Invoice2go MCP server Let your AI agent send and chase Invoice2go invoices.

ToolWhat it doesAccess

• list_invoices Invoices by status, client or date, with balances. read

  Returns invoices with client, total, balance, due date and status (Draft, Sent, Overdue, Paid). Newest first.

  MCP callinvoice2go_read → list_invoices

  REST endpointGET https://cotlet.dev/api/v1/invoice2go/invoices

  Parameters

  Parameters: list_invoices

  Name	Type	Description
  status string	string	draft, sent, overdue, paid or all. Default: all.
  client string	string	Client name.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "invoices": [
      {
        "invoice_number": "1084",
        "client": "Rivera Dental",
        "total": "1,450.00",
        "balance": "1,450.00",
        "due": "2026-10-30",
        "status": "Overdue"
      }
    ],
    "page": 1
  }

• get_invoice One invoice with lines, payments and activity. read

  Returns the lines, tax, deposit, payments recorded and the activity: sent, opened, reminded.

  MCP callinvoice2go_read → get_invoice

  REST endpointGET https://cotlet.dev/api/v1/invoice2go/invoices/{invoice_number}

  Parameters

  Parameters: get_invoice

  Name	Type	Description
  invoice_number string required	string	Invoice number from list_invoices.

  Example input

  {
    "invoice_number": "invoice number"
  }

  Example response

  {
    "invoice_number": "1084",
    "client": "Rivera Dental",
    "items": [
      {
        "description": "Electrical panel upgrade",
        "quantity": 1,
        "unit_price": "1,450.00"
      }
    ],
    "payments": [],
    "activity": [
      "Sent 2026-10-16",
      "Opened 2026-10-17"
    ]
  }

• create_invoice Creates a draft invoice for a client. write

  Creates the invoice with your default terms, tax and payment options. It stays a draft until send_invoice, so it runs at once.

  MCP callinvoice2go_write → create_invoice

  REST endpointPOST https://cotlet.dev/api/v1/invoice2go/invoices

  Parameters

  Parameters: create_invoice

  Name	Type	Description
  client string required	string	Client name; a new name creates the client.
  items object[] required	object[]	Lines: description, quantity, unit price.
  due_date string	string	ISO date. Default: your terms.
  notes string	string	Notes shown on the invoice.

  Example input

  {
    "client": "client",
    "items": [
      "items"
    ]
  }

  Example response

  {
    "invoice_number": "1092",
    "client": "Sam Okafor",
    "total": "640.00",
    "status": "Draft"
  }

• send_invoice Emails an invoice to the client. writeasks first

  Sends the invoice with your payment options to the client's email or the addresses you pass. By default you confirm each call; you can switch that off for this tool.

  MCP callinvoice2go_write → send_invoice

  REST endpointPOST https://cotlet.dev/api/v1/invoice2go/invoices/{invoice_number}

  Parameters

  Parameters: send_invoice

  Name	Type	Description
  invoice_number string required	string	Invoice number from list_invoices.
  to string[]	string[]	Recipient emails. Default: the client's email.
  message string	string	Email message.

  Example input

  {
    "invoice_number": "invoice number"
  }

  Example response

  {
    "invoice_number": "1092",
    "status": "Sent",
    "sent_to": [
      "sam@example.com"
    ]
  }

• send_reminder Emails a payment reminder for an unpaid invoice. writeasks first

  Sends a reminder for the invoice to the client, with your message if you pass one. By default you confirm each call; you can switch that off for this tool.

  MCP callinvoice2go_write → send_reminder

  REST endpointPOST https://cotlet.dev/api/v1/invoice2go/invoices/{invoice_number}/reminders

  Parameters

  Parameters: send_reminder

  Name	Type	Description
  invoice_number string required	string	Invoice number from list_invoices.
  message string	string	Reminder message.

  Example input

  {
    "invoice_number": "1084",
    "message": "A friendly reminder that invoice 1084 is now past due."
  }

  Example response

  {
    "invoice_number": "1084",
    "reminded": "rivera@example.com",
    "days_overdue": 9
  }

• record_payment Records a payment received outside Invoice2go. writeasks first

  Adds a cash, check or bank transfer payment and updates the balance. No card is charged. By default you confirm each call; you can switch that off for this tool.

  MCP callinvoice2go_write → record_payment

  REST endpointPOST https://cotlet.dev/api/v1/invoice2go/invoices/{invoice_number}/payments

  Parameters

  Parameters: record_payment

  Name	Type	Description
  invoice_number string required	string	Invoice number from list_invoices.
  amount string required	string	Amount, e.g. 1450.00.
  method string	string	cash, check, bank_transfer or other.

  Example input

  {
    "invoice_number": "invoice number",
    "amount": "amount"
  }

  Example response

  {
    "invoice_number": "1084",
    "payment": {
      "method": "Check",
      "amount": "1,450.00"
    },
    "balance": "0.00",
    "status": "Paid"
  }

ToolWhat it doesAccess

• list_estimates Estimates by status or client. read

  Returns estimates with client, total and status, so the agent can follow up on open ones.

  MCP callinvoice2go_read → list_estimates

  REST endpointGET https://cotlet.dev/api/v1/invoice2go/estimates

  Parameters

  Parameters: list_estimates

  Name	Type	Description
  status string	string	draft, sent, approved or all. Default: all.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "estimates": [
      {
        "estimate_number": "E-0231",
        "client": "Sam Okafor",
        "total": "2,980.00",
        "status": "Sent",
        "date": "2026-10-29"
      }
    ],
    "page": 1
  }

• create_estimate Creates a draft estimate for a client. write

  Creates the estimate from your lines. It stays a draft until send_estimate, so it runs at once.

  MCP callinvoice2go_write → create_estimate

  REST endpointPOST https://cotlet.dev/api/v1/invoice2go/estimates

  Parameters

  Parameters: create_estimate

  Name	Type	Description
  client string required	string	Client name.
  items object[] required	object[]	Lines: description, quantity, unit price.
  notes string	string	Notes shown on the estimate.

  Example input

  {
    "client": "client",
    "items": [
      "items"
    ]
  }

  Example response

  {
    "estimate_number": "E-0236",
    "client": "Grace Lin",
    "total": "3,400.00",
    "status": "Draft"
  }

• send_estimate Emails an estimate to the client. writeasks first

  Sends the estimate to the client's email or the addresses you pass. By default you confirm each call; you can switch that off for this tool.

  MCP callinvoice2go_write → send_estimate

  REST endpointPOST https://cotlet.dev/api/v1/invoice2go/estimates/{estimate_number}

  Parameters

  Parameters: send_estimate

  Name	Type	Description
  estimate_number string required	string	Estimate number from list_estimates.
  to string[]	string[]	Recipient emails. Default: the client's email.

  Example input

  {
    "estimate_number": "estimate number"
  }

  Example response

  {
    "estimate_number": "E-0236",
    "status": "Sent",
    "sent_to": [
      "grace@example.com"
    ]
  }

ToolWhat it doesAccess

• list_clients Clients with contact details and what they owe. read

  Returns clients with email, phone and the total of their unpaid invoices.

  MCP callinvoice2go_read → list_clients

  REST endpointGET https://cotlet.dev/api/v1/invoice2go/clients

  Parameters

  Parameters: list_clients

  Name	Type	Description
  query string	string	Name, email or phone.
  page integer	integer	Page number. Default: 1.

  Example response

  {
    "clients": [
      {
        "name": "Rivera Dental",
        "email": "rivera@example.com",
        "phone": "555-0177",
        "owing": "1,450.00"
      }
    ],
    "page": 1
  }