Integration

Invoiced integration

Invoiced is accounts receivable and billing software: invoicing, payments, subscriptions and collections. Manage customers and their contacts, read a customer's balance, create, update, send by email, void and delete invoices, estimates and credit notes, turn an estimate into an invoice, record, update, void and email receipts for payments, manage items, tax rates, coupons and plans, create, preview, update and cancel subscriptions, bill metered usage as pending line items, adjust credit balances, and keep notes and collection tasks. Customers, contacts and payments are personal data, and every send tool emails a customer. Left out: charging a card or bank account (pay invoice, charges, refunds), payment sources, payment plans, SMS and postal letters, consolidated invoices, files and events. Invoiced itself still charges the payment source of a customer with AutoPay on for the invoices issued to them, including invoices created here. Authentication is HTTP Basic with the API key (Settings, Developers, API Keys) as user name and a blank password, entered as the Base64 of the key followed by a colon. Calls go to api.invoiced.com, not to the sandbox environment.

Connect Invoiced How integrations work

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When this happens, do that in Invoiced.Built from the 89 Invoiced tools below, on the connection you add once.

What you can do with Invoiced

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Invoice, 7 operations

create_invoiceCreate invoicePOSTCreates an invoice for a customer (required) with line items, discounts, taxes, terms, dates and notes; draft true keeps it a draft. Once issued with AutoPay on, Invoiced charges the customer's payment source. Returns the invoice.
create_invoice_from_estimateCreate invoice from estimatePOSTGenerates an invoice from an estimate and returns the new invoice. With AutoPay on, Invoiced charges the customer's payment source for it.
delete_invoiceDelete invoiceDELETEDeletes an invoice from the Invoiced account (void_invoice voids it instead).
get_invoiceGet invoiceGETReturns one invoice: number, customer, status, dates, line items, discounts, taxes, subtotal, total, balance, paid and closed flags, payment attempts, and its view, payment and PDF links.
invoice_pending_line_itemsInvoice pending line itemsPOSTGenerates an invoice for a customer from all its pending line items and returns it; fails when the customer has none. With AutoPay on, Invoiced charges the customer's payment source for it.
list_invoicesList invoicesGETLists invoices (number, customer, status, dates, totals, balance, paid, links), paginated, sortable, with exact-match filter (for example paid, closed, customer), metadata filter, start_date, end_date and updated_after.
update_invoiceUpdate invoicePATCHUpdates an invoice: name, number, dates, terms, draft, sent and closed flags, line items, discounts, taxes, notes, metadata; attachments sent replace the existing ones. The docs do not say if fields left out are kept: send all you want to keep.

Contact, 5 operations

create_contactCreate contactPOSTAdds a contact to a customer: name, title, email, phone, department, address; primary true copies the contact on account communications. Returns the contact.
delete_contactDelete contactDELETEDeletes a contact of a customer from the Invoiced account.
get_contactGet contactGETReturns one contact of a customer: name, title, email, phone, primary flag, SMS enabled, department and address. Personal data.
list_contactsList contactsGETLists the contacts of a customer (name, title, email, phone, primary, SMS enabled, department, address). Personal data.
update_contactUpdate contactPATCHUpdates a contact of a customer: name, title, email, phone, primary, SMS enabled, department, address. The docs do not say if fields left out are kept: send all you want to keep.

Coupon, 5 operations

create_couponCreate couponPOSTCreates a coupon with name and value (is_percent true for a percentage), optionally exclusive, expiring or limited to a number of redemptions. Returns the coupon.
delete_couponDelete couponDELETEDeletes a coupon from the Invoiced account.
get_couponGet couponGETReturns one coupon: name, currency, value, whether it is a percentage, exclusivity, expiration date and redemption limit.
list_couponsList couponsGETLists coupons (id, name, value, percent or fixed, exclusive, expiration, redemptions), paginated, sortable, with exact-match filter and updated_after.
update_couponUpdate couponPATCHUpdates a coupon's name or metadata; other properties cannot be changed (delete and recreate the coupon instead).

