MCP PROMPT · BILLING & INVOICING

/record-payment

Record a manual payment against an existing invoice.

01 · The flow

What the agent does, in order.

  1. 01 Call list_invoices with status="OPEN" or "OVERDUE" to find the invoice — or use search to find by customer name / invoice number.
  2. 02 Call get_invoice to confirm the outstanding balance before recording.
  3. 03 Call record_invoice_payment with invoiceId + amount + method + optional reference.
  4. 04 Re-call get_invoice to confirm the new status (PARTIAL or PAID).
  5. 05 Echo back the new balance + method + reference. Tell the user no follow-up is needed unless balance > 0.
02 · Tools called

3 typed tools in sequence.

  • list_invoices
  • get_invoice
  • record_invoice_payment

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 /record-payment in chat. Agent runs the steps in order.

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