Invoice My Clients

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• Create Invoice

  Creates a new invoice with an auto-generated invoice number. The invoice is created in DRAFT status with today's date. Sender details (name, email, address, etc.) are automatically pulled from the user's business settings. To link the invoice to a client, provide either the client's business name OR email (or both for better matching). If multiple clients match the criteria, you'll be asked to specify which one. If no client is found, you'll need to create one first using create_business. Option

• Update Invoice

  Updates an existing invoice by ID. You can modify the invoice name, notes, sender information (name, email, phone), or change the linked client by providing business name/email. If changing the client and multiple matches are found, you'll be asked to clarify which client to use. You can also archive or unarchive invoices by setting isArchived to true or false. Only provided fields will be updated; all other fields remain unchanged.

• Get Invoice

  Retrieves a single invoice by either invoice ID or invoice number. When using invoice number, you must also provide the userId. Returns the complete invoice record including all invoice fields (amounts, dates, status, client details, payment info, discounts, etc.) but does NOT include related records like invoice items or attached files. Use get_invoice_items separately if you need line item details.

• Get Invoices

  Lists invoices for the authenticated user. To filter, use the flat `status` (DRAFT, SENT, VOIDED, DELETED, CANCELLED_REBILLED) and `paymentStatus` (PAID, UNPAID, PARTIALLY_PAID, PROCESSING) params; the `filter` param accepts an advanced AppSync filter OBJECT (never a string) for other criteria like dates, client name, and amounts. Essential for queries like "show overdue invoices this month", "which clients owe me money", or "invoices over $1000 that are 90+ days overdue". Returns { totalCount,

• Search Invoices

  Searches invoices using fuzzy text matching. Provide a free-text query and it will match against invoice number, client name, and invoice name — even with typos or partial input. Returns ranked results with similarity scores. Use this when a user mentions an invoice by an approximate number, partial number, or client name that does not match exactly, or when get_invoice returns "not found".

• Get Invoice Totals

  Computes the monetary VALUE of the user's invoices from their line items: a grand total, totals broken down by status, and the highest-value invoices. ALWAYS use this tool for any question about totals, value, sum, "how much", revenue, or "what are my invoices worth" - NEVER answer a value question from get_invoices (it returns counts, not money) and NEVER claim invoices have no line items without calling this first. Returns { grandTotal, invoiceCount, totalsByStatus, countsByStatus, invoices (t

• Create Business

  Creates a new client/business record with contact details. Required: business name. Optional: clientEntityType BUSINESS (default) or INDIVIDUAL; for BUSINESS you may provide taxId (US EIN); for INDIVIDUAL you may provide ssn (US SSN) — never invent identifiers. Also email, phones, full US-style address (street line 1, city, state help with deliverability and matching), online payments, preferred language (en-US or es-Mx). Use when invoicing a new client who doesn't exist yet. User ID comes from

• Update Business

  Updates an existing client/business record by ID. You can modify any business details including name, email, phone, address, online payment acceptance, or preferred language. Only specified fields are updated; others remain unchanged.

• Get Business

  Retrieves a single client/business record by its unique ID. Returns all business details including contact information, address, payment preferences, and language settings.

• Get Businesses

  Lists all client/business records for the authenticated user. Supports pagination with limit and nextToken. Use this to find existing clients before creating invoices, or to get an overview of all clients in the system. The user ID is automatically determined from the authenticated session - just call this tool with no required parameters to get the current user's clients.

• Search Businesses

  Searches clients/businesses using fuzzy text matching. Provide a free-text query and it will match against business name, email, and city — even with typos or partial input. Returns ranked results with similarity scores. Use this when a user mentions a client by an approximate or misspelled name, or when get_businesses with an exact filter returns no results.

• Get User Settings

  Retrieves the authenticated user's business settings and preferences. Returns everything shown in the app's Settings section: business profile/sender info (name, email, address, phone), localization (currency, language, date format), invoice numbering config (prefix, format, padding width, yearly reset, custom-number override flag), invoicing defaults (payment terms, template, brand color, shipping), payment options (partial payments, tipping, auto-pay), finance defaults (tax, hourly rate, overd

• Update User Settings

  Updates the authenticated user's settings - everything editable in the app's Settings section. Pass ONLY the fields you want to change; all others remain untouched. Covers: business profile (name, owner, email, phone, address, website), localization (currency, language, date format), the AI assistant's voice (aiVoiceId - when the user asks you to change your voice, pass the chosen voice id), invoice numbering (prefix, format, padding width, yearly reset, nextInvoiceNumber), invoicing defaults (p

• Create Invoice Item

  Adds a line item to an existing invoice. Required: invoice ID, item description, and quantity. The rate (price per unit) is optional - if not provided, it defaults to the user's hourly rate from settings. You can also add item details (additional notes), specify if the item is taxable, and set the language. Use this to add individual billable items, services, or products to an invoice.

• Update Invoice Item

  Updates an existing invoice line item by ID. You can modify the description, quantity, rate, additional details, or taxable status. Only provided fields are changed.

• Get Invoice Items

  Lists all line items for a specific invoice. Returns all items with their descriptions, quantities, rates, details, and taxable flags. Use this when you need to see what was billed on a specific invoice.

• Delete Invoice Item

  Removes a line item from an invoice by item ID. Use this to delete incorrect or unwanted items from an invoice. The invoice totals will be recalculated after deletion.

• Generate Report

  ALWAYS use this tool when the user asks for a chart, graph, report, or data visualization. Generates a structured report with chart data from the user's invoice data. Returns both a structured report_data JSON specification for rendering interactive Recharts charts (web app) AND a text_summary for text-mode clients (IDE). IMPORTANT: After calling this tool, you MUST include the returned report_data as a fenced JSON code block in your text response so the frontend can render the chart. Supported

• Save Report

  Saves a generated report to the user's account for future review on the /reports page. Pass the report_data from a generate_report result along with the original user query. Returns the saved report ID which can be used to link the user to /reports/{id}. IMPORTANT: Use generate_report first to get properly formatted report_data, then pass that data here.

• Log Time

  Logs a completed time entry. Accepts a description, duration in hours, optional date (defaults to today), client name, rate, and billable flag. The client name is fuzzy-matched against existing clients. If no rate is provided, defaults to the user's hourly rate from settings. Use this when the user says things like "log 2 hours for Acme on API work" or "I spent 3 hours on design yesterday". Enterprise users acting for a persona may pass personaId (echoed back; time entries themselves carry no pe

• Log Time Batch

  Logs multiple time entries at once from a list. Each entry has a description, hours, optional date, client name, rate, and billable flag. Use when the user describes multiple work sessions in one message, like "Yesterday I did 3 hours for Acme on API work, 2 hours for Bolt on design, and 1 hour on admin." Parse the user's input into an array of entries and call this tool.

• Start Timer

  Starts a live timer for the current task. Stops any existing running timer first. Use when the user says "start tracking time for..." or "start timer". The timer runs until stop_timer is called.

• Stop Timer

  Stops the currently running timer and saves the time entry with the calculated duration. Returns the logged hours and amount. Use when the user says "stop timer" or "stop tracking".

• Get Time Entries

  Lists time entries for the user, optionally filtered by date range. Returns entries with their descriptions, durations, amounts, and client info, plus a summary with total hours, billable hours, and total amount. Use for queries like "show my time this week" or "what did I work on today".

• Get Unbilled Time

  Shows all unbilled time entries, optionally filtered by client name. Groups results by client and shows totals. Use for queries like "how much unbilled time do I have for Acme" or "what time haven't I billed yet".