• LISTING
  • DETAILS
  • TRIAGE
  • HUMAN

How to track overdue invoices with your AI

Connect Sellsy to your AI client once. After that, you can pull specific debt data and manage your collections through a simple chat interface.

Ask AI about this page

Short answer

How can I track overdue invoices with my AI?

Your AI pulls unpaid bills and exact overdue amounts directly from Sellsy. You'll get a clear view of who owes what and which clients need a follow-up. Here is how the process works.

Where your data lands.

Clearer collections.

The AI organizes your Sellsy information into these specific outcomes.

LISTING

Unpaid bill summaries

The AI pulls a list of all outstanding invoices. You get a clean overview of who owes what right now.

DETAILS

Specific invoice data

When you need more than a summary, the AI pulls the full details for a single overdue bill.

TRIAGE

Collection priorities

The AI flags the largest or oldest debts. This tells you exactly where to focus your energy first.

HUMAN

Manual follow-ups

The AI identifies the specific contact for each debt. You decide when to reach out and how to handle the conversation.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of searching through Sellsy so you don't have to.

  1. Scan for unpaid bills

    The AI looks through your Sellsy account to find every invoice that hasn't been settled.

    list_invoices

  2. Isolate overdue amounts

    It filters the results to show only the specific amounts that are past their due date.

    list_invoices

  3. Pull individual records

    If you need to see the line items or terms for a specific late payment, the AI grabs that exact record.

    get_invoice

  4. Organize the list

    The AI presents the overdue data in a format that makes sense for your collection workflow.

    list_invoicesget_invoice

Try it

Copy these to start.

Use these prompts to begin interacting with your Sellsy data.

Starting points

These are opening lines. Swap out the client names or date ranges to match your actual Sellsy data.

Sellsy CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/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 — Sellsy CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sellsy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/mcp"
    }
  }
}
Copy into chat04

  • List all overdue invoices in my Sellsy account.

  • Which client has the highest unpaid invoice amount right now?

  • Show me the details for invoice #12345.

  • Summarize all unpaid bills from last month.

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

Start here

Connect Sellsy once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted, and you can start chatting with your Sellsy data immediately.

Connect Sellsy to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send collection emails for me?

    No. The AI can find the invoices and the contact info, but you have to send the actual emails yourself.

  • 02

    Can the AI mark an invoice as paid in Sellsy?

    No. This MCP only has tools to read invoice data. It cannot change or update any records in Sellsy.

  • 03

    Does the AI see all my Sellsy data?

    The AI only sees the data it needs to answer your specific questions using the provided tools.

  • 04

    Can I ask for a total sum of all overdue amounts?

    Yes. Once the AI lists the invoices, it can calculate the total outstanding balance for you.

  • 05

    Will this work with any AI client?

    It works with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Sellsy CRM to Claude, Cursor, ChatGPT & more