mcp-billing-docs
Credit notes and purchase orders, on the same engine as your invoices.
When a client sends work back, or you billed them twice, you owe them a credit note: a document thatnames the invoice it reverses and takes the money off it, with the VAT unwound at the rate youcharged. When you order from a supplier, you owe them a purchase order: what you want, at what price,by when, with your own details on it. This server writes both, against the invoices and the clientsthe mcp-invoice server already holds, and it will not let a credit note give back more money thanthe invoice charged. Everything stays on your machine.
Built on @theluckystrike/mcp-invoice/lib: the money, VAT, currency and formatting code is theinvoice server's, not a second copy of it, so a credit note and the invoice it reverses agree to theminor unit.
Install
Claude Desktop (claude_desktop_config.json):
{
"mcpServers": {
"billing-docs": {
"command": "npx",
"args": ["-y", "@theluckystrike/mcp-billing-docs"]
}
}
}
Claude Code:
claude mcp add billing-docs -- npx -y @theluckystrike/mcp-billing-docs
Cursor (.cursor/mcp.json):
{
"mcpServers": {
"billing-docs": {
"command": "npx",
"args": ["-y", "@theluckystrike/mcp-billing-docs"]
}
}
}
Run mcp-invoice alongside it: this server reads that server's invoices and clients, and both taketheir name, address, VAT id and default currency from one shared business profile.
Tools
| tool | what it does |
|---|---|
credit_note_create |
Credit an invoice: the whole thing, a gross amount, or named lines with quantities |
credit_note_list |
Every credit note, with the credited total per currency. Filter by invoice, client or date |
credit_note_get |
One credit note in full |
credit_note_pdf |
The A4 PDF, titled CREDIT NOTE and carrying the invoice number it reverses (Pro) |
credit_note_text |
The plain-text version to paste into an email |
purchase_order_create |
Raise an order: line items, VAT, currency, expected delivery date |
purchase_order_list |
Every order with its status: open, partially received, received |
purchase_order_get |
One order in full, with its receipts |
purchase_order_pdf |
The A4 PDF, titled PURCHASE ORDER (Pro) |
purchase_order_text |
The plain-text version to send the supplier |
purchase_order_receive |
Mark an order received, in full or in part |
billing_docs_report |
Credited per currency, on order per currency, deliveries past their date (Pro) |
license_status, license_activate |
Free or Pro, and how to upgrade |
One resource, billing-docs://open-orders, and one prompt, chase_deliveries.
Free vs Pro
| Free | Pro | |
|---|---|---|
| Documents per calendar month | 5, credit notes and purchase orders together | Unlimited |
credit_note_text, purchase_order_text |
Yes, unlimited | Yes |
| Full, partial and per-line credit notes, VAT, multi-currency, receiving orders | Yes | Yes |
credit_note_pdf, purchase_order_pdf |
No | Yes, plus your logo and no footer credit |
billing_docs_report |
No | Yes |
Get Pro: https://mcp.zovo.one/buy/billing-docs ($19 one-time for this server, $39 for the bundle).
A measured thing
Crediting part of a mixed-VAT invoice at one rate is wrong by more than the rounding you wouldexpect. An invoice of EUR 1,000.00 consulting at 23% plus EUR 500.00 print at 8% totals EUR1,770.00. Credit ten percent of it, EUR 177.00, the way a single-rate credit note would: net EUR143.90, VAT EUR 33.10. This server splits the credit across the rates the invoice actually used, inproportion to each rate's share of the total, and gets net EUR 150.00 with VAT of EUR 23.00 at 23%and EUR 4.00 at 8%, EUR 27.00 in all. The gross the client sees is identical either way. The VAT linediffers by EUR 6.10, 22.6 percent of it, and that is the number that goes on a VAT return.
Asserted in test/unit.test.mjs, "a credit note by amount splits the gross across the invoice's VATrates and reuses each rate".
Privacy
All data stays local: ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/billing-docs/. No account, no APIkey, no network call, ever. Licence keys are verified offline.
Built by theluckystrike. Support: [email protected]
