InvoiceExpress MCP - Complete Portuguese Invoice Management for AI

❌ Without InvoiceExpress MCP

Managing Portuguese invoices with AI becomes frustrating and error-prone:

• ❌ Manual invoice creation with outdated API examples
• ❌ No SAF-T compliance automation for Portuguese tax reporting
• ❌ Missing Portuguese tax calculations and validations
• ❌ No integration with Autoridade Tributária (AT) systems
• ❌ Complex treasury and client balance management

✅ With InvoiceExpress MCP

InvoiceExpress MCP provides complete Portuguese invoice management with 60+ specialized tools:

Add Create an invoice for client "Tech Solutions" with Portuguese tax compliance to your prompt in Cursor:

Create an invoice for client "Tech Solutions Ltd" with VAT 23% and generate SAF-T for tax authority submission

Export monthly SAF-T file for January 2024 and update client payment status

InvoiceExpress MCP delivers:

• ✅ 60+ Specialized Tools: Complete invoice, client, and treasury management
• ✅ Portuguese Tax Compliance: Automatic SAF-T generation, AT integration
• ✅ Multi-Document Support: Invoices, estimates, guides, treasury movements
• ✅ Enterprise-Grade: TypeScript, error handling, clean architecture
• ✅ Portuguese Date Formats: Automatic DD/MM/YYYY conversion

🚀 Complete Feature Set

📧 Invoice Management (11 tools)

• Create, update, and manage invoices with Portuguese tax compliance
• Generate PDFs, QR codes, and email delivery
• Handle payments, refunds, and document states
• Support for all Portuguese invoice types (simplified, receipts, credit notes)

👥 Client Management (7 tools)

• Complete client database with Portuguese fiscal information
• Search by name, code, or tax ID
• Track client invoices and payment history
• Address and contact management

📋 Estimates & Quotes (7 tools)

• Professional quotes, proformas, and fee notes
• Convert estimates to invoices seamlessly
• PDF generation and email delivery
• State management workflow

🚚 Transport & Shipping (8 tools)

• Shipping guides, transport documents, devolution notes
• QR code generation for tracking
• Integration with Portuguese logistics requirements
• Document workflow automation

📦 Product Catalog (5 tools)

• Complete product and service management
• Tax rate assignment and pricing
• Inventory tracking integration
• Portuguese tax code support

🔢 Document Sequences (5 tools)

• Portuguese legal document numbering
• Autoridade Tributária (AT) registration
• Validation code management
• Compliance with Portuguese legislation

💰 Tax Management (5 tools)

• Portuguese VAT rates (IVA 6%, 13%, 23%)
• Regional tax support (Açores, Madeira)
• Custom tax configuration
• Automatic tax calculations

🏢 Account Management (5 tools)

• Multi-account support for agencies
• AT communication configuration
• User management and permissions
• Account creation for existing users

📊 SAF-T Compliance (1 tool)

• Monthly SAF-T file generation for Portuguese tax authority
• Automatic submission deadlines (5th of each month)
• XML format compliance with AT requirements
• Audit trail maintenance

💳 Treasury Operations (7 tools)

• Client balance management and tracking
• Payment and reimbursement recording
• Financial regularizations
• Treasury movement history

🛠️ Installation

Requirements

• Node.js >= v18.0.0
• InvoiceExpress account with API access
• Cursor, Claude Desktop, VS Code, or another MCP Client

To install InvoiceExpress MCP Server for any client automatically via Smithery:

npx -y @smithery/cli@latest install @wizardingcode/invoiceexpress-mcp --client <CLIENT_NAME> --key <YOUR_SMITHERY_KEY>

You can find your Smithery key in the Smithery.ai webpage.

Go to: Settings -> Cursor Settings -> MCP -> Add new global MCP server

Pasting the following configuration into your Cursor ~/.cursor/mcp.json file is the recommended approach. You may also install in a specific project by creating .cursor/mcp.json in your project folder. See Cursor MCP docs for more info.

Since Cursor 1.0, you can click the install button below for instant one-click installation.

Cursor Local Server Connection

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "npx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "bunx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "deno",
      "args": ["run", "--allow-env=INVOICEEXPRESS_API_KEY,INVOICEEXPRESS_ACCOUNT_NAME,NO_DEPRECATION,TRACE_DEPRECATION", "--allow-net", "npm:@wizardingcode/invoiceexpress-mcp"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

Add this to your VS Code MCP config file. See VS Code MCP docs for more info.

VS Code Local Server Connection

"mcp": {
  "servers": {
    "invoiceexpress": {
      "type": "stdio",
      "command": "npx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

Add this to your Claude Desktop claude_desktop_config.json file. See Claude Desktop MCP docs for more info.

