invoices module provides tools to view client invoices, financial summaries, and transaction states.
Available Tools
list_invoices
List invoices issued to clients.
- Type: Read-only
- Important Input Fields:
clientId(string, optional): Filter invoices for a specific client.status(string, optional): Filter by payment status (e.g.paid,open,overdue).page(integer, optional): Page number.limit(integer, optional): Items per page.
get_invoice
Retrieve detailed itemizations and status for an invoice.
- Type: Read-only
- Important Input Fields:
invoiceId(string, required): Unique identifier for the invoice.
summarize_invoices
Summarize invoice totals and collections statuses over a date range.
- Type: Read-only
- Important Input Fields:
dateFrom(string, required): Start date range filter.dateTo(string, required): End date range filter.
Natural Language Examples
- “List all overdue invoices in the last 30 days.”
- “Retrieve details for invoice inv_9921.”