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InvoiceVista Invoice Maker

by invoicevista.com · remote · no sign-in to list tools · v0.2.1 · published by com.invoicevista

See revenue, unpaid invoices, open quotes and your product catalog for each of your businesses.

Changes · 1
CompareRegistry entry

9 tools: 1 change things and 8 only read.

Scanned Oct 21, 2026

1 check matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http invoicevista https://mcp.invoicevista.com/mcp

Findings

Matches of fixed checks, with the text they matched.

1 warn
  • Warnopen_invoicevista

    The server marks "open_invoicevista" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

    Matched text

    annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "open_invoicevista" says "open": a word for a change.

    What this check looks for

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

9 tools

Changes things 1Claude Code: ask
  • open_invoicevistaUse this when someone wants to open InvoiceVista and browse their businesses, billing overview, revenue, receivables and quote pipeline in an interactive sidebar.1 finding

    Why it is in this group

    • The name "open_invoicevista" says "open": a word for a change.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

    Findings

    • Warn

      The server marks "open_invoicevista" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

      Matched text

      annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "open_invoicevista" says "open": a word for a change.

      What this check looks for
    Description, as the server wrote it
    Use this when someone wants to open InvoiceVista and browse their businesses, billing overview, revenue, receivables and quote pipeline in an interactive sidebar. Returns up to 100 businesses to start from (no customer or individual financial records). Not for creating invoices or recording payments.

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
Only reads 8Claude Code: allow
  • get_businessUse this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone.No findings

    Why it is in this group

    • The name "get_business" says "get": a word for reading.
    Description, as the server wrote it
    Use this when someone asks about one business's invoicing setup, such as its currency, country, language or timezone. Returns the business's name, currency, country code, language and timezone, or not-found. Not for revenue or unpaid invoices.

    Annotations the server declares

    • title: Get business details
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_quote_pipeline_summaryUse this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected.No findings

    Why it is in this group

    • The name "get_quote_pipeline_summary" says "get": a word for reading.
    Description, as the server wrote it
    Use this when someone asks how many quotes or estimates they sent, what they were worth, or how many were accepted or rejected. Returns quote count, total value, counts by status and an acceptance rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 quotes. Not for a single quote.

    Annotations the server declares

    • title: Summarize quotes and acceptance
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_receivables_summaryUse this when someone asks how much customers owe, what is unpaid or overdue, or how old unpaid invoices are.No findings

    Why it is in this group

    • The name "get_receivables_summary" says "get": a word for reading.
    Description, as the server wrote it
    Use this when someone asks how much customers owe, what is unpaid or overdue, or how old unpaid invoices are. Returns open invoice count and amount, the invoices marked overdue, and age buckets by days past due, from the newest 500 invoices; partially paid ones are counted but left out of amounts. Not for chasing or charging a customer.

    Annotations the server declares

    • title: Check unpaid and overdue invoices
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_revenue_summaryUse this when someone asks how much they invoiced or were paid in a period, like last month.No findings

    Why it is in this group

    • The name "get_revenue_summary" says "get": a word for reading.
    Description, as the server wrote it
    Use this when someone asks how much they invoiced or were paid in a period, like last month. Returns invoice and payment counts and totals in the business currency, invoices by status and a collection rate; defaults to the last 90 days, at most 366, skipping drafts and counting at most 500 documents. Not for a single invoice or customer.

    Annotations the server declares

    • title: Summarize invoiced and paid amounts
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_subscriptionUse this when someone asks which InvoiceVista plan a business is on, or how many customers, invoices or users it allows.No findings

    Why it is in this group

    • The name "get_subscription" says "get": a word for reading.
    Description, as the server wrote it
    Use this when someone asks which InvoiceVista plan a business is on, or how many customers, invoices or users it allows. Returns the active or past-due plan's name, status, billing frequency and limits, or the Free plan's defaults when there is none. Not for customer invoices or payments.

    Annotations the server declares

    • title: Check InvoiceVista plan and limits
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_businessesUse this when someone asks which businesses they invoice from in InvoiceVista, or a business's id is needed.No findings

    Why it is in this group

    • The name "list_businesses" says "list": a word for reading.
    Description, as the server wrote it
    Use this when someone asks which businesses they invoice from in InvoiceVista, or a business's id is needed. Returns each business's id, name, currency, country, language and timezone, 25 per page by default (no addresses or bank details). Not for listing customers.

    Annotations the server declares

    • title: List your businesses
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_productsUse this when someone asks what products or services a business sells or what it charges for them.No findings

    Why it is in this group

    • The name "list_products" says "list": a word for reading.
    Description, as the server wrote it
    Use this when someone asks what products or services a business sells or what it charges for them. Returns each catalog item's name, price and stored tax value, most recently edited first, 25 per page by default. Not for what a customer was invoiced.

    Annotations the server declares

    • title: List products and prices
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • show_business_overviewUse this when someone wants a quick overview or dashboard of one business in InvoiceVista.No findings

    Why it is in this group

    • The name "show_business_overview" says "show": a word for reading.
    Description, as the server wrote it
    Use this when someone wants a quick overview or dashboard of one business in InvoiceVista. Returns an overview card with the business details, counts of customers, invoices, payments and quotes with status mixes (each capped at 100), and up to 12 catalog products (no customer or invoice details). Not for revenue over a period.

    Annotations the server declares

    • title: Show business overview
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 0.2.1. Values in angle brackets are yours to fill in.

claude mcp add --transport http invoicevista https://mcp.invoicevista.com/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__invoicevista__list_businesses",
      "mcp__invoicevista__get_business",
      "mcp__invoicevista__get_revenue_summary",
      "mcp__invoicevista__get_receivables_summary",
      "mcp__invoicevista__get_quote_pipeline_summary",
      "mcp__invoicevista__list_products",
      "mcp__invoicevista__get_subscription",
      "mcp__invoicevista__show_business_overview"
    ],
    "ask": [
      "mcp__invoicevista__open_invoicevista"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as invoicevista. Review it before you use it.