Slack
Draft and manage invoices from a Slack conversation.
Invoicey runs a durable agent in Slack. Mention it, or DM it, and describe the invoice you want — it looks the client up in ARES and prepares a review card with the draft and its assumptions. You decide when to issue, send or record payment.
Using it
Mention the bot in a channel it has been invited to, or send it a direct message:
@Invoicey prepare a draft using my workspace issuer for NFCtron (IČO 27074358), 40 hours of consulting at 1,800 CZK per hour, due in 14 days. Ask for missing dates, VAT and document language. Show the draft before issuing.
It replies in a thread with an interactive review card and a link into Invoicey. Draft revisions do not automatically upload PDF and ISDOC files; use Preview PDF when you want a document preview. The first time you talk to the bot, it DMs a link to confirm your Slack account against the Invoicey workspace you are viewing in the browser.
Follow-ups in the same thread do not need a mention. The agent keeps session context, so you can just say:
Make it 45 hours and show me the updated draft. Do not issue it yet.
Human approval on the dangerous parts
Review the displayed invoice before using an action button or explicitly approving a tool action:
| Tool | Why it asks |
|---|---|
issue_invoice | Irreversible — allocates a number and freezes the invoice |
mark_invoice_paid | Asserts money arrived |
send_invoice_email | Reaches a real client's inbox |
Creating and revising drafts does not require approval.
Link Slack before the bot will work
Unlinked Slack users are refused — no drafts, no ARES. The bot DMs a one-shot confirm link (15 minutes). Confirm it while viewing the Invoicey workspace that should receive new invoices. Custom invoice-card actions resolve the clicker's linked Invoicey workspace and re-check membership. A Slack approval prompt is not an invitation to the Invoicey workspace; keep review cards in channels appropriate for the invoice data.
The agent uses the same validated handlers as MCP, plus Slack file upload.
Getting the bot in your workspace
Ask an Invoicey workspace owner/admin to enable Slack under Workspace → Integrations, invite the bot to the channel you will use, and complete the one-time Slack ↔ Invoicey link when the bot DMs you.
Limitations
- Link required. Each Slack user must confirm
/slack/link/[code]against an Invoicey workspace they belong to. There is no email matching. - One Slack account → one Invoicey user + one workspace. Rebind the workspace in Workspace → Integrations, or unlink so someone else can confirm.
- Approval is not account linking. Each Slack user links their own Invoicey identity. Keep invoice conversations within the intended team.
- No slash commands. Mentions and DMs only.
- No import. Historical import stays web-only.