InvoiceNinja MCP Server

Model Context Protocol (MCP) server for InvoiceNinja v5.11.62 integration with Claude Desktop, Claude Code, and Cursor.ai.

Features

✅ READ-ONLY Operations (Tested & Working)

• 📄 List and view invoices with tax calculations

• 💳 List and view expenses

• 👥 List clients, vendors, and expense categories

• 📊 Generate tax reports (quarterly and custom date ranges)

• 📈 Invoice and expense reports

🔒 WRITE Operations (To Be Implemented)

• Create invoices and expenses

• Update invoices and expenses

• Clone invoices and expenses

• Send invoice emails

• Upload expense documents

Related MCP server: Monarch Money MCP Server

Installation

Prerequisites

• Python 3.10+

• Poetry (recommended) or pip

• InvoiceNinja v5.11.62 instance

• API token from your InvoiceNinja admin panel

Setup

1. Clone or navigate to the project:

cd in-mcp

2. Install dependencies:

poetry install

3. Configure environment variables:

cp .env.example .env

Edit .env with your InvoiceNinja credentials:

API_URL=https://your-instance.com/api/v1
API_KEY=your_api_token_here

4. Test the connection:

poetry run python test_connection.py

MCP Server Configuration

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "invoiceninja": {
      "command": "poetry",
      "args": ["run", "python", "-m", "invoiceninja_mcp"],
      "cwd": "/full/path/to/in-mcp"
    }
  }
}

Cursor.ai

Add similar configuration in Cursor's MCP settings.

Claude Code

The MCP server should be automatically detected when running in the project directory.

Available Tools

📊 Utility Tools

• test_connection() - Test API connection and authentication

• list_clients(per_page=100) - List all clients

• list_vendors(per_page=100) - List all vendors

• list_expense_categories(per_page=100) - List expense categories

📄 Invoice Tools (Read-Only)

• list_invoices(status?, client_id?, per_page=20) - List invoices with filters

  • Status: draft, sent, viewed, approved, partial, paid

• get_invoice(invoice_id) - Get detailed invoice information

  • Shows amounts including/excluding tax

  • Line items breakdown

  • Payment status

• get_invoice_status(invoice_id) - Get current invoice status

💳 Expense Tools (Read-Only)

• list_expenses(per_page=20) - List expenses

• get_expense(expense_id) - Get detailed expense information

📊 Report Tools

• get_tax_report_quarterly(year, quarter) - Get tax report for Q1/Q2/Q3/Q4

  • Example: get_tax_report_quarterly(2024, 1) for Q1 2024

• get_tax_report_custom(start_date, end_date) - Custom date range tax report

  • Dates in YYYY-MM-DD format

• get_expense_report(start_date, end_date) - Expense summary report

• get_invoice_report(start_date, end_date) - Invoice summary report

Usage Examples

With Claude Desktop

List all invoices from this month

Show me invoices that are still unpaid

Get the tax report for Q3 2024

What's the status of invoice ID abc123?

List all expenses from January 2024

Programmatic Usage

from invoiceninja_mcp.client import InvoiceNinjaClient

async def example():
    client = InvoiceNinjaClient()

    # List invoices
    invoices = await client.list_invoices(status="sent", per_page=10)

    # Get specific invoice
    invoice = await client.get_invoice("invoice_id_here")

    # List clients
    clients = await client.list_clients()

Project Structure

in-mcp/
└── invoiceninja_mcp/
│  ├── __init__.py
│  ├── __main__.py        # Entry point
│  ├── server.py          # FastMCP server with tools
│  ├── client.py          # InvoiceNinja API client
│  ├── config.py          # Settings management
│  └── models.py          # Pydantic models
├── pyproject.toml             # Dependencies
├── .env                       # Your config (gitignored)
├── .env.example               # Example config
├── .gitignore
└── README.md

Development

Running Tests

# Test API connection
poetry run python test_connection.py

# Test all MCP tools
poetry run python test_mcp_tools.py

Running the MCP Server

# Start the server
poetry run python -m invoiceninja_mcp

# Or with poetry
poetry run invoiceninja_mcp

API Details

Authentication Headers

The client automatically includes:

• X-API-Token: Your API token

• X-Requested-With: XMLHttpRequest

• Content-Type: application/json

• Accept: application/json

Invoice Status Codes

• 1 = Draft

• 2 = Sent

• 3 = Viewed

• 4 = Approved

• 5 = Partial

• 6 = Paid

Tax Calculations

Invoices return both:

• Amount including tax - Full invoice total

• Amount excluding tax - Subtotal before tax

• Tax amount - Total tax

Troubleshooting

403 Forbidden Error

• Verify your API token in InvoiceNinja admin panel

• Check that the token has appropriate permissions

• Ensure API_URL includes /api/v1

Connection Timeout

• Increase INVOICENINJA_TIMEOUT in .env

• Check your InvoiceNinja instance is accessible

Validation Errors

• Ensure you're using InvoiceNinja v5.11.62 or compatible version

• Check API responses match expected data structure

License

MIT

Credits

Built with:

• FastMCP - MCP server framework

• httpx - Async HTTP client

• Pydantic - Data validation

• InvoiceNinja - Invoice management platform

Contributing

Contributions welcome! Please ensure:

• All tests pass

• Code follows existing patterns

• Documentation is updated

• Security best practices are followed

Security

• Never commit .env file

• Keep API tokens secure

• Use HTTPS for InvoiceNinja instance

• Review API token permissions regularly