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LotsInvoice MCP Server

Connect AI agents like Claude and Cursor to LotsInvoice using the Model Context Protocol

Quick Information

MCP Endpoint

https://api.lotsinvoice.com/mcp

Available Tools

80 tools

Authentication

OAuth 2.1 with PKCE

Setup Instructions

Configure your MCP client to connect to LotsInvoice

Add this configuration to your Cursor settings:

{
  "mcpServers": {
    "lotsinvoice": {
      "url": "https://api.lotsinvoice.com/mcp"
    }
  }
}

Steps:

Open Cursor Settings (Cmd/Ctrl + ,)
Search for "MCP Servers"
Click "Edit in settings.json"
Add the configuration above
Restart Cursor
Cursor will automatically discover OAuth endpoints and handle authentication

Authentication

This server implements OAuth 2.1 with PKCE for secure authentication

OAuth 2.1 with PKCE (S256)

Most modern MCP clients will automatically discover and handle the OAuth flow. The server uses OAuth 2.1 with PKCE (S256) for secure authentication.

OAuth Discovery

https://api.lotsinvoice.com/.well-known/oauth-authorization-server

Authorization Endpoint

https://api.lotsinvoice.com/api/oauth/authorize

Token Endpoint

https://api.lotsinvoice.com/api/oauth/token

How it works:

Clients automatically discover OAuth endpoints
Users are redirected to authenticate via browser
Authorization code is exchanged for access token
Bearer token is used for all MCP requests

Available Tools

80 MCP tools available for LotsInvoice. Use these tool names when calling the MCP server.

General

Accept Invitation

Accept an invitation with the token from its link (signed in with the invited email).

Apply Credit

Apply the customer's available credit (overpayments, credit notes) to an invoice.

Apply Preset

Set up columns, labels, titles, tax groups and declarations for a region: us_freelancer, us_sales_tax, eu_vat, uk_vat, india_gst, india_export_lut. Tax groups are created only from tax_rates you give (ask the owner; never guess). A starting point to check with their accountant.

Archive Business

Archive a business: billing for it stops, nothing is deleted, sent links keep working. Owner only.

Archive Customer

Archive (or restore: true) a customer. Nothing is deleted.

Cancel Invitation

Cancel a pending invitation.

Check Template

Check a template (html body + css) without saving: forbidden content, unknown placeholders, missing required data, and warnings.

Convert Estimate

Turn an estimate into a draft invoice.

Create Business

Create a business (the entity that sends invoices). Each business is one paid unit: it uses a plan slot or LotsTech Credits (new accounts get free credits). Ask the person for the real legal name, address, email and registration IDs; never invent them.

Create Checkout

A checkout link for a plan (starter, pro, business; monthly or annual) or a credits top-up (amount_usd, minimum 10). Show the link; the person pays in their browser.

Create Credit Note

Draft a credit note. With invoice_id it defaults to that invoice's balance and is applied to it when issued; the rest becomes customer credit.

Create Customer

Add a customer. Ask for details you do not have; never invent addresses or tax IDs. Returns what is missing.

Create Declaration

Save a statement to print on documents, e.g. "Supply meant for export under LUT without payment of IGST" or "Reverse charge applies".

Create Estimate

Draft an estimate (quote). due_date is "valid until". The customer can accept it in the portal; convert_estimate turns it into an invoice.

Create Invoice

Draft an invoice. Totals are computed exactly (discounts before tax, several taxes per line). It stays a draft: show the totals to the person and ask before send_document.

Create Item

Save a product or service with its price, code (SKU, HSN/SAC), unit and default tax.

Create Recurring

Repeat an invoice on a schedule (document_id), e.g. a monthly retainer. Line text may use {period}, {month}, {year}. mode draft (review first) or send (automatic).

Create Tax

Save a tax from rates the owner gives you (never guess a rate): one component (name + rate) or several (components), e.g. "GST 18% intra-state" = CGST 9 + SGST 9, or "Sales tax" = State 6.25 + County 2.

Create Template

Save a custom template after it passes check_template. Use it with template "custom:<id>".

Delete Draft

Delete a draft that was never sent.

Delete Payment

Remove a recorded payment (kept for history, no longer counted).

Duplicate Document

Copy a document into a new draft, optionally for another customer or as another type.

Export Business

Everything about the business as JSON, with PDF links valid 7 days. Owner only.

Get Aging Report

Money owed by age (current, 1-30, 31-60, 61-90, 90+ days), per currency and customer.

Get Billing

Your LotsInvoice plan or credits, businesses in use, rates and plans to choose from.

Get Business

Get one business with its settings and what is still missing (next_steps).

Get Customer

One customer with open balance, available credit and recent documents.

Get Document

One document with lines, totals, versions, payments and activity (viewed, reminders, portal notes).

Get Document Pdf

A download link (valid 1 hour) for the PDF. Drafts render on demand, marked DRAFT.

Get Document Preview

A preview link (HTML, valid 1 hour), or the HTML itself with include_html.

Get Payments Report

Payments received by method, per currency.

Get Portal Link

The customer's portal link (view and download documents, pay, accept estimates), optionally to one document.

