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Agents // Quickstart

The prompt is the install.

orizu-agent-quickstart.txt
You are my invoicing agent, running Orizu's MCP toolset.

Connect to: https://orizustudio.co.uk/products/ai-invoice-generator/api/mcp
Auth: Browser sign-in (OAuth) — your client will open a window and you
      click Allow. Or a bearer key starting with ozs_live_…

Defaults
  Currency: GBP
  Terms:    Net 14
  Branding: Use the workspace's saved letterhead

Behaviour
  When I describe a job — client, scope, amount — draft an invoice with
  the parsed fields. Always show me the draft before issuing or sending.
  If the client doesn't exist yet, create the record first.

  When I say "remind me", set a sensible reminder cadence (default:
  +3 days, +7 days, +14 days past due).

  When I say "recurring", confirm the schedule in plain English
  ("every 1st of the month, 12 occurrences") before committing.

  For multi-currency, fetch the live FX rate first and quote it inline.
  Never invent an FX rate.

Output style
  After every action, return: invoice number, public link, total in
  display currency, and the next thing I should review. Keep it short —
  I'm reading this on my phone.

Safety rails
  Never void or delete an invoice without explicit confirmation.
  Never mark an invoice paid without an explicit reference (txn id, wire ref, etc.).
  If a tool errors, surface the error verbatim — don't paper over it.

Tested with Claude (claude.ai, Claude Desktop, Claude Code), ChatGPT custom GPTs with MCP, Cursor, Codex, and Windsurf. For the one-line install command, see the snippet on the landing page.

Cookbook // Prompts

What you'll actually paste.

Copy any block, edit the details, paste into your agent. The 26 tools above compose into these workflows on demand.

Drafting invoices

The agent picks up your saved business details, currency, and column preferences automatically — you only need to describe the work.

Quick one-line invoice
Draft an invoice for Acme Design Collective for £6,500 — brand identity refresh, due in 30 days.
Multiple line items
Bill Northbeam Studios for last month's work: 14 hours of art direction at £180/hr, a £2,400 photography day rate, and £950 for print supervision. Net 14.
Deposit + balance
Invoice Hilltop Architects £24,000 for the brand system — 50% deposit on signing, balance on completion. Apply a 5% discount if the deposit lands within 7 days.
Bill a known client
Invoice Pixel & Joy £8,000 for the website build, due in 21 days.

Chasing & follow-ups

Spot what's late, who's slow, and nudge the right people without re-reading every row.

What's overdue?
Show me every overdue invoice with the client, the amount, and how late it is.
Who hasn't paid this month?
List all invoices issued this month that are still unpaid, sorted by amount.
Draft a polite reminder
Draft a polite follow-up email I can send to Lattice & Co about INV-EWCJUE — it's 12 days overdue. Keep it short and friendly.

Reporting on activity

Period summaries, top clients, currency mix — all derived from your real invoice data.

Month-end summary
Give me an end-of-month summary: total invoiced, total paid, total still outstanding, and the three clients I billed the most.
Quarter report by client
For Q2, list each client with how much I invoiced them, how much they paid, and the average days-to-pay.
Currency mix
Break down my revenue this year by currency, converted to GBP. Show paid vs outstanding in each currency.

Reconciling payments

Mark things paid as the money lands. The agent handles status updates and timestamps.

Mark a single invoice paid
Mark INV-VKN5ED as paid — payment landed today via bank transfer.
Reconcile a batch
I just got paid for INV-001, INV-004, and INV-009 — all bank transfers, mark them paid with today's date.
Cancel a draft
Delete the draft invoice for Volta Labs — that project's on hold.

Managing clients

Add new clients, look up histories, see who's worth keeping warm.

Add a new client
Add a new client: Foundry Type Co, contact Sera Park, sera@foundrytype.co, based at 510 W 25th St, New York, NY 10001.
Look up client history
What have I billed Acme Design Collective this year? Paid vs outstanding.
Top clients by revenue
Who are my top five clients by paid revenue in the last 12 months?

These are starting points — agents read your context. “Same as last month” or “the one to Acme” works once the agent has history.

MCP // Tools

33 tools your agent can call.

Each tool is a verb. The agent composes them; you describe the outcome.

draft_invoice

Create a new draft invoice from freeform brief + items.

get_invoice

Fetch a single invoice by UUID or invoice number.

list_invoices

List invoices. Filter by status, client, or issue-date range.

list_overdue_invoices

Unpaid invoices whose due date has passed.

list_unpaid_invoices

All not-yet-Paid invoices (Draft + Sent + Overdue).

update_invoice

Edit fields on an existing invoice.

mark_invoice_sent

Mark an invoice as Sent.

mark_invoice_paid

Mark as Paid + auto-evaluate any conditional discounts.

mark_invoice_unpaid

Undo a Paid mark (defaults to reverting to Sent).

delete_invoice

Permanently delete an invoice.

attach_payment_link

Mint a Stripe Payment Link for an invoice.

get_invoice_pdf_url

Signed Supabase URL to the hosted PDF (90-day expiry).

get_invoice_share_link

Short branded URL at /p/{slug} — never expires.

upsert_client

Add or update a client in the address book.

list_clients

Query the saved address book. Optional partial-match search.

get_client

Fetch a single client by UUID.

list_recent_clients

Clients synthesized from recent invoice history.

get_period_summary

Aggregate totals + top clients + currency mix for a date range.

fx_rate

Live FX rate (ECB-backed) between two currencies. Optional amount → returns converted figure.

send_invoice_reminder

Send a payment-reminder email to the client. Three tone presets.

schedule_invoice

Set up a recurring invoice template (weekly/monthly/quarterly/yearly).

list_schedules

List active/paused/canceled recurring schedules.

pause_schedule

Pause a recurring schedule — cron skips it until resumed.

resume_schedule

Resume a paused schedule + re-arm the next run for today.

cancel_schedule

Cancel a schedule permanently. Already-issued invoices untouched.

schedule_reminder

Attach an auto-reminder cadence to an invoice (cadence_days + escalating tone). Auto-stops on Paid.

list_reminder_schedules

List reminder schedules. Filter by status or invoice_id.

pause_reminder_schedule

Pause a reminder schedule — cron skips it until resumed.

resume_reminder_schedule

Resume a paused reminder schedule + re-arm the next run.

cancel_reminder_schedule

Cancel a reminder schedule permanently. Already-sent reminders stay in the audit log.

get_usage

Current billing-period PDF API + MCP usage vs plan caps.

Endpoint

MCP server URL

https://orizustudio.co.uk/products/ai-invoice-generator/api/mcp

MCP over Streamable HTTP. Bearer or OAuth. Your agent will introspect the tool list on connect.

Auth

Two ways in

Browser sign-in (recommended) — OAuth via the one-line install. Nothing to leak if you paste the install command into a chat.

Bearer key — mint one from your dashboard. Keys start with ozs_live_ (production) or ozs_test_ (sandbox). Scoped per integration and revocable.

Mint a key

Why

Forms are a fossil layer.

The agent-native path skips three things you used to need: an account creation form, a getting-started tour, and a settings panel for every edge case. The prompt IS those things.

Want a deposit invoice with a 5% discount if paid in 7 days? Tell the agent. Want recurring monthly with end-of-month due dates? Tell the agent. The MCP server exposes the primitives; the agent composes them; you stay in plain English.

The editor still exists for visual review and the cases an agent can't reach (handing the laptop to your accountant). But the default surface for power users — and for anyone running their business through a chat window — is the prompt above.