PROJECT DEEP DIVE
AI quote and invoice agent - Suite
Personal project · SME financial operations · Claude API, Supabase, Express 5
Situation
SMEs spend disproportionate time on quoting and invoicing — manual entry, no audit trail, VAT errors, no multi-tenant isolation. Existing tools require training.
What I built
A chat-first financial operations assistant where Claude plans the operation, typed handlers execute it, and all maths (totals, VAT) stays deterministic on the backend — not left to the model. Tenant isolation is enforced at the database level through JWT-scoped Supabase clients and row-level security, not application logic.
Result
Faster quote/invoice creation , a business owner describes work in natural language and gets a VAT-correct, PDF-ready quote or invoice. Each tenant's data is isolated by design, not by trust.
Architecture Diagram
Architecture flow
React Chat UI
Natural-language command input and artifact rendering.
Express /api/agent
JWT-authenticated chat endpoint and session persistence.
runAgent Loop
Bounded tool-use iterations with zod argument validation.
Domain Tool Handlers
Clients/templates/quotes/invoices/PDF deterministic operations.
Supabase + RLS
Tenant-isolated system of record with controlled number allocation.
React Chat UI
Natural-language command input and artifact rendering.
Express /api/agent
JWT-authenticated chat endpoint and session persistence.
runAgent Loop
Bounded tool-use iterations with zod argument validation.
Domain Tool Handlers
Clients/templates/quotes/invoices/PDF deterministic operations.
Supabase + RLS
Tenant-isolated system of record with controlled number allocation.