invoice.config.get
read读取发票编号、付款条款、币种、税务、追数、会计汇出及审批设定。
建议先读取
-
治理与审批
Read-only. No approval required.
安全说明
Do not expose payment gateway secrets, accounting API tokens, or numbering reset controls.
发票管理系统 MCP 工具
发票管理系统 MCP 工具按报价、订单、服务纪录、发票草稿、审批、发送、收款、退款、贷项、追数提醒、循环发票、税务、会计汇出及 audit workflow 设计。
invoice.branding_templates.get
read读取品牌发票、报价、收据、追数提醒及多语模板。
建议先读取
invoice.config.get
治理与审批
Read-only. No approval required.
安全说明
Hide unpublished templates unless the requester can manage finance documents.
invoice.customers.list
read查询开票客户、帐期、币种、税务资料、联络人及收款偏好。
建议先读取
invoice.config.get
治理与审批
Read-only. No approval required.
安全说明
Mask customer tax and contact details according to finance permission.
invoice.customer.get
read读取单一客户的发票、报价、付款、贷项、逾期及信用纪录。
建议先读取
invoice.customers.list
治理与审批
Read-only. No approval required.
安全说明
Keep customer finance records tenant-scoped and role-scoped.
invoice.quotes.list
read查询报价草稿、已发送、已接受、已过期及可转发票状态。
建议先读取
invoice.customer.get
治理与审批
Read-only. No approval required.
安全说明
Do not expose confidential pricing to users without sales or finance access.
invoice.quote.get
read读取报价项目、折扣、税项、有效期、客户接受纪录及转发票差异。
建议先读取
invoice.quotes.list
治理与审批
Read-only. No approval required.
安全说明
Preserve accepted quote snapshot; never mutate quote state from read endpoints.
invoice.source_records.list
read读取今期可开票订单、已完成服务、项目里程碑或订阅费来源。
建议先读取
invoice.config.get, invoice.customers.list
治理与审批
Read-only. No approval required.
安全说明
Do not mark source records as invoiced from this endpoint.
invoice.billable_items.list
read查询可开票项目、单价、折扣、收入分类、税率及多币种换算。
建议先读取
invoice.source_records.list
治理与审批
Read-only. No approval required.
安全说明
Show historical price snapshots when records are already quoted or ordered.
invoice.invoices.list
read按客户、日期、状态、到期日、币种或逾期状态查询发票。
建议先读取
invoice.customer.get
治理与审批
Read-only. No approval required.
安全说明
Mask invoice PDFs or private notes unless the user can view finance documents.
invoice.invoice.get
read读取发票明细、编号、税项、折扣、付款、发送、作废及 audit 纪录。
建议先读取
invoice.invoices.list
治理与审批
Read-only. No approval required.
安全说明
Issued invoice snapshots must be immutable and clearly separated from drafts.
invoice.recurring_rules.list
read读取月费、订阅或 retainer 循环出单规则、下一次出单日及例外。
建议先读取
invoice.config.get, invoice.customers.list
治理与审批
Read-only. No approval required.
安全说明
Do not trigger invoice generation from read endpoints.
invoice.payment_methods.list
read读取信用卡、FPS、PayMe、银行转帐及现金付款方式与可用地区。
建议先读取
invoice.config.get
治理与审批
Read-only. No approval required.
安全说明
Never expose raw gateway credentials or stored payment instruments.
invoice.payments.list
read查询收款、退款、对帐、付款证明、未清款项及 gateway 状态。
建议先读取
invoice.invoice.get, invoice.customer.get
治理与审批
Read-only. No approval required.
安全说明
Mask card, bank, payer, and gateway identifiers according to finance role.
invoice.credit_notes.list
read查询贷项、退款、多付抵扣、撤销及连结原发票纪录。
建议先读取
invoice.customer.get, invoice.payments.list
治理与审批
Read-only. No approval required.
安全说明
Keep credit-note balances and application history immutable.
invoice.reminder_rules.list
read读取逾期 1/7/14 日等追数规则、渠道、讯息模板及暂停名单。
建议先读取
invoice.config.get
治理与审批
Read-only. No approval required.
安全说明
Respect customer communication preferences and do-not-chase flags.
invoice.tax_rules.list
read读取税率、零税率、跨境税务、免税条件及生效日期。
建议先读取
invoice.config.get
治理与审批
Read-only. No approval required.
