Four servers, five steps, and every figure below came off a scored run recorded in
docs/USER_VALUE_R27.md on 2026-09-05. The prompts are quoted as they were typed.
Quote Acme for 20 hours of design at 90 EUR plus 23 percent VAT, valid 30 days.
Paste this into Claude with the server connected.
quotes, quote_create. The free tier holds five open quotes at a time
and unlimited pasteable text quotes, which is a real pipeline rather than a demo.
quote_send_text gives you the block to paste into an email.
Acme accepted the quote. Turn it into an invoice.
Paste this into Claude with the server connected.
quote_accept, then invoice and invoice_create. The lines
carry over. In the recorded run the equivalent step produced INV-2026-0001 at EUR 1,107.00, due
2026-09-19.
Acme paid a 500 EUR retainer today. Record it.
Paste this into Claude with the server connected.
deposits, deposit_record. DEP-2026-0001, EUR 500.00 held.
deposit_apply then puts it against the invoice as a payment, leaving EUR 496.30 really
outstanding once a credit note in the same run is accounted for.
Credit one hour back to Acme on INV-2026-0001.
Paste this into Claude with the server connected.
billing-docs, credit_note_create. CN-2026-0001, EUR -110.70. Same
engine as the invoices, same numbering discipline.
Give me Acme's statement of account for September 2026 and show me the aging on what they still owe.
Paste this into Claude with the server connected.
statement-of-account, statement_build then
statement_aging. Opening 0.00, invoiced 1,107.00, paid 500.00, credited 110.70, closing
EUR 496.30, all of it in the 0 to 30 day bucket, 11 days past the due date.
Mid-cycle, deposit_apply reported a balance of EUR 607.00, because the invoice store
does not know credit notes exist. The statement nets the credit note and returns EUR 496.30. The
document you send a client is right; the mid-month balance question is the one that is not. This is
recorded as open defect D-R96 in docs/USER_VALUE_R27.md, and it is written here rather
than left for you to find.
Every step above ran with no license key set. The caps you meet next are the PDFs and the
cross-client reports: statement_pdf, credit_note_pdf and
deposits_report. One bundle key at 39 dollars, paid once, covers every server. Per-server
free tiers are listed in data/facts.json.
They share a profile file for the issuer details, and each keeps its own records. A client added on the invoice server is not automatically on the quotes server. In practice you say the client name and the servers resolve it, which is why the recorded run needed no ids typed by hand.
The nine-step month in docs/USER_VALUE_R27.md took 17 tool calls and 118.6 seconds end to end, scoring 26 of 27 on correctness of server, tool and figure. A five-step cycle is proportionally less; the number is not fixed because the model sometimes splits a request into a report call and a document call.
Yes. invoice_mark_paid records a payment in full or in part and reports the balance due. The deposits server exists for money held before there is an invoice to put it against, which is what a retainer or a security deposit is.
The fourth invoice in a calendar month is refused by name with the reason. Nothing already created is locked away: lists, PDFs of existing invoices, the overdue report and every read stay available. The cap is on creating new documents, not on reaching the ones you have.
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