• OVERDUE
  • CONTACTS
  • ACTION
  • HUMAN

How to track unpaid invoices with your AI

Connect Clientjoy to your AI client to find late payments and the contact info you need to collect them.

Ask AI about this page

Short answer

How can I track unpaid invoices with my AI?

Your AI scans Clientjoy for any invoices past their due date and pulls the specific contact details for those clients. You'll get a clear list of who owes you money and how to reach them.

The outcomes.

Where your data lands.

The AI organizes your billing information into these specific results.

OVERDUE

Late payment list

The AI identifies every invoice that has passed its deadline. You get a clear view of your outstanding receivables.

CONTACTS

Client details

The AI pulls names and contact info for the people responsible for payment. This saves you from digging through Clientjoy manually.

ACTION

Follow-up queue

You receive a structured list of who to contact and which invoices are pending. This is your direct path to getting paid.

HUMAN

Final outreach

The AI doesn't send the emails or make the calls. You review the gathered data and handle the actual conversation with the client.

The workflow

What your AI does when the request arrives.

The AI handles the heavy lifting of scanning records and gathering contact info.

  1. Scan invoices

    The AI looks through your Clientjoy account to find all billing records.

    list_billing_invoices

  2. Filter overdue

    It isolates only the invoices that are currently unpaid or past their due date.

    list_billing_invoices

  3. Get contact info

    For every late invoice found, the AI fetches the specific client's contact details.

    get_customer_details

  4. Prepare list

    The AI presents you with a consolidated summary of debtors and their contact info.

    get_customer_details

Try it

Copy these to start.

Use these prompts to trigger the workflow in your chat.

Starting points

These are opening lines. Swap out the specific client names or invoice amounts to match your actual data.

Clientjoy Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wN52pYk4dMp2vVLJ67JZgEC0eTUqsHhvY4s78fLx/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wN52pYk4dMp2vVLJ67JZgEC0eTUqsHhvY4s78fLx/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices in Clientjoy.

  • Which clients have overdue invoices right now?

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

  • List all late payments from last month and provide the client email addresses.

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

Start here

Connect Clientjoy once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking your AI about your billing data.

Connect Clientjoy to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the follow-up emails for me?

    No. The AI only identifies the overdue invoices and pulls the contact info. You must send the actual messages yourself.

  • 02

    Can the AI change the status of an invoice to 'paid'?

    No. This MCP only reads billing and customer data. It cannot modify your records in Clientjoy.

  • 03

    Does the AI see all my client data?

    The AI only accesses the specific data required to answer your questions, such as invoice status and customer contact details.

  • 04

    Can I ask for a summary of total unpaid amounts?

    Yes. Once the AI lists the invoices, you can ask it to calculate the total amount owed.

  • 05

    Will the AI delete any of my Clientjoy records?

    No. The tools provided are read-only. Your data in Clientjoy remains untouched.

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

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