Build Deal-to-Invoice Automation with MCP and the SDK

{
  "mcpServers": {
    "sanka": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.sanka.com/mcp",
        "--resource",
        "https://mcp.sanka.com/mcp"
      ]
    }
  }
}

Find all deals with status "closed-won" that were updated in the last 7 days.
For each deal that doesn't have a linked invoice:
1. Get the associated contact's billing address
2. Create an invoice with the deal amount as a single line item
3. Link the invoice to the deal
4. Update the deal to mark it as invoiced

Show me what you're about to create before executing.

pip install sanka-sdk

from sanka_sdk import Sanka
from datetime import datetime, timedelta

client = Sanka(api_key="sk_live_...")

# Find closed deals from the last 7 days
seven_days_ago = (datetime.now() - timedelta(days=7)).isoformat()
deals = client.deals.list(
    filters={
        "status": "closed-won",
        "updated_at": {"gte": seven_days_ago}
    }
)

for deal in deals.data:
    # Check if invoice already exists
    existing_invoices = client.invoices.list(
        filters={"deal_id": deal.id}
    )

    if existing_invoices.data:
        print(f"Deal {deal.id} already has invoice, skipping")
        continue

    # Get contact for billing info
    contact = client.contacts.get(deal.contact_id)

    # Create invoice
    invoice = client.invoices.create({
        "contact_id": contact.id,
        "deal_id": deal.id,
        "due_date": (datetime.now() + timedelta(days=30)).isoformat(),
        "line_items": [
            {
                "description": deal.name,
                "quantity": 1,
                "unit_price": deal.amount
            }
        ],
        "billing_address": contact.billing_address,
        "status": "draft"
    })

    # Update deal to mark as invoiced
    client.deals.update(deal.id, {
        "custom_fields": {
            "invoiced": True,
            "invoice_id": invoice.id
        }
    })

    print(f"Created invoice {invoice.id} for deal {deal.name}")

# Webhook handler example (Flask)
@app.route("/webhooks/deal-closed", methods=["POST"])
def handle_deal_closed():
    payload = request.json
    deal_id = payload["deal_id"]

    # Same logic as above, but for a single deal
    deal = client.deals.get(deal_id)
    if deal.status == "closed-won":
        create_invoice_for_deal(deal)

    return {"status": "ok"}