co.solidinvoice/mcp

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Publisher-provided title

SolidInvoice

Publisher-provided description

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

Summary by lookupd

Create and send invoices and quotes, manage clients and payments, and query revenue and outstanding balances.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http mcp https://solidinvoice.app/_mcp

Codex, remote (streamable-http)

codex mcp add mcp --url https://solidinvoice.app/_mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "mcp": {
      "url": "https://solidinvoice.app/_mcp"
    }
  }
}

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 36)

Publisher-provided text

• get_client_summary Summary of a client: totals invoiced, outstanding balance, total paid, and counts.
• list_client_tax_identifiers List the tax identifiers (e.g. VAT, GSTIN, TIN) configured for a client.
• add_contact Add a new contact (email + optional name) to an existing client.
• add_client_tax_identifier Add a tax identifier (VAT, GSTIN, TIN, ABN, CNPJ, TRN, Other) to a client.
• remove_client_tax_identifier Remove a tax identifier from a client by identifier ULID.
• get_dashboard_stats Aggregate dashboard stats: outstanding and overdue totals per currency, invoice counts by status, client count.
• get_total_outstanding Total outstanding invoiced amounts per currency, optionally filtered by client.
• get_total_overdue Total overdue invoiced amounts per currency, optionally filtered by client.
• get_invoice_status_distribution Count of invoices grouped by status.
• get_revenue_by_period Revenue from captured payments between two dates, grouped by day, week, or month.
• list_overdue_invoices List overdue invoices, optionally for a specific client.
• list_invoices_by_status List invoices filtered by status.
• create_invoice Create a new invoice for a client, with line items, optional discount, due date, contacts, and invoice-level taxes.
• apply_invoice_transition Apply a workflow transition (accept, cancel, overdue, pay, reopen, archive) to an invoice.
• apply_recurring_transition Apply a workflow transition to a recurring invoice.
• clone_invoice Clone an existing invoice into a new draft with the same line items.
• send_invoice_reminder Email a manual reminder for an invoice to its contacts.
• list_recurring_invoices List recurring invoices, optionally filtered by status and/or client.
• create_recurring_invoice Create a new recurring invoice for a client with a scheduled cadence (daily/weekly/monthly/yearly).
• list_resource List records of a SolidInvoice resource with optional filters and pagination.
• get_resource Fetch a single SolidInvoice record by ID.
• create_resource Create a new record of a safe, flat resource (client, contact, tax).
• update_resource Update scalar fields on an existing record (client, contact, tax).
• delete_resource Delete a record (client, contact, tax) belonging to the active company.
• list_workflow_transitions List transitions currently enabled on a record (invoice, quote, or recurring_invoice).
• list_payment_methods List configured payment methods for the current company.
• record_payment Record an offline payment against an invoice; the invoice transitions to paid once its balance is settled, and any overpayment becomes client credit.
• list_quotes_by_status List quotes filtered by status.
• create_quote Create a new quote for a client, with line items, optional discount, due date, contacts, and invoice-level taxes.
• apply_quote_transition Apply a workflow transition (send, accept, decline, cancel, reopen, archive) to a quote.

Details

• Version: 3.1.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 1009 ms
• First indexed: 2026-11-01T08:52:29.858Z
• Last seen in registry: 2026-11-09T12:17:18.164Z
• Repository: https://github.com/SolidInvoice/SolidInvoice
• Website: https://solidinvoice.co/docs/ai/mcp-server/

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