MCP For Claude Marketplace
InvoiceXpress (Online Invoicing)

InvoiceXpress (Online Invoicing) MCP Connector for Claude

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Manage invoicing via InvoiceXpress — create clients, track payments, and manage invoices and estimates in Portugal.

16 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your InvoiceXpress account to any AI agent and take full control of your certified invoicing and client management in Portugal through natural conversation.

What you can do

  • Client Management — List all registered clients and retrieve detailed fiscal data including NIF/NIPC identifiers, addresses, and contact histories directly from your agent
  • Invoice Lifecycle — Browse issued invoices and receipts, and access detailed line items and tax breakdowns for each document securely
  • Estimate & Quotes — List and retrieve estimates and pro-forma invoices to monitor your sales pipeline and pending business proposals
  • Item Inventory — Manage your catalog of faturable articles and services, including unit prices and associated VAT rates (IVA)
  • Fiscal Compliance — Audit tax rates and exemptions active in your account to ensure mapping with official AT (Autoridade Tributária) tables
  • Digital Delivery — Access permalinks to signed PDF documents for easy sharing and visual verification of fiscal items

How it works

  1. Subscribe to this server
  2. Enter your InvoiceXpress Account Name and API Key
  3. Start managing your certified billing from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Small Business Owners in Portugal — monitor outstanding invoices and manage client balances through natural conversation
  • Freelancers & Service Providers — list and retrieve invoice PDFs for clients without leaving your development or design environment
  • Accounting & Ops Teams — audit fiscal documents and ensure VAT compliance across the entire invoicing system
invoicingtax-compliancefiscal-reportingportugal-taxclient-managementbilling-automation

16 tools expose this connector's capabilities to your AI agent.

create_item

Precisas sempre de um ID de taxa legal (consulta a ferramenta list_taxes previamente). Criar um novo artigo ou serviço para ser faturado

list_clients

Listar todos os clientes registados no InvoiceXpress

list_credit_notes

Listar todas as notas de crédito (devolução / acerto)

list_estimates

Listar todos os orçamentos emitidos de forma paginada

list_receipts

Listar todos os recibos de pagamento de clientes

list_sequences

Listar as séries de faturas ativas, ex: FT 2026/

list_items

Listar todos os artigos e serviços configurados no InvoiceXpress

find_client

Pesquisar um cliente pelo nome empresarial

get_client

Obter detalhes completos de um cliente pelo seu ID

create_client

Se não for fornecido um NIF, usa o valor Consumer (ou similar requerido pelo portal). Registar um novo cliente no InvoiceXpress com dados fiscais completos

list_guides

Listar guias de transporte

list_taxes

Listar as taxas de IVA e isenções ativas na conta

list_invoices

Listar todas as faturas emitidas

update_client

Só os parâmetros enviados serão substituídos, os restantes mantêm-se inalterados. Atualizar os dados demográficos de um cliente existente

get_item

Obter detalhes de um artigo ou serviço pelo seu ID

get_invoice

Obter todos os detalhes e o link PDF de uma fatura

See how to talk to your AI agent using InvoiceXpress (Online Invoicing).

List the last 5 invoices from InvoiceXpress

I've retrieved the latest 5 invoices. Highlights include FT 2026/1 (€1,200), FT 2026/2 (€450), and FT 2026/3 (€2,100). All documents are in the 'Finalized' state. Would you like the PDF link for any of these?

Search for a client named 'TechPorto'

I've found client 'TechPorto' (ID: 12345). Their fiscal ID is 500123456 and they are located in Porto. They have 3 active estimates pending approval. Would you like to see their contact history?

What are the active VAT rates in my account?

I've identified 3 active VAT rates: 23% (Normal rate, ID: 1), 13% (Intermediate rate, ID: 2), and 6% (Reduced rate, ID: 3). There are also 2 exemption codes configured for international services. I can provide the IDs for your item mappings.

Yes. Use the `get_invoice` tool with a specific Invoice ID. Your agent will return all document details along with a permalink to the signed PDF, allowing you to view or share the official fiscal document instantly.

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