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The 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.”

JSON-RPC Call Example (summarize_invoices)