Get Revenue Report

Revenue (excluding tax) by month and by customer, per currency.

Get Settings

Numbering, titles, defaults, payment options, reminders, layout (columns, custom fields, blocks, labels), theme and signature.

Get Statement

A customer statement: opening balance, invoices, credit notes, payments and closing balance per currency.

Get Summary

What needs attention: unpaid and overdue invoices, money received this month, drafts, open estimates and upcoming recurring invoices.

Get Tax Report

Tax charged by tax and rate, per currency (invoices minus credit notes).

Get Template

One custom template with its html and css, to edit it.

Get Template Guide

How to write a custom template: the safe template language, every data path, an example view and the built-in layout source to start from.

Import Customer From Crm

Add a customer from a LotsCRM contact you can read (name, email, phone, primary company).

Import Customers

Import customers from CSV text (header row first; up to 1,000 rows). Columns are matched by name (name, email, phone, address, city, state, zip, country, currency, tax id) or by mapping. Try dry_run first.

Import Items

Import items from CSV (name, description, code/SKU/HSN, unit, price). Up to 2,000 rows.

Invite Member

Invite someone (a partner, bookkeeper) as editor or viewer. Emails an accept link valid 7 days. Owner only.

Leave Business

Leave a business you were invited to.

List Businesses

List the businesses you can invoice from, with your role, settings and whether the sender email is confirmed. Start here.

List Customers

List or search customers (name, contact, email).

List Declarations

Saved declarations (fixed statements printed on documents).

List Documents

List invoices, estimates and credit notes. Filters: type, status (comma list), customer_id, from/to (issue date), overdue, search (number).

List Items

Saved products and services.

List Members

People with access to this business, and pending invitations (owner).

List Payments

Recorded payments, newest first.

List Recurring

Recurring invoices and their next dates.

List Taxes

Saved taxes. A tax has one or more components applied together.

List Templates

Built-in designs, custom templates and regional presets.

Mark Document Sent

Issue a draft without emailing it (you delivered it yourself): assigns the number and locks it.

Pause Recurring

Pause a recurring invoice.

Preview Template

Render a template (template key, or unsaved html/css) with sample data at 1 to 200 lines; returns HTML.

Record Payment

Record money received for an invoice (partial allowed). Overpayment becomes customer credit. LotsInvoice does not move money.

Resend Email Confirmation

Send the business email confirmation link again. Sending documents needs a confirmed email.

Restore Business

Restore an archived business (needs plan room or credits).

Resume Recurring

Resume a recurring invoice.

Revise Document

Change a sent invoice or estimate: a new locked version with a reason (the number stays). Not for paid or void documents: use a credit note.

Rotate Portal Link

Revoke every earlier portal link for this customer and make a new one.

Send Document

Email the document with its PDF and portal link (from LotsInvoice, replies go to the business). A draft gets its number and is locked. Ask the person before sending.

Send Reminder

Email a payment reminder now for a sent, unpaid invoice.

Set Next Number

Set the next document number (only forward), e.g. to continue from another tool.

Set Payment Options

How customers pay, shown on invoices, emails and the portal: a pay link (Stripe Payment Link, PayPal, Venmo, Cash App, Square), bank details, Zelle, UPI (India, with a QR code), check address, instructions. LotsInvoice never handles the money.

Set Theme

Change the default template and look: template (classic, modern, minimal, bold, compact, formal, studio, executive, ledger or custom:<id>; ledger is the full-page grid Indian tax invoice), color, accent, font (inter, plex, serif, mono), density (compact, normal, comfortable), logo_position, logo_size, paper (letter, a4), accent_style (bar, band, none).

Update Business

Update business details. Changing the email sends a confirmation link.

Update Customer

Update a customer. Documents already sent keep the details they were sent with.

Update Declaration

Update or archive a declaration.

Update Document

Edit a draft (any document field; lines replaces all lines). Sent documents: use revise_document.

Update Item

Update or archive (archived: true) an item.

Update Member

Change a member's role or remove them (remove: true). Owner only.

Update Recurring

Change a recurring invoice (name, mode, end_date, max_count, next_date, template).

Update Settings

Change settings. Give only what changes, under settings: numbering {invoice:{prefix,padding,reset}}, titles {invoice:"Tax Invoice"}, defaults {notes,terms,footer,estimate_valid_days,template,line_treatment,second_currency}, reminders {enabled,offsets,subject,message}, layout {columns:[{key,label,visible,type}], custom_fields:[{key,label,scope,visible}], blocks:{tax_summary,words,signature,…}, fields:{due_date,po_number,reference,place_of_supply}, labels:{…}, words_system, show_registration_ids}, theme {color,accent,font,density,logo_position,logo_size,paper,accent_style}, signature {name,title,image_url}.

Update Tax

Rename, change components, or archive (archived: true). Sent documents keep their taxes.

Update Template

Update (re-checked) or archive a custom template. Sent documents keep their version.

Upload Image

Upload the logo, a signature image or a company seal (stamp) image (PNG, JPEG, WebP or GIF, 1 MB max, base64) and save it on the business.

Void Document

Void a sent invoice or credit note (keeps its number). Not when payments or credits are recorded.

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