SolidInvoice MCP Server: Setup for Claude, Cursor and Other Apps

• Lists invoices, quotes, clients, contacts, payments or taxes

  Lists records of one type (invoice, quote, client, contact, payment, tax or recurring invoice) for your active company, with filters and paging. It is the general-purpose search tool.

  Try: “List my clients in the UK.”

  Network · list_resource

• Fetches one record by its ID

  Returns the full detail of a single invoice, quote, client or other record when you know its ID.

  Try: “Show me invoice INV-0042 in full.”

  Network · get_resource

• Lists invoices with a given status

  Returns invoices that are draft, pending, paid, overdue and so on, so you can review one stage of your billing.

  Try: “Show all draft invoices.”

  Network · list_invoices_by_status

• Lists overdue invoices, for one client if you ask

  Finds invoices past their due date, optionally only for one client.

  Try: “Which invoices are overdue for Acme Ltd?”

  Network · list_overdue_invoices

• Lists quotes with a given status

  Returns quotes in one stage, such as draft or accepted.

  Try: “List quotes that are still waiting for an answer.”

  Network · list_quotes_by_status

• Lists recurring invoices, filtered by status or client

  Shows your scheduled repeating invoices, and can narrow them to a client or a status.

  Try: “Which recurring invoices do I have for Acme?”

  Network · list_recurring_invoices

• Lists the payment methods set up for the company

  Returns the payment methods your active company has configured.

  Try: “What payment methods are set up?”

  Network · list_payment_methods

• Lists the company's tax rates

  Returns the tax rates configured for your active company.

  Try: “List my tax rates.”

  Network · list_tax_rates

• Shows which status changes a record allows right now

  For an invoice, quote or recurring invoice, lists the workflow steps (like send or cancel) you can apply next.

  Try: “What can I do next with quote Q-12?”

  Network · list_workflow_transitions

• Shows the active company's ID, name and currency

  Returns basic facts about the company this connection is bound to, including its default currency.

  Try: “Which company am I connected to?”

  Network · get_company_info

• Totals billed, paid and outstanding for one client

  Summarizes a client with the amount invoiced, outstanding balance, total paid and invoice counts.

  Try: “Summarize my billing with Acme Ltd.”

  Network · get_client_summary

• Dashboard numbers: outstanding, overdue, counts

  Returns outstanding and overdue totals per currency, invoice counts by status and the client count, like the app dashboard.

  Try: “Give me my dashboard stats.”

  Network · get_dashboard_stats

• Counts invoices by status

  Counts how many invoices sit in each status.

  Try: “How many invoices are in each status?”

  Network · get_invoice_status_distribution

• Revenue from payments between two dates, by day, week or month

  Adds up captured payments between two dates and groups them by day, week or month.

  Try: “Show monthly revenue for this year.”

  Network · get_revenue_by_period

• Total unpaid invoice amounts per currency

  Totals the invoiced amounts still outstanding per currency, optionally for one client.

  Try: “How much is outstanding right now?”

  Network · get_total_outstanding

• Total overdue invoice amounts per currency

  Totals the amounts that are past due per currency, optionally for one client.

  Try: “How much is overdue in total?”

  Network · get_total_overdue

• Lists a client's tax IDs such as VAT or GSTIN

  Returns the tax identifiers saved for a client.

  Try: “What VAT number do we have for Acme?”

  Network · list_client_tax_identifiers

• Creates a client, contact or tax record

  Creates a new client, contact or tax entry in your active company. It only handles these flat record types.

  Try: “Create a client called Northwind Traders.”

  Write · create_resource

• Edits simple fields on a client, contact or tax

  Changes plain fields on an existing client, contact or tax record.

  Try: “Change the website of client Acme to acme.example.”

  Write · update_resource

• Deletes a client, contact or tax record

  Deletes a client, contact or tax record that belongs to your active company.

  Try: “Delete the contact john@old-company.example.”

  Delete · delete_resource

• Creates an invoice with line items

  Creates an invoice for a client with line items, an optional discount, a due date and contacts.

  Try: “Create an invoice for Acme: 10 hours of consulting at 120 each, due in 30 days.”

