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Invoicing and billing

Recurring invoices, on time

Retainers and subscriptions should bill themselves. If you send the same invoice every month and sometimes forget, this is for you.

Claude can't run on a schedule by itself. With Recurring and Invoice connected, you ask once a week and Claude creates every invoice that's due, skips or pauses clients, keeps an audit log per schedule and forecasts your monthly recurring revenue.

Connect free in 1 minute Recurring: all tools

What you get

Retainer, Harbour Dental

Bills on the 1st of every month from November, due in 14 days

Schedule
LineGBP
Retainer950.00
VAT 20%190.00
Each month1,140.00
Example from "Put a retainer on autopilot". Invented names, real math from the tools.

Free to start. Recurring Pro is $19 once. Free vs Pro

Without a tool, and with the tool

Without a tool

Claude can't act on a schedule. It doesn't run on the 1st of the month, it doesn't know which periods were billed, and it can't create invoices in a system that keeps numbers.

With Recurring and Invoice

Recurring stores schedules (client, lines, cadence, start and end), creates real invoices in the Invoice server for every due occurrence when you ask, keeps an audit log per schedule, and forecasts recurring revenue per month.

An example, from prompt to finished file

Example scenarios built on the real tools of Recurring and Invoice. Names and amounts are invented.

Example · IT support company with 12 retainer clients

Recurring invoices, on time

Recurring
You

Which retainer invoices fall due in the next 14 days? Skip November for Alder Law, they are closed that month. Then generate everything due today.

  1. schedule_upcoming Lists every occurrence due in the next 14 days
  2. schedule_skip Closes the November occurrence for Alder Law
  3. invoice_generate_due Creates a real invoice for every occurrence due today
Result

A list of upcoming retainer invoices, one skipped period, and today's invoices created with their numbers in the Invoice server.

Example · Emily Carter, SEO consultant in Brighton

Put a retainer on autopilot

Recurring
You

Bill Harbour Dental 950 GBP plus 20% VAT on the 1st of every month from November, due in 14 days.

  1. schedule_create Creates a monthly schedule for Harbour Dental starting 1 November
  2. schedule_upcoming Shows the next occurrence: 1,140.00 GBP gross on 1 November, due 15 November
Result

One schedule that bills 1,140.00 GBP gross each month. Nothing is invoiced until she runs the monthly billing.

About 10 min saved (estimate)

Example · Michal Wojcik, IT support contractor in Lodz

Monthly billing run in one sentence

Recurring
You

Generate every invoice that's due as of today.

  1. invoice_generate_due Creates the due invoices for his 3 clients and renders each PDF
  2. schedule_list Lists each schedule with its next due date
Result

Three invoices totalling 7,380.00 PLN, each with a PDF, and none billed twice for the same period.

About 30 min saved (estimate)

Every example here works on the free tier. One $39 key removes the limits on all of them. Pricing

Common mistakes with this job

  • Assuming the chat app sends invoices on its own. You still ask it to generate due invoices.
  • Pausing a client and forgetting the missed periods are still due when you resume.
  • Changing the price in the invoice instead of the schedule, so next month is wrong again.

Connect in 1 minute

Paste one URL into Claude.ai, Claude Desktop, Cursor or VS Code. No install, no account.

1. Get a free token (30 days, 600 calls an hour)

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

2. Paste this URL as a custom connector

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

Or run it locally (Node.js 18+)

npx -y @theluckystrike/mcp-recurring

Free vs Pro for Recurring

Free ($0, no key)Pro ($19 once)
3 active schedulesUnlimited active schedules
Generate due invoices, unlimitedUpcoming horizon up to 10 years
Upcoming list: 30 days, first 3 occurrencesForecast up to 120 months
Forecast: 3 monthsAudit log per schedule (schedule_history)
Pause, resume, update, delete, dry run, multi-currencyEnd-of-month and anchor-day billing rules
Where these limits come from

servers/recurring/src/index.ts:25 (FREE_ACTIVE_SCHEDULES=3), :26, :33, :34 (upcoming and forecast caps); https://mcp.zovo.one/s/recurring

Buy Recurring Pro, $19 Compare plans

Questions

Can I do this in Claude?
Claude can't run on a schedule by itself. With Recurring and Invoice connected, you ask once a week and Claude creates every invoice that's due, skips or pauses clients, keeps an audit log per schedule and forecasts your monthly recurring revenue.
Does it send invoices on its own?
No. Nothing runs in the background. Invoices are created when you ask, for example with "generate every invoice that's due".
Can it bill the same period twice?
No. Generation is keyed by period, so a period already invoiced is skipped.
Does it need the Invoice server?
Yes. It creates real invoices and PDFs through the Invoice server engine.

Related jobs

Quotes

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Line items with VAT, a validity date and a PDF, made from one prompt. Turn the accepted quote into an invoice. Uses the Quotes server. Free tier, Pro $19 once.

You get: Quote Invoice

Create a real invoice in Claude

Type one sentence. Get a numbered PDF invoice with VAT and due date. Works in Claude and Cursor. Free tier, no key. Uses the Invoice server. 11 tools.

You get: PDF invoice Spreadsheet

Work with Excel files in Claude

Open, query, edit and convert xlsx and csv files from Claude or Cursor. Formulas and sheets are kept. Uses the Spreadsheet server. Paste one URL, no install.

You get: Table from your file

Claude for small business: all jobs

Recurring Pro: $19 once

Buy Pro