
Freelance
io.github.theluckystrike由 GitHub 帳號 theluckystrike 發布v0.22.6更新於 Oct 24, 2026
Freelance quotes and estimates: VAT line items, validity date, A4 PDF, win rate.
發布方自己的服務:freelance.link
概覽
本機 MCP 伺服器,讓助理建立含營業稅的自由接案報價單,匯出為文字或 PDF,並把已接受的報價轉成發票。
- 可以做什麼
- 建立、列出、讀取、修改和刪除報價單,支援明細列、稅率、折扣、有效期限和按年份編號,並攔截重複的未結報價,已接受或已拒絕的報價不可編輯。將報價匯出為可直接貼進郵件的純文字,Pro 版可匯出 A4 PDF。將報價標記為已接受並寫入配套的發票儲存區,或填寫原因標記為流失。依幣別彙總未結、已接受、已拒絕和已過期的金額及成交率,並以資源形式提供未結報價和跟進草稿提示。查看並啟用 Pro 授權。
- 適用情境
- 適合從對話中向客戶報價、希望營業稅計算和有效期限保持一致、並希望從報價直接走到發票的自由接案者和小型業務。當報價與發票需要共用同一編號序列和客戶清單時值得安裝。
- 執行需求
- 以本機程序在使用者機器上執行,可在 Claude Desktop 中透過一鍵 .mcpb 套件安裝,或用 Node.js 從原始碼建置;npm 套件被描述為尚未發布。從原始碼建置需先建置發票伺服器。Pro 功能需要 MCP_LICENSE_KEY 或呼叫一次 license_activate。日常使用不需帳號、API 金鑰或網路存取。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 Freelance,將其新增到工作區。
- 為需要使用其工具的對話啟用該服務。
Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。
其他 MCP 客戶端
參照 儲存庫 中的啟動說明。
README
mcp-quotes
Say "quote Acme for 12 hours at 90 EUR plus a 300 EUR setup, 23% VAT, good for 14 days" and get a numbered quote you can send today: the line table with VAT per rate, the total in integer minor units, a validity date computed in your own timezone, a plain-text version to paste straight into an email and, on Pro, the same A4 PDF layout your invoices use. When the client says yes, quote_accept turns it into a real invoice in the mcp-invoice store, under the same client list and the same number series, with the numbers copied from the quote rather than recomputed. Everything is stored in plain JSON files on your own machine; nothing is uploaded anywhere.
In the official MCP Registry (io.github.theluckystrike/quotes-estimates-proposals-vat-win-rate).
Listed on the AI Product Index - live remote endpoint at mcp.zovo.one/s/quotes, free tier, no signup.
Send a priced, VAT-correct quote from chat, and turn the yes into an invoice with one call.
60-second install
npm publish for @theluckystrike/mcp-quotes is pending. Until then, the .mcpb one-click bundle or a
clone+build is the working path.
One-click (.mcpb): download quotes.mcpb from the latest release and double-click it in Claude Desktop:
https://github.com/theluckystrike/mcp-servers/releases/latest
(claude_desktop_config.json):
Claude Code:
(.cursor/mcp.json): the same entry as Claude Desktop.
From source:
Build servers/invoice first: the money, VAT, client and numbering engine is imported from it. Then point
your client's command at node with one arg, the absolute path to servers/quotes/dist/index.js.
To run in Pro mode set MCP_LICENSE_KEY in the same config block, or call license_activate once with your key.
Tools
Resource: quotes://open returns every quote still inside its validity window as JSON.
Prompt: quote_followup reviews what is open, what lapses soon and what already lapsed, then drafts the chase.
What you can say
Worked example
Prices go in as minor units: 9000 is EUR 90.00 and 150000 is JPY 150,000. There is no decimal
anywhere on the input side, so a price can never be entered ten times too small.
Free vs Pro
The cap counts quotes that are still OPEN. Accepting, declining or letting one lapse frees the slot, so a
freelancer who closes their quotes never hits it. Two more things keep a slot from being wasted, both free:
quote_create refuses a quote identical to one already open and names the one you have, and quote_delete
removes a draft nobody has seen and gives the slot straight back.
Pro is a one-time $19, or $39 for every server in the collection, lifetime.
One measured thing: why an accepted quote is copied, not recomputed
quote_accept writes the invoice from the quote's stored lines. The obvious alternative, recompute the
totals from the prices at acceptance time, was measured and rejected, because the VAT rate it would use is
the one in the shared business profile today, not the one the client was quoted.
