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Examples

Practical examples of queries to Claude using InFakt MCP Server.

Example 1: List Recent Invoices

User prompt:

Show me my invoices from the last month

What happens:

  • Claude retrieves your recent invoices from InFakt
  • Displays invoice numbers, amounts, client names, and payment status
  • You can ask follow-up questions about specific invoices

Example 2: Create a New Invoice

User prompt:

Create an invoice for 500 PLN net for consulting services for ABC Corp, NIP 1234567890

What happens:

  • Claude prepares the invoice and shows you a preview
  • You confirm the details look correct
  • The invoice is created in your InFakt account
  • Claude provides the new invoice number and link

Example 3: Find and Manage Clients

User prompt:

Find all my clients from Warsaw

What happens:

  • Claude searches your client database
  • Returns matching companies with contact details
  • You can ask to see more details or create invoices for specific clients

Example 4: Track Business Expenses

User prompt:

What were my expenses in December?

What happens:

  • Claude retrieves all cost documents from the specified period
  • Shows expense categories, amounts, and vendors
  • Can summarize totals or filter by type

Example 5: Check VAT Reports

User prompt:

Show me my JPK files for this year

What happens:

  • Claude lists your JPK_V7M (Polish SAF-T) files
  • Shows filing periods and submission status
  • Indicates which months have been successfully filed

Example 6: View Bank Accounts

User prompt:

What bank accounts do I have configured?

What happens:

  • Claude retrieves your company bank account information
  • Shows account numbers, bank names, and currencies
  • Useful for verifying payment details on invoices

Example 7: Review Tax Information

User prompt:

Show me my income tax payments this year

What happens:

  • Claude retrieves your income tax records
  • Displays payment amounts, periods, and due dates
  • Helps you track tax obligations

Example 8: Check Account Activity

User prompt:

What changes were made to my account recently?

What happens:

  • Claude retrieves your account activity log
  • Shows recent actions like invoice creation, client updates
  • Helps you track what's been happening in your account

More Example Prompts

Invoices

  • "Show me unpaid invoices"
  • "Find invoice number FV/2024/001"
  • "How much did I invoice this quarter?"
  • "List invoices for client ABC Corp"

Clients

  • "Show my top 5 clients by revenue"
  • "Find client with NIP 1234567890"
  • "How many active clients do I have?"

Costs

  • "What were my biggest expenses this month?"
  • "Show costs by category"
  • "Total expenses for Q1 2024"

Reports

  • "What's my VAT balance for this month?"
  • "Compare revenue between January and February"
  • "Generate a financial summary for 2024"

💡 Tip: Claude understands context, so you can ask follow-up questions like "What about the previous month?" or "Show me more details".