> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/mcp-server/tools/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Tools

## Docs

- [get_solvimon_account](https://docs.solvimon.com/mcp-server/tools/get-solvimon-account.md): Verify the connection and list billing entities. Call first.
- [get_settings](https://docs.solvimon.com/mcp-server/tools/get-settings.md): Read how the platform is configured: invoicing, quotes, currencies, custom fields, processing status
- [get_billing_entities](https://docs.solvimon.com/mcp-server/tools/get-billing-entities.md): Read billing entities and their tax registrations
- [write_billing_entity](https://docs.solvimon.com/mcp-server/tools/write-billing-entity.md): Create or update a billing entity. Add or remove tax registrations
- [get_users](https://docs.solvimon.com/mcp-server/tools/get-users.md): Read your Solvimon users, roles, teams, SSO providers and API key metadata
- [write_user](https://docs.solvimon.com/mcp-server/tools/write-user.md): Invite a person or change a user's roles
- [get_integrations](https://docs.solvimon.com/mcp-server/tools/get-integrations.md): Read the status of payment, e-invoicing, tax, ERP, email and export integrations
- [get_product_catalog](https://docs.solvimon.com/mcp-server/tools/get-product-catalog.md): Read product categories, products, product items, features, coupons and promotion codes
- [write_product_catalog](https://docs.solvimon.com/mcp-server/tools/write-product-catalog.md): Create and manage the catalog, coupons and promotion codes
- [get_pricing_plans](https://docs.solvimon.com/mcp-server/tools/get-pricing-plans.md): Read pricing plans, plan versions and plan groups
- [write_pricing_plan](https://docs.solvimon.com/mcp-server/tools/write-pricing-plan.md): Create pricing plans and plan versions
- [get_agent_context](https://docs.solvimon.com/mcp-server/tools/get-agent-context.md): Read the agent guidance stored on a plan, product, item or quote template
- [write_agent_context](https://docs.solvimon.com/mcp-server/tools/write-agent-context.md): Propose and save agent guidance on a plan, product, item or quote template
- [get_metering](https://docs.solvimon.com/mcp-server/tools/get-metering.md): Read meters, usage events and uploads. Trace why an event is (not) billed
- [write_metering](https://docs.solvimon.com/mcp-server/tools/write-metering.md): Ingest usage events. Create, update and delete meter config
- [create_meter_setup](https://docs.solvimon.com/mcp-server/tools/create-meter-setup.md): Shortcut: meter, meter value, and calculation in one call
- [get_usage_limits](https://docs.solvimon.com/mcp-server/tools/get-usage-limits.md): Read usage limits, their live status, alert rules and alerts
- [write_usage_limit](https://docs.solvimon.com/mcp-server/tools/write-usage-limit.md): Create, update, activate or archive usage limits
- [get_customers](https://docs.solvimon.com/mcp-server/tools/get-customers.md): List, get or search customers. Entitlements, contacts, seats, shipping addresses, VAT check
- [write_customer](https://docs.solvimon.com/mcp-server/tools/write-customer.md): Create and manage customers and their contacts
- [forget_customer](https://docs.solvimon.com/mcp-server/tools/forget-customer.md): GDPR erasure of a customer's personal data
- [get_subscriptions](https://docs.solvimon.com/mcp-server/tools/get-subscriptions.md): Read subscriptions, subscription groups and schedules
- [write_subscription](https://docs.solvimon.com/mcp-server/tools/write-subscription.md): Create and manage subscriptions and ramps, including init, cancel and void
- [create_checkout_link](https://docs.solvimon.com/mcp-server/tools/create-checkout-link.md): Hosted checkout URL for self-serve signup
- [get_quotes](https://docs.solvimon.com/mcp-server/tools/get-quotes.md): Read quotes, versions, schedules, templates and approvals. Quote PDF, approval evaluation, your approvals
- [create_quote](https://docs.solvimon.com/mcp-server/tools/create-quote.md): Build a DRAFT quote in one call, including ramps and price overrides, with a validate-first dry run
- [import_order_form](https://docs.solvimon.com/mcp-server/tools/import-order-form.md): Turn a signed order form into a DRAFT quote, reconciled line by line
- [write_quote](https://docs.solvimon.com/mcp-server/tools/write-quote.md): Edit quotes and move them through finalize → accept → subscription, plus signing
- [write_quote_template](https://docs.solvimon.com/mcp-server/tools/write-quote-template.md): Create and manage quote templates
- [get_documents](https://docs.solvimon.com/mcp-server/tools/get-documents.md): Find attachments and get download links
- [write_documents](https://docs.solvimon.com/mcp-server/tools/write-documents.md): Upload, attach, detach and delete documents
- [Quote features](https://docs.solvimon.com/mcp-server/tools/quote-features.md): Ramps, price and entitlement overrides, direct pricing, payment terms, quote text, finalize, signing and upgrades through the MCP server
- [get_invoices](https://docs.solvimon.com/mcp-server/tools/get-invoices.md): Read, search or preview invoices. PDF, UBL and e-invoice documents
- [write_invoice](https://docs.solvimon.com/mcp-server/tools/write-invoice.md): Create one-off invoices line by line, finalize, pay, credit, refund and send
- [get_payments](https://docs.solvimon.com/mcp-server/tools/get-payments.md): Read payment methods, acceptors, requests, payments and payment schedules
- [get_billing_run](https://docs.solvimon.com/mcp-server/tools/get-billing-run.md): Health of a month's billing run, and a preflight before a bulk finalize
- [get_wallets_credits](https://docs.solvimon.com/mcp-server/tools/get-wallets-credits.md): Read credit types, wallet types, wallets, balances, grants and auto top-ups
- [write_wallets_credit](https://docs.solvimon.com/mcp-server/tools/write-wallets-credit.md): Create and manage credit types, wallet types and wallets
- [get_workflows](https://docs.solvimon.com/mcp-server/tools/get-workflows.md): Read workflows, their actions, triggers and executions
- [get_webhooks](https://docs.solvimon.com/mcp-server/tools/get-webhooks.md): Read webhook endpoints, subscribable events and deliveries
- [write_webhook](https://docs.solvimon.com/mcp-server/tools/write-webhook.md): Create, update and deactivate webhook endpoints
- [get_operations](https://docs.solvimon.com/mcp-server/tools/get-operations.md): Read portal links, bulk actions and reprocesses
- [get_audit_records](https://docs.solvimon.com/mcp-server/tools/get-audit-records.md): Who changed what, and when
- [get_reports](https://docs.solvimon.com/mcp-server/tools/get-reports.md): Read and generate CSV/Parquet reports
- [analytics](https://docs.solvimon.com/mcp-server/tools/analytics.md): Read-only queries on dashboard data (revenue, MRR, churn, usage)
- [search_docs](https://docs.solvimon.com/mcp-server/tools/search-docs.md): Search these public docs
- [show_card](https://docs.solvimon.com/mcp-server/tools/show-card.md): Show an invoice, customer, quote, subscription, product or plan as a visual card
- [get_more_tools](https://docs.solvimon.com/mcp-server/tools/get-more-tools.md): Report a request no tool covers
- [start_onboarding](https://docs.solvimon.com/mcp-server/tools/start-onboarding.md): Guided sandbox onboarding to your first invoice preview
- [start_migration](https://docs.solvimon.com/mcp-server/tools/start-migration.md): Guided migration from Stripe Billing
- [solvimon_api_call](https://docs.solvimon.com/mcp-server/tools/solvimon-api-call.md): Read-only raw API passthrough for anything the other tools don't cover