What it does
QuickBooks Invoice Aging Alerter is an MCP agent for SMB finance teams and accountants. It pulls the Accounts Receivable aging report from QuickBooks Online (current, 1-30, 31-60, 61-90, 90+ day buckets), computes a composite risk score per overdue customer from days overdue, amount, and repeat-delay history, adds follow-up activity notes directly in QuickBooks, and posts a masked daily summary to a Slack #finance channel. Guardrails: no automatic customer-facing communication is ever sent, payment plan negotiations are flagged for human approval, and financial amounts are partially masked in Slack. Runs fully offline in mock mode without credentials, so teams can evaluate the workflow before connecting a live QuickBooks account.
Example prompts
- Run the full AR aging alerter and post today's summary to Slack
- Show me the current AR aging report by bucket
- List overdue invoices sorted by risk
Before you connect
The credentials this agent will ask you for — the full setup is on the Setup tab.
Needs 6 optional credentials to connect. See setup
