Invoices, CRM & AI calls
InvoicifyAI helps service businesses handle customer calls, sales work, and follow-up in your AI. Review saved AI Receptionist and outbound AI call summaries or transcripts, create manual CRM tasks from those calls, find customers and leads, prepare unsent invoice and estimate drafts, and check receivables, expenses, appointments, and service requests. More
What you can ask Summarize my receivables, draft sales documents, CRM pipeline, and saved calls. Copy
Example path list_agent_calls → get_crm_pipeline_summary · Call follow up skill
Prepare an unsent invoice draft for an existing customer and wait for my confirmation. Please call my supplier to confirm tomorrow's delivery. Ask me for the number and any missing details first. MCP connector Server URL https://mcp.invoicifyai.com/mcpCopy Login OAuth Tools Reads data33 fetch get_ agent_ callget_ agent_ call_ analysisget_ agent_ call_ analyticsget_ agent_ call_ transcriptget_ call_ for_ me_ requestget_ client_ detailsget_ crm_ pipeline_ summaryget_ document_ contentget_ receivables_ summaryget_ revenue_ summaryget_ sales_ documentget_ workspace_ contextget_ workspace_ summarylist_ agent_ callslist_ call_ for_ me_ requestslist_ clientslist_ crm_ activitieslist_ crm_ noteslist_ crm_ opportunitieslist_ estimateslist_ expense_ optionslist_ expenseslist_ invoiceslist_ productslist_ receiptslist_ service_ appointmentslist_ service_ capabilitieslist_ service_ offeringslist_ service_ requestssearch search_ client_ documentssearch_ company_ documents
Changes data8 create_ clientcreate_ crm_ opportunitycreate_ crm_ taskcreate_ estimate_ draftcreate_ expensecreate_ invoice_ draftcreate_ service_ offeringcreate_ service_ request
Deletes or can't be undone13 cancel_ call_ for_ me_ requestconvert_ estimate_ to_ invoicecreate_ call_ for_ me_ requestrecord_ invoice_ paymentsend_ estimatesend_ invoicesend_ receiptupdate_ clientupdate_ crm_ opportunityupdate_ crm_ taskupdate_ expenseupdate_ service_ offeringupdate_ service_ request
Skills 3 in the ChatGPT listing
Business brief Summarize the connected InvoicifyAI workspace when the user requests a business brief, receivables overview, or operational priorities. Call follow up Review saved InvoicifyAI call history and prepare a manual CRM follow-up when the user asks what happened on a customer call or what to do next. Invoice draft Prepare and verify an unsent invoice draft in InvoicifyAI when the user requests invoicing for an existing customer.