What Claude can do
Everything Claude can read and do in Invoa once connected, with example prompts, which actions need your approval, and the ready-made prompts.
Once Claude is connected, you talk to it the way you would brief a colleague. Claude picks the right Invoa tools, shows you what it found or prepared, and asks for your approval before anything official happens.
Talk in ringgit, as you normally would ("RM 1,800 a day"). Claude converts amounts for Invoa and shows totals back to you in RM.
Read: ask about your business
Read tools work on every plan.
| Claude can | Try asking |
|---|---|
| List and search customers and suppliers, with what each one owes | "Which customers owe us more than RM 5,000?" |
| Show a customer's full record: outstanding, overdue, total invoiced and paid, recent documents | "How much does Teratai Biru Ventures owe us, and since when?" |
| Look up a business customer's TIN at LHDN by registration number (BRN) or name | "Find the TIN for Bukit Teratai Kopitiam, BRN 202301012345." |
| List your catalogue items with price, tax type and classification code | "What do we charge for a half-day workshop?" |
| List and filter documents by type, status, customer, date, unpaid or overdue | "List all quotations we sent in September that are still open." |
| Open a document with its lines, totals, payments, e-invoice status and links | "Show me INV-26-0042 and whether it has been paid." |
| Report aged receivables: current, 1–30, 31–60, 61–90 and 90+ days overdue, per customer | "Give me aged receivables as at 30 September 2026." |
A TIN lookup only reads from LHDN. Claude saves the TIN to the contact only if you ask it to (and only with write access). See Find a customer's TIN.
Personal ID numbers stay in Invoa. Claude never sees a contact's MyKad or passport number (it is only told that one is on file) and cannot enter one. To look up an individual's TIN by MyKad, or to add a MyKad or passport number, use the contact page in Invoa.
Write: prepare and run your billing
Creating and editing contacts and drafts, and turning a quotation into a draft invoice, work on every plan. Issuing, sending, payments, billing schedules, e-invoice submission and voiding need Pro or a running Pro trial. Every write also needs the matching permission on the consent page and an owner, admin or member role.
| Claude can | Your approval | Try asking |
|---|---|---|
| Create and update contacts | No | "Add Cempaka Studio as a customer. Contact Rafi Ismail, rafi@cempaka.example." |
| Draft a quotation, proforma, invoice, or credit, debit or refund note, including a written proposal for quotations | No (drafts have no number and are not visible to customers) | "Draft a quotation for Cempaka Studio: brand photography, 2 days at RM 1,800 a day, plus editing RM 950. Service tax applies." |
| Edit a draft | No | "Change the editing line to RM 1,100 and add a 10% discount." |
| Turn a quotation into a draft invoice (any plan) or a billing schedule (Pro) | No | "Turn QT-26-0031 into an invoice." |
| Issue a document (allocate its number, lock it, create the PDF) | Yes, unless your company has an auto-approve limit and the total is below it | "Issue that invoice." |
| Email an issued document and give you a WhatsApp link to send yourself | No, it sends straight away | "Send INV-26-0042 to Aina Rahman and give me the WhatsApp link." |
| Record a payment, which issues a receipt and emails it to the customer | No | "Teratai Biru paid RM 1,350 by bank transfer today for INV-26-0042. Record it." |
| List and confirm "I have paid" claims customers made on the payment page | No | "Any payment claims waiting? Confirm the one from Teratai Biru, the bank shows RM 1,350." |
| Trigger a billing-schedule milestone, such as "on signing" or "go-live" | Only if the schedule issues automatically — then issuing waits for your approval | "Bill the go-live milestone for the Lembah Bayu booking system." |
| Submit an issued invoice or note to LHDN MyInvois | Always | "Submit last week's invoices to LHDN." |
| Void an issued document | Always | "Void INV-26-0040, it was issued to the wrong customer." |
Sending and recording payments happen without an approval step, so be specific when you ask for them. How approvals work is explained in Approvals and safety.
Tip: Ask Claude to show you the draft before it requests approval: "Draft it and show me the totals first." Every draft has a preview link that opens in Invoa.
Ready-made prompts
Invoa gives Claude three ready-made prompts. Where your Claude app lists connector prompts, you can pick these instead of typing. In Claude Code they appear as slash commands, such as /mcp__invoa__chase_overdue_invoices.
| Prompt | You provide | What Claude does |
|---|---|---|
| Draft a quotation from a brief | Customer name, and a brief (scope, deliverables, prices, timeline) | Finds or creates the contact, writes a proposal, creates a draft quotation valid for 30 days and shows you the totals and preview link. It does not ask to issue until you confirm. |
| Chase overdue invoices | Tone (friendly, firm or final notice), optional | Checks aged receivables and drafts a reminder per customer with the invoice number, amount, due date and payment link. It does not send anything. |
| Invoice an accepted quotation | Quotation number, for example QT-26-0031 | Converts the quotation to an invoice (or a billing schedule for milestone work), asks for your approval, then issues and sends it and gives you the WhatsApp link. On Free and Core it stops at the draft invoice; you issue and send it in Invoa. |
What Claude cannot do
- Change company settings, numbering, templates, team members, plans, API keys or webhooks.
- Delete anything. Issued documents can only be voided, and only with your approval.
- Edit an issued document. Revise a quotation in Invoa, or ask Claude to draft a credit note against an invoice.
- Create a billing schedule from scratch. It can create one from a quotation.
- Reach a company other than the one the connection is tied to.
Related
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