create_invoice

Generate and manage invoices by entering client and item details, setting payment terms, and customizing reminders. Automatically send invoices via email and create payment QR codes. Supports multiple currencies and VAT configurations.

Instructions

Create a new invoice. 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 pyament reminder should be sent, ask for the reminder settings.
- If the invoice type is GOODS, ask for the delivery date.
- If the invoice type is SERVICES, ask for the service start and end dates.
- If the invoice should be sent to the client, ask for the email data.

Args:
    client_id: ID of the client for the invoice
    items: List of invoice items, each containing name, quantity, rate, vatRate and total. 
           Example: [{"name": "Software Development", "quantity": 3, "rate": 30000, "vatRate": 19, "total": 1071}] // VAT rates might be 0, 7, 19. By default it's 19. Rate and total are in cents.
    invoice_number: Optional 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 (gets from company details if exists)
    iban: IBAN for payments (gets from company details if exists)
    bic: BIC/SWIFT code (gets from company details if exists)
    create_qr: Whether to create payment QR code (only if BIC and IBAN provided)
    color_schema: Invoice style color (hex code)
    font: Invoice font (e.g. "Plus Jakarta Sans", "Inter")
    is_to_send: Whether to send invoice automatically to client
    mailing_data: Email data if is_to_send is True. Example: {
        "emailSubject": "Invoice No.{invoice_number} for {client_name}",
        "emailBody": "Dear {client_name},...",
        "customClientEmail": "client@example.com" // email to send the invoice to, if not provided, it will be sent to the client email address
    }
    settings_on_overdue: Configuration for overdue notifications. Example: {
        "isToAutosendNotification": true, // whether to send notification automatically
        "customEmailSubject": "Reminder: Invoice {invoice_number} is overdue", // custom email subject
        "customEmailBody": "Dear {client_name},...", // custom email body
        "notifyAfterDays": [1, 3], // days to notify after the due date
        "notifyInParticularDays": [] // days to notify in particular dates [2025-05-23", "2025-05-24"]
    }
    service_start_date: Service period start date (YYYY-MM-DD) by default it's today, should be provided if invoice_type is SERVICES
    service_end_date: Service period end date (YYYY-MM-DD) by default it's one month from today, should be provided if invoice_type is SERVICES
    delivery_date: Delivery date for goods (YYYY-MM-DD) by default it's today, should be provided if invoice_type is GOODS

Returns:
    Information about the created invoice 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
`font`	No	Plus Jakarta Sans
`iban`	No
`invoice_number`	No
`invoice_type`	No	SERVICES
`is_to_send`	No
`is_vat_included`	No
`issued`	No
`items`	Yes
`language`	No	en
`mailing_data`	No
`notes`	No
`payment_terms`	No
`service_end_date`	No
`service_start_date`	No
`settings_on_overdue`	No

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"
    },
    "font": {
      "default": "Plus Jakarta Sans",
      "title": "Font",
      "type": "string"
    },
    "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"
    },
    "mailing_data": {
      "anyOf": [
        {
          "additionalProperties": {
            "type": "string"
          },
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Mailing Data"
    },
    "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"
    }
  },
  "required": [
    "client_id",
    "items"
  ],
  "title": "create_invoiceArguments",
  "type": "object"
}

Norman Finance MCP Server

create_invoice

Instructions

Input Schema

Input Schema (JSON Schema)

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