": [
"items",
"hasMore"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_business(businessId)
Get safe metadata for one business owned by the authenticated InvoiceVista organization. Contact, legal-entity, address, banking, and integration fields are omitted.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "24-character lowercase hexadecimal business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"business": {
"anyOf": [
{
"type": "object",
"properties": {
"id": {
"type": "string",
"pattern": "^[0-9a-f]{24}$"
},
"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"
}
]
}
},
"required": [
"status",
"business"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_revenue_summary(businessId, startDate, endDate)
Summarize invoice production and recorded payments for one tenant-owned business over at most 366 UTC days. Returns aggregate counts and amounts only—never invoice, payment, customer, line-item, processor, card, bank, note, or identifier data. It cannot execute or advise on a financial transaction.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"range": {
"type": "object",
"properties": {
"startDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"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
},
"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,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_receivables_summary(businessId)
Summarize open, overdue, and age-bucketed receivables for one tenant-owned business. Returns aggregate counts and amounts only; partially paid invoices are excluded from money totals because InvoiceVista does not store their remaining balance. Never returns invoice/customer identifiers, exact dates, contacts, tax ids, addresses, notes, line text, bank/card data, processor data, or payment actions.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "Tenant-owned InvoiceVista business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"asOfDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "UTC calendar date in YYYY-MM-DD format"
},
"currency": {
"anyOf": [
{
"type": "string",
"pattern": "^[A-Z]{3}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"sourceInvoiceCount": {
"type": "integer",
"minimum": 0
},
"sourceInvoiceCountIsLowerBound": {
"type": "boolean"
},
"openInvoiceCount": {
"type": "integer",
"minimum": 0
},
"outstandingAmount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
},
"partiallyPaidCountExcludedFromAmount": {
"type": "integer",
"minimum": 0
},
"overdueInvoiceCount": {
"type": "integer",
"minimum": 0
},
"overdueAmount": {
"type": "number"
},
"aging": {
"type": "array",
"items": {
"type": "object",
"properties": {
"bucket": {
"type": "string",
"enum": [
"not-due",
"0-30",
"31-60",
"61-90",
"90+"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"bucket",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 5
}
},
"required": [
"asOfDate",
"currency",
"sourceInvoiceCount",
"sourceInvoiceCountIsLowerBound",
"openInvoiceCount",
"outstandingAmount",
"amountMissingCount",
"partiallyPaidCountExcludedFromAmount",
"overdueInvoiceCount",
"overdueAmount",
"aging"
],
"additionalProperties": false,
"$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.
Input 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#"
}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}$"
},
{
"type": "null"
}
],
"description": "ISO 4217 alpha-3 business currency, or null when unset"
},
"quoteCount": {
"type": "integer",
"minimum": 0
},
"quoteCountIsLowerBound": {
"type": "boolean"
},
"quotedAmount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
},
"acceptanceRatePercent": {
"anyOf": [
{
"type": "number",
"minimum": 0
},
{
"type": "null"
}
]
},
"statusBreakdown": {
"type": "array",
"items": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"DRAFT",
"PENDING",
"REJECTED",
"APPROVED",
"UNKNOWN",
"OTHER"
]
},
"count": {
"type": "integer",
"minimum": 0
},
"amount": {
"type": "number"
},
"amountMissingCount": {
"type": "integer",
"minimum": 0
}
},
"required": [
"status",
"count",
"amount",
"amountMissingCount"
],
"additionalProperties": false
},
"maxItems": 6
}
},
"required": [
"range",
"currency",
"quoteCount",
"quoteCountIsLowerBound",
"quotedAmount",
"amountMissingCount",
"acceptanceRatePercent",
"statusBreakdown"
],
"additionalProperties": false,
"$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.
Input 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#"
}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
},
"hasMore": {
"type": "boolean"
},
"nextCursor": {
"type": "string",
"maxLength": 4096
}
},
"required": [
"items",
"hasMore"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢get_subscription(businessId)
Get the current billing plan and quota limits for one tenant-owned business. Falls back to the Free tier when the business has no active or past-due subscription. Payment-processor identifiers and credentials are never returned.
Input Schema
{
"type": "object",
"properties": {
"businessId": {
"type": "string",
"pattern": "^[0-9a-f]{24}$",
"description": "24-character lowercase hexadecimal business id"
}
},
"required": [
"businessId"
],
"additionalProperties": false,
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"found",
"not-found"
]
},
"subscription": {
"anyOf": [
{
"type": "object",
"properties": {
"status": {
"anyOf": [
{
"type": "string",
"enum": [
"ACTIVE",
"PAST_DUE",
"CANCELED"
]
},
{
"type": "null"
}
]
},
"productName": {
"anyOf": [
{
"type": "string",
"maxLength": 200
},
{
"type": "null"
}
]
},
"billingFrequency": {
"anyOf": [
{
"type": "string",
"enum": [
"MONTHLY",
"YEARLY"
]
},
{
"type": "null"
}
]
},
"maxNumberOfCustomers": {
"type": [
"number",
"null"
]
},
"maxNumberOfInvoices": {
"type": [
"number",
"null"
]
},
"maxNumberOfReminders": {
"type": [
"number",
"null"
]
},
"maxNumberOfUsers": {
"type": [
"number",
"null"
]
}
},
"required": [
"status",
"productName",
"billingFrequency",
"maxNumberOfCustomers",
"maxNumberOfInvoices",
"maxNumberOfReminders",
"maxNumberOfUsers"
],
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"required": [
"status",
"subscription"
],
"additionalProperties": false,
"$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.
Input 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"
}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"
}
]
},
"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
Evidence
Recent observations
verifiedversion not recorded8 tools