{"app":"lotsinvoice","name":"LotsInvoice","mcp_url":"https://api.lotsinvoice.com/mcp","docs_url":"https://api.lotsinvoice.com/docs.md","tools":[{"name":"accept_invitation","title":"Accept Invitation","description":"Accept an invitation with the token from its link (signed in with the invited email).","category":"lotsinvoice"},{"name":"apply_credit","title":"Apply Credit","description":"Apply the customer's available credit (overpayments, credit notes) to an invoice.","category":"lotsinvoice"},{"name":"apply_preset","title":"Apply Preset","description":"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.","category":"lotsinvoice"},{"name":"archive_business","title":"Archive Business","description":"Archive a business: billing for it stops, nothing is deleted, sent links keep working. Owner only.","category":"lotsinvoice"},{"name":"archive_customer","title":"Archive Customer","description":"Archive (or restore: true) a customer. Nothing is deleted.","category":"lotsinvoice"},{"name":"cancel_invitation","title":"Cancel Invitation","description":"Cancel a pending invitation.","category":"lotsinvoice"},{"name":"check_template","title":"Check Template","description":"Check a template (html body + css) without saving: forbidden content, unknown placeholders, missing required data, and warnings.","category":"lotsinvoice"},{"name":"convert_estimate","title":"Convert Estimate","description":"Turn an estimate into a draft invoice.","category":"lotsinvoice"},{"name":"create_business","title":"Create Business","description":"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.","category":"lotsinvoice"},{"name":"create_checkout","title":"Create Checkout","description":"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.","category":"lotsinvoice"},{"name":"create_credit_note","title":"Create Credit Note","description":"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.","category":"lotsinvoice"},{"name":"create_customer","title":"Create Customer","description":"Add a customer. Ask for details you do not have; never invent addresses or tax IDs. Returns what is missing.","category":"lotsinvoice"},{"name":"create_declaration","title":"Create Declaration","description":"Save a statement to print on documents, e.g. \"Supply meant for export under LUT without payment of IGST\" or \"Reverse charge applies\".","category":"lotsinvoice"},{"name":"create_estimate","title":"Create Estimate","description":"Draft an estimate (quote). due_date is \"valid until\". The customer can accept it in the portal; convert_estimate turns it into an invoice.","category":"lotsinvoice"},{"name":"create_invoice","title":"Create Invoice","description":"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.","category":"lotsinvoice"},{"name":"create_item","title":"Create Item","description":"Save a product or service with its price, code (SKU, HSN/SAC), unit and default tax.","category":"lotsinvoice"},{"name":"create_recurring","title":"Create Recurring","description":"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).","category":"lotsinvoice"},{"name":"create_tax","title":"Create Tax","description":"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.","category":"lotsinvoice"},{"name":"create_template","title":"Create Template","description":"Save a custom template after it passes check_template. Use it with template \"custom:<id>\".","category":"lotsinvoice"},{"name":"delete_draft","title":"Delete Draft","description":"Delete a draft that was never sent.","category":"lotsinvoice"},{"name":"delete_payment","title":"Delete Payment","description":"Remove a recorded payment (kept for history, no longer counted).","category":"lotsinvoice"},{"name":"duplicate_document","title":"Duplicate Document","description":"Copy a document into a new draft, optionally for another customer or as another type.","category":"lotsinvoice"},{"name":"export_business","title":"Export Business","description":"Everything about the business as JSON, with PDF links valid 7 days. Owner only.","category":"lotsinvoice"},{"name":"get_aging_report","title":"Get Aging Report","description":"Money owed by age (current, 1-30, 31-60, 61-90, 90+ days), per currency and customer.","category":"lotsinvoice"},{"name":"get_billing","title":"Get Billing","description":"Your LotsInvoice plan or credits, businesses in use, rates and plans to choose from.","category":"lotsinvoice"},{"name":"get_business","title":"Get Business","description":"Get one business with its settings and what is still missing (next_steps).","category":"lotsinvoice"},{"name":"get_customer","title":"Get Customer","description":"One customer with open balance, available credit and recent documents.","category":"lotsinvoice"},{"name":"get_document","title":"Get Document","description":"One document with lines, totals, versions, payments and activity (viewed, reminders, portal notes).","category":"lotsinvoice"},{"name":"get_document_pdf","title":"Get Document Pdf","description":"A download link (valid 1 hour) for the PDF. Drafts render on demand, marked DRAFT.","category":"lotsinvoice"},{"name":"get_document_preview","title":"Get Document Preview","description":"A preview link (HTML, valid 1 hour), or the HTML itself with include_html.","category":"lotsinvoice"},{"name":"get_payments_report","title":"Get Payments Report","description":"Payments received by method, per currency.","category":"lotsinvoice"},{"name":"get_portal_link","title":"Get Portal Link","description":"The customer's portal link (view and download documents, pay, accept estimates), optionally to one document.","category":"lotsinvoice"},{"name":"get_revenue_report","title":"Get Revenue Report","description":"Revenue (excluding tax) by month and by customer, per currency.","category":"lotsinvoice"},{"name":"get_settings","title":"Get Settings","description":"Numbering, titles, defaults, payment options, reminders, layout (columns, custom fields, blocks, labels), theme and signature.","category":"lotsinvoice"},{"name":"get_statement","title":"Get Statement","description":"A customer statement: opening balance, invoices, credit notes, payments and closing balance per currency.","category":"lotsinvoice"},{"name":"get_summary","title":"Get Summary","description":"What needs attention: unpaid and overdue invoices, money received this month, drafts, open estimates and upcoming recurring invoices.","category":"lotsinvoice"},{"name":"get_tax_report","title":"Get Tax Report","description":"Tax charged by tax and rate, per currency (invoices minus credit notes).","category":"lotsinvoice"},{"name":"get_template","title":"Get Template","description":"One custom template with its html and css, to edit it.","category":"lotsinvoice"},{"name":"get_template_guide","title":"Get Template Guide","description":"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.","category":"lotsinvoice"},{"name":"import_customer_from_crm","title":"Import Customer From Crm","description":"Add a customer from a LotsCRM contact you can read (name, email, phone, primary company).","category":"lotsinvoice"},{"name":"import_customers","title":"Import Customers","description":"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.","category":"lotsinvoice"},{"name":"import_items","title":"Import Items","description":"Import items from CSV (name, description, code/SKU/HSN, unit, price). Up to 2,000 rows.","category":"lotsinvoice"},{"name":"invite_member","title":"Invite Member","description":"Invite someone (a partner, bookkeeper) as editor or viewer. Emails an accept link valid 7 days. Owner only.","category":"lotsinvoice"},{"name":"leave_business","title":"Leave Business","description":"Leave a business you were invited to.","category":"lotsinvoice"},{"name":"list_businesses","title":"List Businesses","description":"List the businesses you can invoice from, with your role, settings and whether the sender email is confirmed. Start here.","category":"lotsinvoice"},{"name":"list_customers","title":"List Customers","description":"List or search customers (name, contact, email).","category":"lotsinvoice"},{"name":"list_declarations","title":"List Declarations","description":"Saved declarations (fixed statements printed on documents).","category":"lotsinvoice"},{"name":"list_documents","title":"List Documents","description":"List invoices, estimates and credit notes. Filters: type, status (comma list), customer_id, from/to (issue date), overdue, search (number).","category":"lotsinvoice"},{"name":"list_items","title":"List Items","description":"Saved products and services.","category":"lotsinvoice"},{"name":"list_members","title":"List Members","description":"People with access to this business, and pending invitations (owner).","category":"lotsinvoice"},{"name":"list_payments","title":"List Payments","description":"Recorded payments, newest first.","category":"lotsinvoice"},{"name":"list_recurring","title":"List Recurring","description":"Recurring invoices and their next dates.","category":"lotsinvoice"},{"name":"list_taxes","title":"List