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enzoemir1

invoiceflow-mcp

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
STRIPE_API_KEYNoStripe API key for payment reconciliation
PAYPAL_CLIENT_IDNoPayPal Client ID for payment reconciliation
SENDGRID_API_KEYNoSendGrid API key for sending invoice PDFs via email and payment reminders
PAYPAL_CLIENT_SECRETNoPayPal Client Secret for payment reconciliation

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
resources
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
client_manageC

Create a new client or update an existing one. Clients are needed before creating invoices.

invoice_createB

Create a new invoice for a client with line items. Auto-calculates subtotal, tax, discounts, and total. Generates a unique invoice number (INV-YYYY-NNNN).

invoice_listB

List and filter invoices by status, client, amount range, date range, or overdue status. Supports pagination.

invoice_sendA

Send an invoice to the client via email. Generates a PDF and sends it. Updates status to "sent".

invoice_mark_paidC

Mark an invoice as fully or partially paid. Updates amount_paid and status.

invoice_remindB

Send a payment reminder for an unpaid invoice. Increments reminder count and updates last_reminder_at.

invoice_riskA

Predict the late payment risk for an invoice (0-100). Analyzes invoice amount, client history, due date proximity, and reminder history. Returns risk level, factors, and recommended action.

cashflow_reportA

Generate a cash flow summary: total invoiced, collected, outstanding, overdue, collection rate, average days to payment, 30-day projection, breakdown by status and client.

payment_reconcileA

Match a payment from Stripe or PayPal to an invoice by amount and client email. Auto-marks the invoice as paid if amounts match.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
pending-invoicesAll unpaid invoices (draft, sent, viewed, overdue)
overdue-invoicesInvoices past their due date that are still unpaid
invoice-statsMonthly summary: total invoiced, collection rate, average days to payment
client-listAll registered clients with payment history

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