SMB Quote Invoice PDF
Generates PDF documents for SMB quotes and invoices using pdfkit rendering, with built-in data validation for accuracy. Developers can integrate it into billing systems to automate PDF creation from structured data. Small business owners and accountants use it for quick, professional document output in sales and payment workflows.
Overview
This MCP server enables the creation of PDF-based quotes and invoices specifically for small and medium-sized businesses (SMBs). It handles data input, performs validation to catch errors, and renders documents using the pdfkit library for consistent, high-quality output.
Key Capabilities
- Quote PDF generation: Converts quote data (e.g., items, prices, customer details) into formatted PDFs.
- Invoice PDF generation: Produces invoices with line items, totals, taxes, and payment terms in PDF format.
- Data validation: Checks input for required fields, numeric accuracy, and formatting issues before rendering.
- pdfkit rendering: Utilizes pdfkit to generate PDFs from HTML/CSS templates, supporting custom styling.
Use Cases
- Sales quoting: A sales rep inputs deal details via API; the server validates pricing and customer info, then outputs a quote PDF for client review.
- Monthly billing: Accounting software sends invoice data; validation ensures tax calculations are correct, followed by PDF rendering for emailing.
- CRM integration: Developers call the server from a CRM to generate invoices on approval, embedding them in customer portals.
- Freelance invoicing: Individual contractors submit project data; the server validates hours/rates and delivers a professional PDF invoice.
Who This Is For
SMB owners managing sales and billing manually, accountants automating document creation, and developers building custom financial apps or integrations needing reliable PDF output for quotes and invoices.