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invoice-chase Skill

AI Agent SkillFinancePythonOpen source

Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex 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; everything else queues as Published by anthropics in knowledge-work-plugins.

Decision snapshot

Is this a fit?

Best for

Data analysis, Includes SKILL.md, Reusable instructions

Works with

Compatibility not yet detected.

Access

Read-only mode detected, Read-only mode, Filesystem access, Network access

Setup

Copy skill directory

Project health

1 month ago · Apache-2.0 license

Considerations

Access note: Local files. Access note: Network access.

What is invoice-chase Skill?

Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex 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; everything else queues as 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. See how SkillIndex evaluates profiles.

Key capabilities

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

Declared skill metadata

  • Source file: small-business/skills/invoice-chase/SKILL.md

Allowed tools declared by source

ReadWebFetch

These fields retain source and confidence evidence from the indexed SKILL.md.

Compatibility and setup

Copy skill directory
  • Install or run with Copy skill directory
  • Local files
  • Network access

Requirements and access

Local filesNetwork access

Security and permissions

Review permissions before connecting any MCP server to an agent. Pay special attention to whether it can read local files, write data, call external services, or perform destructive actions.

Read-only modeFilesystem accessNetwork access

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 the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex 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; everything else queues as

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 the ledger → Cross-reference recent payments (PayPal 7-day window; other processors and the storefront 14 days; Airwallex paid status) → 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 one question before running for the first time: 1. Mail connector: "Do you use Gmail or Microsoft 365 for drafts?" — store the answer; use it for all non-PayPal draft queuing. If only one mail connector is connected, use it and skip the question. Either way, confirm the mailbox is the owner's before queuing a draft in it (../../shared/tenant-scope.md). Do not ask again on subsequent runs. Stripe is not a se

Verified compatibility and discovery

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 the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex data, matched to each customer's payment history and tone (gentle.

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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Stars
24,629
Forks
2,951
Last commit
1 month ago
Last verified
Sep 18, 2026
Metadata fetched
Sep 18, 2026
Repository age
9 months
License
Apache-2.0

Project health auto-fetched from the source repository.

Maintain this resource?

Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.

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