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Can Claude schedule recurring invoices?

Not in a chat. A chat does not wake up on the first of the month, and it keeps no billing schedule or invoice numbers between chats. Claude Code routines can run on a schedule, but they still need somewhere to keep the schedule and the numbering. Connect the Recurring server (free token) and Claude stores a client, line items and cadence for each repeating invoice, lists what falls due, and creates a numbered invoice in the Invoice server for each due period when you ask.

Connect with a free token Recurring MCP server

What Claude does alone, and what needs the server

Claude on its own

  • Drafts an invoice when you ask.
  • Works out billing dates by hand.

With the Recurring server

  • A saved schedule per client with cadence and due days.
  • A list of what falls due in the next weeks.
  • Real numbered invoices for every due period.

A real call to the live server

We sent this to the hosted server on 2026-11-05. The answer below is the server's own text, not a mock-up. Live values will differ when you ask.

You ask

Bill Harbor Dental 350 USD for hosting on the 1st of each month from December, due in 14 days.

Tool call

schedule_create {"client":"Harbor Dental","items":[{"description":"Website hosting and care plan","quantity":1,"unit_price":350}],"currency":"USD","every":"monthly","start_date":"2026-12-01","due_days":14}

Server answer

Created schedule c8834a29 for Harbor Dental, monthly from 2026-12-01. { "id": "c8834a29", "client": "Harbor Dental", "every": "monthly", "amount": "USD 350.00", "subtotal": "USD 350.00", "tax": [], "amount_includes_tax": false, "currency": "USD", "start_date": "2026-12-01", "end_date": null, "status": "active", "next_due": "2026-12-01", "auto_generate": false, "items": 1, "next_dates": [ "2026-12-01", "2027-01-01", "2027-02-01" ] } Nothing is invoiced yet. Run invoice_generate_due when you want the due invoices created. Month steps keep 2026-12-01's day of month and clamp it to shorter months. The free tier allows 3 active schedules. No business profile yet: generated PDFs show a placeholder issuer. Run business_set {name, address, vat_id, iban} in the invoice server (mcp-invoice) and render again.

You ask

What is due in the next 90 days?

Tool call

schedule_upcoming {"days":90}

Server answer

{"as_of": "2026-11-05", "count": 3, "totals_per_currency": ["USD 1050.00"], "occurrences": [{"due_date": "2026-12-01", "client": "Harbor Dental", "amount": "USD 350.00", "invoice_due": "2026-12-15"}, {"due_date": "2027-01-01", "client": "Harbor Dental", "amount": "USD 350.00", "invoice_due": "2027-01-15"}, {"due_date": "2027-02-01", "client": "Harbor Dental", "amount": "USD 350.00", "invoice_due": "2027-02-15"}]}

The server answers in JSON. These fields are unchanged.

Connect it in 1 minute

Get a free token first. No account, 30 days, 600 calls an hour. Put it in the URL in place of <token>. In Claude.ai or Claude Desktop open Settings, then Connectors, then Add custom connector, and paste the URL.

1. Free token

curl -s -X POST https://mcp.zovo.one/mcp/token

Connector URL (replace <token>)

https://mcp.zovo.one/mcp/recurring/t/<token>

Claude Code

claude mcp add --transport http recurring https://mcp.zovo.one/mcp/recurring/t/<token>

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "recurring": {
      "url": "https://mcp.zovo.one/mcp/recurring/t/<token>"
    }
  }
}

VS Code (.vscode/mcp.json)

{
  "servers": {
    "recurring": {
      "type": "http",
      "url": "https://mcp.zovo.one/mcp/recurring/t/<token>"
    }
  }
}

All 12 tools, free and Pro limits and more prompts are on the Recurring MCP server page.

Questions

Can Claude schedule recurring invoices?
Not in a chat. A chat does not wake up on the first of the month, and it keeps no billing schedule or invoice numbers between chats. Claude Code routines can run on a schedule, but they still need somewhere to keep the schedule and the numbering. Connect the Recurring server (free token) and Claude stores a client, line items and cadence for each repeating invoice, lists what falls due, and creates a numbered invoice in the Invoice server for each due period when you ask.
Does it send the invoices?
No. invoice_generate_due creates them in the Invoice server. You send the PDF yourself.
What is free?
Three active schedules, and the next 3 due dates in a list. Billing on a different day than the start date, or on the last day of each month, is Pro.
Is the server free?
The hosted Recurring server has a free tier. A free token lasts 30 days and allows 600 calls an hour, with no account. Some features are Pro, and the server page lists what is free and what is not.

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