Measured (test/adversarial.test.mjs, "a VAT rate change between quote and acceptance never moves the
agreed total"): a quote of EUR 1,000.00 net is issued with the profile's default rate of 23%, so the client
is given EUR 1,230.00. The profile's default_tax_rate is then changed to 8%, a rate change, a new
client class, a corrected setting, before the client answers. Recomputing at acceptance invoices
EUR 150.00 below the document they agreed to, on one quote, with nothing on either record
saying why they differ. Copying the stored lines invoices EUR 1,230.00 and the assertion holds
tax_lines[0].rate === 23.
The same rule is why the quote takes prices in minor units and refuses a decimal: the number on the quote and the number on the invoice are the same integer, all the way through.
Numbers, money and dates
Quote ids are Q-YYYY-NNNN. The counter is per year and is written before the quote is stored, so a crash
burns an id rather than reusing one, and existing ids are scanned as well, so a restored quotes.json can
never hand back an id that is already on a document a client has seen. The year is part of the id
deliberately: a bare Q-0001 reset every January collides with last January's quote.
Money is integer minor units end to end, and how many make one unit comes from the ISO 4217 table in
mcp-invoice, 2 for most currencies, 0 for JPY, KRW, ISK and the rest, 3 for KWD and the
Gulf dinars, 4 for CLF and UYW. There is no second copy of that table, of the VAT arithmetic or of the money
formatter here: computeTotals, currencyDecimals and formatMoney are imported from
@theluckystrike/mcp-invoice/lib, so a quote and the invoice it becomes round identically, per line and
then summed. One quote is one currency; a mix across lines is refused rather than added up under whichever
heading came first.
Dates are ISO YYYY-MM-DD. "Today", and therefore whether a quote has expired, is computed in the
timezone of the shared business profile when one is set, not in the host machine's zone: a quote issued at
00:30 in Warsaw from a laptop still on US time would otherwise be dated the previous day and lapse a day
early.
How it stores data
Quotes and the id counter live under ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/quotes/ as
quotes.json and counter.json, plus a pdf/ subfolder for rendered files. Invoices created by
quote_accept are written into the invoice server's directory, .../mcp-servers/invoice/, so
invoice_list there shows them and they share one number series and one client list.
Every mutating call runs under an advisory lock directory at .../quotes/.lock; anything that writes an
invoice also takes .../invoice/.lock, always in that order (quotes, then invoice), the same order
servers/recurring uses, so two processes cannot deadlock. Saves go to a per-process temporary file and are
renamed into place. Measured: 40 quotes created by two processes against one data directory leave 40 quotes
and 40 unique ids (test/concurrency.test.mjs).
A store file that is not valid JSON is never treated as "no quotes". It is moved aside byte-for-byte as
quotes.json.corrupt-<timestamp>, a .corrupt marker is written beside it, and every later call, reads
included, fails with restore a good copy ... then delete the marker until a human resolves it.
Limits and honest caveats
- The free tier holds 5 open quotes at a time. The text export, accepting, declining and revising are unrestricted on free, and the pipeline report answers free for the current calendar year to date; the PDF and a wider report range are Pro.
- Accepting writes the invoice through the shared engine, so the invoice server's own free cap of 3 invoices per calendar month is not applied to it. The quotes cap is the one that applies here, and the response says so.
- An expired quote is refused by
quote_acceptuntil you either extend it (quote_update {valid_until}) or sayallow_expired: true. That is deliberate friction: a lapsed price should be re-confirmed. - No email is sent.
quote_send_textgives you the text andquote_pdfgives you the file; getting it to the client is up to you. - No currency conversion. A quote's currency is fixed at creation and every line must already be in it.
- Accepting is one-way. There is no un-accept, because the invoice it created is a document with a number; cancel that invoice in the invoice server instead.
Privacy
All data stays local: plain JSON files in your own data directory. No account, no API key, no network call of any kind. License keys are verified offline.
Built by theluckystrike. Support: [email protected]
Use these docs as an MCP server
Any MCP client (Claude, Cursor, Windsurf, VS Code) can read this repository's documentation directly via GitMCP - no install:
- Docs MCP URL: https://gitmcp.io/theluckystrike/mcp-quotes
來源:servers/quotes/README.md,提交 6535b33
工具
0版本歷史
3- v0.22.6最新Oct 14, 2026
- v0.22.3Sep 23, 2026
- v0.21.0Sep 16, 2026
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