InvoiceBloom

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io.github.theasteve/invoicebloomv1.0.0

Create, send and track invoices for freelancers and small businesses.

Finance & Payments

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https://invoicebloom.io/mcp

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Bearer ib_... API token from https://invoicebloom.io/settings/security

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Tool list from our last check. Connect live to refresh it.

create_client

Creates a new client to invoice. Name and email are required; the email is where invoices are sent. Check list_clients first so you do not create duplicates.

namestring, required

Contact name, up to 100 characters.

emailstring, required

Email address invoices will be sent to.

notesstring

Private notes, never shown to the client.

phonestring

addressstring

Postal address, printed on invoices.

company_namestring

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

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Tools (11)

create_client

Creates a new client to invoice. Name and email are required; the email is where invoices are sent. Check list_clients first so you do not create duplicates.

Argument	Type	Description
name*	string	Contact name, up to 100 characters.
email*	string	Email address invoices will be sent to.
notes	string	Private notes, never shown to the client.
phone	string
address	string	Postal address, printed on invoices.
company_name	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "name",
    "email"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Contact name, up to 100 characters."
    },
    "email": {
      "type": "string",
      "description": "Email address invoices will be sent to."
    },
    "notes": {
      "type": "string",
      "description": "Private notes, never shown to the client."
    },
    "phone": {
      "type": "string"
    },
    "address": {
      "type": "string",
      "description": "Postal address, printed on invoices."
    },
    "company_name": {
      "type": "string"
    }
  }
}

create_invoice

Creates a draft invoice with line items for an existing client. Identify the client by client_id or client_email (must already exist; use create_client otherwise). Totals are computed server-side: subtotal + tax% + late_fee. Nothing is emailed until you call send_invoice. Returns the invoice, including its invoice_number and public_url.

Argument	Type	Description
tax	number	Tax as a percentage of the subtotal, e.g. 8.5. Omit for no tax.
date	string	Invoice date, YYYY-MM-DD. Defaults to today.
terms	string	Payment terms text, e.g. 'Net 30'.
theme	string	Visual template. Defaults to 'minimal'.
due_date	string	Due date, YYYY-MM-DD. Defaults to 30 days from today.
late_fee	number	Flat late fee amount added to the total. Omit for none.
client_id	integer	ID from list_clients.
line_items*	array	At least one line item.
client_email	string	Alternative to client_id: email of an existing client.

delete_invoice

Permanently deletes an invoice and its line items. Cannot be undone. Confirm with the user before calling; prefer leaving paid invoices in place for their records.

destructive

Argument	Type	Description
invoice_id*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "invoice_id": {
      "type": "integer"
    }
  }
}

get_account

Returns the signed-in user's profile: business name, address, saved payment instructions, whether their email is confirmed (required before sending invoices), whether they can take card payments, and client/invoice counts. Call this first to know who you are acting for.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [],
  "properties": {}
}

get_invoice

Returns one invoice with its line items, totals, status, the client it is for, a public_url the client can open, and a payment link if one exists.

read-only

Argument	Type	Description
invoice_id*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "invoice_id": {
      "type": "integer"
    }
  }
}

list_clients

Lists the user's clients (people or companies they invoice), optionally filtered by a search term matched against name, email and company. Use it to find a client_id before creating an invoice.

read-only

Argument	Type	Description
query	string	Optional case-insensitive search across name, email and company name.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [],
  "properties": {
    "query": {
      "type": "string",
      "description": "Optional case-insensitive search across name, email and company name."
    }
  }
}

list_invoices

Lists the user's invoices, newest first, without line items. Filter by status (draft, sent, paid), by client, or overdue_only for unpaid invoices past their due date (there is no 'overdue' status; use overdue_only). Use get_invoice for full detail.

read-only

Argument	Type	Description
limit	integer	Defaults to 25.
status	string
client_id	integer
overdue_only	boolean	Only unpaid invoices whose due date has passed.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [],
  "properties": {
    "limit": {
      "type": "integer",
      "maximum": 100,
      "minimum": 1,
      "description": "Defaults to 25."
    },
    "status": {
      "enum": [
        "draft",
        "sent",
        "paid"
      ],
      "type": "string"
    },
    "client_id": {
      "type": "integer"
    },
    "overdue_only": {
      "type": "boolean",
      "description": "Only unpaid invoices whose due date has passed."
    }
  }
}

mark_invoice_paid

Marks an invoice as paid, for payments received outside InvoiceBloom (bank transfer, cash, cheque). Card payments through the payment link are recorded automatically.

Argument	Type	Description
invoice_id*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "invoice_id": {
      "type": "integer"
    }
  }
}

send_invoice

Emails the invoice (with a PDF attached) to the client's email address and marks it as sent. This contacts a real person: confirm with the user before calling. Requires at least one line item and a confirmed user email. If the user takes card payments, a Stripe payment link is added first.