{
  "mcpServers": {
    "InvoiceExpress": {
      "command": "npx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

Add this to your Windsurf MCP config file. See Windsurf MCP docs for more info.

Windsurf Local Server Connection

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "npx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

Add this to your Zed settings.json. See Zed Context Server docs for more info.

{
  "context_servers": {
    "InvoiceExpress": {
      "command": {
        "path": "npx",
        "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"]
      },
      "settings": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

You can easily install InvoiceExpress MCP through the Cline MCP Server Marketplace or manually:

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "npx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

Open the "Settings" page of the app, navigate to "Plugins," and enter the following JSON:

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "npx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

More information is available on BoltAI's Documentation site.

If you prefer to run the MCP server in a Docker container:

FROM node:18-alpine

WORKDIR /app

# Install the latest version globally
RUN npm install -g @wizardingcode/invoiceexpress-mcp

# Set environment variables
ENV INVOICEEXPRESS_API_KEY=your-api-key
ENV INVOICEEXPRESS_ACCOUNT_NAME=your-account-name

# Default command to run the server
CMD ["invoiceexpress-mcp"]

Build and configure:

docker build -t invoiceexpress-mcp .

The configuration on Windows is slightly different compared to Linux or macOS:

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "cmd",
      "args": ["/c", "npx", "-y", "@wizardingcode/invoiceexpress-mcp@latest"],
      "disabled": false,
      "env": {
        "INVOICEEXPRESS_API_KEY": "your-api-key",
        "INVOICEEXPRESS_ACCOUNT_NAME": "your-account-name"
      }
    }
  }
}

🔧 Configuration

Required Environment Variables

INVOICEEXPRESS_API_KEY=your-api-key-here
INVOICEEXPRESS_ACCOUNT_NAME=your-account-name

Optional Environment Variables

MCP_MODE=silent  # Reduces logging output for production

Getting Your InvoiceExpress Credentials

1. Log in to your InvoiceExpress account
2. Go to Settings > API Access
3. Generate or copy your API key
4. Note your account name (subdomain in your InvoiceExpress URL)

🔨 Available Tools (60+)

InvoiceExpress MCP provides 60+ specialized tools organized by feature area:

📧 Invoice Management (11 tools)

• invoice_list - List invoices with advanced filtering (status, date, client, amount)
• invoice_create - Create invoices with Portuguese tax compliance
• invoice_get - Get detailed invoice information
• invoice_update - Update existing invoices
• invoice_send_email - Send invoices via email with customizable messages
• invoice_generate_pdf - Generate PDF documents
• invoice_change_state - Change invoice states (draft, sent, final, canceled)
• invoice_get_related_documents - Get related documents (credit notes, receipts)
• invoice_generate_payment - Generate payment references (MB, CC, PayPal)
• invoice_cancel_payment - Cancel payment references
• invoice_get_qrcode - Generate QR codes for digital payments

👥 Client Management (7 tools)

• client_list - List all clients with pagination and filtering
• client_create - Create new clients with Portuguese fiscal information
• client_get - Get detailed client information
• client_update - Update client information and settings
• client_find_by_name - Search clients by name or partial match
• client_find_by_code - Find clients by unique code
• client_list_invoices - List all invoices for a specific client

📋 Estimates & Quotes (7 tools)

• estimate_list - List estimates, quotes, proformas, and fee notes
• estimate_create - Create professional estimates and quotes
• estimate_get - Get detailed estimate information
• estimate_update - Update existing estimates
• estimate_send_email - Send estimates via email
• estimate_generate_pdf - Generate PDF documents
• estimate_change_state - Manage estimate workflow states

🚚 Guides & Transport (8 tools)

• guide_list - List shipping guides, transport documents, devolution notes
• guide_create - Create shipping and transport documentation
• guide_get - Get detailed guide information
• guide_update - Update transport documentation
• guide_send_email - Send guides via email
• guide_generate_pdf - Generate PDF transport documents
• guide_change_state - Manage guide workflow states
• guide_get_qrcode - Generate QR codes for tracking

📦 Product Catalog (5 tools)

• item_list - List products and services with filtering
• item_create - Create new products/services with tax information
• item_get - Get detailed item information
• item_update - Update product/service information
• item_delete - Remove items from catalog

🔢 Document Sequences (5 tools)

• sequence_list - List all document numbering sequences
• sequence_get - Get detailed sequence information
• sequence_create - Create new document sequences
• sequence_set_as_current - Set default document sequence
• sequence_register - Register sequences with Portuguese Tax Authority (AT)

💰 Tax Management (5 tools)

• tax_list - List all configured tax rates
• tax_create - Create new tax rates (IVA, regional taxes)
• tax_get - Get detailed tax information
• tax_update - Update tax rate configurations
• tax_delete - Remove unused tax rates

