Name: Conecto Invoices
Author: chat.conecto

Tools observed via MCP handshake

invoices_connect_stripe — Connect the business's own Stripe account with a restricted key (a person makes it in Stripe: Developers, API keys, Create restricted key), so invoices can carr
invoices_set_profile — Set the business details printed on quotes and invoices: legal name, country, address, tax ID, email, phone, logo, default currency, payment terms, tax rate, nu
invoices_get_profile — The business details used on quotes and invoices, the next numbers, and what is still missing before documents can be sent. Free.
invoices_create — Create a quote or an invoice as a draft: the customer (a CRM contact or company, or a name and email), line items, currency and dates. Nothing is numbered or se
invoices_set_expected_date — The day a customer said they would pay an invoice that is sent and not paid yet, like Xero's expected date: the cash flow forecast (books_report cash_forecast)
invoices_update — Change a draft quote or invoice: give only what changes; customer and items replace the old ones. A sent document can't change: void it with invoices_void and c
invoices_get — One quote, invoice or credit note in full: lines with their amounts, totals and taxes, payments, credit notes, history, its public page and a fresh PDF link. Fi
invoices_list — Quotes, invoices and credit notes, newest first, filtered by kind, status (also overdue, unpaid and expired), customer and issue date. Totals and balances come
invoices_send — Send a draft: it takes the next number (gapless), its PDF is made and kept in the file store, and the customer is emailed a link to its page (to view, pay or ac
invoices_convert_quote — Turn an accepted quote into a draft invoice with the same customer and lines, ready for invoices_send. If the customer accepted some other way (email, phone), p
invoices_record_payment — Record money received against a sent invoice: amount, date, method and reference. It becomes partially_paid, or paid when nothing is left. A payment can't be mo
invoices_record_prepayment — Record money a customer paid before there is an invoice, like a deposit, as Xero's prepayments: it waits as their credit (CR-0001 on) until invoices_use_credit
invoices_use_credit — Put a customer's credit (a prepayment or an overpayment) on one of their sent invoices, like Xero's allocate credit: invoice_id, and amount (default all it can:
invoices_list_credits — Customers' credits, prepayments and overpayments, newest first: what each was, what is left, its VAT and how it was used or paid back. Filter by customer, or st
invoices_create_credit_note — Issue a credit note against a sent invoice: all of it, some of its lines, or an amount. It takes the next credit note number (gapless, CN-0001...), gets a PDF a
invoices_void — Void a document. A sent one keeps its number (numbers stay gapless) but can no longer be paid, accepted or viewed; a draft is simply discarded. Refused while pa
invoices_remind — Email the customer a reminder about a sent invoice that still has a balance: the amount due, the due date and the links to pay. At most once a day per invoice.
invoices_remind_overdue — Email a reminder about every sent invoice at least days_overdue days past its due date that still has a balance, the longest overdue first, up to limit invoices
invoices_save_repeating — An invoice made again every so many weeks, months or years, like Xero's repeating invoices: the customer and lines as for invoices_create, every and unit, the s
invoices_list_repeating — The repeating invoices: who each is for, its lines, how often, the next dates, whether it is drafted or sent, how many were made and the last one, and why one i
invoices_delete_repeating — Stop a repeating invoice for good. The invoices it made stay as they are. Free.
invoices_statement — A customer statement, like Xero's. outstanding (the default) lists every invoice the customer still owed on as_of (default today) with what was paid or credited
invoices_report — aged_receivables: what each customer owes on as_of (default today), by how long past due: current (not due yet), 1-30, 31-60, 61-90 and over 90 days, per curren
invoices_summary — What customers owe, per currency: outstanding, overdue and paid this month, plus quotes still open. Free.
account_balance — The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are h
account_get_call — One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.
account_list_calls — Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.
account_refund_topup — Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the c
account_set_owner_email — When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings an
account_owner_link — A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rent
account_dashboard_link — A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the ap
account_get_limits — The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and th
account_request_limit — Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews
account_events — What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goal
account_emit_event — Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its
account_search — One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and
account_get_brand — The name, logo, colour and footer line the business's emails and published pages carry. Free.
account_set_brand — The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every em
account_list_email_templates — Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with wh
account_set_email_template — Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). Th
account_export_all — Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, w
account_audit_log — The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads an
account_save_team — A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its are
account_list_teams — The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this peri
account_pause_team — Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a
account_assign_team — Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens
account_add_approval_rule — Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whos
account_list_approval_rules — The tools that wait for a person's approval, with their thresholds and approvers. Free.
account_find_person — Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls
account_export_person — Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those recor
account_erase_person — Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, c
account_data_locations — Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the

when	check	result	http	latency	detail
8 h ago	mcp initialize	ok	200	46 ms	server conecto-invoices 1.0.0 · protocol 2025-06-18 · 52 tools
17 h ago	mcp initialize	ok	200	39 ms	server conecto-invoices 1.0.0 · protocol 2025-06-18 · 52 tools

Conecto Invoices

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