Norman Finance MCP Server

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