Skip to main content
Glama
Invoice MCP Server
by kmexnx

Invoice MCP Server

A Model Context Protocol (MCP) server for generating professional invoices as PDFs or sending them via email. This server provides tools that allow Claude to create, customize, and distribute invoices based on a professional template.

๐Ÿš€ Quick Start

Run directly without installation:

npx invoice-mcp-server

Option 2: Docker

# Pull and run
docker run -p 3000:3000 -v $(pwd)/invoices:/app/invoices invoice-mcp-server

# Or build locally
docker build -t invoice-mcp-server .
docker run -p 3000:3000 -v $(pwd)/invoices:/app/invoices invoice-mcp-server

Option 3: Traditional Installation

git clone https://github.com/kmexnx/invoice-mcp-server.git
cd invoice-mcp-server
npm install
npm run build

Related MCP server: Wave MCP Server

โœจ Features

  • ๐Ÿ“„ PDF Generation: Create professional invoices as PDF files

  • ๐Ÿ“ง Email Integration: Send invoices directly via email

  • ๐ŸŽจ Template-based: Uses a clean, professional invoice template

  • ๐Ÿ’ผ Business Ready: Includes all standard invoice fields (tax rates, line items, etc.)

  • ๐Ÿ”ง Customizable: Easy to modify template and styling

  • ๐Ÿณ Docker Support: Run in containers for easy deployment

  • โšก NPX Ready: No installation required with npx

  • ๐Ÿ“ Smart Directory Handling: Automatic directory creation with fallbacks

๐Ÿ“‹ Prerequisites

For NPX/Local Installation:

  • Node.js 18+

  • For email functionality: SMTP server credentials

For Docker:

  • Docker installed

  • For email functionality: SMTP server credentials

๐Ÿ› ๏ธ Installation & Setup

Method 1: NPX (Zero Installation)

The easiest way to get started:

# Run directly
npx invoice-mcp-server

# With custom output directory
OUTPUT_DIR=/Users/yourname/Documents/invoices npx invoice-mcp-server

# With environment variables
SMTP_HOST=smtp.gmail.com SMTP_USER=you@gmail.com OUTPUT_DIR=/tmp/invoices npx invoice-mcp-server

Method 2: Docker Setup

  1. Create a docker-compose.yml:

version: '3.8'
services:
  invoice-mcp:
    image: invoice-mcp-server
    ports:
      - "3000:3000"
    volumes:
      - ./invoices:/app/invoices
      - ./.env:/app/.env
    environment:
      - SMTP_HOST=smtp.gmail.com
      - SMTP_PORT=587
      - SMTP_USER=your-email@gmail.com
      - SMTP_PASS=your-app-password
      - FROM_EMAIL=your-email@gmail.com
      - FROM_NAME=Your Company Name
      - OUTPUT_DIR=/app/invoices
  1. Run with Docker Compose:

docker-compose up -d

Method 3: Traditional Installation

  1. Clone and install:

git clone https://github.com/kmexnx/invoice-mcp-server.git
cd invoice-mcp-server
npm install
npm run setup  # Creates directories and checks permissions
  1. Configure environment:

cp .env.example .env
# Edit .env with your settings
  1. Build and run:

npm run build
npm start

๐Ÿ“ Directory Configuration

The server needs a directory to save generated PDF invoices. It uses this priority order:

  1. Custom Directory (Recommended): Set OUTPUT_DIR environment variable

  2. Default Local: ./invoices in current directory

  3. Fallback: System temporary directory

Setting Custom Output Directory

For NPX users:

# Set for current session
export OUTPUT_DIR=/Users/yourname/Documents/invoices
npx invoice-mcp-server

# Or inline
OUTPUT_DIR=/path/to/your/invoices npx invoice-mcp-server

For permanent setup:

Add to your shell profile (~/.zshrc, ~/.bashrc, etc.):

export OUTPUT_DIR=/Users/yourname/Documents/invoices

For Docker users:

docker run -e OUTPUT_DIR=/app/invoices -v /your/local/path:/app/invoices invoice-mcp-server