Credit balance adjustment, 5 operations

create_credit_balance_adjustmentCreate credit balance adjustmentPOSTAdds credit to (or removes it from) a customer's credit balance: customer, amount, currency, date and notes. Returns the adjustment.
delete_credit_balance_adjustmentDelete credit balance adjustmentDELETEDeletes a credit balance adjustment from the Invoiced account.
get_credit_balance_adjustmentGet credit balance adjustmentGETReturns one credit balance adjustment: customer, currency, amount, date and notes.
list_credit_balance_adjustmentsList credit balance adjustmentsGETLists credit balance adjustments (customer, currency, amount, date, notes), paginated.
update_credit_balance_adjustmentUpdate credit balance adjustmentPATCHUpdates a credit balance adjustment; only some properties can change (otherwise delete and recreate it). The docs do not say if fields left out are kept: send all you want to keep.

Credit note, 5 operations

create_credit_noteCreate credit notePOSTCreates a credit note for a customer (required) with line items, discounts, taxes and notes; draft true keeps it a draft. Returns the credit note.
delete_credit_noteDelete credit noteDELETEDeletes a credit note from the Invoiced account.
get_credit_noteGet credit noteGETReturns one credit note: number, customer, status, date, line items, discounts, taxes, totals, balance, and its view and PDF links.
list_credit_notesList credit notesGETLists credit notes (number, customer, status, dates, totals, balance), paginated, sortable, with exact-match filter, metadata filter, start_date, end_date and updated_after.
update_credit_noteUpdate credit notePATCHUpdates a credit note: name, number, date, draft and closed flags, line items, discounts, taxes, notes, metadata; attachments sent replace the existing ones. The docs do not say if fields left out are kept: send all you want to keep.

Customer, 5 operations

create_customerCreate customerPOSTCreates a customer (name is required; a number is generated if not given) with contact details, address, payment terms, AutoPay, chasing settings, taxes and metadata. Returns the new customer.
delete_customerDelete customerDELETEDeletes a customer from the Invoiced account.
get_customerGet customerGETReturns one customer: name, number, email, phone, address, payment terms, AutoPay, chasing, credit limit and hold, taxes, attached payment source (card brand and last 4), statement PDF and sign-up links. Personal data.
list_customersList customersGETLists customers (name, number, email, phone, address, terms, AutoPay, credit hold), paginated (page, per_page), sortable, with exact-match filter, metadata filter, payment_source, open_balance, updated_after. Personal data.
update_customerUpdate customerPATCHUpdates a customer's profile: name, number, email, address, payment terms, AutoPay, chasing, credit limit or hold, taxes, metadata. The docs do not say if fields left out are kept: send all you want to keep.

Email, 5 operations

send_credit_noteSend credit notePOSTEmails a credit note to the customer, or to the recipients given. Queued for sending; returns the email records.
send_estimateSend estimatePOSTEmails an estimate to the customer, or to the recipients given. Queued for sending; returns the email records.
send_invoice_emailSend invoice emailPOSTEmails an invoice to the customer, or to the recipients given, with an optional template, subject and message. Queued for sending; returns the email records.
send_payment_receiptSend payment receiptPOSTEmails the PDF receipt of a payment to the customer, or to the recipients given. Queued for sending; returns the email records.
send_statement_emailSend statement emailPOSTEmails the customer a PDF account statement (balance forward with start and end, or open item, optionally past due only), optionally to the recipients given. Queued for sending; returns the email records.

