• OVERDUE
  • BALANCES
  • CONTACTS
  • HUMAN

How to track unpaid invoices with your AI

Connect Daftra to your AI client to turn your invoice list into an actionable collection report.

Ask AI about this page

Short answer

How can I track unpaid invoices with my AI?

Your AI uses Daftra data to scan for outstanding balances and overdue dates. It identifies exactly which clients owe money and how much, giving you a clear list of who to contact. You'll get a breakdown of every unpaid item and the contact info needed to follow up.

The outcomes.

Where your data lands.

The AI organizes your Daftra information into these specific outcomes.

OVERDUE

Late payment alerts

The AI identifies invoices that have passed their due date. You get a list of specific amounts and dates to prioritize.

BALANCES

Client debt totals

The AI calculates the total amount each client owes across all their invoices. This helps you see your biggest debtors at a glance.

CONTACTS

Ready-to-use client info

The AI pulls contact details for the people responsible for payments. You'll have the names and info needed to send reminders.

HUMAN

Manual follow-ups

The AI identifies the gaps, but you decide when to send the actual collection emails or make the calls.

The workflow

What your AI does when the data arrives.

The AI moves through your Daftra records to find the money you're owed.

  1. Scan all invoices

    The AI looks through your entire Daftra invoice history to find every record that hasn't been paid.

    list_invoices

  2. Check unpaid amounts

    It looks at the specific numbers and dates for each outstanding bill to see what is actually overdue.

    get_invoice_details

  3. Identify the debtors

    The AI connects those unpaid bills to the specific people or companies that owe the money.

    get_client_details

  4. Summarize the debt

    The AI aggregates all the data to tell you exactly how much money is sitting in unpaid invoices.

    list_invoicesget_invoice_details

Try it

Copy these to start.

Use these prompts to trigger the Daftra connection.

Starting points

These are basic ways to start. Swap out the client names or date ranges to match your actual business.

Daftra Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/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 — Daftra capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "daftra-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices in Daftra.

  • Which client has the highest outstanding balance right now?

  • List all invoices from last month that are still unpaid.

  • Get the contact details for the client who owes me the most money.

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

Start here

Connect Daftra once, then ask.

You only need to link your account one time. Your credentials stay encrypted, and you can immediately start asking your AI about your invoices.

Connect Daftra to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the collection emails for me?

    No. The AI can only read your invoice and client data to identify who needs to be paid. You have to send the actual messages yourself.

  • 02

    Can the AI mark an invoice as paid in Daftra?

    No. This MCP is read-only. The AI can find and analyze your data, but it cannot change, delete, or update any records in Daftra.

  • 03

    Does the AI see my whole account?

    The AI only sees the data it needs to answer your specific questions using the available tools.

  • 04

    Can I ask for a total of all unpaid money?

    Yes. The AI can pull all unpaid invoices and sum up the totals for you.

  • 05

    Will the AI tell me which clients are most overdue?

    Yes. By looking at the invoice dates, the AI can identify which payments are the most late.

  • More questions about Daftra? See everything the Daftra Connector can do

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