Directory Permissions

The server automatically:

  • โœ… Creates the output directory if it doesn't exist

  • โœ… Tests write permissions

  • โœ… Falls back to temporary directories if needed

  • โœ… Provides clear error messages

If you encounter permission issues:

# Create and set permissions manually
mkdir -p /path/to/your/invoices
chmod 755 /path/to/your/invoices

# Or use a directory you own
export OUTPUT_DIR=$HOME/Documents/invoices

๐Ÿ”ง Claude Desktop Configuration

Add this server to your Claude Desktop configuration:

For NPX Usage:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "invoice-server": {
      "command": "npx",
      "args": ["invoice-mcp-server"],
      "env": {
        "OUTPUT_DIR": "/Users/yourname/Documents/invoices",
        "SMTP_HOST": "smtp.gmail.com",
        "SMTP_PORT": "587",
        "SMTP_USER": "your-email@gmail.com",
        "SMTP_PASS": "your-app-password",
        "FROM_EMAIL": "your-email@gmail.com",
        "FROM_NAME": "Your Company Name"
      }
    }
  }
}

For Docker Usage:

{
  "mcpServers": {
    "invoice-server": {
      "command": "docker",
      "args": ["exec", "invoice-mcp-container", "node", "/app/dist/index.js"],
      "env": {
        "OUTPUT_DIR": "/app/invoices",
        "SMTP_HOST": "smtp.gmail.com",
        "SMTP_PORT": "587",
        "SMTP_USER": "your-email@gmail.com",
        "SMTP_PASS": "your-app-password"
      }
    }
  }
}

For Local Installation:

{
  "mcpServers": {
    "invoice-server": {
      "command": "node",
      "args": ["/path/to/invoice-mcp-server/dist/index.js"],
      "env": {
        "OUTPUT_DIR": "/Users/yourname/Documents/invoices",
        "SMTP_HOST": "smtp.gmail.com",
        "SMTP_PORT": "587",
        "SMTP_USER": "your-email@gmail.com",
        "SMTP_PASS": "your-app-password"
      }
    }
  }
}

๐Ÿ’ฌ Usage Examples

Basic Invoice Creation

Claude, create me an invoice for "Acme Corp" for the amount of $5000

Detailed Invoice

Claude, create an invoice with the following details:
- Client: TechStart Inc.
- Services: Web Development (40 hours at $125/hour), Logo Design ($500)
- Tax rate: 8.5%
- Due date: 30 days from today
- Save as PDF and email to client@techstart.com

Multiple Line Items

Claude, generate an invoice for:
- Company: Global Solutions LLC
- Item 1: Consulting Services - $2,500
- Item 2: Project Management - $1,200
- Item 3: Documentation - $800
- Tax rate: 7.25%
- Email it to accounting@globalsolutions.com

๐Ÿ› ๏ธ Available Tools

1. create_invoice_pdf

Generates a PDF invoice file.

Parameters:

  • invoice_data: Complete invoice information

  • filename: Optional custom filename

2. send_invoice_email

Creates and sends an invoice via email.

Parameters:

  • invoice_data: Complete invoice information

  • recipient_email: Email address to send to

  • subject: Optional custom email subject

  • message: Optional custom email message

3. get_invoice_template

Returns the current invoice template structure for reference.

