Pocket Invoice

Create invoices and estimates, generate PDFs, and query unpaid balances through an OAuth-authorized remote MCP server.

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Hosted MCP Server

npx add-mcp 'https://api.freedominvoice.com/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

From a request to a ready invoice.

Your company details and PDF template are already there. Tell your assistant what to bill.

  1. 1

    Describe the work

    “Invoice Acme $500 for website design, due in 14 days.”
  2. 2

    Get the invoice and PDF

    Pocket Invoice calculates the total, assigns the number and saves the document in your account.
  3. 3

    Review and send

    Open the Web preview or download the PDF. When sending is enabled, confirm the recipient in your chat.

Your invoice tools. One conversation.

Create documents

Draft invoices, estimates and purchase orders. Edit, copy or convert an existing document.

Generate PDFs

Use your saved logo, company details and PDF design. Get a download link and a Web preview.

Send documents

Prepare an email, review who receives it, then confirm the send. Check its sending status afterward.

Manage customers and items

Find or update saved clients, products and stock. Keep the same records you use in the app.

See your business figures

Look up sales, outstanding balances and expenses. Ask for a summary over the dates you choose.

Record received payments

Add a payment or deposit to an invoice and update its balance. These records do not charge or refund a customer.

Connect in four steps.

One connection. Your existing Pocket Invoice account.

Find your MCP settings

Codex

Open Settings, find MCP servers and choose Add server. Enter the connection details, save, then choose Authenticate.

Codex settings Claude

Open Customize → Connectors → + → Add custom connector. Enter the name and server URL, then add and connect.

Claude connector settings ChatGPT

Enable Developer mode in Settings → Security and login. Open Plugins → +, enter the server URL and complete the connection.

ChatGPT connection steps Cursor

Add this entry to ~/.cursor/mcp.json, then save and restart Cursor.

{
  "mcpServers": {
    "pocket-invoice": {
      "url": "https://api.freedominvoice.com/mcp"
    }
  }
}

Cursor MCP settings Windsurf / Cascade

In Cascade, open … → MCPs → Open MCP config file. Add this entry to mcpServers, then save.

"pocket-invoice": {
  "serverUrl": "https://api.freedominvoice.com/mcp"
}

Cascade MCP settings

Tested with Codex. Other clients need Streamable HTTP and OAuth support.

  1. 1
  2. 2

    Add the MCP server

    Add a custom connector or MCP server in your assistant using these details. Name Pocket Invoice Type Streamable HTTP Server URL https://api.freedominvoice.com/mcp
  3. 3

    Authorize the connection

    Sign in when prompted and allow your AI assistant to access Pocket Invoice.
  4. 4

    Ask for your first invoice

    Return to your chat and describe the customer, items and prices. Your invoice is saved in your account.

Start with a sentence.

Use your own words. There are no commands to memorize.

  • Invoice Acme $500 for website design, due in 14 days.
  • Create an estimate for 10 hours of consulting at $80 an hour.
  • Generate the PDF for invoice 1042.
  • Which invoices still have an unpaid balance?
  • Show my sales for this month.
  • Prepare the Acme invoice to email to its customer.
  • Record a $200 payment received for invoice 1042.
  • Add Jane Doe to my customers: jane@example.com.

You choose the access.

Confirm each send

Review the document and recipients in your chat before an email is sent.

Choose the permissions

Allow the actions you need for one company. Disconnect the assistant from your account settings at any time.

Keep control of payments

The assistant can record received payments and read balances. It cannot take a card payment, transfer funds or issue a refund.

Keep everything together

Documents share the same account and company records as Web, iOS and Android. Your existing team permissions still apply.

Common questions.

What is MCP?

MCP connects an AI assistant to external tools. Pocket Invoice’s server lets your assistant work with your invoices and business records after you authorize access.

Which assistant can I use?

Codex has been tested. For another assistant, check that it supports remote MCP servers using Streamable HTTP and OAuth. Use the same server address shown above.

How is access controlled?

Sign in through OAuth, choose one company and approve permissions. The assistant cannot exceed your account or team access. Sending starts disabled, and every send requires confirmation.

Do my account limits still apply?

Yes. MCP uses your existing Pocket Invoice account. Its document, storage and membership limits still apply.

Can the assistant charge or refund my customers?

No. Recording a payment updates the invoice’s payment history and balance; it does not move money.

How do I disconnect?

Revoke the connection in Pocket Invoice’s AI connections. The revoked connection stops accessing your account.