credit-note

mcp-credit-note

In the official MCP Registry (io.github.theluckystrike/credit-note). Credit notes (credit memos) for freelancers and small businesses, kept the way the paperwork keeps them. Issue a credit against an invoice or standalone: the recipient, the reason (returned goods, overcharge, discount correction, service issue, other), line items with quantity, unit price and tax rate, and the currency. Every credit note starts as a draft you can revise and delete; finalizing burns the final CN-YYYY-NNNN number and freezes it, because a finalized credit note is a document the client may have seen. Render one to Markdown to paste into an email, or to a self-contained printable HTML page, and get the totals credited per currency, reason and month. Every amount is an integer number of minor units, and nothing is sent anywhere.

Built by theluckystrike.

npm publish for @theluckystrike/mcp-credit-note is pending, so npx -y @theluckystrike/mcp-credit-note returns 404 today. Until then, a clone+build is the working path.

Install

Claude Desktop

macOS ~/Library/Application Support/Claude/claude_desktop_config.json, Windows %APPDATA%\Claude\claude_desktop_config.json:

{
  "mcpServers": {
    "credit-note": {
      "command": "npx",
      "args": ["-y", "@theluckystrike/mcp-credit-note"]
    }
  }
}

Claude Code

claude mcp add credit-note -- npx -y @theluckystrike/mcp-credit-note

Cursor

~/.cursor/mcp.json (global) or .cursor/mcp.json (project), same entry as Claude Desktop.

Tools

tool	what it does
credit_note_create	Issue a credit note against an invoice or standalone: recipient, reason, lines with quantity, unit price in minor units and tax rate, currency. Returns a CN-DRAFT-YYYY-NNNN draft
credit_note_update	Revise a draft while it is still a draft: recipient, reason, lines, currency, invoice reference, issue date or notes. New lines replace all old ones. A finalized note is refused by name
credit_note_finalize	Burn the final CN-YYYY-NNNN number and freeze the note: from here it cannot be edited or deleted, only rendered and listed
credit_note_list	List credit notes with number, recipient, reason, status, issue date and total. Filter by recipient, reason, status, and issue-date period
credit_note_get	Read one credit note in full by CN number or draft id: every line, the tax lines, the totals, the reason and the notes
credit_note_delete	Delete a draft entered wrongly. A finalized note is refused: it is a document the client may have seen
credit_note_render	Render a credit note as Markdown to paste into an email, or as a self-contained printable HTML page. Drafts render with a DRAFT banner
credit_note_summary	Total credited per currency over finalized notes, broken down by reason and by month, in an optional issue-date period
license_status / license_activate	Free or Pro, and the key

Free vs Pro

	Free	Pro
Finalized credit notes	10, lifetime	Unlimited
Drafts (credit_note_create, credit_note_update)	Unlimited	Unlimited
Delete a draft (credit_note_delete)	Yes	Yes
Listing, reading (credit_note_list, credit_note_get)	Unlimited	Unlimited
Rendering (credit_note_render)	Unlimited, one-line footer	Unlimited, no footer
Totals (credit_note_summary)	Unlimited	Unlimited

Finalizing is the metered act because that is what turns a draft into the document the client sees. Everything else is free and unlimited: a free tier that withholds the rendered document or the totals is a demo, and ten real finalized credit notes is a working year for a freelancer who credits an invoice now and then.

Get Pro: https://mcp.zovo.one/buy/credit-note, $19 one-time for this server, or $39 for the bundle.

The rounding rule

Every amount is an integer number of minor units (cents), and the line math is documented so the printed document reproduces on a calculator:

1. The unit price enters as integer minor units, so nothing is rounded on input. The line gross is quantity x unit price, rounded half-up once: gross = round_half_up(quantity * unit_price_minor). A whole quantity is exact; a fractional one (2.5 hours at EUR 33.33) lands on the nearest cent, and 2.5 x 3333 = 8332.5 rounds to 8333, never banker's 8332.
2. Tax is computed per line and rounded half-up per line: tax = round_half_up(gross * rate / 100).
3. The line total is gross + tax, and the note totals are plain integer sums of the already-rounded line values.

Round per line, then sum: a total can never drift from the printed lines by more than the rounding already visible on those lines, so the tax line at 23% is on its own base (the 23% lines only), not on the whole subtotal.

Numbering

Drafts carry a CN-DRAFT-YYYY-NNNN id no client sees. The final CN-YYYY-NNNN number is assigned only at finalize, in the issue date's year, and the counter is written before the record, so a crash burns a number rather than reusing one. Because drafts never hold a final number and finalized notes cannot be deleted, the final series never has a gap.

Privacy

All data stays local, in ${XDG_DATA_HOME:-~/.local/share}/mcp-servers/credit-note/. Two files: notes.json, counter.json. Nothing is sent anywhere, there is no account, no API key and no network call in this server at all. License keys are verified offline. The Markdown and HTML renders are returned as text; this server writes no document files.

Built by theluckystrike. https://github.com/theluckystrike

Use these docs as an MCP server

Any MCP client (Claude, Cursor, Windsurf, VS Code) can read this repository's documentation directly via GitMCP - no install:

• Docs MCP URL: https://gitmcp.io/theluckystrike/mcp-credit-note