Review invoices with Ask AI and MCP

Ask AI, MCP, the dashboard and the terminal use the same invoice actions. A draft is editable work. Issuing assigns its permanent number and saves its PDF. Sending by email queues delivery; it does not prove the customer received it. Marking an invoice as sent records a delivery you made yourself.

Review before confirming

invoices.actionReview reads the exact action you plan to take. Pass action and that action's input, including the invoice's current expectedRevision. It shows every invoice line, sales tax, currency total, balance, recipient, message and date, along with masked receiving methods and the proposed change. A linked bank deposit includes its date, description, amount and available allocation.

MCP and Ask AI require its reviewHash when issuing, sending, reminding, approving, scheduling, cancelling, writing off, recording or removing a payment, or correcting recorded tax. Show the review and obtain the person's approval, then call the original action with the same input and hash. A failed, incomplete or stale review cannot be confirmed. Read-only access can inspect the review without making the change.

Approving an invoice with automatic sending enabled permits later email delivery. Relevant customer, company or receiving-account changes require another review before automatic delivery. Cancelling a review does not change the invoice. Unavailable email never silently becomes a manual delivery record.

Changes and retries

A changed invoice or relevant source requires a fresh review. A removed selected billing contact does not silently become another recipient, and a payment method for another currency cannot be printed on the invoice.

If a save's outcome is unknown, retry the exact same input and idempotency key first. A completed retry returns its saved result. Changing the input while reusing the key is refused. If the change was saved but follow-up work was not confirmed, inspect the saved invoice and delivery status before attempting another change.

Received payments use today or an earlier date. A linked deposit must use the invoice's currency and have enough unallocated money. Keep the evidence for a currency conversion; an unverified cross-currency allocation cannot be linked merely because both amounts are positive.

Documents and sales tax

MCP and Ask AI receive safe invoice metadata and an exact company-scoped sign-in link for viewing or downloading the PDF. Document bytes, bearer download links, tax identifiers and full banking instructions stay out of the model's tool result. The dashboard, API and terminal retain their authenticated document workflows. Save an unsaved draft before opening its exact PDF from an AI client.

Quebec invoices also use the QST review, with qualifying sales, registration evidence and official citations. An invoice action review does not replace a required tax review or government registration.