๐Ÿ“Š Invoice Data Structure

{
  // Company Information
  company: {
    name: string;
    address: string;
    city: string;
    state: string;
    zipCode: string;
    phone?: string;
    fax?: string;
    email?: string;
  };
  
  // Client Information
  billTo: {
    name: string;
    company?: string;
    address: string;
    city: string;
    state: string;
    zipCode: string;
    phone?: string;
  };
  
  // Invoice Details
  invoiceNumber: string;
  date: string;
  dueDate?: string;
  
  // Line Items
  items: Array<{
    description: string;
    amount: number;
  }>;
  
  // Financial Details
  taxRate?: number; // as percentage (e.g., 8.5 for 8.5%)
  other?: number;   // additional fees/discounts
}

๐Ÿ” Environment Variables

Variable

Description

Required

Default

Example

OUTPUT_DIR

PDF output directory

Recommended

./invoices

/Users/name/Documents/invoices

SMTP_HOST

SMTP server host

No*

-

smtp.gmail.com

SMTP_PORT

SMTP server port

No

587

587

SMTP_USER

SMTP username

No*

-

you@gmail.com

SMTP_PASS

SMTP password

No*

-

your-app-password

FROM_EMAIL

From email address

No

SMTP_USER

billing@company.com

FROM_NAME

From name

No

-

Your Company Name

TEMP_DIR

Temporary files directory

No

System temp

/tmp

*Required only for email functionality

Important Notes:

  • OUTPUT_DIR: Highly recommended to set this to avoid permission issues

  • SMTP credentials: Only needed if you want to email invoices

  • Paths: Use absolute paths for best results

  • Permissions: Ensure the OUTPUT_DIR is writable

๐Ÿณ Docker Configuration

Dockerfile

FROM node:18-alpine

WORKDIR /app

COPY package*.json ./
RUN npm ci --only=production

COPY dist ./dist
COPY .env.example ./.env

RUN mkdir -p invoices

EXPOSE 3000

CMD ["node", "dist/index.js"]

Docker Environment

# Run with environment variables
docker run -e SMTP_HOST=smtp.gmail.com \
           -e SMTP_USER=you@gmail.com \
           -e SMTP_PASS=yourpassword \
           -e OUTPUT_DIR=/app/invoices \
           -v $(pwd)/invoices:/app/invoices \
           invoice-mcp-server

๐Ÿงช Development

Project Structure

invoice-mcp-server/
โ”œโ”€โ”€ src/
โ”‚   โ”œโ”€โ”€ index.ts              # Main MCP server
โ”‚   โ”œโ”€โ”€ invoice-generator.ts  # PDF generation logic
โ”‚   โ”œโ”€โ”€ email-service.ts      # Email functionality
โ”‚   โ”œโ”€โ”€ invoice-template.ts   # HTML template
โ”‚   โ””โ”€โ”€ setup.js             # Setup script
โ”œโ”€โ”€ dist/                     # Compiled JavaScript
โ”œโ”€โ”€ invoices/                 # Generated PDFs (created by setup)
โ”œโ”€โ”€ Dockerfile               # Docker configuration
โ”œโ”€โ”€ docker-compose.yml       # Docker Compose setup
โ”œโ”€โ”€ package.json
โ””โ”€โ”€ README.md

NPM Scripts

npm run build      # Compile TypeScript
npm run dev        # Development mode with watch
npm start          # Run compiled server
npm run setup      # Create directories and check setup
npm run clean      # Clean build directory
npm run docker     # Build Docker image

Testing

Test the server using the MCP inspector:

npx @modelcontextprotocol/inspector node dist/index.js

Setup Script

The setup script (npm run setup) will:

  • โœ… Create necessary directories

  • โœ… Test write permissions

  • โœ… Check Node.js version

  • โœ… Verify package structure

  • โœ… Display helpful diagnostics

๐Ÿ› Troubleshooting

Common Issues

Directory Permission Errors

# Solution 1: Set custom directory
export OUTPUT_DIR=/Users/yourname/Documents/invoices
mkdir -p $OUTPUT_DIR

# Solution 2: Use setup script
npm run setup

# Solution 3: Use temporary directory
export OUTPUT_DIR=/tmp/invoices

NPX Issues

  • Package not found: Ensure you have npm 5.2+ for npx support

  • Permission errors: Try setting OUTPUT_DIR to a directory you own

  • Directory creation fails: Use OUTPUT_DIR=/tmp/invoices npx invoice-mcp-server

Docker Issues

  • Port conflicts: Change port mapping -p 3001:3000

  • Volume issues: Ensure local directories exist and are writable

  • Memory limits: Increase Docker memory for large invoices

Email Issues

  • Gmail: Use App Passwords instead of regular password

  • SMTP Errors: Verify host, port, and credentials

  • Firewall: Ensure SMTP ports aren't blocked

PDF Generation Issues

  • Missing fonts: Install system fonts or use web fonts

  • Memory issues: Increase Node.js memory limit

  • Puppeteer errors: Install Chrome dependencies

Debug Mode

Enable debug logging:

DEBUG=invoice-mcp:* npx invoice-mcp-server

Environment Diagnostics

Run the setup script to diagnose issues:

npm run setup

This will show:

  • โœ… Directory creation status

  • โœ… Write permissions

  • โœ… Node.js version

  • โœ… Environment information

  • โœ… Troubleshooting suggestions

๐Ÿ“ˆ Performance

Optimization Tips

  1. Use custom OUTPUT_DIR for faster file access

  2. Docker multi-stage builds for smaller images

  3. PDF caching for repeated templates

  4. Email queuing for bulk operations

  5. Resource limits for container deployments

Scaling

  • Use Redis for session storage

  • Implement queue system for PDF generation

  • Load balance multiple containers

  • Use external SMTP service

๐Ÿค Contributing

  1. Fork the repository

  2. Create a feature branch

  3. Make your changes

  4. Add tests if applicable

  5. Submit a pull request

๐Ÿ“„ License

MIT License - see LICENSE file for details.

๐Ÿ†˜ Support


Quick Start Example:

  1. Set your directory: export OUTPUT_DIR=/Users/yourname/Documents/invoices

  2. Run: npx invoice-mcp-server

  3. Configure Claude Desktop (see above)

  4. Ask Claude: "Create an invoice for ABC Company for $2,500"

  5. Claude handles the rest automatically! ๐ŸŽ‰

The server handles all formatting, calculations, and delivery automatically while saving PDFs to your specified directory.

Available Tools

3 tools
create_invoice_pdfC

Generate a PDF invoice file

Inputs: invoice_data (required), filename.

get_invoice_templateB

Get the current invoice template structure for reference

Inputs: no named parameters.

send_invoice_emailC

Create and send an invoice via email

Inputs: invoice_data (required), recipient_email (required), subject, message.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelogโ€ฆ

    TDQS

    B3.1/5.0

    Scored across 3 tools

    Disambiguation5/5

    Each tool has a clearly distinct purpose: create_invoice_pdf generates a PDF file, get_invoice_template retrieves template structure, and send_invoice_email handles email delivery. There is no overlap in functionality, making tool selection unambiguous for an agent.

    Naming Consistency5/5

    All tool names follow a consistent verb_noun pattern (create_invoice_pdf, get_invoice_template, send_invoice_email) with clear verbs and descriptive nouns. The naming is uniform and predictable throughout the set.

    Tool Count3/5

    With only 3 tools, the set feels thin for an invoice management server, lacking operations like updating, deleting, or listing invoices. While the tools cover core actions, the count is borderline low for typical domain coverage.

    Completeness2/5

    The tool set has significant gaps for invoice management: it includes creation, template retrieval, and email sending, but misses essential CRUD operations (e.g., list_invoices, update_invoice, delete_invoice) and other lifecycle steps like payment tracking or status updates, which could lead to agent failures in workflows.

    Maintenance

    ActivityInactive
    ResponsivenessOutdated data

    Related MCP Connectors

    Related MCP Servers

    • A
      license
      A
      quality
      D
      maintenance
      Enables Wave invoicing operations including listing invoices, retrieving details, and generating branded PDFs directly from AI assistants.
      5
      13 npm
      ISC
    • F
      license
      Not graded
      quality
      C
      maintenance
      Enables AI agents to create and manage e-invoices through natural language, supporting EU compliance formats like ZUGFeRD and XRechnung, as well as US plain PDF invoices.
      7
      -