Create Invoice
create_invoiceCreate a draft invoice owned by the caller for a client, optionally seeded with line items and linked to an existing deal. Totals (subtotal/tax/total) are computed from the line items and tax_rate. The invoice starts in status 'draft' — call send_invoice to mark it sent.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"client_name": "<client_name>"
},
"name": "create_invoice"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | ||
| deal_id | No | Optional: link to an owned deal. | |
| currency | No | Three ASCII letters; normalized to uppercase (default USD). ISO membership is not checked. | |
| due_date | No | ISO date YYYY-MM-DD. | |
| tax_rate | No | Percentage, e.g. 8.5 for 8.5%. | |
| line_items | No | ||
| client_name | Yes | ||
| client_email | No | ||
| payment_terms | No | e.g. 'Net 30', 'Due on receipt'. |