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invoice-chase Skill

AI Agent SkillFinancePythonOpen source

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overd Published by anthropics in knowledge-work-plugins.

What is invoice-chase Skill?

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overd Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.

Trust signal
95/100
Maintenance signal
90/100
Adoption signal
100/100

Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.

Key capabilities

  • Includes SKILL.md support
  • Reusable instructions support
  • Data analysis
  • Data analysis use cases

Technical details

Copy skill directory
  • Install or run with Copy skill directory

When to use invoice-chase Skill

  • Use it for data analysis.

Built with

PythonCopy skill directory

Editorial notes

Source

  • Creator: anthropics
  • Repository: anthropics/knowledge-work-plugins
  • Skill file: small-business/skills/invoice-chase/SKILL.md

What it does

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overd

Skill instructions

Invoice Chase Quick start Pull the AR aging report, score each customer by payment history, draft a tone-matched reminder for each overdue invoice, and present them to the owner. Nothing sends until the owner says so. User: "who owes me money" → Pull AR aging from QuickBooks → Cross-reference PayPal settlements (last 14 days) → Score each customer: good-payer / occasionally-late / repeat-late → Draft tone-matched reminders → Show summary table + drafts. Wait for "send these." Setup (first run only) Ask the owner two questions before running for the first time: 1. Mail connector: "Do you use Gmail or Apple Mail for drafts?" — store the answer; use it for all non-PayPal draft queuing. 2. Stripe: "Do you use Stripe for invoicing? I can include Stripe invoices in the overdue sweep." — if yes, pull Stripe overdue invoices alongside QuickBooks. Do not ask again on subsequent runs. Workflow 1. Pull overdue receivables. Query QuickBooks AR aging for all invoices more than 1 day past due. If St

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Frequently asked questions

What is invoice-chase?

invoice-chase is a open-source AI agent skill with Copy skill directory. Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers).

Who is invoice-chase best for?

invoice-chase is best for reusing agent instructions, scripts, and references, data analysis workflows.

How do I install invoice-chase?

Install or run invoice-chase using Copy skill directory. Check invoice-chase for the latest setup command.

Is invoice-chase actively maintained?

invoice-chase may need a closer maintenance check before production use.

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22,594
Forks
2,657
Last commit
9 days ago
Repository age
6 months
License
Apache-2.0

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