InvoiceVista Invoice Maker

com.invoicevista由 invoicevista.com 發布官方發布者v0.2.1更新於 Oct 24, 2026

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

已驗證Streamable HTTP可網頁執行金融商業與電商

概覽

AI 產生的概覽

遠端 InvoiceVista 伺服器,讓助理依商家讀取開票資料:營收、應收、報價、產品與方案。

可以做什麼
列出並查詢商家,回傳幣別、國家、語言與時區,並提供單一商家的概覽卡片,含客戶、發票、付款與報價數量及型錄產品。依期間彙總營收與付款,含各狀態發票數量與收款率。彙總應收:未結與逾期發票、欠款金額及依逾期天數的帳齡分組。彙總報價流程:報價數量、總金額、狀態分布與接受率。列出型錄產品價格與儲存稅額,並讀取商家的訂閱方案、狀態與上限。開啟互動式 InvoiceVista 側邊欄瀏覽商家與財務概覽。
適用情境
適合讓助理回答開票相關數字:上個月開了多少發票、收了多少款、誰欠錢及逾期多久、報價成交情況、某商家賣什麼,而不必開啟應用程式。它只提供唯讀報表,不建立發票也不登記付款。
執行需求
遠端 streamable HTTP 端點 mcp.invoicevista.com;未宣告套件、環境變數或標頭。隱含需要含商家資料的 InvoiceVista 帳戶,並需能連線至該端點的網路。
安裝前請注意
伺服器會將商家財務資料(營收、應收、報價金額、產品價格與方案資訊)提供給所連線的助理。清單未宣告任何驗證方式,連線前請確認你的 InvoiceVista 資料如何被授權存取。它不建立發票,也不登記付款。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 InvoiceVista Invoice Maker,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.invoicevista%2Finvoicevista/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

無需輸入參數。

版本歷史

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

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫,或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用,因此這裡不要求授權條款。此檢查項不計入百分比。