Server Smallinvoice

MCP server for smallinvoice.ch — Swiss SME invoicing and accounting (146 tools, OAuth2 BYOC).

Install

npx -y @aiwerk/mcp-server-smallinvoice

Configure

Variable	Required	Description
SMALLINVOICE_CLIENT_ID	✅	OAuth2 client ID — smallinvoice Home → Users → API V2 → New client
SMALLINVOICE_CLIENT_SECRET	✅	OAuth2 client secret
SMALLINVOICE_REFRESH_TOKEN	✅	Initial refresh token from the OAuth bootstrap flow (rotates per call)
SMALLINVOICE_ACCESS_TOKEN	optional	Pre-loaded access token; lazily refreshed if absent or expired
SMALLINVOICE_TOKEN_FILE	optional	Path to persist rotating tokens (default: ~/.aiwerk/smallinvoice-tokens.json)
SMALLINVOICE_DRY_RUN	optional	Set to 1 to prevent write operations from reaching the API
SMALLINVOICE_NO_SNAPSHOT	optional	Set to 1 to disable pre-write entity snapshots
SMALLINVOICE_SNAPSHOT_DIR	optional	Directory for pre-write snapshots (default: ~/.aiwerk/smallinvoice-snapshots)
SMALLINVOICE_SNAPSHOT_FAIL_OPEN	optional	Set to 1 to log a warning instead of blocking when a snapshot fails
SMALLINVOICE_API_TIMEOUT_MS	optional	Request timeout in ms (default: 30000)

MCP client config example (Claude Desktop / OpenClaw)

{
  "mcpServers": {
    "smallinvoice": {
      "command": "npx",
      "args": ["-y", "@aiwerk/mcp-server-smallinvoice"],
      "env": {
        "SMALLINVOICE_CLIENT_ID": "your-client-id",
        "SMALLINVOICE_CLIENT_SECRET": "your-client-secret",
        "SMALLINVOICE_REFRESH_TOKEN": "your-initial-refresh-token"
      }
    }
  }
}

Auth setup

Requires smallinvoice Starter plan or higher (CHF 15/mo). The free tier blocks API access.

1. In your smallinvoice account: Home → Users → API V2 → New client

   • Grant type: Authorization Code
   • Redirect URI: http://127.0.0.1:8765/callback (must be registered in the client config)
   • Copy client_id and client_secret

2. Run the authorization URL in your browser:

   https://api.smallinvoice.com/v2/auth/authorize?response_type=code&client_id=YOUR_CLIENT_ID&scope=profile+contact+contact_reminder+letter+configuration+catalog+invoice+offer+delivery_note+order_confirmation+project+cost_unit+working_hours+activity+effort
   

   Log in and approve. You receive a code.

3. Exchange the code for tokens:

   curl -X POST https://api.smallinvoice.com/v2/auth/access-tokens \
     -H 'Content-Type: application/json' \
     -d '{"grant_type":"authorization_code","client_id":"...","client_secret":"...","code":"...","redirect_uri":"http://127.0.0.1:8765/callback"}'
   

   The response contains access_token and refresh_token.

4. Set SMALLINVOICE_REFRESH_TOKEN to the returned refresh_token. The server persists new tokens automatically after each refresh.

Token file is source of truth after first refresh. Once the server performs its first token rotation, the persisted SMALLINVOICE_TOKEN_FILE takes priority over SMALLINVOICE_REFRESH_TOKEN env var. If you rotate the refresh token manually, update or delete the token file.

Tools

146 tools total across 6 groups.

Group	Count	Representative tools
auth	2	get_owner, get_profile
contacts	42	list_contacts, get_contact, create_contact, update_contact, delete_contacts; sub-resources: accounts, addresses, people, groups, letters, reminders
catalog	22	list_products, create_product, list_services, create_service; categories (product & service), units
receivables	47	list_invoices, create_invoice, download_invoice_pdf, change_invoice_status, send_invoice_by_email, record_invoice_payment; offers, order-confirmations, delivery-notes, payments, ISRs
reporting	23	list_projects, list_working_hours; efforts, activities, cost-units
configuration	10	list_bank_accounts, create_bank_account; list_exchange_rates, create_exchange_rate

All delete_* tools are marked destructiveHint: true. All list_* / get_* / download_* tools are readOnlyHint: true.

Important notes

Refresh token rotation. Smallinvoice revokes the old refresh token the moment it issues a new one. The server uses atomic write (content fsync + atomic rename + dir fsync best-effort) to persist the new token before using it. If the process crashes after the API rotation but before persist completes, the OAuth chain is broken — re-run the bootstrap flow from step 2 above.

Cross-process refresh safety. Multiple MCP server instances sharing the same token file are protected by an O_EXCL file lock. A double-check after acquiring the lock avoids redundant refreshes when another process already rotated the token.

SMALLINVOICE_DRY_RUN=1. All write tools (create_*, update_*, delete_*, change_*, send_*, record_*) return a stub response without contacting smallinvoice:

{ "_dry_run": true, "_would_call": { "method": "POST", "path": "/receivables/invoices", "body": { ... } } }

Use this when testing against a production account.

Pre-write snapshots. Before each mutating operation, the current entity state is fetched and saved to ~/.aiwerk/smallinvoice-snapshots/. The tool result includes a _snapshot field with the file path.

• PUT / PATCH — snapshots the entity being updated
• DELETE — snapshots each entity being deleted (batch-aware: all IDs fetched in parallel, saved as one JSON file with partial-failure tolerance)
• send_by_email / send_by_post — snapshots the parent document before sending ⚠️ IRREVERSIBLE: sends real email/post — pre-state snapshotted under ~/.aiwerk/smallinvoice-snapshots/
• Sub-resource POST (e.g. record_invoice_payment, create_contact_account) — snapshots the parent entity before modifying it

Disable snapshots with SMALLINVOICE_NO_SNAPSHOT=1. By default, a snapshot failure blocks the write (fail-closed). Set SMALLINVOICE_SNAPSHOT_FAIL_OPEN=1 to downgrade to a warning and continue.

Rate limit. The actual limit is 360 requests/minute (not 1000 as stated in the public documentation). The server logs a warning to stderr when X-Rate-Limit-Remaining drops below 30.

Date formats. Use YYYY-MM-DD for date fields and YYYY-MM-DD HH:MM:SS for timestamp fields (no timezone — Europe/Zurich assumed).

License

MIT — AIWerk