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# Issue a Fakturownia invoice from a deal or message

> Turn a won deal or a client message into a saved Fakturownia VAT invoice: client lookup, products, due date. Your agent asks OK before saving.

Source: https://cotlet.dev/integrations/fakturownia-api-mcp-server/issue-invoice-from-deal

A client writes "yes, go ahead" in chat or email, and the invoice is still a form to fill: pick the buyer, add lines, set the due date, save.

Cotlet does it in your own Fakturownia (InvoiceOcean) account with list\_clients, create\_client, list\_products and create\_invoice, called by your AI agent, an n8n workflow or a script.

[Sign up free](https://cotlet.dev/app/signup?app=fakturownia) [All Fakturownia (InvoiceOcean) tools](https://cotlet.dev/integrations/fakturownia-api-mcp-server.md)

Hosted · nothing to install or maintain

## Can Fakturownia (InvoiceOcean) do this on its own?

Fakturownia has a documented API that creates an invoice with POST /invoices.json (checked 14 Oct 2026). Its official MCP server is read-only, so an agent cannot save one. The gap is the token: you create it in Settings, paste it into whatever runs the job, and write the code that finds the client and the products.

## How you do it in Fakturownia (InvoiceOcean) today

1. Click the blue "+ Faktura" button on the home page, or go to "Przychody > Faktury" and click "Nowa faktura".
2. Choose the buyer by typing the first letters of the name, or add a new one; for a company, "Zaczytaj dane po NIP, REGON lub KRS" fetches the details.
3. Add each line with name, quantity, unit and unit price, or pick an existing product from the suggestions; Fakturownia calculates net and gross from the VAT rate.
4. Set "Płatność" and "Termin płatności", then click "Zapisz" and check the document.
5. What repeats: the buyer, the lines and the due date are entered again for every invoice.

## How to issue a Fakturownia invoice from a deal or message

Prompt

```
Issue a VAT invoice in Fakturownia for Blue Fern Studio: 2 x Website retainer from my product list, payment due in 14 days. Find the client first and add it if it is missing. Show me the invoice before you save it.
```

1. 01  
### Find the buyer before creating one  
The agent searches clients by NIP first, then by name, because Fakturownia keeps one record per buyer. A near match with a different spelling is shown to you instead of creating a duplicate.
2. 02  
### Create the client only if missing  
create\_client runs when the search finds nobody. A private person needs company set to false and a last name, so the agent asks for the surname instead of guessing.
3. 03  
### Resolve lines against your product list  
Each line is matched to a product with list\_products, so VAT rate and unit come from your own price list. A line with no match is reported, not invented.
4. 04  
### Show the draft, then save  
The agent states client, lines, net, VAT, gross and due date. create\_invoice then saves it as a VAT invoice, and by default it waits for your OK first.
5. 05  
### Report the number and the next step  
It returns the invoice number and link, and says whether KSeF sending is automatic on this account or still needs a send.

### What you get back

Example data

```
Issued VAT invoice 14/10/2026/1 for Blue Fern Studio
2 x Website retainer: net 1,000.00, VAT 230.00, gross 1,230.00 PLN
Due 2026-10-28
Status: issued, not sent
KSeF: not sent yet
```

### Other ways to ask

- Issue a proforma for Blue Fern Studio from this quote and do not send it.
- Every Friday, issue the monthly retainer invoice for each client on my retainer list and show me the totals first.
- Create invoices for these five rows of my spreadsheet and stop at the first client that is not in Fakturownia.

## What Fakturownia (InvoiceOcean) allows, and what to know first

- Fakturownia generates the invoice number itself when none is given, so the agent does not set one.
- Fakturownia needs only the client name to create a client; a private person is created by sending company false and a last name.
- With automatic KSeF sending on, an invoice saved by a user with send permission goes to KSeF on save, which makes the send legally binding.
- A line that is not subject to VAT needs one of the "np" tax values, for example "na", instead of a percentage.
- The department\_id says which company or department issues the invoice; without it Fakturownia uses your default company data.

create\_invoice asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: [Fakturownia Help: Jak szybko wystawić fakturę](https://pomoc.fakturownia.pl/138151996-jak-szybko-wystawic-fakture-w-fakturownia.md) · [Fakturownia API: invoices and clients](https://github.com/fakturownia/api) · [Fakturownia Help: Jak wysyłać faktury do KSeF](https://pomoc.fakturownia.pl/199488736-jak-wysylac-faktury-z-fakturowni-do-ksef.md)

## Call create\_invoice from a script

curl

```
curl -X POST https://cotlet.dev/api/v1/fakturownia/clients/4817/invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"kind":"vat","payment_to_kind":14,"positions":[{"product_id":2203,"quantity":2}]}'
```

Example response

```
{
"id": 5120,
"number": "14/10/2026/1",
"kind": "vat",
"status": "issued",
"client_id": 4817,
"price_net": "1000.00",
"price_tax": "230.00",
"price_gross": "1230.00",
"currency": "PLN",
"payment_to": "2026-10-28",
"gov_status": null
}
```

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is fakturownia\_write → create\_invoice. Example data.

[Schedule it in n8n, Make, Zapier or cron](https://cotlet.dev/integrations/fakturownia-api-mcp-server.md#automations)

## Fakturownia (InvoiceOcean) tools this automation uses

__Cotlet Fakturownia (InvoiceOcean) tools used to issue a Fakturownia invoice from a deal or message__
| Tool | Parameters |
| --------------- | ---------------------------------------------------------------------------------------------------- |
| list\_clients | name, tax\_no, email, shortcut, page |
| create\_client | name, tax\_no, email, street, post\_code, city, country, company, last\_name |
| list\_products | page, per\_page |
| create\_invoice | client\_id, positions, kind, payment\_to\_kind, payment\_to, issue\_date, sell\_date, department\_id |

[All 14 Fakturownia (InvoiceOcean) tools with descriptions](https://cotlet.dev/integrations/fakturownia-api-mcp-server.md#tools)

## Frequently asked questions

### Is it safe to connect Fakturownia (InvoiceOcean) to Cotlet?

Yes. You sign in to Fakturownia (InvoiceOcean) yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Fakturownia (InvoiceOcean) once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

## More Fakturownia (InvoiceOcean) automations

- [Record Fakturownia payments and mark invoices paid](https://cotlet.dev/integrations/fakturownia-api-mcp-server/record-invoice-payments.md)
- [Send Fakturownia invoices to KSeF](https://cotlet.dev/integrations/fakturownia-api-mcp-server/send-invoices-to-ksef.md)
- [Fakturownia (InvoiceOcean) API and MCP server: every tool](https://cotlet.dev/integrations/fakturownia-api-mcp-server.md)
- [All use cases](https://cotlet.dev/use-cases.md)

## Give your agent access to Fakturownia (InvoiceOcean).

Free 7-day trial with 2,000 credits, no card needed. Cotlet is independent and not affiliated with Fakturownia (InvoiceOcean).

[Sign up free](https://cotlet.dev/app/signup?app=fakturownia)

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## For AI agents: sign your user up

Is your user asking you to sign them up for Cotlet? You can do it for them, no account or key needed.

1. Read the fields and their allowed values: GET https://cotlet.dev/api/v1/access-requests
2. Ask the user for each value: email, apps, what you will do with them. If they leave the password to you, generate a strong one and show it to them.
3. Show the user what you will send, then POST it as JSON to https://cotlet.dev/api/v1/access-requests.

One call creates the account and sends the access request; we email the user when access is granted.