QuickBooks Invoice Aging Alerter

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
• What's the risk profile for this customer's overdue invoices?

Tools (9)

Tools the agent exposes — your AI client calls them automatically when it needs them.

• run_full — Run the QuickBooks AR aging alerter end-to-end: collect overdue invoices, score by risk, add QB follow-up notes, send Slack summary.
• get_aging_report — Fetch the QuickBooks AR aging report and return buckets (current, 1-30, 31-60, 61-90, 90+ days) with totals.
• list_invoices — List overdue invoices with risk scores and customer data, sorted by risk score descending.
• get_customer_risk — Get the risk profile for a specific customer: overdue invoices, risk score, recommended action.
• create_note — Add a follow-up activity note to a QuickBooks invoice. Requires live QB credentials.
• post_slack_alert — Send the AR aging summary to the Slack #finance channel.
• discover_intent — Intent-discovery: state your AR collections goal in plain language and get a proposed input.
• plan_inputs — Plan the inputs for a tool: returns questions, schema and a ready-to-edit example.
• list_capabilities — List the agent's tools, credential slots and configuration options.