invoice.config.get
read讀取發票編號、付款條款、幣種、稅務、追數、會計匯出及審批設定。
建議先讀取
-
治理與審批
Read-only. No approval required.
安全說明
Do not expose payment gateway secrets, accounting API tokens, or numbering reset controls.
發票管理系統 MCP 工具
發票管理系統 MCP 工具按報價、訂單、服務紀錄、發票草稿、批核、發送、收款、退款、貸項、追數提醒、循環發票、稅務、會計匯出及 audit workflow 設計。
invoice.branding_templates.get
read讀取品牌發票、報價、收據、追數提醒及多語模板。
建議先讀取
invoice.config.get
治理與審批
Read-only. No approval required.
安全說明
Hide unpublished templates unless the requester can manage finance documents.
invoice.customers.list
read查詢開票客戶、帳期、幣種、稅務資料、聯絡人及收款偏好。
建議先讀取
invoice.config.get
治理與審批
Read-only. No approval required.
安全說明
Mask customer tax and contact details according to finance permission.
invoice.customer.get
read讀取單一客戶的發票、報價、付款、貸項、逾期及信用紀錄。
建議先讀取
invoice.customers.list
治理與審批
Read-only. No approval required.
安全說明
Keep customer finance records tenant-scoped and role-scoped.
invoice.quotes.list
read查詢報價草稿、已發送、已接受、已過期及可轉發票狀態。
建議先讀取
invoice.customer.get
治理與審批
Read-only. No approval required.
安全說明
Do not expose confidential pricing to users without sales or finance access.
invoice.quote.get
read讀取報價項目、折扣、稅項、有效期、客戶接受紀錄及轉發票差異。
建議先讀取
invoice.quotes.list
治理與審批
Read-only. No approval required.
安全說明
Preserve accepted quote snapshot; never mutate quote state from read endpoints.
invoice.source_records.list
read讀取今期可開票訂單、已完成服務、項目里程碑或訂閱費來源。
建議先讀取
invoice.config.get, invoice.customers.list
治理與審批
Read-only. No approval required.
安全說明
Do not mark source records as invoiced from this endpoint.
invoice.billable_items.list
read查詢可開票項目、單價、折扣、收入分類、稅率及多幣種換算。
建議先讀取
invoice.source_records.list
治理與審批
Read-only. No approval required.
安全說明
Show historical price snapshots when records are already quoted or ordered.
invoice.invoices.list
read按客戶、日期、狀態、到期日、幣種或逾期狀態查詢發票。
建議先讀取
invoice.customer.get
治理與審批
Read-only. No approval required.
安全說明
Mask invoice PDFs or private notes unless the user can view finance documents.
invoice.invoice.get
read讀取發票明細、編號、稅項、折扣、付款、發送、作廢及 audit 紀錄。
建議先讀取
invoice.invoices.list
治理與審批
Read-only. No approval required.
安全說明
Issued invoice snapshots must be immutable and clearly separated from drafts.
invoice.recurring_rules.list
read讀取月費、訂閱或 retainer 循環出單規則、下一次出單日及例外。
建議先讀取
invoice.config.get, invoice.customers.list
治理與審批
Read-only. No approval required.
安全說明
Do not trigger invoice generation from read endpoints.
invoice.payment_methods.list
read讀取信用卡、FPS、PayMe、銀行轉帳及現金付款方式與可用地區。
建議先讀取
invoice.config.get
治理與審批
Read-only. No approval required.
安全說明
Never expose raw gateway credentials or stored payment instruments.
invoice.payments.list
read查詢收款、退款、對帳、付款證明、未清款項及 gateway 狀態。
建議先讀取
invoice.invoice.get, invoice.customer.get
治理與審批
Read-only. No approval required.
安全說明
Mask card, bank, payer, and gateway identifiers according to finance role.
invoice.credit_notes.list
read查詢貸項、退款、多付抵扣、撤銷及連結原發票紀錄。
建議先讀取
invoice.customer.get, invoice.payments.list
治理與審批
Read-only. No approval required.
安全說明
Keep credit-note balances and application history immutable.
invoice.reminder_rules.list
read讀取逾期 1/7/14 日等追數規則、渠道、訊息模板及暫停名單。
建議先讀取
invoice.config.get
治理與審批
Read-only. No approval required.
安全說明
Respect customer communication preferences and do-not-chase flags.
invoice.tax_rules.list
read讀取稅率、零稅率、跨境稅務、免稅條件及生效日期。
建議先讀取
invoice.config.get
治理與審批
Read-only. No approval required.
