Help users set up and configure their Invoice My Clients connection. Use when the user is setting up the plugin for the first time, needs to configure their API key, or wants to verify their account settings.
Tell the user what they need:
To use Invoice My Clients from Cursor, you'll need:
1. An Invoice My Clients account (sign up at https://app.invoicemyclients.com)
2. An API key from your account settings
Direct the user to generate an API key:
To generate your API key:
1. Log in to Invoice My Clients at https://app.invoicemyclients.com
2. Go to Settings > Developer
3. Click "Generate API Key"
4. Copy the key (it starts with "imc_live_")
5. Keep it safe — you won't be able to see it again!
Help the user set the environment variable:
Set the IMC_API_KEY environment variable in your Cursor settings
or in a .env file:
IMC_API_KEY=imc_live_your_api_key_here
If using a self-hosted MCP server, also set:
IMC_MCP_SERVER_URL=https://your-server-url.com/mcp
Test the connection by calling get_user_settings. If successful, present the account info:
Connection Verified!
Account: John Smith
Business: Smith Consulting
Email: [email protected]
Default Rate: $150.00/hr
Tax Rate: 8%
Invoice Prefix: INV
Payment Terms: Net 30
If it fails, troubleshoot:
Call get_user_settings and present all configured options:
Your Invoice My Clients Settings
==================================
Business Information:
Name: Smith Consulting
Email: [email protected]
Phone: 555-123-4567
Address: 123 Main St, New York, NY 10001
Invoice Defaults:
Prefix: INV
Default Rate: $150.00/hr
Tax: 8%
Payment Terms: Net 30
Financial Settings:
Interest on Overdue: 1.5% monthly
Early Payment Discount: 2% within 10 days
Language: English (US)
Common issues and solutions:
| Issue | Solution |
|---|---|
| "Authentication failed" | Check API key is correct and not expired |
| "Connection refused" | Verify MCP server URL, check if server is running |
| "API key revoked" | Generate a new API key in account settings |
| "Rate limit exceeded" | Wait a moment and try again |
| Tools not appearing | Restart Cursor, check plugin is installed |