MCP tools: Invoices and accounting

Lists invoices, newest first; filter by status, project and CRM lead. Role-based project visibility applies to members: invoices without a project are always visible, invoices with a project only if it is within the role's visibility. Requirements: role Viewer or higher, key scope "read" or higher, module "Invoices" enabled.

status

Optional · string · draft | sent | paid | overdue | cancelled — Only invoices with this status.

projectId

Optional · string — Only entries of this project.

crmLeadId

Optional · string — Only invoices for this CRM lead.

limit

Optional · number — Maximum number of results (default 50, max 200).

Returns an invoice with all its line items (items, in order). If it is outside your visibility it appears as "Invoice not found". Requirements: role Viewer or higher, key scope "read" or higher, module "Invoices" enabled.

id

Required · string — ID of the invoice.

Creates an invoice. It starts as an unnumbered draft; the invoice number is assigned automatically when the draft is finalized through update_invoice. Amounts in cents. Line items with timeEntryId take quantity (rounded to 0.01 h) and the stored rate from the server; the time entry must be completed, billable and approved, belong to the invoice's project and not be on any invoice yet, and the invoice must be in EUR. It is marked as reserved in the process. Austrian law (§ 11 UStG) requires the service date plus the issuer's name, address and VAT ID. Project, lead and time entry references are checked against the organization and your visibility. The action is recorded in the audit log as an MCP action. Requirements: role Member or higher, key scope "write" or higher, module "Invoices" enabled.

clientName

Required · string — Invoice recipient: name or company.

clientEmail

Optional · string — Invoice recipient: email address.

clientAddress

Optional · string — Invoice recipient: street address.

clientPostalCode

Optional · string — Invoice recipient: postal code.

clientCity

Optional · string — Invoice recipient: city.

clientCountryCode

Optional · string — Invoice recipient: country code (e.g. AT, DE).

clientElectronicAddress

Optional · string — Invoice recipient: electronic address for the e-invoice.

clientElectronicAddressScheme

Optional · string — Scheme of the recipient's electronic address (e.g. EM for email).

buyerReference

Optional · string — Buyer reference for the e-invoice (XRechnung), e.g. a Leitweg ID.

clientUID

Optional · string — VAT ID of the recipient (ATU…); mandatory for invoices from EUR 10,000.

crmLeadId

Optional · string — Links the invoice to a CRM lead.

projectId

Optional · string — ID of the assigned project.

dueDate

Optional · string — Payment due date (YYYY-MM-DD).

serviceDate

Optional · string — Delivery/service date (YYYY-MM-DD) – required by § 11 UStG (Austria).

servicePeriodEnd

Optional · string — End of the service period (YYYY-MM-DD), optional.

currency

Optional · string · Default: EUR — Currency code. Default: EUR.

taxRate

Optional · number — Tax rate in percent (Austria: 20 standard, 10 reduced, 13 special, 0 tax-free). Default: 0.

notes

Optional · string — Notes as free text.

supplierName

Optional · string — Invoice issuer: name or company (required by § 11 UStG).

supplierAddress

Optional · string — Invoice issuer: address (required by § 11 UStG).

supplierUID

Optional · string — Invoice issuer: VAT ID (ATU…).

supplierIBAN

Optional · string — Invoice issuer: IBAN for payment information.

supplierBIC

Optional · string — Invoice issuer: BIC/SWIFT.

supplierPostalCode

Optional · string — Invoice issuer: postal code.

supplierCity

Optional · string — Invoice issuer: city.

supplierCountryCode

Optional · string — Invoice issuer: country code.

supplierElectronicAddress

Optional · string — Invoice issuer: electronic address for the e-invoice.

supplierElectronicAddressScheme

Optional · string — Scheme of the issuer's electronic address.

supplierPhone

Optional · string — Invoice issuer: phone number.

supplierEmail

Optional · string — Invoice issuer: email address.

taxCategoryCode

Optional · string · S | Z | E | AE | G | O — Tax category per EN 16931: S (standard rate), Z (zero rate), E (exempt), AE (reverse charge), G (tax-free export), O (outside scope). Default: S.

taxExemptionReason

Optional · string — Reason for the tax exemption.

items

Optional · object[] — Line items as a list of objects: description (required), quantity (required), unitPrice in cents (required) and optionally timeEntryId (a completed, billable and approved time entry – quantity and stored rate are derived by the server; each time entry may appear only once).

