• OVERDUE
  • CONTACTS
  • HISTORY
  • HUMAN

How to check unpaid invoices with your AI

Connect Clientjoy to your AI client once. From then on, you can pull billing data and track outstanding balances through chat.

Ask AI about this page

Short answer

How can I check unpaid invoices with my AI?

Your AI uses Clientjoy to scan your records for overdue payments and pull specific customer details. You'll get a clear list of who owes what and how to reach them. Here is how it works.

The outcomes.

What you get from your AI

Your AI handles the data digging so you can focus on getting paid.

OVERDUE

Identify unpaid bills

The AI scans your billing records to find every invoice past its due date. You get a list of exactly what is owed.

CONTACTS

Get client info

The AI pulls the contact details for any client with an outstanding balance. You'll have their info ready for follow-ups.

HISTORY

Review billing patterns

Ask about a specific client to see their past payment history. This helps you spot clients who are habitually late.

HUMAN

Manage the collection

The AI finds the data, but you decide when and how to contact the client. You stay in charge of the actual conversation.

The workflow

What your AI does when you ask for billing info.

The AI acts as a direct bridge to your Clientjoy data.

  1. Find unpaid invoices

    The AI looks through your billing records to find every invoice that hasn't been paid.

    list_billing_invoices

  2. Identify the client

    Once an unpaid invoice is found, the AI pulls the specific details for that customer.

    get_customer_details

  3. Summarize totals

    The AI aggregates the amounts from your unpaid invoices to show you the total outstanding debt.

    list_billing_invoices

  4. Retrieve contact info

    The AI pulls the necessary contact information for the specific client you are investigating.

    get_customer_details

Try it

Copy these to start.

Paste these into your chat to start working with Clientjoy.

Starting points

These are opening lines. Replace names like 'Acme Corp' with your actual client names.

Clientjoy Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9jMEcswDa46Twvn6Jq28h3iRX73cUY7ey3pnQJoC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Clientjoy capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientjoy-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9jMEcswDa46Twvn6Jq28h3iRX73cUY7ey3pnQJoC/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices in Clientjoy.

  • Which clients have outstanding balances right now?

  • Get the contact details for the client with the largest unpaid invoice.

  • List all invoices for Acme Corp and tell me if any are overdue.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Clientjoy once, then ask.

Follow the link to connect your account. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Clientjoy to your AI

FAQ

How this task behaves

  • 01

    Can the AI send a payment reminder for me?

    No. The AI can find the unpaid invoices and get the client's contact info, but you have to send the actual messages yourself.

  • 02

    Can the AI change an invoice status to paid?

    No. This MCP only has tools to read and list data. It cannot modify or delete any records in Clientjoy.

  • 03

    Can the AI delete a client record?

    No. The AI does not have the capability to delete any data from your Clientjoy account.

  • 04

    Does the AI see all my client data?

    The AI only accesses the specific data required to answer your questions using the provided tools.

  • 05

    Can I use this with Cursor or VS Code?

    Yes, as long as you are using an MCP-compatible client.

  • More questions about Clientjoy? The Connector page answers them. See everything the Clientjoy Connector can do

Connect Clientjoy to Claude, Cursor, ChatGPT & more