Invoiced MCP by usefulapi

WRITE: add an internal note to a customer or an invoice (give exactly one). Notes are internal; nothing is sent. POST /notes.

WRITE: create a customer in Invoiced. Nothing is sent to anyone and no money moves. Name is required; Invoiced generates the customer number unless given. POST /customers.

WRITE: create a DRAFT invoice for a customer. It is always created as a draft: it is not issued, not emailed, not charged and cannot trigger AutoPay until a person finalizes it in Invoiced. At least one line item is required. POST /invoices with draft=true.

WRITE: create a collection task for a customer (a reminder to call, write, email or review). Nothing is sent to the customer. POST /tasks.

One credit note by id with line items, totals and balance. GET /credit_notes/{id}.

One customer by id: contact details, address, terms, currency, autopay, chasing cadence, credit hold/limit, parent customer, metadata. GET /customers/{id}.

A customer's current balance: total outstanding, past due, and available credit, in the customer's currency (or currency). GET /customers/{id}/balance.

One estimate by id with line items, totals, deposit and approval state. GET /estimates/{id}.

One invoice by id: status, dates, payment terms, totals, balance, line items, discounts, taxes, ship-to, payment and PDF links. expand replaces ids with full objects (e.g. customer). GET /invoices/{id}.

The payment plan (installments with dates, amounts and balances, and approval status) attached to an invoice. Errors with 404 when the invoice has none. GET /invoices/{id}/payment_plan.

One catalog item by its id (a string such as "delivery"). GET /items/{id}.

One payment by id, including which invoices and credit notes it was applied to (applied_to). GET /payments/{id}?include=applied_to.

One subscription plan by its id (a string). GET /plans/{id}.

One subscription by id with plan, add-ons, billing period, contract terms, recurring total and MRR. GET /subscriptions/{id}.

List the contacts of one customer: name, title, email, phone, whether primary (copied on communications) and SMS-enabled. GET /customers/{id}/contacts.

List credit notes: customer, status (draft, open, paid, closed, voided), totals, remaining balance, line items. GET /credit_notes.

List customers (accounts receivable debtors): name, number, email, payment terms, currency, autopay and chasing settings, owner. Filter by open balance, saved payment method, update time or any exact-match column. GET /customers.

List estimates (quotes): customer, status (draft, not_sent, sent, approved, invoiced, declined, voided), expiration date, deposit, totals, resulting invoice. GET /estimates.

The activity feed, newest first: event type (such as invoice.paid, customer.created), time, the object it concerns and who did it. Optionally only the events of one object. GET /events.

List invoices with number, customer, status (draft, not_sent, sent, viewed, past_due, pending, paid, voided), dates, totals, balance and line items. Filter by customer, paid flag, invoice date range, update time or any exact-match column. GET /invoices.

List the item catalog (products and services): id, name, currency, unit cost, type, taxable. Use item ids as catalog_item when creating a draft invoice. GET /items.

List collection notes, newest first, for one customer or one invoice (give exactly one), or all notes when neither is given. GET /customers/{id}/notes, /invoices/{id}/notes or /notes.

List payments received: customer, date, amount, unapplied balance, method (check, wire, ACH, card, ...), reference, whether matched or voided. Read only. GET /payments.

List subscription plans: id, name, currency, amount, pricing mode, billing interval, tiers. GET /plans.

List recurring subscriptions: customer, plan, quantity, billing period, status (not_started, active, past_due, finished, canceled), recurring total and MRR, contract renewal. GET /subscriptions.

List collection tasks (call, letter, email, review): name, action, customer, assignee, due date, whether complete. GET /tasks.

List tax rates: id, name, value, whether a percentage, whether inclusive, currency. GET /tax_rates.