chat.conecto/invoices
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Publisher-provided title
Conecto Invoices
Publisher-provided description
Quotes and invoices numbered without gaps, sent as PDFs, paid online. Pay per action.
Summary by lookupd
Create, send, and track quotes and invoices with gapless numbering, PDF delivery, payment recording, reminders, and aged receivables…
Install
Claude Code, remote (streamable-http)
claude mcp add --transport http invoices https://api.conecto.chat/mcp/invoices
Codex, remote (streamable-http)
codex mcp add invoices --url https://api.conecto.chat/mcp/invoices
Cursor, remote (streamable-http) → .cursor/mcp.json
{
"mcpServers": {
"invoices": {
"url": "https://api.conecto.chat/mcp/invoices"
}
}
}Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.
Tools (showing 30 of 53)
Publisher-provided text
invoices_connect_stripeConnect the business's own Stripe account with a restricted key (a person makes it in Stripe: Developers, API keys, Create restricted key), so invoices can carrinvoices_set_profileSet the business details printed on quotes and invoices: legal name, country, address, tax ID, email, phone, logo, default currency, payment terms, tax rate, nuinvoices_get_profileThe business details used on quotes and invoices, the next numbers, and what is still missing before documents can be sent. Free.invoices_createCreate a quote or an invoice as a draft: the customer (a CRM contact or company, or a name and email), line items, currency and dates. Nothing is numbered or seinvoices_set_expected_dateThe day a customer said they would pay an invoice that is sent and not paid yet, like Xero's expected date: the cash flow forecast (books_report cash_forecast)invoices_updateChange a draft quote or invoice: give only what changes; customer and items replace the old ones. A sent document can't change: void it with invoices_void and cinvoices_getOne quote, invoice or credit note in full: lines with their amounts, totals and taxes, payments, credit notes, history, its public page and a fresh PDF link. Fiinvoices_listQuotes, invoices and credit notes, newest first, filtered by kind, status (also overdue, unpaid and expired), customer and issue date. Totals and balances comeinvoices_sendSend a draft: it takes the next number (gapless), its PDF is made and kept in the file store, and the customer is emailed a link to its page (to view, pay or acinvoices_convert_quoteTurn an accepted quote into a draft invoice with the same customer and lines, ready for invoices_send. If the customer accepted some other way (email, phone), pinvoices_record_paymentRecord money received against a sent invoice: amount, date, method and reference. It becomes partially_paid, or paid when nothing is left. A payment can't be moinvoices_record_prepaymentRecord money a customer paid before there is an invoice, like a deposit, as Xero's prepayments: it waits as their credit (CR-0001 on) until invoices_use_creditinvoices_use_creditPut a customer's credit (a prepayment or an overpayment) on one of their sent invoices, like Xero's allocate credit: invoice_id, and amount (default all it can:invoices_list_creditsCustomers' credits, prepayments and overpayments, newest first: what each was, what is left, its VAT and how it was used or paid back. Filter by customer, or stinvoices_create_credit_noteIssue a credit note against a sent invoice: all of it, some of its lines, or an amount. It takes the next credit note number (gapless, CN-0001...), gets a PDF ainvoices_voidVoid a document. A sent one keeps its number (numbers stay gapless) but can no longer be paid, accepted or viewed; a draft is simply discarded. Refused while painvoices_remindEmail the customer a reminder about a sent invoice that still has a balance: the amount due, the due date and the links to pay. At most once a day per invoice.invoices_remind_overdueEmail a reminder about every sent invoice at least days_overdue days past its due date that still has a balance, the longest overdue first, up to limit invoicesinvoices_save_repeatingAn invoice made again every so many weeks, months or years, like Xero's repeating invoices: the customer and lines as for invoices_create, every and unit, the sinvoices_list_repeatingThe repeating invoices: who each is for, its lines, how often, the next dates, whether it is drafted or sent, how many were made and the last one, and why one iinvoices_delete_repeatingStop a repeating invoice for good. The invoices it made stay as they are. Free.invoices_statementA customer statement, like Xero's. outstanding (the default) lists every invoice the customer still owed on as_of (default today) with what was paid or creditedinvoices_reportaged_receivables: what each customer owes on as_of (default today), by how long past due: current (not due yet), 1-30, 31-60, 61-90 and over 90 days, per curreninvoices_summaryWhat customers owe, per currency: outstanding, overdue and paid this month, plus quotes still open. Free.account_balanceThe account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are haccount_get_callOne call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.account_list_callsRecent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.account_refund_topupRefund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the caccount_set_owner_emailWhen the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings anaccount_renameChange the business's name: what Conecto calls the account in its emails, on the owner's page and in the account list, and the sender name on emails and pages t
Details
- Version: 1.0.0
- Transports: streamable-http
- Uptime (7 days): 100%
- Median latency: 922 ms
- First indexed:
- Last seen in registry:
- Website: https://conecto.chat/tools/invoices
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