• OVERDUE
  • CUSTOMER
  • SUMMARY
  • HUMAN

How to track accounts receivable with your AI

Connect Mercury to your AI client to turn conversational questions into real-time financial oversight. Once connected, you can query your ledger without opening a dashboard.

Ask AI about this page

Short answer

How can I track my accounts receivable using AI?

Your AI uses Mercury tools to pull your customer list and invoice history. You can then ask specific questions about overdue balances or total outstanding amounts to get immediate answers. This breakdown shows you how to manage those queries.

The outcomes.

Where your data goes.

The AI processes your requests by pulling specific records from Mercury.

OVERDUE

Identify late payments

The AI scans your invoice history to find anything past its due date. You get a clear list of who needs to pay now.

CUSTOMER

Check client balances

You can see exactly how much a specific customer owes across all their invoices. It pulls this directly from your Mercury records.

SUMMARY

Total outstanding debt

Ask for a single number representing everything owed to you. The AI aggregates the data from your active invoices.

HUMAN

Manual follow-ups

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

The workflow

What your AI does when you ask about payments.

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

  1. Identify the client

    The AI looks up the specific people or companies you are asking about to ensure the data is accurate.

    list_customers

  2. Pull invoice data

    It fetches the relevant billing records associated with those customers.

    list_invoices

  3. Calculate totals

    The AI sums up the unpaid amounts to give you a clear picture of your receivables.

    list_invoices

  4. Flag discrepancies

    It compares due dates against current records to highlight what is actually overdue.

    list_invoiceslist_customers

Try it

Copy these to start.

Use these prompts to begin interacting with your Mercury data.

Starting points

These are basic questions. Swap out the company or client names to match your actual Mercury data.

Mercury Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_RHJfUvNGjbjXOZwAj5iBeor8Z1fS3OZJyRo3dvdt/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 — Mercury capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mercury-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RHJfUvNGjbjXOZwAj5iBeor8Z1fS3OZJyRo3dvdt/mcp"
    }
  }
}
Copy into chat04

  • Which customers currently have unpaid invoices in Mercury?

  • Show me all outstanding invoices for Acme Corp.

  • What is the total amount of accounts receivable I have right now?

  • List all invoices that are more than 30 days overdue.

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

Start here

Connect Mercury once, then ask.

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

Connect Mercury to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send payment reminders for me?

    No. The AI can only read your invoice and customer data. You must send the actual reminders yourself.

  • 02

    Can the AI delete an invoice if I made a mistake?

    No. This MCP only has tools to list customers and invoices. It cannot modify or delete any records in Mercury.

  • 03

    Does the AI see my bank account details?

    No. It only accesses the specific invoice and customer information provided by the Mercury tools.

  • 04

    Can I ask about specific invoice numbers?

    Yes. Once the AI has access to your invoice list, you can ask about specific IDs or amounts.

  • 05

    Will the AI update my customer contact info?

    No. The AI is limited to reading data. It cannot change customer profiles or contact details.

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

Connect Mercury to Claude, Cursor, ChatGPT & more