InvoiceFlow MCP

AI-powered invoice automation for the Model Context Protocol

InvoiceFlow creates professional PDF invoices, predicts late payment risk using AI, auto-sends reminders, reconciles payments from Stripe/PayPal, and tracks your cash flow -- all through the MCP protocol.

Features

• Professional PDF invoices with line items, tax, discounts, multi-currency (10 currencies)
• AI risk prediction (0-100) based on invoice amount, client history, due date, reminder history
• Smart reminders with escalation based on risk level
• Payment reconciliation matching Stripe/PayPal payments to invoices by amount + email
• Cash flow reporting with collection rate, projected income, client breakdown
• Client management with automatic payment history tracking
• Sequential invoice numbers (INV-2026-0001, INV-2026-0002, ...)
• 10 MCP tools + 4 MCP resources covering the full invoicing lifecycle

Quick Start

Install from MCPize Marketplace

1. Search for InvoiceFlow MCP on mcpize.com
2. Click Install and select your subscription tier
3. Tools and resources are automatically available in any MCP-compatible client

Build from Source

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"]
    }
  }
}

Tools

client_manage

Create a new client. Required before creating invoices.

invoice_create

Create an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).

invoice_send

Send an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".

invoice_list

Filter invoices by status, client, amount range, date range, or overdue status. Supports pagination.

invoice_mark_paid

Mark an invoice as paid (full or partial). Updates client payment history automatically.

invoice_remind

Send a payment reminder. Increments reminder count. Supports custom messages.

invoice_risk

AI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.

cashflow_report

Generate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.

payment_reconcile

Match incoming payment to invoice by amount and payer email. Auto-marks as paid.

Resources

| 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 |

Risk Prediction Engine

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)

Configuration

Copy .env.example to .env and set the variables you need:

cp .env.example .env

| Variable | Required | Description | |----------|----------|-------------| | SENDGRID_API_KEY | For email | Send invoices and reminders via SendGrid | | STRIPE_API_KEY | For Stripe | Reconcile payments from Stripe | | PAYPAL_CLIENT_ID | For PayPal | Reconcile payments from PayPal | | `PAYPAL_CLIENT_

... View full README on GitHub