安全說明
Return effective-dated tax rules and do not infer legal advice.
invoice.accounting_exports.list
read查詢會計匯出批次、期間、格式、狀態、錯誤及重匯紀錄。
建議先讀取
invoice.config.get
治理與審批
Read-only. No approval required.
安全說明
Do not expose accounting connector credentials or private ledger mappings.
invoice.aging_report.get
read讀取應收帳齡、逾期客戶、追數階段及現金流風險。
建議先讀取
invoice.invoices.list, invoice.payments.list
治理與審批
Read-only. No approval required.
安全說明
Aggregate where possible; customer-level views require finance access.
invoice.revenue_summary.get
read讀取收入、稅項、折扣、退款、產品服務及客戶分佈摘要。
建議先讀取
invoice.invoices.list, invoice.credit_notes.list
治理與審批
Read-only. No approval required.
安全說明
Use issued invoices and approved credit notes as source of truth.
invoice.audit_logs.list
read讀取發票、報價、付款、貸項、稅務、模板及匯出操作 audit log。
建議先讀取
invoice.invoice.get or invoice.customer.get
治理與審批
Read-only. No approval required.
安全說明
Audit logs must be immutable and restricted to finance admin/compliance roles.
invoice.batch_create.preview
preview預覽由訂單、服務紀錄或報價產生的發票批次、金額、稅項、付款期限及缺漏資料。
建議先讀取
invoice.source_records.list, invoice.billable_items.list, invoice.customers.list, invoice.tax_rules.list
治理與審批
Finance approval required before creating or issuing customer-facing invoices.
安全說明
Detect duplicate invoices, missing customer data, locked source records, and tax mismatch.
invoice.send.preview
preview預覽發票 PDF/網頁版、收件人、訊息內容、付款按鈕及客戶可見資料。
建議先讀取
invoice.invoice.get, invoice.branding_templates.get, invoice.payment_methods.list
治理與審批
Approval required before sending invoices externally.
安全說明
Check recipient scope, issued state, payment link validity, and sensitive internal notes.
invoice.payment_reminder.preview
preview預覽逾期提醒名單、內容、渠道、頻率及客戶暫停追數狀態。
建議先讀取
invoice.aging_report.get, invoice.reminder_rules.list, invoice.customer.get
治理與審批
Approval required for bulk reminders or sensitive overdue accounts.
安全說明
Respect opt-out, do-not-chase flags, recent payment records, and tone policy.
invoice.recurring_run.preview
preview預覽下一輪循環發票客戶、金額、期間、例外、暫停及付款條款。
建議先讀取
invoice.recurring_rules.list, invoice.customers.list, invoice.tax_rules.list
治理與審批
Approval required before manual recurring run or rule change goes live.
安全說明
Avoid duplicate monthly invoices and respect paused/cancelled subscriptions.
invoice.accounting_export.preview
preview預覽匯出期間、發票、收款、退款、貸項、稅務欄位及格式錯誤。
建議先讀取
invoice.accounting_exports.list, invoice.invoices.list, invoice.payments.list, invoice.credit_notes.list
治理與審批
Finance approval required before creating export files or pushing to accounting systems.
安全說明
Prevent duplicate exports and keep reconciliation references stable.
invoice.credit_note.preview
preview預覽貸項、退款或多付抵扣對原發票、應收及會計匯出的影響。
建議先讀取
invoice.invoice.get, invoice.payments.list, invoice.credit_notes.list
治理與審批
Approval required for refunds, credit notes, and invoice balance adjustments.
安全說明
Do not over-credit beyond available balance; preserve reason and approver.
invoice.customer.upsert
write建立或更新開票客戶、聯絡人、帳期、幣種、稅務資料及收款偏好。
建議先讀取
invoice.customer.get or invoice.customers.list
治理與審批
Approval required for tax identity, payment terms, or sensitive contact changes.
安全說明
Deduplicate customers and preserve previous billing identity in audit history.
invoice.quote.upsert
write建立或更新報價草稿、項目、折扣、有效期、稅項及客戶可見內容。
建議先讀取
invoice.quote.get, invoice.billable_items.list, invoice.tax_rules.list
治理與審批
Approval required before sending quote externally or changing accepted quote terms.
安全說明
Version quote drafts and avoid overwriting accepted customer snapshots.
invoice.quote.accept
write記錄報價接受狀態並鎖定可轉發票資料。
建議先讀取
invoice.quote.get
治理與審批
Approval required unless acceptance comes from verified customer action.
