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Statement and agingHosted URL

Statement of Account

Client statements, aging and payment chasers from your own books.

Start free Buy Pro, $19 once

Free tier needs no key. See the exact limits.

What you get

Aging, Drukarnia Ventis

As of today, 3 open invoices

Text
BucketPLN
0-30 days6,200.00
31-60 days0.00
Over 60 days12,250.00
Outstanding18,450.00
OVERDUE
Example from "Who owes me money right now". Invented names, real math from the tools.

Claude reads your invoices, payments, credit notes and deposits and builds a statement for one client: opening balance, movements and closing balance. It ages what's overdue into 0-30, 31-60, 61-90 and 90+ days, and writes a friendly, firm or final payment reminder. It reads your books and never changes them.

Made for Freelancers, Small businesses, Bookkeepers, Credit controllers

3 requests, start to finish

Example chats. Each one uses real tools of this server, named as they run. The people and firms are made up.

Example done on the free tier. Doing this every week? Pro removes the limit for $19, once. Free vs Pro

  1. Example 1 · Tomasz Krol, owner of a print shop in KatowiceWho owes me money right now

    Age my open invoices as of today for Drukarnia Ventis.
    • statement_aging Ages open invoices by days past due date into four buckets, with the invoices

    18,450 PLN outstanding: 6,200 in 0-30 days, 12,250 over 60 days across 3 invoices.

    Saves about 15 min (our estimate)

  2. Example 2 · Helen Ward, bookkeeper for a joinery firm in SheffieldSend a quarter's statement

    Build the Q3 statement for Brookside Homes in GBP and write it as an email.
    • statement_build Builds July to September: opening 3,200, invoices 14,800, payments 12,000, closing 6,000 GBP
    • statement_text Turns it into a plain-text letter with movements in date order

    An email-ready statement showing 6,000.00 GBP outstanding, with each movement dated.

    Saves about 25 min (our estimate)

  3. Example 3 · Stefan Richter, IT consultant in CologneChase a late payer, firmly

    Write a firm reminder to Kranich Logistik for everything overdue.
    • dunning_text Writes a level 2 letter listing 2 overdue invoices with their age, the 7,140 EUR total and his bank details

    A firm, factual reminder with no interest stated, ready to send.

    Saves about 15 min (our estimate)

Free and Pro, line by line

The free column is yours with no key. The Pro column costs $19 once, or comes with the $39 bundle.

Free

$0 no key

Pro

$19 once, lifetime

5 statements a calendar month (rebuilds are free)
Unlimited statements
Aging, unlimited
A4 statement PDF
Email text statements
Level 3 final demand
Reminder levels 1 and 2
Receivables report across all clients
No PDF footer credit
Buy Statement of Account Pro, $19

Saw a message that says the free tier allows a set number per month? That's the limit Pro removes. Paste the key where the token goes, or set MCP_LICENSE_KEY.

Or Pro on all 49 paid servers for $39 once. Get the bundle

Limits read from the code: servers/statement-of-account/src/index.ts:38 (FREE_STATEMENTS_PER_MONTH=5), :359 (PDF), :484 (level 3), :551 (report); https://mcp.zovo.one/s/statement-of-account

Install

Works with Claude, Cursor, VS Code and other MCP clients. The hosted URL needs no install at all.

npm @theluckystrike/mcp-statement-of-account

  1. Get a free token. It lasts 30 days and allows 600 calls per hour. Or open the connect page for a ready URL.
  2. Paste the URL with your token as a custom connector in your MCP client.

1. Free token

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

2. Connector URL (replace <token>)

https://mcp.zovo.one/mcp/statement-of-account/t/<token>

Download the .mcpb bundle and open it. Claude Desktop installs it in one click.

Download statement-of-account.mcpb

Add this to your MCP client config (Claude Desktop, Cursor, VS Code). Needs Node.js.

{
  "mcpServers": {
    "statement-of-account": {
      "command": "npx",
      "args": [
        "-y",
        "@theluckystrike/mcp-statement-of-account"
      ]
    }
  }
}

One command in your terminal.

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

# or run it locally
claude mcp add statement-of-account -- npx -y @theluckystrike/mcp-statement-of-account

Jobs this server does

Dunning Letters

Chase overdue invoices from chat

Reminder 1, reminder 2 and final notice, with aging buckets and a statement of account. Ask Claude who owes you. Uses the Dunning Letters server. 9 tools.

You get: Reminder letter

All tools (6)

ToolWhat it does
dunning_textWrite a payment chaser at level 1 friendly, 2 firm or 3 final demand: every OVERDUE invoice with its age, the total and your bank details.
statement_agingAge open invoices into 0-30, 31-60, 61-90 and over 90 days past DUE date at a date, per client and currency, with the invoices themselves.
statement_buildBuild one client's statement for a period: opening, invoices, payments with deposits applied broken out, credit notes and closing, formatted and in minor units.
statement_pdfCall this tool to write one client's A4 statement of account and return the path.
statement_textTurn one client's statement into a plain-text letter for an email: movements in date order, opening and closing balances, deposit held, a sign-off.
statements_reportReceivables across every client at a date: totals and aging per currency, clients ranked by how much is OVERDUE, and the oldest overdue invoice.

Questions

Where does the data come from?
From the Invoice server ledger, the credit note store and the deposit store. It reads them and never writes to them.
Does the reminder add late interest?
No. No interest is stated in any reminder.
Is aging limited on the free tier?
No. Aging is free and unlimited. The free meter is on statements built: 5 a month.

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