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io.github.theluckystrike/milestone-schedule

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by theluckystrike · JavaScript

Milestone billing from accepted deliverables: due dates, sign-off dates, invoice-ready items.

This MCP server manages milestone billing based on accepted deliverables. It tracks deliverables tied to a quote, work order, or change order, including what is handed over, the due day, value (minor units), and a status timeline from planned to in progress to delivered and accepted.

🛠️ Key Features

  • Dated deliverables against a quote, work order, or change order
  • Milestone fields: deliverable details, due date, value in minor units, and status progression with actual day timestamps
  • late_report to identify what slipped as of a specified date
  • After client sign-off, returns invoice_create-ready items in MAJOR units and quote_create-ready items in MINOR units “in one call”

🚀 Use Cases

  • Schedule and track delivery milestones for billing
  • Report schedule slippage as of a chosen date
  • Prepare invoice and quote items after accepted milestones

⚡ Developer Benefits

  • Structured milestone lifecycle with planned/in-progress/delivered/accepted states and day tracking
  • Unit conversion readiness: MAJOR for invoices, MINOR for quotes
  • Single-call retrieval of sign-off outcomes for downstream systems

⚠️ Limitations

  • Operation depends on client sign-off to produce invoice_create-ready and quote_create-ready items

Topics

claudecursorinvoicemcpmcp-servermodel-context-protocolspreadsheetaccountingai-toolsbookkeepingclaude-desktopfreelanceinvoicinglocal-firstmcp-serverspdfself-hostedtime-trackingvatproductivity