Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
See revenue, unpaid invoices, open quotes and your product catalog for each of your businesses.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://mcp.invoicevista.com/mcpRun this in your terminal
claude mcp add --transport http invoicevista https://mcp.invoicevista.com/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"invoicevista": {
"url": "https://mcp.invoicevista.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"invoicevista": {
"type": "http",
"url": "https://mcp.invoicevista.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://mcp.invoicevista.com/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 8, 2026. The maker wrote them, not us; we show them as plain text.
list_businessesUse this when someone asks which businesses they invoice from in InvoiceVista, or a business's id is needed. Returns each business's id, name, currency, country, language and timezone, 25 per page by default (no addresses or bank details). Not for listing customers.
get_businessUse this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone. Returns the business's name, currency, country code, language and timezone, or not-found. Not for revenue or unpaid invoices.
get_revenue_summaryUse this when someone asks how much they invoiced or were paid in a period, like last month. Returns invoice and payment counts and totals in the business currency, invoices by status and a collection rate; defaults to the last 90 days, at most 366, skipping drafts and counting a
get_receivables_summaryUse this when someone asks how much customers owe, what is unpaid or overdue, or how old unpaid invoices are. Returns open invoice count and amount, the invoices marked overdue, and age buckets by days past due, from the newest 500 invoices; partially paid ones are counted but le
get_quote_pipeline_summaryUse this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected. Returns quote count, total value, counts by status and an acceptance rate; defaults to the last 90 days, at most 366, skipping drafts and counting at mo
list_productsUse this when someone asks what products or services a business sells or what it charges for them. Returns each catalog item's name, price and stored tax value, most recently edited first, 25 per page by default. Not for what a customer was invoiced.
get_subscriptionUse this when someone asks which InvoiceVista plan a business is on, or how many customers, invoices or users it allows. Returns the active or past-due plan's name, status, billing frequency and limits, or the Free plan's defaults when there is none. Not for customer invoices or
find_customerUse this when someone names a customer to update and you need that customer's id. Returns up to five customers whose name contains every word searched, each with its id, business and last edit time; never their contact details, tax id or address. Not for listing every customer.
create_customerUse this when someone asks to add a new customer to a business, such as a client they are about to invoice. Returns the customer's id, name, business and language; the email, phone, tax id and address given are saved but never returned. Not for changing an existing customer.
update_customerUse this when someone asks to change a customer's name, email, phone, tax id, address or language. Returns the customer's id, name, business and which fields changed; contact details, tax ids and addresses are never returned. Not for adding a new customer.
list_inventory_itemsUse this when someone asks how much of a material, product or supply a business has left in stock, or what is running low. Returns up to 100 stock items with unit, quantity, minimum and a low-stock flag. Not for the prices a business charges.
set_inventory_quantityUse this when someone asks to correct or update how much of an item a business has in stock, such as after a count or a delivery. Returns the item with its previous and new quantity; the number given replaces the stored one. Not for adding a new stock item.
show_business_overviewUse this when someone wants a quick overview or dashboard of one business in InvoiceVista. Returns an overview card with the business details, counts of customers, invoices, payments and quotes with status mixes (each capped at 100), and up to 12 catalog products (no customer or
open_invoicevistaUse this when someone wants to open InvoiceVista and browse their businesses, billing overview, revenue, receivables and quote pipeline in an interactive sidebar. Returns up to 100 businesses to start from (no customer or individual financial records). Not for creating invoices o
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 10, 2026
The registry lists no source repo, so we cannot match the publisher (invoicevista.com) to the code
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 398 ms (HTTP 200)
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Read 14 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 2 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (0.2.1) reached the registry 36 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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No README found in the repo