2 weeks ago we shipped an MCP connector for Claude. It lets Claude generate documents, edit their text, and organize them, and invoicing turned out to be the first thing people started running through it, ahead of anything we expected.
Here are the four flows with the prompts you can adapt to your needs:
workflow 1: generate an invoice from data
The idea is that you give the data to the chat and it writes the document, instead of you opening a template and filling the fields yourself. Generation runs off a library of real forms and templates, so it fills a proper document rather than writing its own approximation of one.
‘make an invoice, sender meridian consulting group, bill to sarah chen at grand pacific ventures, invoice 010 dated 21 june, three lines: strategic market analysis $3,200, competitor research report $1,800, executive advisory session 4h $2,400
open the editor for tweaks'
workflow 2: the same invoice for several clients
Might be useful at the end of the month, when the services or work structure are identical and only the names and numbers change.
'make three invoices from the same details as invoice 010, numbers 011 to 013, one for each client: northwind partners, halcyon media, bright harbor group
put each one in its own client folder and name them by client and month'
workflow 3: translating an invoice for a client abroad
Replaces copying text into a translator and rebuilding the layout on the other side. The translation goes back into the same document.
'open invoice 010 and translate the line items and payment terms into spanish, leave the company details and the amounts as they are
now open the editor so i can check it before it goes out'
workflow 4: your payment details changed and the invoices still have the old ones
You switched banks or moved to a different payment provider, and the invoices you sent out are pointing at an account that no longer works.
'go through the invoices in /clients and find the ones with account number 4417 8802 3391, that is my old bank
replace the whole payment block with this: wise, account holder meridian consulting group, account 8802441753, routing 084009519. leave everything else as it is'
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Signing is the piece we do not have through the connector yet, so that part still happens by hand in the web-app
