Connect Claude & ChatGPT to InvoiceXpress

21 tools for InvoiceXpress

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• change_invoice_stateVisible to othersChange a document's state by `invoices_type` and `document_id`: finalized, canceled, deleted, settled and others. Finalizing issues the legal document with a number and cannot be undone. Optional `message`, e.g. a cancellation reason.
• create_clientChanges dataCreate a client from a `client` object with name and code (required) plus optional email, fiscal_id (NIF), address, postal_code, city, country, phone and language.
• create_estimateChanges dataCreate a quote, proforma or fees note (`estimates_type`) from a `quote` object with client and items, plus optional date, due_date and observations.
• create_invoiceChanges dataCreate a draft invoice, invoice-receipt, simplified invoice, credit note or debit note (`invoices_type`) from an `invoice` object with date, due_date, client (name and code) and items (name, unit price, quantity, tax). It stays a draft until finalized.
• create_itemChanges dataCreate a product or service from an `item` object with name, description and unit_price, plus optional unit and tax name.
• email_invoiceDeletesEmail an invoice-type document to the client by `invoices_type` and `document_id`, with a `message` (client email, optional subject, body, cc, bcc). This sends an email.
• find_client_by_codeFind a client by their client `client_code`.
• find_client_by_nameFind a client by exact `client_name` (partial names are not matched).
• get_clientGet one client's details. Pass the client's ID in `invoice_id`.
• get_client_balanceGet the current account balance of a client by `client_id`.
• get_estimateGet one quote, proforma or fees note by `estimates_type` and `document_id`.
• get_invoiceGet one invoice-type document by `invoices_type` and `document_id`, with client, items, totals and status.
• get_invoice_pdfGet a PDF download link for a document by `document_id`; set second_copy for a duplicate copy.
• get_itemGet one item. Pass the item's ID in `invoice_id`.
• list_client_invoicesChanges dataList a client's invoices and other documents by `client_id`, optionally filtered by status, document type or archived.
• list_clientsList your clients, page by page.
• list_itemsList your products and services (items), page by page.
• list_related_documentsList documents linked to a document (receipts, credit notes and so on) by `document_id`.
• list_taxesList the VAT/tax rates set up in your account, for use on items and documents.
• record_invoice_paymentChanges dataRecord a payment received against an invoice by `document_id`, with `partial_payment` amount and optional payment_date, payment_mechanism and note. Creates a receipt; no money is moved.
• update_invoiceVisible to othersUpdate a draft invoice-type document by `invoices_type` and `document_id` with a full `invoice` object (date, due_date, client, items).

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