Fee billing
Pocket Invoice MCP
Published by Pocket Invoice
Hosted invoicing server with client, invoice and sales queries — usable as the fee-billing record for revenue and recurring share.
Remote
OAuth
Community
https://api.freedominvoice.com/mcpWhat this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
Recurring revenue mix score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in with your Pocket Invoice account and grant read-only access to invoices and clients.
How your agent connects it
- 1.Add the remote MCP server https://api.freedominvoice.com/mcp to your assistant and sign in when prompted.
- 2.Ask the agent for revenue and recurring revenue share.
Figures, not records
Your agent reads Pocket Invoice MCP directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.