Estimate, 5 operations

create_estimateCreate estimatePOSTCreates an estimate (quote) for a customer (required) with line items, discounts, taxes, expiration date and an optional up-front deposit; draft true keeps it a draft. Returns the estimate.
delete_estimateDelete estimateDELETEDeletes an estimate from the Invoiced account.
get_estimateGet estimateGETReturns one estimate: number, customer, status, date and expiration, line items, discounts, taxes, totals, deposit, approval, the invoice it became, and its view and PDF links.
list_estimatesList estimatesGETLists estimates (number, customer, status, dates, totals, deposit), paginated, sortable, with exact-match filter, metadata filter, start_date, end_date and updated_after.
update_estimateUpdate estimatePATCHUpdates an estimate: name, number, dates, terms, draft and closed flags, line items, discounts, taxes, deposit, notes, metadata; attachments sent replace the existing ones. The docs do not say if fields left out are kept: send all you want to keep.

Item, 5 operations

create_itemCreate itemPOSTCreates a catalog item (a reusable product or service) with name, currency, unit cost and optional id, description, type, tax and discount flags. Returns the item.
delete_itemDelete itemDELETEDeletes a catalog item from the Invoiced account.
get_itemGet itemGETReturns one catalog item: name, currency, unit cost, description, type, taxable and discountable flags, Avalara codes and GL account.
list_itemsList itemsGETLists catalog items (id, name, currency, unit cost, description, type, taxable, discountable, GL account), paginated, sortable, with exact-match filter and updated_after.
update_itemUpdate itemPATCHUpdates a catalog item's name, description, type or metadata; other properties cannot be changed (delete and recreate the item instead).

Line item, 5 operations

create_pending_line_itemCreate pending line itemPOSTAdds a pending line item (metered usage) to a customer: name, quantity and unit cost, or a catalog item; it is billed on the next invoice. Returns the line item.
delete_pending_line_itemDelete pending line itemDELETEDeletes a pending line item of a customer from the Invoiced account.
get_pending_line_itemGet pending line itemGETReturns one pending line item of a customer: name, description, quantity, unit cost, amount, type, catalog item, discounts and taxes.
list_pending_line_itemsList pending line itemsGETLists the pending line items (metered usage not yet invoiced) of a customer, paginated, sortable, with exact-match and metadata filters.
update_pending_line_itemUpdate pending line itemPATCHUpdates a pending line item of a customer: name, description, quantity, unit cost, type, discounts, taxes, metadata. The docs do not say if fields left out are kept: send all you want to keep.

Payment, 5 operations

create_paymentCreate paymentPOSTRecords a payment received (amount, currency, date, method such as check or wire_transfer, reference) and applies it to invoices, estimates or credit notes with applied_to. It does not charge anyone.
get_paymentGet paymentGETReturns one payment: customer, date, currency, amount, unapplied balance, method, reference, notes, voided flag, processor charge details and receipt PDF link.
list_paymentsList paymentsGETLists payments (customer, date, amount, method, reference, unapplied balance, voided), paginated, sortable, with exact-match filter, start_date, end_date and updated_after. Personal data.
update_paymentUpdate paymentPATCHUpdates a recorded payment: customer, date, method, currency, amount, reference, notes, applied_to. The docs do not say if fields left out are kept: send all you want to keep.
void_paymentVoid paymentDELETEVoids a payment and returns the voided payment.

Plan, 5 operations

create_planCreate planPOSTCreates a subscription plan for a catalog item: name, currency, amount, pricing mode (per_unit, volume, tiered), quantity type and billing interval. Returns the plan.
delete_planDelete planDELETEDeletes a plan from the Invoiced account.
get_planGet planGETReturns one plan: name, catalog item, currency, amount, pricing mode, quantity type, billing interval and count, and price tiers.
list_plansList plansGETLists subscription plans (id, name, item, amount, pricing mode, billing interval), paginated, sortable, with exact-match filter and updated_after.
update_planUpdate planPATCHUpdates a plan's name or metadata; other properties cannot be changed (delete and recreate the plan instead).

