• UNPAID
  • DETAILS
  • SUMMARY
  • ACTION

How to track outstanding invoices with your AI

Connect Dubsado to your agent once. From then on, you can ask for real-time updates on your accounts receivable without opening the dashboard.

Ask AI about this page

Short answer

How do I track outstanding invoices with my AI?

Ask your agent to pull your invoice list and filter for unpaid statuses. It will identify the specific clients and amounts you need to follow up on. You'll get a clear breakdown of your receivables.

Where the data lands.

The outcomes of your request.

The AI handles the heavy lifting of scanning your records so you can focus on the follow-up.

UNPAID

A list of debtors

The AI scans your Dubsado account to find every invoice marked as unpaid or overdue. You get a clean list of names and totals.

DETAILS

Specific invoice info

The agent pulls the exact amount and due date for any flagged invoice. This gives you the context needed for a quick check-in.

SUMMARY

Total amount owed

Your agent can sum up the outstanding balances. This tells you exactly how much cash is currently tied up in unpaid invoices.

ACTION

Human follow-up

The AI identifies the gaps, but you decide how to reach out. It hands you the list so you can send the reminders yourself.

The workflow

What your AI does when the request arrives.

The agent moves through your Dubsado data to isolate the information you asked for.

  1. Fetch all invoices

    The agent starts by pulling the full list of invoices from your Dubsado account.

    list_invoices

  2. Filter by status

    It looks through the list to find only the ones that aren't paid yet.

    list_invoices

  3. Check specific details

    For any suspicious or specific entries, the agent pulls the full record to verify the amount and client info.

    get_invoice

  4. Present the report

    The agent organizes the unpaid totals and client names into a readable format for you.

    get_invoice

Try it

Copy these to start.

Use these prompts to trigger the Dubsado tools.

Starting points

These are basic starting lines. You can swap out client names or specific date ranges as needed.

Dubsado Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/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 — Dubsado capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dubsado-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_X6Bt0runybDM0OjqlvtK2iOdbhQ6bkVlK2wgZ9A5/mcp"
    }
  }
}
Copy into chat04

  • List all my unpaid invoices in Dubsado.

  • Which clients have outstanding invoices over $500?

  • Show me all invoices from last month that are still unpaid.

  • Get the details for the invoice sent to Sarah Jenkins.

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

Start here

Connect Dubsado once, then ask.

Just link your account via the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Dubsado to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the invoice reminders for me?

    No. The AI can only read and list your invoice data. You have to send the actual emails or messages through Dubsado.

  • 02

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

    No. The tools only allow the AI to list and get invoice information. It cannot modify your Dubsado records.

  • 03

    Does the AI see my client's credit card info?

    No. The AI only accesses the invoice data provided by the tools, such as amounts, dates, and names.

  • 04

    Can I ask for a total of all overdue amounts?

    Yes. Once the AI lists the unpaid invoices, it can calculate the sum of those amounts for you.

  • 05

    Will this work with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Dubsado to Claude, Cursor, ChatGPT & more