MCP PROMPT · BILLING & INVOICING

/bill-customer

Create an invoice with line items and send it to the customer.

01 · The flow

What the agent does, in order.

  1. 01 Confirm with the user: customerId (or look it up via search_members), line items (description + quantity + unit price), currency, due date.
  2. 02 Call create_invoice with accountId + lineItems. Server computes totals.
  3. 03 Optionally call mark_invoice_sent to flag the invoice as delivered (transitions DRAFT → OPEN).
  4. 04 Optionally call send_whatsapp_message or send_message with the invoice link template.
  5. 05 Echo the new invoiceId, invoice number, total, and due date.
02 · Tools called

3 typed tools in sequence.

  • create_invoice
  • mark_invoice_sent
  • send_whatsapp_message

Every tool ships with MCP annotations (title, readOnlyHint, destructiveHint, openWorldHint, idempotentHint). Clients can gate destructive calls before invoking. Full catalog: /server-card.json.

03 · Related

More billing & invoicing playbooks.

Try this in your agent.

Connect FavCRM to Cursor, Claude, ChatGPT, or any MCP client. Type /bill-customer in chat. Agent runs the steps in order.

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