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MCPSTAMP
Invoicing and billing

Purchase orders and credit notes in chat

Small firms most often make purchase orders and credit notes by editing an old file. Both should be correct, numbered and linked to the right supplier or invoice.

Claude can draft the wording, but it doesn't number documents or know your invoice lines. Connect Billing Docs and Credit Note and Claude raises numbered purchase orders, records deliveries, and issues credit notes linked to the right invoice with correct VAT.

Connect free in 1 minute Billing Docs: all tools

What you get

Credit note

Against INV-2026-0031

Text

Reason

Hosting setup not needed

Currency

PLN

ItemQtyPricePLN
Hours credited2180.00360.00
Net
360.00
VAT 23%
82.80
Credit PLN
442.80
Example from "Refund part of an invoice". Invented names, real math from the tools.

Free to start. Billing Docs Pro is $19 once. Free vs Pro

Without a tool, and with the tool

Without a tool

Claude can draft a purchase order or a credit note as text. It doesn't number them, it doesn't know the original invoice lines and VAT rates, and it can't track which orders have arrived.

With Billing Docs and Credit Note

Billing Docs raises numbered purchase orders, records full or partial receipt, and credits an invoice in full, by amount or by line, writing A4 PDFs or email text. Credit Note issues standalone or invoice-linked credit notes and finalizes them with a CN number.

An example, from prompt to finished file

Example scenarios built on the real tools of Billing Docs and Credit Note. Names and amounts are invented.

Example · Owner of a bike repair shop

Purchase orders and credit notes in chat

Billing Docs
You

A customer returned a helmet sold on INV-2026-0140. Issue a credit note for one helmet at EUR 59 incl. 21% VAT, reason 'returned unused', and finalize it.

  1. credit_note_create Creates a draft credit note linked to INV-2026-0140
  2. credit_note_finalize Assigns the final CN number and freezes the note
  3. credit_note_render Renders it to paste into an email
Result

A finalized, numbered credit note for EUR 59.00 (EUR 48.76 net plus EUR 10.24 VAT) that names the original invoice.

Example · Web agency owner in Wroclaw

Refund part of an invoice

Billing Docs
You

Credit 2 of the 10 hours on INV-2026-0031, at PLN 180 plus 23% VAT. Reason: hosting setup not needed.

  1. credit_note_create Creates the credit note against INV-2026-0031
  2. credit_note_text Writes the note as text to send
Result

A numbered credit note for PLN 360.00 net, PLN 82.80 VAT, PLN 442.80 total, linked to the invoice.

About 15 min saved (estimate)

Example · Owner of a bike repair shop in Utrecht

Order stock from a supplier

Billing Docs
You

Purchase order to Fietsdelen BV: 40 inner tubes at EUR 3.20 and 10 chains at EUR 14.50, 21% VAT, delivery by 15 November.

  1. purchase_order_create Creates the numbered PO
  2. purchase_order_pdf Renders the PDF
Result

A PO PDF for EUR 273.00 net plus EUR 57.33 VAT, EUR 330.33 total. PDF is a Pro feature.

About 15 min saved (estimate)

Every example here works on the free tier. One $39 key removes the limits on all of them. Pricing

Common mistakes with this job

  • Editing or deleting the original invoice instead of issuing a credit note.
  • Crediting the gross amount at the wrong VAT rate.
  • Sending a purchase order with no expected delivery date, so nobody chases it.

Connect in 1 minute

Paste one URL into Claude.ai, Claude Desktop, Cursor, VS Code or Windsurf. No install, no account.

1. Get a free token (30 days, 600 calls an hour)

curl -s -X POST https://mcp.zovo.one/mcp/token

2. Paste this URL as a custom connector

https://mcp.zovo.one/mcp/billing-docs/t/<token>

Or run it locally (Node.js 18+)

npx -y @theluckystrike/mcp-billing-docs

Free vs Pro for Billing Docs

Free ($0, no key)Pro ($19 once)
5 documents per month, credit notes and POs togetherUnlimited documents
Text versions unlimitedcredit_note_pdf and purchase_order_pdf with your logo and no footer
Delete returns the slotbilling_docs_report
Where these limits come from

servers/billing-docs/src/index.ts:31 (FREE_DOCS_PER_MONTH = 5), :716, :979, :1135

Buy Billing Docs Pro, $19 Compare plans

Questions

Can I do this in Claude?
Claude can draft the wording, but it doesn't number documents or know your invoice lines. Connect Billing Docs and Credit Note and Claude raises numbered purchase orders, records deliveries, and issues credit notes linked to the right invoice with correct VAT.
Does it need the Invoice server?
It runs on the same invoice engine and business profile, so credit notes can reference your invoice numbers.
Can I get a PDF on the free tier?
The free tier gives the text version. The PDF is Pro.

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You get: PDF invoice Recurring

Recurring invoices, on time

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You get: Billing schedule

Claude for small business: all jobs

Billing Docs Pro: $19 once

Buy Pro