InvoiceVista Invoice Maker

com.invoicevista由 invoicevista.com 发布官方发布者v0.2.1更新于 Oct 24, 2026

See revenue, unpaid invoices, open quotes and your product catalog for each of your businesses.

已验证Streamable HTTP可网页运行金融商业与电商

概览

AI 生成的概览

一个远程 InvoiceVista 服务器,让助手按业务读取开票数据:收入、应收、报价、产品和套餐。

可以做什么
列出并查询业务,返回币种、国家、语言和时区,并给出单个业务的概览卡片,含客户、发票、付款和报价数量及目录产品。按时间段汇总收入与付款,含各状态发票数量和回款率。汇总应收:未结与逾期发票、欠款金额及按逾期天数的账龄分桶。汇总报价管道:报价数量、总金额、状态分布和接受率。列出目录产品的价格和存储税额,并读取业务的订阅套餐、状态和限额。打开交互式 InvoiceVista 侧边栏浏览业务和财务概览。
适用场景
适合让助手回答开票相关数字:上月开了多少票、收了多少款、谁欠钱及逾期多久、报价转化情况、某业务卖什么,而无需打开应用。它只做只读报表,不创建发票也不登记付款。
运行要求
远程 streamable HTTP 端点 mcp.invoicevista.com;未声明软件包、环境变量或请求头。隐含需要含业务数据的 InvoiceVista 账户,并需能访问该端点的网络。
安装前请注意
服务器会把业务财务数据(收入、应收、报价金额、产品价格和套餐信息)提供给所连接的助手。清单未声明任何认证方式,连接前请确认你的 InvoiceVista 数据如何被授权访问。它不创建发票,也不登记付款。

安装

在 SourceWeft 中

  1. 打开 控制台中的 InvoiceVista Invoice Maker,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.invoicevista%2Finvoicevista/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "invoicevista-invoice-maker": {
      "type": "http",
      "url": "https://mcp.invoicevista.com/mcp"
    }
  }
}

工具

9

list_businesses

List your businesses

Use 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.

输入参数limitcursor

get_business

Get business details

Use 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.

输入参数businessId必填

get_revenue_summary

Summarize invoiced and paid amounts

Use 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 at most 500 documents. Not for a single invoice or customer.

输入参数endDatestartDatebusinessId必填

get_receivables_summary

Check unpaid and overdue invoices

Use 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 left out of amounts. Not for chasing or charging a customer.

输入参数businessId必填

get_quote_pipeline_summary

Summarize quotes and acceptance

Use 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 most 500 quotes. Not for a single quote.

输入参数endDatestartDatebusinessId必填

list_products

List products and prices

Use 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.

输入参数limitcursorbusinessId必填

get_subscription

Check InvoiceVista plan and limits

Use 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 payments.

输入参数businessId必填

show_business_overview

Show business overview

Use 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 invoice details). Not for revenue over a period.

输入参数businessId必填

open_invoicevista

InvoiceVista Invoice Maker

Use 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 or recording payments.

无需输入参数。

版本历史

2
  1. v0.2.1最新Oct 4, 2026
  2. v0.1.0Sep 26, 2026

评分

已满足适用检查项的 83%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分

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  • 许可证不适用

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