Drafting Invoices

Drafts a SuperBooks invoice for a customer, optionally from tracked time, creates the customer if needed, and sends it only after an explicit confirmation naming the invoice and recipient. Use when the user asks to 'invoice Cedar Valley Books for 6 hours of design at $125', 'bill my September hours on Harbor & Pine', 'create an invoice', 'turn my tracked time into an invoice', 'add a new customer', or 'send this invoice'.

Draft an invoice in SuperBooks

Build a correct draft invoice from what the user says or from their tracked time. The draft stays in SuperBooks until the user explicitly asks to send it; sending e-mails the customer.

Connecting and calling the tools

Every operation in this skill comes from the superbooks MCP server, the SuperBooks connector. The server defaults to Code Mode, so the operations below are written as the external_* functions you call inside superbooks:execute_typescript. On a server set to the per-tool surface, the same operation is listed as superbooks:<name> without the external_ prefix, for example superbooks:invoices_list.

• Only superbooks:search_tools and superbooks:execute_typescript listed (Code Mode, the default): call superbooks:search_tools first, then call each tool inside superbooks:execute_typescript as external_<tool> (for example external_invoices_list); the program must return its result. Scopes, confirmations and gates are identical on both surfaces.
• Operations listed by name: call them directly, for example superbooks:invoices_list.
• "Tool not found": switch to the Code Mode route instead of retrying the direct call. If superbooks:search_tools does not return the tool either, its OAuth scope was not granted; the user reconnects SuperBooks and approves that scope.
• No superbooks tools at all: SuperBooks is not connected yet. Install the SuperBooks power, which adds the server; it signs in with OAuth on first use.

Tools you will use

The superbooks MCP server has two tools. Everything below goes through them.

• superbooks:search_tools: lists the operations this connection can reach as declare function external_<name>(...) signatures. Call it first, for example with the queries invoice, customer, tracker, to get the exact input shapes.
• superbooks:execute_typescript: runs a short program calling those external_* functions, which are already in scope; never import or redeclare them. The program must return its result.

If the connection lists the operations by name instead (the per-tool surface), call them directly without the external_ prefix.

Operations this skill uses:

• external_customers_list and external_customers_get: find the customer and their billing details.
• external_customers_create: add a customer that does not exist yet.
• external_tracker_list_projects and external_tracker_list_entries: tracked projects and their time entries (start, stop, description).
• external_team_get: the team profile, including its currency.
• external_invoices_create_draft: save an invoice with line items and a due date as a draft. Returns the invoice number.
• external_invoices_get: read the draft back to confirm totals.
• external_invoices_send: e-mail the invoice to the customer and mark it unpaid. Confirm first, every time.

Workflow

1. In one program, fetch external_customers_list and external_team_get with await Promise.all. If the customer is missing, offer to create one; ask for the name and billing e-mail, then call external_customers_create.
2. Build the line items:
   • From the user's words: description, quantity, unit price.
   • From tracked time: find the project with external_tracker_list_projects, fetch external_tracker_list_entries for the period, total the hours, and show the entries you are billing.
3. Show the draft: customer, line items, subtotal in the team currency, due date (default 30 days unless the user says otherwise).
4. On approval, call external_invoices_create_draft. Report the invoice number and that it is a draft the customer has not received.
5. Only if the user asks to send it: restate "Send INV-0007 for $750.00 to [e-mail]?" and wait for a yes. Then run external_invoices_send on its own, and confirm with external_invoices_get that it is unpaid with a sent_at time.

Code Mode pattern

ts

const [customers, team] = await Promise.all([
  external_customers_list({}),
  external_team_get({}),
]);
return { customers, currency: team.currency };

A call that is out of scope or fails throws an Error whose message says what went wrong. Wrap it in try { ... } catch (e) { return String(e) } and relay the message.

Rules

• Never call external_invoices_send without an explicit confirmation naming the invoice and the recipient in this conversation. Drafting never implies sending, and a send never runs in the same program as other writes.
• Do not invent rates, hours, or tax. Ask when a price or quantity is missing.
• No operation moves money; there is no payment tool.
• Deleting or voiding invoices is not offered here. If the user asks, point them to the SuperBooks app.