Pocket Invoice MCP
Pocket Invoice MCP Product Information
What is Pocket Invoice MCP ?
Pocket Invoice MCP is a remote Model Context Protocol (MCP) server that connects AI assistants—including Codex, Claude, ChatGPT, Cursor, and Windsurf—to Pocket Invoice accounts. It allows assistants to create invoices, estimates, and purchase orders, generate branded PDF documents, track unpaid balances, manage clients and items, and record received payments through natural conversation. The integration operates over Streamable HTTP with OAuth authentication, applying existing company permissions and requiring explicit user confirmation before documents are sent.
Pocket Invoice MCP's Core Features
Create invoices, estimates, and purchase orders through conversational prompts
Generate professional PDF documents utilizing saved company templates and logos
Prepare and email client billing documents with conversational review and confirmation
Manage client profiles, product lists, and inventory records directly from chat
Query sales statistics, expense figures, and unpaid invoice balances
Record received payments and deposits to maintain accurate ledger balances
Streamable HTTP remote MCP architecture secured with OAuth authorization
Synchronized record management across Web, iOS, and Android platforms
Pocket Invoice MCP's Use Cases
#1
Freelancers creating client invoices and instant PDF downloads during AI chat sessions
#2
Small business owners querying monthly sales totals and reviewing overdue account balances
#3
Contractors converting estimates into finalized invoices and sending them to clients
#4
Service providers recording customer deposits and payments to update invoice records
Pocket Invoice MCP's Pricing
Free - The MCP server integration connects directly with standard Pocket Invoice accounts
FAQ from Pocket Invoice MCP
What is Pocket Invoice MCP?
- Pocket Invoice MCP is a Model Context Protocol server that connects AI assistants to Pocket Invoice accounts, allowing users to create invoices, generate PDFs, and manage business records through natural language dialogue.
Which AI assistants support Pocket Invoice MCP?
- It is compatible with AI clients supporting remote MCP servers via Streamable HTTP and OAuth, including Codex, Claude, ChatGPT, Cursor, and Windsurf.
Where is the invoice data stored?
- Invoice data is stored and synced centrally within the user's Pocket Invoice account, ensuring consistent access across Web, iOS, and Android applications.
How is access and security controlled?
- Access is authorized via OAuth on a per-company basis with existing account permissions applied. Furthermore, document sending requires explicit user confirmation in chat, and connections can be revoked anytime.
Can the AI assistant charge credit cards or issue refunds?
- No. The assistant can only log recorded payments to update balances and payment history; it cannot process card charges, transfer funds, or issue monetary refunds.
Can it generate PDF invoices with custom branding?
- Yes. Pocket Invoice MCP utilizes the user's saved company profile, logo, and design templates to produce web previews and downloadable PDF documents.