Invoiceflow MCP Server

Invoiceflow MCP server is a locally run integration for AI assistants that speak the Model Context Protocol. 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

What the assistant can call

Once Invoiceflow is connected, these are the calls the assistant has available:

• invoice_demo_seed — Seed 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
• client_manage — The client_manage tool exposed by this server
• 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
• Testing — The Testing tool exposed by this server

Setting it up

The server ships on npm as vitest, so your MCP client can launch it on demand — there is no separate build step. Add the server block to your client's configuration, restart it, and the tools register themselves.

Configuration and credentials

You will need 2 environment variables: LEMONSQUEEZY_LICENSE_KEY, SENDGRID_API_KEY. The server will not start without them, which is usually why the tools fail to appear on a first run. Keep credentials in your client's env block or a secrets manager rather than in a file you might commit.

Choosing this one

Plenty of payments and commerce servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Invoiceflow's toolset — invoice_demo_seed, client_manage, invoice_create and 8 more — is a fair guide to whether it matches your workflow. It is maintained by enzoemir1; worth a glance at recent repository activity before you build anything load-bearing on it.

We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.

Before you rely on it

• It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
• With 11 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Invoiceflow.
• Missing credentials fail quietly in some clients — if no tools show up, check the environment block first.
• MCP clients confirm each tool call by default. Leave that on until you have watched what the invoiceflow mcp server does with a few real requests.