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AI-powered invoice automation. Create PDF invoices, predict late payment risk 0-100, auto-send reminders, reconcile Stripe/PayPal payments, track cash flow. 10
AI-powered invoice automation. Create PDF invoices, predict late payment risk 0-100, auto-send reminders, reconcile Stripe/PayPal payments, track cash flow. 10 MCP tools, 4 resources.
AI-powered invoice automation for the Model Context Protocol
InvoiceFlow creates professional PDF invoices, predicts late payment risk using AI, auto-sends reminders, matches incoming payments to invoices, and tracks your cash flow -- all through the MCP protocol.
git clone https://github.com/enzoemir1/invoiceflow-mcp.git
cd invoiceflow-mcp
npm ci
npm run build
Add to your MCP client config:
{
"mcpServers": {
"invoiceflow": {
"command": "node",
"args": ["path/to/invoiceflow-mcp/dist/index.js"]
}
}
}
Create a new client. Required before creating invoices.
Create an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).
Send an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".
Filter invoices by status, client, amount range, date range, or overdue status. Supports pagination.
Mark an invoice as paid (full or partial). Updates client payment history automatically.
Send a payment reminder. Increments reminder count. Supports custom messages.
AI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.
Generate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.
Match incoming payment to invoice by amount and payer email. Auto-marks as paid.
| Resource | Description |
|---|---|
invoices://pending |
All unpaid invoices |
invoices://overdue |
Invoices past due date |
invoices://stats |
Monthly cash flow summary |
clients://list |
All clients with payment history |
Scores invoices 0-100 using 4 weighted factors:
| Factor | Weight | What It Measures |
|---|---|---|
| Invoice Amount | 20% | Higher amounts = higher risk |
| Client History | 35% | Pay rate, late payments, avg days |
| Due Date | 30% | Days until/past due |
| Reminders | 15% | Reminders already sent |
Risk Levels: Low (0-30), Medium (31-60), High (61-100)
Copy .env.example to .env and set the variables you need:
cp .env.example .env
| Variable | Required | Description |
|---|---|---|
SENDGRID_API_KEY |
For email sending | Send invoices and reminders via SendGrid |
SendGrid is optional. InvoiceFlow works fully offline for invoice creation, risk scoring, cash flow reporting, and reconciliation. Add SendGrid when you want outbound email delivery.
The payment_reconcile tool currently matches amounts you provide (from a CSV, a webhook, or manual entry) against stored invoices. Direct Stripe and PayPal API integration with webhook listeners is planned for v2.0 — see issues for progress.
> Create a client "Acme Corp" with email [email protected]
✓ Client created: Acme Corp (id: 3f2a...)
> Create an invoice for Acme Corp: 10 hours consulting at $150/hr, 20% tax
✓ Invoice INV-2026-0001 created
Subtotal: $1,500.00 | Tax: $300.00 | Total: $1,800.00
> What's the risk score for invoice INV-2026-0001?
Risk Score: 42/100 (Medium)
- Invoice Amount: 25 (moderate amount)
- Client History: 50 (new client)
- Due Date: 15 (due in 28 days)
- Reminders: 10 (none sent)
Recommended: Send an early reminder with a polite tone.
> Show me the cash flow report
April 2026:
Total Invoiced: $12,400.00
Collected: $8,200.00 (66.1%)
Outstanding: $4,200.00
Overdue: $1,800.00
Projected (30d): $2,400.00
USD, EUR, GBP, CAD, AUD, JPY, CHF, TRY, BRL, INR
| Tier | Price | Invoices/month | Features |
|---|---|---|---|
| Free | $0 | 5 | Basic PDF invoices |
| Pro | $12/mo | 100 | AI risk scoring, smart reminders, reconciliation |
| Business | $29/mo | 500 | Multi-currency, cash flow reporting, priority support |
Available on MCPize Marketplace.
npm run dev # Hot reload
npm run build # Production build
npm test # Run tests
npm run inspect # MCP Inspector
Tests cover the core business logic:
npm test # Run all tests
npx vitest --watch # Watch mode
InvoiceFlow ships in Free mode — invoice_demo_seed, client_manage, invoice_create, invoice_list, invoice_mark_paid, and invoice_remind are open. The following tools require a Pro license:
invoice_send — generate PDF + SendGrid email deliveryinvoice_risk — late-payment risk predictionpayment_reconcile — match Stripe/PayPal/bank payments to invoicescashflow_report — portfolio-wide cash flow + 30-day projectionBuy a Pro License (€12, lifetime, 3 machines): https://automatiabcn.lemonsqueezy.com/buy/2d439c05-f463-4137-8883-950e8ee1112d
Or get the Indie MCP Stack Bundle (€69, all 4 servers).
export LEMONSQUEEZY_LICENSE_KEY=YOUR-KEY-HERE
Or in your MCP client config:
{
"mcpServers": {
"invoiceflow-mcp": {
"command": "npx",
"args": ["-y", "invoiceflow-mcp-server"],
"env": { "LEMONSQUEEZY_LICENSE_KEY": "YOUR-KEY-HERE" }
}
}
}
Validation is cached locally for 24 h — fully offline-capable after first run.
MIT License. See LICENSE for details.
Built by Automatia BCN.
Добавь это в claude_desktop_config.json и перезапусти Claude Desktop.
{
"mcpServers": {
"invoiceflow-mcp": {
"command": "npx",
"args": []
}
}
}