Taxes","description":"Saved taxes. A tax has one or more components applied together.","category":"lotsinvoice"},{"name":"list_templates","title":"List Templates","description":"Built-in designs, custom templates and regional presets.","category":"lotsinvoice"},{"name":"mark_document_sent","title":"Mark Document Sent","description":"Issue a draft without emailing it (you delivered it yourself): assigns the number and locks it.","category":"lotsinvoice"},{"name":"pause_recurring","title":"Pause Recurring","description":"Pause a recurring invoice.","category":"lotsinvoice"},{"name":"preview_template","title":"Preview Template","description":"Render a template (template key, or unsaved html/css) with sample data at 1 to 200 lines; returns HTML.","category":"lotsinvoice"},{"name":"record_payment","title":"Record Payment","description":"Record money received for an invoice (partial allowed). Overpayment becomes customer credit. LotsInvoice does not move money.","category":"lotsinvoice"},{"name":"resend_email_confirmation","title":"Resend Email Confirmation","description":"Send the business email confirmation link again. Sending documents needs a confirmed email.","category":"lotsinvoice"},{"name":"restore_business","title":"Restore Business","description":"Restore an archived business (needs plan room or credits).","category":"lotsinvoice"},{"name":"resume_recurring","title":"Resume Recurring","description":"Resume a recurring invoice.","category":"lotsinvoice"},{"name":"revise_document","title":"Revise Document","description":"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.","category":"lotsinvoice"},{"name":"rotate_portal_link","title":"Rotate Portal Link","description":"Revoke every earlier portal link for this customer and make a new one.","category":"lotsinvoice"},{"name":"send_document","title":"Send Document","description":"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.","category":"lotsinvoice"},{"name":"send_reminder","title":"Send Reminder","description":"Email a payment reminder now for a sent, unpaid invoice.","category":"lotsinvoice"},{"name":"set_next_number","title":"Set Next Number","description":"Set the next document number (only forward), e.g. to continue from another tool.","category":"lotsinvoice"},{"name":"set_payment_options","title":"Set Payment Options","description":"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.","category":"lotsinvoice"},{"name":"set_theme","title":"Set Theme","description":"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).","category":"lotsinvoice"},{"name":"update_business","title":"Update Business","description":"Update business details. Changing the email sends a confirmation link.","category":"lotsinvoice"},{"name":"update_customer","title":"Update Customer","description":"Update a customer. Documents already sent keep the details they were sent with.","category":"lotsinvoice"},{"name":"update_declaration","title":"Update Declaration","description":"Update or archive a declaration.","category":"lotsinvoice"},{"name":"update_document","title":"Update Document","description":"Edit a draft (any document field; lines replaces all lines). Sent documents: use revise_document.","category":"lotsinvoice"},{"name":"update_item","title":"Update Item","description":"Update or archive (archived: true) an item.","category":"lotsinvoice"},{"name":"update_member","title":"Update Member","description":"Change a member's role or remove them (remove: true). Owner only.","category":"lotsinvoice"},{"name":"update_recurring","title":"Update Recurring","description":"Change a recurring invoice (name, mode, end_date, max_count, next_date, template).","category":"lotsinvoice"},{"name":"update_settings","title":"Update Settings","description":"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}.","category":"lotsinvoice"},{"name":"update_tax","title":"Update Tax","description":"Rename, change components, or archive (archived: true). Sent documents keep their taxes.","category":"lotsinvoice"},{"name":"update_template","title":"Update Template","description":"Update (re-checked) or archive a custom template. Sent documents keep their version.","category":"lotsinvoice"},{"name":"upload_image","title":"Upload Image","description":"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.","category":"lotsinvoice"},{"name":"void_document","title":"Void Document","description":"Void a sent invoice or credit note (keeps its number). Not when payments or credits are recorded.","category":"lotsinvoice"}]}