安全說明
Store acceptance timestamp, actor, and immutable accepted quote snapshot.
invoice.draft.create
write由報價、訂單、服務紀錄或手動資料建立發票草稿。
建議先讀取
invoice.batch_create.preview
治理與審批
Approval required when creating invoices from bulk source records.
安全說明
Do not consume invoice numbers until issue step; detect duplicate source records.
invoice.draft.update
write更新草稿發票項目、折扣、稅項、到期日、付款方式或備註。
建議先讀取
invoice.invoice.get, invoice.batch_create.preview
治理與審批
Approval required for material amount, tax, or term changes.
安全說明
Only draft invoices may be edited; issued invoices require credit note or void flow.
invoice.issue
write正式開立已批核發票並鎖定編號、金額、稅項及 PDF snapshot。
建議先讀取
invoice.batch_create.preview or invoice.invoice.get
治理與審批
Explicit finance approval required before execution.
安全說明
Invoice number must be sequential/controlled and cannot be reused after issue.
invoice.send
write透過 Email、WhatsApp 或客戶入口發送發票及付款連結。
建議先讀取
invoice.send.preview
治理與審批
Approval required before customer-facing send.
安全說明
Send only issued or approved draft documents according to tenant policy.
invoice.void
write作廢發票並記錄原因、影響應收、客戶通知及 audit。
建議先讀取
invoice.invoice.get, invoice.credit_note.preview
治理與審批
Approval required for issued invoices.
安全說明
Do not delete issued invoices; preserve voided number and legal/audit trail.
invoice.payment.record
write記錄客戶付款、日期、方式、收據、對帳狀態及部分付款。
建議先讀取
invoice.invoice.get, invoice.payments.list
治理與審批
Approval required for manual payments or backdated entries.
安全說明
Prevent overpayment mismatch and preserve original proof file references.
invoice.refund.create
write建立退款紀錄並連結付款、發票、貸項或付款 gateway。
建議先讀取
invoice.credit_note.preview
治理與審批
Finance approval required before refund execution or record finalisation.
安全說明
Never refund more than available paid balance; keep gateway and ledger references.
invoice.credit_note.create
write建立貸項通知單並可抵扣未來發票或支援退款。
建議先讀取
invoice.credit_note.preview
治理與審批
Approval required before issuing credit note.
安全說明
Credit notes must be numbered, reasoned, and tied to original finance records.
invoice.payment_link.create
write為發票建立一次性付款連結、金額、到期日及付款方式限制。
建議先讀取
invoice.invoice.get, invoice.payment_methods.list
治理與審批
Approval required for manual payment links or amount overrides.
安全說明
Avoid duplicate active links and never expose raw gateway session secrets.
invoice.reminder_rule.upsert
write建立或更新追數規則、間隔、訊息模板、渠道及例外。
建議先讀取
invoice.reminder_rules.list, invoice.payment_reminder.preview
治理與審批
Approval required for customer-facing reminder policy changes.
安全說明
Check consent, tone, frequency, and no-contact customer exceptions.
invoice.reminder.send
write發送單一或批量付款提醒、逾期通知或付款連結。
建議先讀取
invoice.payment_reminder.preview
治理與審批
Approval required for bulk or overdue reminders.
安全說明
Recheck latest payment state immediately before sending.
invoice.recurring_rule.upsert
write建立或更新循環出單規則、週期、客戶、項目、價格、暫停及終止日期。
建議先讀取
invoice.recurring_run.preview
治理與審批
Approval required before recurring rule affects future invoices.
安全說明
Preserve historical generated invoices and prevent duplicate cycle generation.
invoice.accounting_export.create
write建立會計匯出檔或推送已核准期間資料到會計系統。
建議先讀取
invoice.accounting_export.preview
治理與審批
Finance approval required before export finalisation or external push.
安全說明
Mark exported records with stable batch id and prevent silent overwrites.
invoice.tax_rule.update
write更新稅率、免稅條件、地區規則及生效日期。
建議先讀取
invoice.tax_rules.list
治理與審批
Finance/admin approval required before tax rule changes.
安全說明
Use effective dates; do not retroactively alter issued invoices without approved correction flow.
invoice.template.upsert
write建立或更新發票、報價、收據、追數提醒及多語模板。
建議先讀取
invoice.branding_templates.get, invoice.send.preview
治理與審批
Approval required before templates become customer-facing.
安全說明
Validate variables, payment links, legal notes, and brand assets before publish.
invoice.action_request.status
status查詢發票系統寫入、preview 或批核請求狀態，不會重新執行動作。
建議先讀取
invoice.audit_logs.list
治理與審批
Read-only status lookup. No approval required.
安全說明
Return status and audit references only; never replay financial writes from this endpoint.