create_recurring_invoice

Automatically generate invoices at customizable intervals for recurring billing needs. Specify frequency, start/end dates, and invoice counts to streamline regular payments for services or contracts.

Instructions

Create a recurring invoice that will automatically generate new invoices based on specified frequency.
Useful for contracts or services that bill on a regular basis.
Always ask for reccurring configuration, for example:
    - How often to generate invoices (weekly, monthly)
    - Number of units for frequency (e.g. 1 for monthly = every month, 2 = every 2 months)
    - Start date
    - End date
    - End invoice count (optional)
    
Ask for additional information if needed, for example:
    - If the client is not found, ask for the client details and create a new client if necessary.
    - If the invoice number is not provided, ask for it.
    - If the due date is not provided, ask for it.
    - If the payment terms are not provided, ask for it.
    - If the bank details are not provided, ask for it.

Args:
    client_id: ID of the client for the invoice
    items: List of invoice items, each containing name, quantity, rate, vatRate and total
    frequency_type: How often to generate invoices ("weekly", "monthly")
    frequency_unit: Number of units for frequency (e.g. 1 for monthly = every month, 2 = every 2 months)
    starts_from_date: Date to start generating invoices from (YYYY-MM-DD)
    ends_on_date: Optional end date for recurring invoices (YYYY-MM-DD). Either ends_on_date or ends_on_invoice_count should be provided.
    ends_on_invoice_count: Optional number of invoices to generate before stopping. Either ends_on_date or ends_on_invoice_count should be provided.
    invoice_number: Base invoice number (will be auto-generated if not provided)
    issued: Issue date in YYYY-MM-DD format
    due_to: Due date in YYYY-MM-DD format
    currency: Invoice currency (EUR, USD), by default it's EUR
    payment_terms: Payment terms text
    notes: Additional notes
    language: Invoice language (en, de)
    invoice_type: Type of invoice (SERVICES, GOODS)
    is_vat_included: Whether prices include VAT
    bank_name: Name of the bank
    iban: IBAN for payments
    bic: BIC/SWIFT code
    create_qr: Whether to create payment QR code
    color_schema: Invoice style color (hex code)
    font: Invoice font (e.g. "Plus Jakarta Sans", "Inter")
    is_to_send: Whether to send invoices automatically to client
    settings_on_overdue: Configuration for overdue notifications
    service_start_date: Service period start date (for SERVICES type)
    service_end_date: Service period end date (for SERVICES type)
    delivery_date: Delivery date (for GOODS type)

Returns:
    Information about the created recurring invoice setup and always include the generated invoice pdf url from reportUrl field

Input Schema

Name	Required	Default
`bank_name`	No
`bic`	No
`client_id`	Yes
`color_schema`	No	#FFFFFF
`create_qr`	No
`currency`	No	EUR
`delivery_date`	No
`due_to`	No
`ends_on_date`	No
`ends_on_invoice_count`	No
`font`	No	Plus Jakarta Sans
`frequency_type`	Yes
`frequency_unit`	Yes
`iban`	No
`invoice_number`	No
`invoice_type`	No	SERVICES
`is_to_send`	No
`is_vat_included`	No
`issued`	No
`items`	Yes
`language`	No	en
`notes`	No
`payment_terms`	No
`service_end_date`	No
`service_start_date`	No
`settings_on_overdue`	No
`starts_from_date`	Yes

Input Schema (JSON Schema)

{
  "properties": {
    "bank_name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Bank Name"
    },
    "bic": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Bic"
    },
    "client_id": {
      "title": "Client Id",
      "type": "string"
    },
    "color_schema": {
      "default": "#FFFFFF",
      "title": "Color Schema",
      "type": "string"
    },
    "create_qr": {
      "default": false,
      "title": "Create Qr",
      "type": "boolean"
    },
    "currency": {
      "default": "EUR",
      "title": "Currency",
      "type": "string"
    },
    "delivery_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Delivery Date"
    },
    "due_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Due To"
    },
    "ends_on_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Ends On Date"
    },
    "ends_on_invoice_count": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Ends On Invoice Count"
    },
    "font": {
      "default": "Plus Jakarta Sans",
      "title": "Font",
      "type": "string"
    },
    "frequency_type": {
      "title": "Frequency Type",
      "type": "string"
    },
    "frequency_unit": {
      "title": "Frequency Unit",
      "type": "integer"
    },
    "iban": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Iban"
    },
    "invoice_number": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Invoice Number"
    },
    "invoice_type": {
      "default": "SERVICES",
      "title": "Invoice Type",
      "type": "string"
    },
    "is_to_send": {
      "default": false,
      "title": "Is To Send",
      "type": "boolean"
    },
    "is_vat_included": {
      "default": false,
      "title": "Is Vat Included",
      "type": "boolean"
    },
    "issued": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Issued"
    },
    "items": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Items",
      "type": "array"
    },
    "language": {
      "default": "en",
      "title": "Language",
      "type": "string"
    },
    "notes": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Notes"
    },
    "payment_terms": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Payment Terms"
    },
    "service_end_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Service End Date"
    },
    "service_start_date": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Service Start Date"
    },
    "settings_on_overdue": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Settings On Overdue"
    },
    "starts_from_date": {
      "title": "Starts From Date",
      "type": "string"
    }
  },
  "required": [
    "client_id",
    "items",
    "frequency_type",
    "frequency_unit",
    "starts_from_date"
  ],
  "title": "create_recurring_invoiceArguments",
  "type": "object"
}

Norman Finance MCP Server

create_recurring_invoice

Instructions

Input Schema

Input Schema (JSON Schema)

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