invoice-pilot

Smart invoicing service with auto-chase payment reminders. Create professional invoices, send them via email with PDF attachments, and automatically follow up on overdue payments with escalating reminders.

• Invoice Management: Full CRUD for invoices with line items, tax, and late fees
• PDF Generation: Professional invoice PDFs with reportlab
• Auto-Chase Reminders: Escalating reminder sequence (friendly -> firm -> late fee -> final notice)
• Email Notifications: SMTP-based email with HTML templates and PDF attachments
• Client Payment Page: One-click payment page for each invoice
• Email Open Tracking: Tracking pixel in reminder emails
• MCP Server: AI assistant integration via Model Context Protocol
• Free Tier: 5 invoices/month limit (configurable)

# Docker
docker compose up -d

# Or run directly
pip install -r requirements.txt
python server.py

| Method | Endpoint | Description | |--------|----------|-------------| | POST | /invoices | Create invoice | | GET | /invoices | List invoices | | GET | /invoices/{id} | Get invoice | | PUT | /invoices/{id} | Update invoice | | DELETE | /invoices/{id} | Delete invoice | | POST | /invoices/{id}/send | Send invoice email | | POST | /invoices/{id}/mark-paid | Mark as paid | | POST | /invoices/{id}/remind | Send reminder | | GET | /invoices/{id}/pdf | Download PDF | | GET | /invoices/{id}/pay | Client payment page | | GET | /dashboard | Revenue summary | | GET | /clients | Client list |

• create_invoice - Create and optionally send an invoice
• list_invoices - Show all invoices with status
• get_outstanding - Show unpaid invoices
• send_reminder - Trigger reminder for overdue invoice
• mark_paid - Mark invoice as paid
• get_revenue_summary - Revenue and outstanding totals

| Days Overdue | Level | Action | |-------------|-------|--------| | 1 | Friendly | Polite paym