Subscription, 5 operations

cancel_subscriptionCancel subscriptionDELETECancels a subscription and returns the canceled subscription.
create_subscriptionCreate subscriptionPOSTSubscribes a customer to a plan (both required): quantity, addons, coupons, taxes, start date, billing in advance or arrears, cycles, contract renewal. Invoices are then issued on schedule, charged automatically with AutoPay on.
get_subscriptionGet subscriptionGETReturns one subscription: customer, plan, quantity, addons, discounts, taxes, status, current period, renewal and contract settings, recurring total and MRR.
list_subscriptionsList subscriptionsGETLists subscriptions (customer, plan, quantity, status, period, recurring total, MRR); by default only those with an upcoming renewal, or canceled or finished ones on request. Paginated and filterable.
update_subscriptionUpdate subscriptionPATCHUpdates a subscription: plan, quantity, addons, coupons, taxes, pause, contract renewal, cancel at period end; changes are prorated unless prorate is false. Send every field you want to keep.

Task, 5 operations

create_taskCreate taskPOSTCreates a collection task: name, action (phone, letter, email or review), customer, assigned user and due date. Returns the task.
delete_taskDelete taskDELETEDeletes a collection task from the Invoiced account.
get_taskGet taskGETReturns one collection task: name, action, customer, assigned user, due date, completion and the chasing step that created it.
list_tasksList tasksGETLists collection tasks (name, action phone, letter, email or review, customer, assignee, due date, completion), paginated, sortable, with exact-match filter.
update_taskUpdate taskPATCHUpdates a collection task's name, action, assigned user or due date. The docs do not say if fields left out are kept: send all you want to keep.

Tax rate, 5 operations

create_tax_rateCreate tax ratePOSTCreates a tax rate with name and value (is_percent true for a percentage), optionally tax-inclusive and with your own id. Returns the tax rate.
delete_tax_rateDelete tax rateDELETEDeletes a tax rate from the Invoiced account.
get_tax_rateGet tax rateGETReturns one tax rate: name, currency, value, whether it is a percentage and whether pricing is tax-inclusive.
list_tax_ratesList tax ratesGETLists tax rates (id, name, value, percent or fixed, tax-inclusive), paginated, sortable, with exact-match filter and updated_after.
update_tax_rateUpdate tax ratePATCHUpdates a tax rate's name or metadata; other properties cannot be changed (delete and recreate the tax rate instead).

Note, 4 operations

create_noteCreate notePOSTAdds a note to a customer (customer_id) or an invoice (invoice_id), exactly one of the two. Returns the note.
delete_noteDelete noteDELETEDeletes a note from the Invoiced account.
list_notesList notesGETLists notes on customers and invoices (text, customer or invoice, author, dates), paginated, sortable, with exact-match filter.
update_noteUpdate notePATCHReplaces the text of a note.

Attachment, 3 operations

list_credit_note_attachmentsList credit note attachmentsGETLists the files attached to a credit note: file name, type, size and download URL.
list_estimate_attachmentsList estimate attachmentsGETLists the files attached to an estimate: file name, type, size and download URL.
list_invoice_attachmentsList invoice attachmentsGETLists the files attached to an invoice: file name, type, size and download URL.

Void, 3 operations

void_credit_noteVoid credit notePOSTVoids a credit note and returns the voided credit note.
void_estimateVoid estimatePOSTVoids an estimate and returns the voided estimate.
void_invoiceVoid invoicePOSTVoids an invoice and returns the voided invoice.

Balance, 1 operation

get_customer_balanceGet customer balanceGETReturns a customer's current credit balance (available_credits), its history, the total outstanding and the amount due now, optionally in another currency.

Preview, 1 operation

preview_subscriptionPreview subscriptionPOSTPreviews a subscription for a plan without creating anything: the first invoice, the recurring total and the MRR, with optional customer, quantity, addons, coupons, taxes and pending line items.

Use Invoiced from Claude Code, Cursor or Codex

Connect Invoiced in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Invoiced operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Invoiced

Create your workspace
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Connect Invoiced once
Add your Invoiced connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.