Invoiceflow MCP Server

AI-powered invoice automation. Create invoices, track payments, and manage cash flow.

Local serverstdio

What is the Invoiceflow MCP Server?

AI-powered invoice automation. Create invoices, track payments, and manage cash flow.

What you get

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.

  • 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 incoming payments to invoices by amount + payer email (platform-agnostic — works with manually-entered or webhook-provided payment data)
  • Cash flow reporting — with collection rate, projected income, client breakdown
  • Client management — with automatic payment history tracking

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
invoice_demo_seedSeed a realistic demo dataset — 8 clients across 5 archetypes (on-time, late-payer, high-value, new, chronic-late) and 25-45 invoices over the last 6 months — so every tool returns meaningful output without any credentia
client_manage
invoice_createCreate an invoice with line items. Auto-calculates subtotal, tax, discounts, and total. Generates sequential invoice numbers (INV-YYYY-NNNN).
invoice_sendSend an invoice PDF via email (requires SENDGRID_API_KEY). Updates status to "sent".
invoice_listFilter invoices by status, client, amount range, date range, or overdue status. Supports pagination.
invoice_mark_paidMark an invoice as paid (full or partial). Updates client payment history automatically.
invoice_remindSend a payment reminder. Increments reminder count. Supports custom messages.
invoice_riskAI-powered late payment risk prediction (0-100). Returns risk level, factor breakdown, recommended action, next reminder date.
cashflow_reportGenerate cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, 30-day projection.
payment_reconcileMatch incoming payment to invoice by amount and payer email. Auto-marks as paid.

How to install the Invoiceflow MCP Server

claude mcp add invoiceflow --env LEMONSQUEEZY_LICENSE_KEY=your-value --env SENDGRID_API_KEY=your-value -- npx -y vitest

Configuration

VariableDescriptionRequired
LEMONSQUEEZY_LICENSE_KEYCredential the server authenticates with.Yes
SENDGRID_API_KEYCredential the server authenticates with.Yes

Example prompts to try

  • “Use Invoiceflow to invoice demo seed.”
  • “Use Invoiceflow to client manage.”
  • “Use Invoiceflow to invoice create.”

Frequently asked questions

AI-powered invoice automation. Create invoices, track payments, and manage cash flow. Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.