  Write · create_invoice

• Creates a quote with line items

  Creates a quote for a client with line items, an optional discount, a due date and contacts.

  Try: “Draft a quote for Northwind for a website redesign.”

  Write · create_quote

• Sets up an invoice that repeats on a schedule

  Creates a recurring invoice on a daily, weekly, monthly or yearly cadence.

  Try: “Bill Acme 500 every month for hosting.”

  Write · create_recurring_invoice

• Copies an invoice into a new draft

  Makes a new draft invoice with the same line items as an existing one.

  Try: “Clone last month's invoice for Acme.”

  Write · clone_invoice

• Copies a quote into a new draft

  Makes a new draft quote with the same line items as an existing one.

  Try: “Duplicate quote Q-12 as a new draft.”

  Write · clone_quote

• Turns a quote into an invoice

  Creates a new invoice from a quote, copying the client, line items and totals.

  Try: “Convert accepted quote Q-12 into an invoice.”

  Write · convert_quote_to_invoice

• Moves an invoice through its workflow

  Applies one workflow step to an invoice: accept, cancel, overdue, pay, reopen or archive.

  Try: “Cancel invoice INV-0042.”

  Write · apply_invoice_transition

• Moves a quote through its workflow

  Applies one workflow step to a quote: send, accept, decline, cancel, reopen or archive.

  Try: “Mark quote Q-12 as accepted.”

  Write · apply_quote_transition

• Moves a recurring invoice through its workflow

  Applies a workflow step to a recurring invoice.

  Try: “Cancel the recurring invoice for Acme hosting.”

  Write · apply_recurring_transition

• Records an offline payment against an invoice

  Records a payment made outside the app, such as cash, and moves the invoice to paid. The documentation says an overpayment becomes client credit. No money moves through it.

  Try: “Record a cash payment of 1,200 on invoice INV-0042.”

  Write · record_payment

• Adds a contact to a client

  Adds a contact with an email and an optional name to an existing client.

  Try: “Add jane@acme.example as a contact for Acme.”

  Write · add_contact

• Adds a tax ID such as VAT or GSTIN to a client

  Saves a tax identifier (VAT, GSTIN, TIN, ABN, CNPJ, TRN or other) on a client, optionally as the primary one.

  Try: “Add VAT number GB123456789 to Acme.”

  Write · add_client_tax_identifier

• Removes a tax ID from a client

  Removes one saved tax identifier from a client, using the identifier's ID.

  Try: “Remove the old GSTIN from Acme.”

  Delete · remove_client_tax_identifier

• Emails a payment reminder for an invoice

  Sends a reminder email for an invoice to its contacts. This sends mail to your customers.

  Try: “Send a reminder for invoice INV-0042.”

  Write · send_invoice_reminder

• Creates a tax rate

  Creates a tax rate with a name, rate, type, category and compound flag.

  Try: “Create a 20% VAT rate.”

  Write · create_tax_rate

• Edits an existing tax rate

  Changes only the fields you give on an existing tax rate.

  Try: “Change the VAT rate to 21%.”

  Write · update_tax_rate

Watch out for

• Write access can delete clients and tax data

  With the write scope, the assistant can delete clients, contacts and tax records and remove client tax IDs. Grant read only unless you need changes. github.com

• It can email your customers

  With write access, the reminder tool sends a payment reminder email to an invoice's contacts. Check which invoice it names before approving. github.com

• Invoices contain customer details

  Reading invoices and clients passes names, emails and amounts to your AI app. Connect only apps you trust with that data. github.com

• It can change your billing records

  Write tools create and cancel invoices, record offline payments and change tax rates. Review invoices the assistant creates before you send them. github.com

• Risk depends on the scope you grant

  Read scope alone is read-only. Write scope is opt-in at the sign-in screen and adds delete_resource and remove_client_tax_identifier, which is why the page rates the opt-in install as medium: the delete tools only cover clients, contacts, tax records and client tax IDs. github.com

• You can revoke access at any time

  Open Profile, then Connected apps in SolidInvoice to see each agent and cut it off. Revoking invalidates its tokens straight away. github.com

Security advisories