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InvoiceShelf AI Assistant

The official, free AI Assistant module for InvoiceShelf 3.x. It adds an in-app assistant and optional writing tools without putting an AI provider dependency in the core application.

The module is AGPL-3.0-only. Your administrator supplies and funds the OpenRouter API key; InvoiceShelf does not provide API credits or a shared key.

Requirements

  • InvoiceShelf >=3.0.0-alpha.2 <4.0.0
  • Module API ^1.2.0
  • PHP ^8.4.0
  • An OpenRouter API key and an account with available provider credit

Install and configure

  1. Sign in as a super administrator and open Administration → Modules.
  2. Pair the application with the InvoiceShelf marketplace if it is not already paired, then install and enable AI Assistant.
  3. Open Administration → Settings → AI Assistant.
  4. Choose OpenRouter, enter the API key, select the models to use, and click Save settings.
  5. Click Test connection to verify the credentials before enabling it for users.
  6. Turn on Enable AI Assistant, then choose the capabilities your team needs:
    • Assistant chat adds the conversational drawer to company pages.
    • Editor text generation adds writing assistance to rich-text editors.

The global administrator's configuration is the default for every company. A company owner can open Company Settings → AI Assistant, choose Use a company-specific AI configuration, and provide a different provider configuration or models for that company.

Privacy and access

When someone uses a capability, their prompt and the business data that the selected model requests through the module's read-only tools are sent to OpenRouter and the chosen model provider. The assistant is scoped to the active company and respects the user's InvoiceShelf permissions; it cannot write invoices, expenses, customers, payments, or other business records.

API keys are encrypted at rest and shown as masked values in settings. Enable only the chat and editor features you intend to use, select models appropriate for your privacy requirements, and review OpenRouter's and the selected provider's data practices before enabling the module.

Disable and uninstall

Disabling the module turns off its UI and routes but retains configuration and conversations. Uninstalling it removes the package. If an administrator also selects Remove module data, the module deletes its settings and reverses its migration, removing AI conversations and messages. This data removal is permanent.

Development

The package ships committed files in dist/ because InvoiceShelf installs immutable packages without running Composer or a JavaScript package manager. See CONTRIBUTING.md for the exact local checks, generated-asset workflow, and release process.

License

The AI Assistant module is licensed under AGPL-3.0-only.

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Official free AI Assistant module for InvoiceShelf

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