• OVERDUE
  • UNPAID
  • PARTNER
  • HUMAN

How to track invoice statuses with your AI

Connect freee to your AI client once. After that, you can ask your agent to find overdue bills or client info without logging into the dashboard.

Ask AI about this page

Short answer

How do I track invoice statuses with my AI?

Your AI pulls invoice lists from freee and filters them by status. You can quickly see which payments are late or find specific partner details. Here is how it works.

The outcomes.

Where your data lands.

The AI organizes your freee data into these specific views.

OVERDUE

Late payment alerts

The AI finds invoices past their due date. You get a list of exactly what needs a follow-up.

UNPAID

Outstanding totals

Your agent pulls all invoices that haven't been settled. This shows you how much money is currently owed to you.

PARTNER

Client contact info

The AI pulls specific partner details for any invoice you find. You can grab contact info without searching through freee.

HUMAN

Manual follow-up

The AI flags the issues, but you handle the actual communication. It identifies the gaps so you know who to call.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat and your freee account.

  1. Fetch invoices

    The AI pulls your invoice records from freee.

    list_invoices

  2. Filter status

    It sorts through the records to find unpaid or overdue entries.

    list_invoices

  3. Find partners

    The AI looks up the companies or people tied to those invoices.

    list_partners

  4. Get details

    It retrieves specific information for a single partner.

    get_partner

Try it

Copy these to start.

Paste these into your chat to begin.

Starting points

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

freee Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_mBJJu4QNHd8r0NqJx1YtOBSFbBadt9Yxl5fr0tYC/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 — freee capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "freee-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mBJJu4QNHd8r0NqJx1YtOBSFbBadt9Yxl5fr0tYC/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices in freee.

  • Which invoices from Acme Corp are overdue?

  • List all my partners to see who I am billing.

  • Get the contact details for the partner on invoice #5521.

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

Start here

Connect freee once, then ask.

Follow the link to connect your account. Your login stays encrypted on our side, and you can start asking questions immediately.

Connect freee to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send an invoice to a client?

    No. The AI only reads data from freee. You have to send the actual invoices yourself.

  • 02

    Can the AI change an invoice status to paid?

    No. This MCP is read-only. It can tell you what is paid, but it cannot edit your records.

  • 03

    Can I ask for specific partner contact info?

    Yes. If the info is in your freee partner records, the AI can pull it for you.

  • 04

    Can the AI delete an invoice?

    No. The AI does not have the ability to delete or modify any data in freee.

  • 05

    Does the AI see my entire freee account?

    The AI only accesses the specific data required to answer your prompt.

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

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