purchase-order

mcp-billing-docs

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. Sending the same document twice is refused by the id of the one already there, and a document nothing depends on can be deleted, so a re-send never costs you a free-tier slot. 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.

In the official MCP Registry (io.github.theluckystrike/billing-docs-credit-notes-purchase-orders).

npm publish for @theluckystrike/mcp-billing-docs is pending, so npx -y @theluckystrike/mcp-billing-docs returns 404 today. Until then, the .mcpb one-click bundle or a clone+build is the working path.

Install

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.

Tools

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
credit_note_delete	Remove one that was never posted to its invoice or rendered: the free monthly slot comes back
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
purchase_order_delete	Remove one with nothing received against it and no render: the free monthly slot comes back
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 vs Pro

	Free	Pro
Documents per calendar month	5, credit notes and purchase orders together	Unlimited
credit_note_delete, purchase_order_delete	Yes: the cap counts what is in the store, so a delete returns the slot	Yes
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).

A measured thing

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".

Privacy

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: [email protected]

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-billing-docs