安全说明
Return effective-dated tax rules and do not infer legal advice.
invoice.accounting_exports.list
read查询会计汇出批次、期间、格式、状态、错误及重汇纪录。
建议先读取
invoice.config.get
治理与审批
Read-only. No approval required.
安全说明
Do not expose accounting connector credentials or private ledger mappings.
invoice.aging_report.get
read读取应收帐龄、逾期客户、追数阶段及现金流风险。
建议先读取
invoice.invoices.list, invoice.payments.list
治理与审批
Read-only. No approval required.
安全说明
Aggregate where possible; customer-level views require finance access.
invoice.revenue_summary.get
read读取收入、税项、折扣、退款、产品服务及客户分布摘要。
建议先读取
invoice.invoices.list, invoice.credit_notes.list
治理与审批
Read-only. No approval required.
安全说明
Use issued invoices and approved credit notes as source of truth.
invoice.audit_logs.list
read读取发票、报价、付款、贷项、税务、模板及汇出操作 audit log。
建议先读取
invoice.invoice.get or invoice.customer.get
治理与审批
Read-only. No approval required.
安全说明
Audit logs must be immutable and restricted to finance admin/compliance roles.
invoice.batch_create.preview
preview预览由订单、服务纪录或报价产生的发票批次、金额、税项、付款期限及缺漏资料。
建议先读取
invoice.source_records.list, invoice.billable_items.list, invoice.customers.list, invoice.tax_rules.list
治理与审批
Finance approval required before creating or issuing customer-facing invoices.
安全说明
Detect duplicate invoices, missing customer data, locked source records, and tax mismatch.
invoice.send.preview
preview预览发票 PDF/网页版、收件人、讯息内容、付款按钮及客户可见资料。
建议先读取
invoice.invoice.get, invoice.branding_templates.get, invoice.payment_methods.list
治理与审批
Approval required before sending invoices externally.
安全说明
Check recipient scope, issued state, payment link validity, and sensitive internal notes.
invoice.payment_reminder.preview
preview预览逾期提醒名单、内容、渠道、频率及客户暂停追数状态。
建议先读取
invoice.aging_report.get, invoice.reminder_rules.list, invoice.customer.get
治理与审批
Approval required for bulk reminders or sensitive overdue accounts.
安全说明
Respect opt-out, do-not-chase flags, recent payment records, and tone policy.
invoice.recurring_run.preview
preview预览下一轮循环发票客户、金额、期间、例外、暂停及付款条款。
建议先读取
invoice.recurring_rules.list, invoice.customers.list, invoice.tax_rules.list
治理与审批
Approval required before manual recurring run or rule change goes live.
安全说明
Avoid duplicate monthly invoices and respect paused/cancelled subscriptions.
invoice.accounting_export.preview
preview预览汇出期间、发票、收款、退款、贷项、税务栏位及格式错误。
建议先读取
invoice.accounting_exports.list, invoice.invoices.list, invoice.payments.list, invoice.credit_notes.list
治理与审批
Finance approval required before creating export files or pushing to accounting systems.
安全说明
Prevent duplicate exports and keep reconciliation references stable.
invoice.credit_note.preview
preview预览贷项、退款或多付抵扣对原发票、应收及会计汇出的影响。
建议先读取
invoice.invoice.get, invoice.payments.list, invoice.credit_notes.list
治理与审批
Approval required for refunds, credit notes, and invoice balance adjustments.
安全说明
Do not over-credit beyond available balance; preserve reason and approver.
invoice.customer.upsert
write建立或更新开票客户、联络人、帐期、币种、税务资料及收款偏好。
建议先读取
invoice.customer.get or invoice.customers.list
治理与审批
Approval required for tax identity, payment terms, or sensitive contact changes.
安全说明
Deduplicate customers and preserve previous billing identity in audit history.
invoice.quote.upsert
write建立或更新报价草稿、项目、折扣、有效期、税项及客户可见内容。
建议先读取
invoice.quote.get, invoice.billable_items.list, invoice.tax_rules.list
治理与审批
Approval required before sending quote externally or changing accepted quote terms.
安全说明
Version quote drafts and avoid overwriting accepted customer snapshots.
invoice.quote.accept
write记录报价接受状态并锁定可转发票资料。
建议先读取
invoice.quote.get
治理与审批
Approval required unless acceptance comes from verified customer action.
安全说明
Store acceptance timestamp, actor, and immutable accepted quote snapshot.
invoice.draft.create
write由报价、订单、服务纪录或手动资料建立发票草稿。
建议先读取
invoice.batch_create.preview
治理与审批
Approval required when creating invoices from bulk source records.
