• DEBT LIST
  • CLIENT VIEW
  • CASH FLOW
  • HUMAN ACTION

How to track unpaid invoices with your AI

Connect Productive to your AI client to turn your chat interface into a real-time cash flow dashboard.

Ask AI about this page

Short answer

How can I see which invoices are overdue?

Your AI pulls a list of all outstanding invoices and identifies which companies owe you money. You get a clear breakdown of total debt and specific client balances.

The outcomes

What you get from your AI

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

DEBT LIST

Outstanding invoice totals

The AI uses list_invoices to find every unpaid bill. You get a list of exactly what is owed right now.

CLIENT VIEW

Company balance summaries

By using list_companies, the AI groups debt by client. You'll see which specific customers are your biggest debtors.

CASH FLOW

Total amount owed

The AI sums up all unpaid amounts into a single number. This gives you an instant view of your expected incoming cash.

HUMAN ACTION

Manual follow-ups

The AI identifies the targets, but you decide when to send the reminder emails or make the calls.

The workflow

What your AI does when you ask about debt.

The AI moves from scanning your records to summarizing your financial position.

  1. Scan records

    The AI looks through your entire invoice history to find anything marked as unpaid.

    list_invoices

  2. Identify debtors

    It matches those unpaid invoices to the specific businesses they belong to.

    list_companies

  3. Calculate totals

    The AI adds up the individual amounts to give you a single, accurate debt figure.

    list_invoices

  4. Report findings

    The AI presents the list of names and amounts in a clean format in your chat window.

    list_companieslist_invoices

Try it

Copy these to start.

Paste these directly into your chat to begin.

Starting points

These are basic questions. You can add specific company names or date ranges to get more precise answers.

Productive Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_R1QNI7Ifzx5zkIAni7i1i5xRVZqL8zDG9jDEWjrZ/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 — Productive capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "productive-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_R1QNI7Ifzx5zkIAni7i1i5xRVZqL8zDG9jDEWjrZ/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid invoices from Acme Corp.

  • What is the total amount currently owed to me?

  • List all companies that have invoices older than 30 days.

  • Which client has the highest outstanding balance?

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

Start here

Connect Productive once, then ask.

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

Connect Productive 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 company data to find what is owed. You must send the actual reminders yourself.

  • 02

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

    No. This MCP is read-only. It can find and list information, but it cannot modify your accounting records.

  • 03

    Does the AI see my bank account details?

    No. The AI only has access to the invoice and company data provided by the Productive tools.

  • 04

    Can I ask for a specific date range?

    Yes. You can ask for unpaid invoices from a specific month or year, and the AI will filter the list accordingly.

  • 05

    Will the AI tell me which invoices are overdue?

    Yes. If you ask for overdue invoices, the AI will identify them by checking the invoice dates against the current date.

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