Argument	Type	Description
invoice_id*	integer

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "invoice_id": {
      "type": "integer"
    }
  }
}

update_client

Updates an existing client's details. Only the fields you pass are changed.

Argument	Type	Description
name	string
email	string
notes	string
phone	string
status	string
address	string
client_id*	integer
company_name	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "client_id"
  ],
  "properties": {
    "name": {
      "type": "string"
    },
    "email": {
      "type": "string"
    },
    "notes": {
      "type": "string"
    },
    "phone": {
      "type": "string"
    },
    "status": {
      "enum": [
        "active",
        "inactive"
      ],
      "type": "string"
    },
    "address": {
      "type": "string"
    },
    "client_id": {
      "type": "integer"
    },
    "company_name": {
      "type": "string"
    }
  }
}

update_invoice

Updates an invoice. Only fields you pass change. If you pass line_items, they REPLACE the existing line items entirely, so include every item that should remain. Works on draft and sent invoices; re-send with send_invoice if the client needs the new version.

Argument	Type	Description
tax	number	Tax as a percentage of the subtotal, e.g. 8.5. Omit for no tax.
date	string	Invoice date, YYYY-MM-DD. Defaults to today.
terms	string	Payment terms text, e.g. 'Net 30'.
theme	string	Visual template. Defaults to 'minimal'.
due_date	string	Due date, YYYY-MM-DD. Defaults to 30 days from today.
late_fee	number	Flat late fee amount added to the total. Omit for none.
client_id	integer
invoice_id*	integer
line_items	array	Full replacement list of line items.
client_email

{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "line_items" ], "properties": { "tax": { "type": "number", "description": "Tax as a percentage of the subtotal, e.g. 8.5. Omit for no tax." }, "date": { "type": "string", "description": "Invoice date, YYYY-MM-DD. Defaults to today." }, "terms": { "type": "string", "description": "Payment terms text, e.g. 'Net 30'." }, "theme": { "enum": [ "minimal", "classic", "modern", "creative", "freelancer", "contractor", "consultant" ], "type": "string", "description": "Visual template. Defaults to 'minimal'." }, "due_date": { "type": "string", "description": "Due date, YYYY-MM-DD. Defaults to 30 days from today." }, "late_fee": { "type": "number", "description": "Flat late fee amount added to the total. Omit for none." }, "client_id": { "type": "integer", "description": "ID from list_clients." }, "line_items": { "type": "array", "items": { "type": "object", "required": [ "description", "quantity", "rate" ], "properties": { "rate": { "type": "number", "description": "Price per unit." }, "unit": { "type": "string", "description": "Unit label such as 'hours', 'days' or 'units'. Defaults to 'units'." }, "quantity": { "type": "number", "description": "Quantity, greater than 0." }, "description": { "type": "string", "description": "What was delivered, e.g. 'Logo design'." } } }, "minItems": 1, "description": "At least one line item." }, "client_email": { "type": "string", "description": "Alternative to client_id: email of an existing client." }, "business_name": { "type": "string", "description": "Override the sender name printed on this invoice." }, "business_address": { "type": "string", "description": "Override the sender address printed on this invoice." }, "payment_instructions": { "type": "string", "description": "How to pay (bank details etc.). Defaults to the user's saved instructions." } } }

{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "required": [ "invoice_id" ], "properties": { "tax": { "type": "number", "description": "Tax as a percentage of the subtotal, e.g. 8.5. Omit for no tax." }, "date": { "type": "string", "description": "Invoice date, YYYY-MM-DD. Defaults to today." }, "terms": { "type": "string", "description": "Payment terms text, e.g. 'Net 30'." }, "theme": { "enum": [ "minimal", "classic", "modern", "creative", "freelancer", "contractor", "consultant" ], "type": "string", "description": "Visual template. Defaults to 'minimal'." }, "due_date": { "type": "string", "description": "Due date, YYYY-MM-DD. Defaults to 30 days from today." }, "late_fee": { "type": "number", "description": "Flat late fee amount added to the total. Omit for none." }, "client_id": { "type": "integer" }, "invoice_id": { "type": "integer" }, "line_items": { "type": "array", "items": { "type": "object", "required": [ "description", "quantity", "rate" ], "properties": { "rate": { "type": "number", "description": "Price per unit." }, "unit": { "type": "string", "description": "Unit label such as 'hours', 'days' or 'units'. Defaults to 'units'." }, "quantity": { "type": "number", "description": "Quantity, greater than 0." }, "description": { "type": "string", "description": "What was delivered, e.g. 'Logo design'." } } }, "description": "Full replacement list of line items." }, "client_email": { "type": "string" }, "business_name": { "type": "string", "description": "Override the sender name printed on this invoice." }, "business_address": { "type": "string", "description": "Override the sender address printed on this invoice." }, "payment_instructions": { "type": "string", "description": "How to pay (bank details etc.). Defaults to the user's saved instructions." } } }