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Can Claude find overdue invoices?

Partly. With code execution on (the default on Free, Pro and Max) Claude can read an invoice export you upload and sort out what is past due. A chat does not hold your invoices and payments, so its list is only as current as the file you gave it. Connect the Invoice server (free token) and Claude lists every invoice not paid in full whose due date has passed, worst first, with days overdue, the amount still open and a total per currency. Part payments you recorded are taken off.

What Claude does alone, and what needs the server

Claude on its own

  • Sorts an invoice export you upload by due date.
  • Drafts a reminder email for a late client.

With the Invoice server

  • Every unpaid invoice past its due date, worst first.
  • Part payments taken off the amount still open.
  • A total per currency, never added across currencies.

A real call to the live server

We sent this to the hosted server on 2026-11-05. The answer below is the server's own text, not a mock-up. Live values will differ when you ask.

You ask

Which invoices are overdue?

Tool call

overdue_report {"as_of":"2026-11-06"}

Server answer

{"as_of": "2026-11-06", "count": 2, "invoices": [{"number": "INV-2026-0001", "client": "Bayline Logistics", "due_date": "2026-09-29", "days_overdue": 38, "outstanding": "USD 1350.00"}, {"number": "INV-2026-0002", "client": "Harbor Dental", "due_date": "2026-10-20", "days_overdue": 17, "outstanding": "USD 2700.00"}], "totals_per_currency": ["USD 4050.00"]}

Three invoices were created and USD 500.00 was paid on INV-2026-0001 first. The server answers in JSON. This is a shortened copy, and every field shown is unchanged. INV-2026-0002 also has a USD 150.00 credit note in the Billing Docs server, and this report shows the invoice before that credit.

You ask

Which invoices are part paid?

Tool call

invoice_list {"status":"partial"}

Server answer

{"count": 1, "invoices": [{"number": "INV-2026-0001", "client": "Bayline Logistics", "due_date": "2026-09-29", "total": "USD 1850.00", "status": "partial", "paid": "USD 500.00", "balance_due": "USD 1350.00"}]}

The server answers in JSON. This is a shortened copy, and every field shown is unchanged.

Connect it in 1 minute

Get a free token first. No account, 30 days, 600 calls an hour. Put it in the URL in place of <token>. In Claude.ai or Claude Desktop open Settings, then Connectors, then Add custom connector, and paste the URL.

1. Free token

curl -s -X POST https://mcp.zovo.one/mcp/token

Connector URL (replace <token>)

https://mcp.zovo.one/mcp/invoice/t/<token>

Claude Code

claude mcp add --transport http invoice https://mcp.zovo.one/mcp/invoice/t/<token>

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "invoice": {
      "url": "https://mcp.zovo.one/mcp/invoice/t/<token>"
    }
  }
}

VS Code (.vscode/mcp.json)

{
  "servers": {
    "invoice": {
      "type": "http",
      "url": "https://mcp.zovo.one/mcp/invoice/t/<token>"
    }
  }
}

All 11 tools, free and Pro limits and more prompts are on the Invoice MCP server page.

Questions

Can Claude find overdue invoices?
Partly. With code execution on (the default on Free, Pro and Max) Claude can read an invoice export you upload and sort out what is past due. A chat does not hold your invoices and payments, so its list is only as current as the file you gave it. Connect the Invoice server (free token) and Claude lists every invoice not paid in full whose due date has passed, worst first, with days overdue, the amount still open and a total per currency. Part payments you recorded are taken off.
Does it send reminders?
No. It lists what is late. The Dunning Letters server writes reminder letters for each stage, and you send them.
Does the report take off credit notes?
No. It works from invoices and payments in the Invoice server. The Statement of Account server ages each client balance with credit notes taken off.
What is free, and what does Pro add?
The overdue report, payments and the invoice list are free on every tier, and creating invoices is free for 3 a month. Pro is $19 once for the Invoice server, or $39 once for all 49 servers. It adds unlimited invoices, your logo on the invoice page and a custom number prefix.
Is the server free?
The hosted Invoice server has a free tier. A free token lasts 30 days and allows 600 calls an hour, with no account. Some features are Pro, and the server page lists what is free and what is not.

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