Step-by-Step Guide: Creating an MCP Server with Vectorize for Invoice Data Analysis

Step 4: Test Vectorize Integration

  1. Use this prompt to generate an MCP adoption invoice analysis 

Find invoices that billed to Marceline Anderson

  1. You will be asked to grant permission. Click "Allow for This Chat”

  1. You will retrieve information about invoices billed to Marceline Anderson in the chat response. 

I'll help you find invoices billed to Marceline Anderson. Let me search for that information.

I found two invoices billed to Marceline Anderson:

**Invoice #12345 (June 16, 2025)**
- Items:
  - 30x Social Media Pack Design: $600.00
  - 5x Furniture: $500.00
  - 1x Interior Design: $700.00
  - 1x Architecture: $1000.00
- Subtotal: $2,800.00
- Tax (20%): $560.00
- Total: $3,360.00

**Invoice #12346 (June 16, 2025)**
- Items:
  - 10x Social Media Pack Design: $200.00
  - 5x Furniture: $500.00
  - 1x Interior Design: $700.00
  - 1x Architecture: $1000.00
- Subtotal: $2,400.00
- Tax (20%): $480.00
- Total: $2,880.00

Both invoices were issued by Studio Shodwe (Samira Hadid) located at 123 Anywhere St, Any City, ST 12345. The contact information for Marceline Anderson shows a phone number of +123-456-7890.

Would you like any additional information about these invoices?

  1. Use this prompt to visualize an MCP adoption invoice analysis 

Visualize key insights from invoices billed to Marceline Anderson

  1. The visualization will display MCP server adoption Marceline Anderson Invoice Summary, Spending By Category and Invoice Details.

  1. Use this prompt to display all invoice details.

  1. Use this prompt to break down categorized items that billed to clients for each month.

In addition to the visualized data analysis, you will receive a detailed monthly breakdown of categorized items billed to clients in the chat response. 

I'll analyze the invoices to break down categorized items billed to clients by month. Let me gather and organize that information.

Based on the invoice data, here's a breakdown of categorized items billed to clients by month:

### March 2025
**Client: Global Network (Invoice #12340)**
- Floor Plan Design: $300.00 (1 unit)
- Furniture: $1,000.00 (10 units)
- Interior Design: $700.00 (1 unit)
- Architecture: $1,000.00 (1 unit)
- **Total:** $3,600.00 (including 20% tax)

### April 2025
**Client: Star Enterprise (Invoice #12343)**
- Material Delivery: $1,000.00 (10 units)
- Wall Installation: $4,000.00 (20 units)
- Interior Design: $700.00 (1 unit)
- Architecture: $1,000.00 (1 unit)
- **Total:** $8,040.00 (including 20% tax)

**Client: Star Enterprise (Invoice #12344)**
- Door: $1,000.00 (5 units)
- Wall Installation: $1,000.00 (5 units)
- Interior Design: $1,000.00 (1 unit)
- Architecture: $1,000.00 (1 unit)
- **Total:** $4,800.00 (including 20% tax)

### June 2025
**Client: Marceline Anderson (Invoice #12345)**
- Social Media Pack Design: $600.00 (30 units)
- Furniture: $500.00 (5 units)
- Interior Design: $700.00 (1 unit)
- Architecture: $1,000.00 (1 unit)
- **Total:** $3,360.00 (including 20% tax)

**Client: Marceline Anderson (Invoice #12346)**
- Social Media Pack Design: $200.00 (10 units)
- Furniture: $500.00 (5 units)
- Interior Design: $700.00 (1 unit)
- Architecture: $1,000.00 (1 unit)
- **Total:** $2,880.00 (including 20% tax)

### Key Observations:
1. **Highest Billing Month:** April 2025 ($12,840.00 total)
2. **Most Frequent Categories:** Architecture and Interior Design (appear in all invoices)
3. **Highest Value Category:** Wall Installation ($5,000.00 total in April)
4. **Client with Most Invoices:** Star Enterprise and Marceline Anderson (2 each)
5. **Consistent Core Services:** Architecture ($5,000.00) and Interior Design ($3,800.00) across all clients

The visualization provides additional insights through charts and detailed breakdowns of spending patterns by month and client.

Key Takeaways

  • MCP (Model Context Protocol) enables seamless integration between AI systems and real-time external data, solving common integration challenges.

  • The protocol provides a standard approach that eliminates the need for expensive custom integrations between systems.

  • Implementation requires minimal setup using standard development tools (VS Code, Python), API configuration, and integration with external services (e.g., Perplexity in Part 1 and Vectorize in Part 2).

  • The practical guide shows how to build an MCP dashboard using Vectorize API integration.

  • MCP represents a strategic advancement for organizations looking to scale their AI implementations efficiently.