Updates invoice fields or its status. While the invoice is a draft every field can be changed. The first transition out of draft finalizes the invoice transactionally: it gets its gap-free number, the canonical PDF, the XRechnung XML and the time evidence are created, and the action is written to the audit log. Afterwards only the status can change; going back to draft and reopening a cancelled invoice are not possible. paid cannot be set – record a payment instead. Line items cannot be changed with this tool. Requirements: role Member or higher, key scope "write" or higher, module "Invoices" enabled.

id

Required · string — ID of the invoice.

status

Optional · string · draft | sent | overdue | cancelled — New status. The first transition out of draft finalizes the invoice and assigns the number.

clientName

Optional · string — Invoice recipient: name or company.

clientEmail

Optional · string — Invoice recipient: email address.

clientAddress

Optional · string — Invoice recipient: street address.

clientUID

Optional · string — VAT ID of the recipient (ATU…); mandatory for invoices from EUR 10,000.

dueDate

Optional · string — New payment due date (YYYY-MM-DD).

serviceDate

Optional · string — Delivery/service date (YYYY-MM-DD) – required by § 11 UStG (Austria).

servicePeriodEnd

Optional · string — End of the service period (YYYY-MM-DD), optional.

notes

Optional · string — Notes as free text.

taxRate

Optional · number — New tax rate in percent; tax amount and total are recomputed.

supplierName

Optional · string — Invoice issuer: name or company (required by § 11 UStG).

supplierAddress

Optional · string — Invoice issuer: address (required by § 11 UStG).

supplierUID

Optional · string — Invoice issuer: VAT ID (ATU…).

supplierIBAN

Optional · string — Invoice issuer: IBAN for payment information.

supplierBIC

Optional · string — Invoice issuer: BIC/SWIFT.

supplierPostalCode

Optional · string — Invoice issuer: postal code.

supplierCity

Optional · string — Invoice issuer: city.

supplierCountryCode

Optional · string — Invoice issuer: country code.

supplierElectronicAddress

Optional · string — Invoice issuer: electronic address for the e-invoice.

supplierElectronicAddressScheme

Optional · string — Scheme of the issuer's electronic address.

supplierPhone

Optional · string — Invoice issuer: phone number.

supplierEmail

Optional · string — Invoice issuer: email address.

taxCategoryCode

Optional · string · S | Z | E | AE | G | O — Tax category per EN 16931: S (standard rate), Z (zero rate), E (exempt), AE (reverse charge), G (tax-free export), O (outside scope). Default: S.

taxExemptionReason

Optional · string — Reason for the tax exemption.

Deletes an invoice with its line items – but only drafts (status draft). Unlike the other delete tools the Member role is enough here; a key with the delete scope is required. Correct issued invoices with create_invoice_correction. Requirements: role Member or higher, key scope "delete" or higher, module "Invoices" enabled.

id

Required · string — ID of the invoice.

Creates a standalone correction/cancellation invoice for an already issued (non-draft) invoice. The original stays untouched; a new unnumbered draft is created with a frozen copy of the original's header data (recipient, issuer, currency, project, CRM lead) – no line items and no reused number. The number is assigned when the correction is finalized. The action is written to the audit log. Requirements: role Member or higher, key scope "write" or higher, module "Invoices" enabled.

id

Required · string — ID of the issued invoice being corrected.

reason

Required · string — Required: reason for the correction.

Lists accounting receipts, by receipt date descending; filter by project and status. Result: { receipts: [...] }. Requires at least the Member role. Role-based project visibility applies to members. Requirements: role Member or higher, key scope "read" or higher, module "Accounting" enabled.

projectId

Optional · string — Only entries of this project.

status

Optional · string · uploaded | failed | archived — Only receipts with this status.

limit

Optional · number — Maximum number of results (default 50, max 200).

Updates a receipt's metadata: name, date, amount, merchant, category, project link and status. The receipt must be within your visibility; a new project is checked against the organization. Requirements: role Member or higher, key scope "write" or higher, module "Accounting" enabled.

id

Required · string — ID of the receipt.

displayName

Optional · string — Display name of the receipt.

receiptDate

Optional · string — Receipt date (YYYY-MM-DD).

amount

Optional · number — Amount in cents.

merchant

Optional · string — Merchant or issuer of the receipt.

category

Optional · string — Category as free text.

projectId

Optional · string — ID of the assigned project.

status

Optional · string · uploaded | failed | archived — New receipt status.

Permanently deletes a receipt together with its underlying file. Requires at least the Admin role and a key with the delete scope. If a document under legal hold references the receipt, deletion is refused with a conflict (409); both blocked and executed deletions are written to the audit log. Requirements: role Admin or higher, key scope "delete" or higher, module "Accounting" enabled.

id

Required · string — ID of the receipt.

Lists income (invoices from the Invoicing module) for the accounting overview: id, number, status, client, issue date, currency and total per invoice, plus totalsByCurrency with paid and outstanding totals per currency. Requires at least the Member role; project visibility applies to members. Requirements: role Member or higher, key scope "read" or higher, module "Accounting" enabled. This tool takes no parameters.