🏢 Account Management (5 tools)

• account_get - Get account information and settings
• account_create - Create new InvoiceExpress accounts
• account_update - Update account settings and information
• account_create_for_existing_user - Create additional accounts for existing users
• account_update_at_communication - Configure Tax Authority (AT) communication

📊 SAF-T Tax Compliance (1 tool)

• saft_export - Export monthly SAF-T files for Portuguese tax authority submission

💳 Treasury Operations (7 tools)

• treasury_get_client_balance - Get client financial balance and status
• treasury_update_client_initial_balance - Set or update client initial balances
• treasury_get_regularizations - List financial regularizations
• treasury_create_regularization - Create balance regularizations
• treasury_delete_regularization - Remove regularizations
• treasury_create_movement - Record payments and reimbursements
• treasury_delete_movement - Remove treasury movements

💡 Usage Examples

Creating a Complete Invoice

Create an invoice for client "Tech Solutions Ltd" with the following:
- Service: Web Development (40 hours × €75/hour)
- Product: Hosting Setup (1 × €200)
- Apply IVA 23% to all items
- Due date: 30 days from today
- Generate PDF and send by email

Portuguese Tax Compliance

Generate SAF-T file for January 2024 for tax authority submission.
The file must be ready by February 5th deadline.

Client Balance Management

Update client "ABC Company" initial balance to €1,500 dated January 1st, 2024.
Create a payment record of €500 received via Multibanco on March 15th.

Document Workflow

Create a quote for "New Project Proposal" for client XYZ Corp.
Convert the accepted quote to an invoice.
Generate shipping guide for product delivery.

🇵🇹 Portuguese Tax Features

SAF-T Compliance

• Automatic monthly SAF-T file generation
• Portuguese Tax Authority (AT) format compliance
• Submission deadline reminders (5th of each month)
• Complete audit trail maintenance

Portuguese Date Formats

• Automatic conversion between ISO (YYYY-MM-DD) and Portuguese (DD/MM/YYYY) formats
• Compliance with Portuguese business standards
• Proper date validation and formatting

Tax Authority Integration

• AT communication configuration
• Document sequence registration
• Validation code management
• Compliance with Portuguese legislation

Portuguese VAT Support

• Standard rates: IVA 6%, 13%, 23%
• Regional rates for Açores and Madeira
• Automatic tax calculations
• Tax exemption handling

🚨 Troubleshooting

If you encounter authentication errors:

1. Verify your API key in InvoiceExpress settings
2. Ensure your account name matches your subdomain
3. Check that your account has API access enabled

# Test your credentials
INVOICEEXPRESS_API_KEY=your-key INVOICEEXPRESS_ACCOUNT_NAME=your-account invoiceexpress-mcp --help

If you encounter ERR_MODULE_NOT_FOUND, try using bunx instead of npx:

{
  "mcpServers": {
    "invoiceexpress": {
      "command": "bunx",
      "args": ["-y", "@wizardingcode/invoiceexpress-mcp@latest"]
    }
  }
}

The server automatically handles date conversions. If you encounter date-related errors:

1. Ensure dates are in ISO format (YYYY-MM-DD) in requests
2. The server converts to Portuguese format (DD/MM/YYYY) for InvoiceExpress API
3. Check that dates are valid and within reasonable ranges

SAF-T file generation may take time:

1. Check if the export is still processing (202 status)
2. Retry after a few minutes for large datasets
3. Ensure your account has SAF-T export permissions
4. Verify the month/year parameters are valid

💻 Development

Clone the project and install dependencies:

git clone https://github.com/andreagroferreira/invoiceexpress-mcp.git
cd invoiceexpress-mcp
npm install

Build:

npm run build

Run the server:

npm start

CLI Arguments

invoiceexpress-mcp accepts the following CLI flags:

• --transport <stdio|http|sse> – Transport to use (stdio by default)
• --port <number> – Port to listen on when using http or sse transport (default 3000)
• --help, -h – Show help message

Example with help:

invoiceexpress-mcp --help

npx -y @modelcontextprotocol/inspector npx @wizardingcode/invoiceexpress-mcp

📄 License

MIT License - see LICENSE file for details.

🤝 About WizardingCode.io

InvoiceExpress MCP is developed and maintained by WizardingCode.io, specializing in AI-powered business automation solutions for Portuguese companies.

Connect with Us

• 🌐 Website: wizardingcode.io
• 📧 Email: andreagroferreira.af@gmail.com
• 💼 LinkedIn: WizardingCode

Support

For technical support, feature requests, or business inquiries:

1. 🐛 Report issues on GitHub
2. 📧 Email us at andreagroferreira.af@gmail.com
3. 💬 Professional support available for enterprise customers

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