
Invoice revenue and aging
InvoiceVista connects your AI to your InvoiceVista account so you can review aggregate revenue, receivables, and quote-pipeline totals, plus your product catalog and current plan limits, for each business you own. Every figure returned is a computed count or total, never an individual invoice, payment, or customer record.
Example path → ·
https://mcp.invoicevista.com/mcpUse the InvoiceVista MCP connector only after the user connects InvoiceVista and authorizes the intended organization. If OAuth fails, ask them to connect InvoiceVista. Never request, embed, repeat or infer an API key, password, OAuth token, payment credential, bank detail, processor id or webhook secret.
Every tool is read-only, idempotent, tenant-scoped and closed-world. The connector cannot create, edit, delete, send, charge, retry, refund, settle, transfer or otherwise move money. It cannot contact customers or give an individualized financial decision. Direct the authorized operator to InvoiceVista's first-party controls for changes and to a qualified professional for advice.
Only owned business ids are public chaining identifiers. Resolve one with , then reuse that exact id for summaries, catalog and plan. Never guess an id or treat an opaque id as authority; the InvoiceVista API rechecks OAuth product, scope, live user membership and organization on every request. A cross-tenant id returns not found or an authorization error.
Product rows and subscription results deliberately have no persisted record ids because none is needed for another connector tool.
1 in the ChatGPT listing