invoice-mcp

Invoice MCP

A Model Context Protocol server for creating professional PDF invoices using natural language.

Getting Started

Prerequisites

• Node v18 +

1. Installation

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

2. Configuring Claude Desktop

Add the following json to your Claude Desktop config file -

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

This can be accessed in Claude Desktop settings in the Developer tab.

{
  "mcpServers": {
    "Invoice MCP Server": {
      "command": "node",
      "args": ["/path/to/your/invoice-mcp/server/build/index.js"]
    }
  }
}

Example path -

{
  "mcpServers": {
    "Invoice MCP Server": {
      "command": "node",
      "args": ["/Users/markslorach/Desktop/invoice-mcp/server/build/index.js"]
    }
  }
}

Make sure to restart Claude Desktop for the MCP server to show in chat tools.

Usage

Prompt Examples

You can be brief -

Create an invoice to Mike Smith for web development work

Or detailed -

Create an invoice to Mike Smith for:
- Logo design (5 hours @ £75/hour)
- Website updates (3 hours @ £60/hour)
- Due in 14 days

123 Business Street, London, SW1A 1AA
mike@business.com

By using the instructions below, you'll be prompted to confirm or add any missing details. You can then confirm and create the invoice without all customer details if needed.

Demo

Logo Requirements

A logo is optional - if provided, it must be a direct URL to a JPG, PNG or WebP image file. The URL should end with the file extension (.jpg, .png) and link directly to the image, not a webpage. SVG files are not supported.

I recommend using an image with no padding around the logo for best results.

✅ Good: https://example.com/logo.png <br> ❌ Bad: https://example.com/logo-page or https://example.com/logo.svg

Prompt Instructions

For consistent invoice generation, I recommend filling in and adding these instructions to a Claude Desktop project. If using another platform without project support - you can paste these instructions at the start of your conversation before creating an invoice.

# Invoice MCP Project Instructions

## Pre-filled Business Information

### Logo

[Your logo URL here]

### Sender Details:

**Name:** [Your Business Name]  
**Address:** [Your Business Address]  
**Email:** [Your Business Email]

### Payment Information:

**Account Name:** [Your Account Name]  
**Account Number:** [Your Account Number]  
**Sort Code:** [Your Sort Code]

### Default Terms:

- Payment due within 30 days of invoice date
- **VAT Rate:** 0% (no VAT unless explicitly requested)
- **Currency:** GBP (supported currencies: GBP, USD, CAD, EUR)

### Default Notes:

"Thank you for your business."

## Processing Rules

### Confirmation Required

**ALWAYS** ask the user to confirm all invoice details before running the MCP tool and exporting the PDF - even for mock/test invoices. Present the confirmation in a clear, readable format.

### Invoice Detection

Watch for invoice-related keywords: "invoice", "bill", "charge", "billing" - users may say "invoice Joe Bloggs for..." instead of "create an invoice for..."

### Service Descriptions

- Enter services exactly as mentioned by the user