• PIPELINE
  • REVENUE
  • CASH
  • HUMAN

How to track sales and revenue with your AI

Connect MYOB to your AI client once. After that, you can ask questions about your money without opening a single spreadsheet.

Ask AI about this page

Short answer

How can I track my sales and revenue with AI?

Your agent queries MYOB to pull your latest invoices, quotes, and customer payments. You get a real-time look at your sales pipeline and actual cash on hand. Here is how it works.

The outcomes.

Where your data goes.

Your AI turns raw MYOB records into these specific insights.

PIPELINE

Quote tracking

The AI looks at your pending quotes to show what's coming down the line. You'll see exactly how much potential revenue is sitting in your funnel.

REVENUE

Invoice totals

Your agent pulls your sales invoices to calculate total billings. This gives you a clear number for your earned revenue.

CASH

Payment status

By checking customer payments, the AI shows you what cash has actually arrived. You can quickly see which customers are up to date.

HUMAN

Decision making

The AI flags overdue invoices or low quote conversion rates. You then decide which customers to call or which quotes to follow up on.

The workflow

What your AI does when you ask about sales.

The AI handles the data retrieval so you can focus on the numbers.

  1. Check the funnel

    The agent scans your active quotes to identify upcoming sales opportunities.

    list_sale_quotes

  2. Calculate billings

    It pulls your sales invoices to determine your total revenue for a specific period.

    list_sale_invoices

  3. Verify cash

    The AI checks customer payments to see which invoices have been settled.

    list_sale_customer_payments

  4. Report status

    The agent combines these lists into a single summary of your sales and cash position.

    list_sale_invoiceslist_sale_customer_payments

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are just starting points. Swap out the company names or dates to get the specific info you need.

MYOB Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_O7u9eAiwA4qCS8muor9VSSkyD8Uysu0iWS1JVNZ2/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 — MYOB capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "myob-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_O7u9eAiwA4qCS8muor9VSSkyD8Uysu0iWS1JVNZ2/mcp"
    }
  }
}
Copy into chat04

  • What is the total value of my open quotes in MYOB?

  • How much revenue did I generate from invoices sent to Globex Corp?

  • List all customer payments received in the last 30 days.

  • Which invoices are still unpaid according to my recent customer payments?

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

Start here

Connect MYOB once, then ask.

You link your account once and your credentials stay encrypted. You can then use any compatible client to talk to your data.

Connect MYOB to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create a new invoice in MYOB?

    No. This MCP only has tools to read and list your existing data.

  • 02

    Can the AI change my customer contact details?

    No. The AI cannot modify, edit, or delete any information in your MYOB account.

  • 03

    Does the AI have access to my bank feeds?

    No. It only accesses the data through the invoice, quote, and payment tools.

  • 04

    Can I use this with Cursor or VS Code?

    Yes. You can use this with any MCP-compatible client.

  • 05

    Will the AI automatically send follow-up emails?

    No. The AI provides the information, but you must send the emails yourself.

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

Connect MYOB to Claude, Cursor, ChatGPT & more