invosquare-mcp

MCP (Model Context Protocol) server for InvoSquare — connect Claude Desktop to your invoicing and accounting data.

What it does

Gives Claude direct access to your InvoSquare business data so you can ask questions and take actions in natural language:

• List, create, and update invoices
• Record payments and send invoices
• Manage customers and vendors
• Track expenses and bills
• Pull financial reports (P&L, cash flow, outstanding balances)

Requirements

• Node.js 20+
• An InvoSquare account with an API token (Settings → Integrations → API Tokens)
• InvoSquare backend running (self-hosted or cloud)

Installation

Install globally via npm

npm install -g invosquare-mcp

Configure Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "invosquare": {
      "command": "invosquare-mcp",
      "env": {
        "INVOSQUARE_TOKEN": "isk_your_token_here",
        "INVOSQUARE_API_URL": "https://your-api-url.com"
      }
    }
  }
}

Then restart Claude Desktop.

Using npx (no install)

{
  "mcpServers": {
    "invosquare": {
      "command": "npx",
      "args": ["invosquare-mcp"],
      "env": {
        "INVOSQUARE_TOKEN": "isk_your_token_here",
        "INVOSQUARE_API_URL": "https://your-api-url.com"
      }
    }
  }
}

Environment variables

| Variable | Required | Default | Description | |---|---|---|---| | INVOSQUARE_TOKEN | Yes | — | API token from InvoSquare Settings → Integrations | | INVOSQUARE_API_URL | No | https://api.invosquare.com | Base URL for your InvoSquare backend |

Getting an API token

1. Log in to InvoSquare
2. Go to Settings → Integrations
3. Under API Tokens, click Generate Token
4. Give it a name (e.g. "Claude Desktop") and copy the token — it is shown only once

Available tools

Invoices

| Tool | Description | |---|---| | list_invoices | List invoices with optional status/date/customer filters | | get_invoice | Get full invoice detail by ID | | create_invoice | Create a new invoice | | update_invoice | Update invoice fields (due date, notes, etc.) | | record_payment | Record a payment against an invoice | | send_invoice | Mark invoice as sent |

Customers

| Tool | Description | |---|---| | list_customers | List customers with optional search | | get_customer | Get customer profile and history | | create_customer | Create a new customer |

Vendors

| Tool | Description | |---|---| | list_vendors | List vendors with optional search | | get_vendor | Get vendor profile and bill history | | create_vendor | Create a new vendor |

Expenses

| Tool | Description | |---|---| | list_expenses | List expenses with optional date/category filters | | create_expense | Record a new expense |

Bills

| Tool | Description | |---|---| | list_bills | List bills with optional status filter | | create_bill | Create a bill from a vendor | | mark_bill_paid | Mark a bill as paid |

Reports

| Tool | Description | |---|---| | get_overdue_invoices | List all overdue invoices | | get_outstanding_balance | Total outstanding AR balance | | get_unpaid_bills | List all unpaid bills | | get_profit_and_loss | P&L summary for a date range | | get_cash_flow | Cash flow summary for a date range | | get_customer_balance | Outstanding balance for a specific customer |

Example usage in Claude

"Show me all overdue invoices"

"Create an invoice for Acme Corp for 3 hours of consulting at $150/hour, due in 30 days"

"What's our profit and loss for Q1 2025?"

"Mark invoice INV-042 as paid — $1,500 received today by bank transfer"

License

MIT