Invoist

Change a stay's place, dates, visa type or notes, for example to end an ongoing stay. Only the fields given are changed; end_date "" reopens a finished stay.

update_stay

Read the connected Invoist account name, default currency and current date before drafting.

get_account

Read a saved client's details, and per currency how many invoices they have and how much they still owe.

get_client

Read an invoice, its line items (with ids), calculated totals, its Invoist review link and payment details: payment_url is the link the client can pay at (null for a draft or paid invoice, with payment_enabled off, until a way to get paid is set up or while the account email is unverified); payment_method says how it was paid online ("stripe" for card), null when marked paid by hand.

get_invoice

Read the invoice settings: the business name, address and website shown on every invoice, the default notes new invoices start with, and the invoice template style (layout, color scheme, accent color, color roles), with the available style options.

get_invoice_settings

Create a draft invoice for a saved client from that client's unbilled time, optionally limited to a date range. Hours are grouped into line items by project, exactly as in Invoist, and the time entries are marked as billed. Does not send email or collect payment. Use a unique request_id per invoice and reuse it only for retries with the same input.

create_invoice_from_time

List saved clients in the connected Invoist account, 25 per page. Ask about ambiguous names.

list_clients

List expenses, newest first, 25 per page, optionally by date range and category.

list_expenses

List invoices in the connected Invoist account, newest first, 25 per page. Filter by status, by a saved client (client_id from list_clients), by the exact client name for unsaved clients, or by issue date range. The overdue filter returns invoices marked overdue and sent invoices past their due date (their status stays "sent"; days_past_due says how late).

list_invoices

List projects, optionally for one saved client, with their hourly rates. Use this to find the project_id for log_time.

list_projects

List stays (time spent in a country, region or city), newest first, 25 per page, planned trips included. Optionally only stays overlapping from..to, or in one country.

list_stays

List billable time that has not been invoiced yet, grouped by project, with hours, hourly rates and amounts. Optionally for one saved client (client_id from list_clients) and a date range. Amounts are in the currency the invoice will use (account default unless another is chosen).

list_unbilled_time

Log a business expense in Invoist. Currency defaults to the account currency and the date to today. Choose the closest category. Use a unique request_id per expense and reuse it only for retries with the same input.

create_expense

Record a stay: the country (and optionally region and city) and the dates. Leave out end_date while the stay is ongoing; a start date after today makes it a planned trip. Stays that already happened can't overlap. Use a unique request_id per stay and reuse it only for retries with the same input.

log_stay

Add a time entry to a project: hours worked and a short description, on a date (default today). Billable by default; the rate defaults to the project's. Use a unique request_id per entry and reuse it only for retries with the same input.

log_time

Record that the client has paid an invoice (for example by bank transfer), marking it paid on the given date, default today. Bookkeeping only: this does not charge, transfer or request any money and does not email anyone.

record_payment

Save a new client in Invoist so future invoices can use it. If a client with the same name already exists, it is returned instead of creating a duplicate. Does not email anyone. Use a unique request_id per new client and reuse it only for retries with the same input.

create_client

Summarize invoices issued in a date range (default: this calendar year to date): per currency, how much was invoiced, paid, outstanding and overdue (marked overdue, or sent and past the due date), and how many drafts exist. Amounts in different currencies are never added together.

get_invoice_summary

Days spent per country (with its regions and cities) over a period, from stays and location check-ins, plus each residency limit that applies and its status, exactly as the residency overview shows them. Use it for questions like "How many days was I in Spain this tax year?". The period is the user's tax year by default, or calendar_year or rolling_365; for another year or dates, pass from and to (at most 1096 days). Counts are estimates from what the user recorded in Invoist, not legal or tax advice: pass on the disclaimer in the result and suggest checking official sources before relying on them.

get_residency_summary