安全说明
Do not consume invoice numbers until issue step; detect duplicate source records.
invoice.draft.update
write更新草稿发票项目、折扣、税项、到期日、付款方式或备注。
建议先读取
invoice.invoice.get, invoice.batch_create.preview
治理与审批
Approval required for material amount, tax, or term changes.
安全说明
Only draft invoices may be edited; issued invoices require credit note or void flow.
invoice.issue
write正式开立已批核发票并锁定编号、金额、税项及 PDF snapshot。
建议先读取
invoice.batch_create.preview or invoice.invoice.get
治理与审批
Explicit finance approval required before execution.
安全说明
Invoice number must be sequential/controlled and cannot be reused after issue.
invoice.send
write透过 Email、WhatsApp 或客户入口发送发票及付款连结。
建议先读取
invoice.send.preview
治理与审批
Approval required before customer-facing send.
安全说明
Send only issued or approved draft documents according to tenant policy.
invoice.void
write作废发票并记录原因、影响应收、客户通知及 audit。
建议先读取
invoice.invoice.get, invoice.credit_note.preview
治理与审批
Approval required for issued invoices.
安全说明
Do not delete issued invoices; preserve voided number and legal/audit trail.
invoice.payment.record
write记录客户付款、日期、方式、收据、对帐状态及部分付款。
建议先读取
invoice.invoice.get, invoice.payments.list
治理与审批
Approval required for manual payments or backdated entries.
安全说明
Prevent overpayment mismatch and preserve original proof file references.
invoice.refund.create
write建立退款纪录并连结付款、发票、贷项或付款 gateway。
建议先读取
invoice.credit_note.preview
治理与审批
Finance approval required before refund execution or record finalisation.
安全说明
Never refund more than available paid balance; keep gateway and ledger references.
invoice.credit_note.create
write建立贷项通知单并可抵扣未来发票或支援退款。
建议先读取
invoice.credit_note.preview
治理与审批
Approval required before issuing credit note.
安全说明
Credit notes must be numbered, reasoned, and tied to original finance records.
invoice.payment_link.create
write为发票建立一次性付款连结、金额、到期日及付款方式限制。
建议先读取
invoice.invoice.get, invoice.payment_methods.list
治理与审批
Approval required for manual payment links or amount overrides.
安全说明
Avoid duplicate active links and never expose raw gateway session secrets.
invoice.reminder_rule.upsert
write建立或更新追数规则、间隔、讯息模板、渠道及例外。
建议先读取
invoice.reminder_rules.list, invoice.payment_reminder.preview
治理与审批
Approval required for customer-facing reminder policy changes.
安全说明
Check consent, tone, frequency, and no-contact customer exceptions.
invoice.reminder.send
write发送单一或批量付款提醒、逾期通知或付款连结。
建议先读取
invoice.payment_reminder.preview
治理与审批
Approval required for bulk or overdue reminders.
安全说明
Recheck latest payment state immediately before sending.
invoice.recurring_rule.upsert
write建立或更新循环出单规则、周期、客户、项目、价格、暂停及终止日期。
建议先读取
invoice.recurring_run.preview
治理与审批
Approval required before recurring rule affects future invoices.
安全说明
Preserve historical generated invoices and prevent duplicate cycle generation.
invoice.accounting_export.create
write建立会计汇出档或推送已核准期间资料到会计系统。
建议先读取
invoice.accounting_export.preview
治理与审批
Finance approval required before export finalisation or external push.
安全说明
Mark exported records with stable batch id and prevent silent overwrites.
invoice.tax_rule.update
write更新税率、免税条件、地区规则及生效日期。
建议先读取
invoice.tax_rules.list
治理与审批
Finance/admin approval required before tax rule changes.
安全说明
Use effective dates; do not retroactively alter issued invoices without approved correction flow.
invoice.template.upsert
write建立或更新发票、报价、收据、追数提醒及多语模板。
建议先读取
invoice.branding_templates.get, invoice.send.preview
治理与审批
Approval required before templates become customer-facing.
安全说明
Validate variables, payment links, legal notes, and brand assets before publish.
invoice.action_request.status
status查询发票系统写入、preview 或批核请求状态，不会重新执行动作。
建议先读取
invoice.audit_logs.list
治理与审批
Read-only status lookup. No approval required.
安全说明
Return status and audit references only; never replay financial writes from this endpoint.