Tools provided
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.
