All servers · Buy Pro $19 · Source · Claude Desktop bundle (.mcpb)
Credit notes and purchase orders, on the same engine as your invoices.
When a client sends work back, or you billed them twice, you owe them a credit note: a document that
names the invoice it reverses and takes the money off it, with the VAT unwound at the rate you
charged. When you order from a supplier, you owe them a purchase order: what you want, at what price,
by when, with your own details on it. This server writes both, against the invoices and the clients
the mcp-invoice server already holds, and it will not let a credit note give back more money than
the invoice charged. Everything stays on your machine.
Built on @theluckystrike/mcp-invoice/lib: the money, VAT, currency and formatting code is the
invoice server's, not a second copy of it, so a credit note and the invoice it reverses agree to the
minor unit.
Claude Desktop (claude_desktop_config.json):
{
"mcpServers": {
"billing-docs": {
"command": "npx",
"args": ["-y", "@theluckystrike/mcp-billing-docs"]
}
}
}
Claude Code:
claude mcp add billing-docs -- npx -y @theluckystrike/mcp-billing-docs
Cursor (.cursor/mcp.json):
{
"mcpServers": {
"billing-docs": {
"command": "npx",
"args": ["-y", "@theluckystrike/mcp-billing-docs"]
}
}
}
Run mcp-invoice alongside it: this server reads that server's invoices and clients, and both take
their name, address, VAT id and default currency from one shared business profile.
| tool | what it does |
|---|---|
credit_note_create |
Credit an invoice: the whole thing, a gross amount, or named lines with quantities |
credit_note_list |
Every credit note, with the credited total per currency. Filter by invoice, client or date |
credit_note_get |
One credit note in full |
credit_note_pdf |
The A4 PDF, titled CREDIT NOTE and carrying the invoice number it reverses (Pro) |
credit_note_text |
The plain-text version to paste into an email |
purchase_order_create |
Raise an order: line items, VAT, currency, expected delivery date |
purchase_order_list |
Every order with its status: open, partially received, received |
purchase_order_get |
One order in full, with its receipts |
purchase_order_pdf |
The A4 PDF, titled PURCHASE ORDER (Pro) |
purchase_order_text |
The plain-text version to send the supplier |
purchase_order_receive |
Mark an order received, in full or in part |
billing_docs_report |
Credited per currency, on order per currency, deliveries past their date (Pro) |
license_status, license_activate |
Free or Pro, and how to upgrade |
One resource, billing-docs://open-orders, and one prompt, chase_deliveries.
| Free | Pro | |
|---|---|---|
| Documents per calendar month | 5, credit notes and purchase orders together | Unlimited |
credit_note_text, purchase_order_text |
Yes, unlimited | Yes |
| Full, partial and per-line credit notes, VAT, multi-currency, receiving orders | Yes | Yes |
credit_note_pdf, purchase_order_pdf |
No | Yes, plus your logo and no footer credit |
billing_docs_report |
No | Yes |
Get Pro: https://mcp.zovo.one/buy/billing-docs ($19 one-time for this server, $39 for the bundle). Or the nineteen-server bundle for $39.
Crediting part of a mixed-VAT invoice at one rate is wrong by more than the rounding you would expect. An invoice of EUR 1,000.00 consulting at 23% plus EUR 500.00 print at 8% totals EUR 1,770.00. Credit ten percent of it, EUR 177.00, the way a single-rate credit note would: net EUR 143.90, VAT EUR 33.10. This server splits the credit across the rates the invoice actually used, in proportion to each rate's share of the total, and gets net EUR 150.00 with VAT of EUR 23.00 at 23% and EUR 4.00 at 8%, EUR 27.00 in all. The gross the client sees is identical either way. The VAT line differs by EUR 6.10, 22.6 percent of it, and that is the number that goes on a VAT return.
Asserted in test/unit.test.mjs, "a credit note by amount splits the gross across the invoice's VAT
rates and reuses each rate".
All data stays local: ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/billing-docs/. No account, no API
key, no network call, ever. Licence keys are verified offline.
Built by theluckystrike. Support: support@zovo.one
Three prompts that scored 3 of 3, measured in round 19, 2026-09-05. Paste one in as it is written.
Acme cancelled the whole of invoice INV-2026-0002 after we had already billed it. Please credit that invoice in full.
What it did, measured in round 19, 2026-09-05: One credit_note_create {invoice: INV-2026-0002, reason: Order cancelled by customer} produced CN-2026-0001 for EUR -492.00 on the first turn, with the single line negated to EUR -400.00 and the VAT line reprinted as 23% on EUR -400.00 = EUR -92.00.
Different invoice: we are refunding Acme EUR 177.00 of INV-2026-0001 as a goodwill gesture. Raise a credit note for that amount.
What it did, measured in round 19, 2026-09-05: A EUR 177.00 gross credit against a mixed-VAT invoice split across BOTH rates the invoice used, in exact proportion, on one credit_note_create {amount_minor: 17700} call: CN-2026-0002 carries a EUR -50.00 line at 8 percent and a EUR -100.00 line at 23 percent, VAT lines 8% on EUR -50.00 = EUR -4.00 and 23% on EUR -100.00 = EUR -23.00, so the 8 percent bucket gives back EUR 54.00 and the 23 percent bucket EUR 123.00 and the two sum to exactly EUR -177.00 with no rounding drift.
Raise a purchase order to Paperworks Sp. z o.o. for 500 brochures at EUR 1.20 each and 200 posters at EUR 3.50 each, 23% VAT, expected here on 2026-09-20.
What it did, measured in round 19, 2026-09-05: One purchase_order_create call turned the sentence into PO-2026-0001 with both lines priced in minor units and no clarification asked: 500 brochures at EUR 1.20 = EUR 600.00, 200 posters at EUR 3.50 = EUR 700.00, subtotal EUR 1,300.00, 23% on EUR 1300.00 = EUR 299.00, total EUR 1,599.00, expected delivery 2026-09-20, status open.
On the free tier for this path: 5 documents per calendar month, credit notes and purchase orders together, counted by issue date, with full, partial and per-line credit notes, VAT, multiple currencies and receiving orders all included, and both text exports never metered.
Exact config path, entry and caveats: Claude Desktop · Claude Code · Cursor · VS Code · Windsurf · Cline · Claude.ai and Claude Desktop connectors · all clients
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