• UNPAID
  • RECEIVED
  • PENDING
  • HUMAN

How to track client payments and invoices with your AI

Connect vCita to your AI client to monitor your cash flow. Once connected, you can ask your agent for updates on billing and payments without opening your dashboard.

Ask AI about this page

Short answer

How can I track my client payments and invoices?

Your AI pulls data from vCita to show you what's owed and what has been paid. You'll get a clear view of your cash flow through simple chat commands. This breakdown shows you how to manage your billing data.

Billing outcomes

Where your data lands.

Your AI organizes vCita information into these specific views.

UNPAID

Outstanding invoices

The AI identifies every invoice currently marked as unpaid. You get a list of who owes you money and the amounts.

RECEIVED

Recent payments

The AI pulls a log of successful transactions. Use this to confirm that recent client payments actually cleared.

PENDING

Price estimates

The AI finds quotes you've sent out that haven't become invoices yet. This helps you track potential revenue.

HUMAN

Manual review

The AI flags discrepancies between expected and actual payments. You'll need to step in to resolve any specific billing disputes.

The workflow

What your AI does when the data arrives.

Your AI acts as a bridge between your chat interface and your vCita account.

  1. Identify unpaid bills

    The AI scans your account to find any client invoices that haven't been settled.

    list_client_invoices

  2. Verify incoming funds

    The AI looks up the most recent transactions to confirm money has hit your account.

    list_recorded_payments

  3. Review sent quotes

    The AI checks your sent estimates to see which ones are still waiting for approval.

    list_price_estimates

  4. Summarize cash flow

    The AI combines invoice and payment data to give you a snapshot of your financial standing.

    list_client_invoiceslist_recorded_payments

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are opening lines. Swap out the names for your specific clients or date ranges.

vCita Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_AWueuuPHaEMceUIphPSV3XNLtg1bELIrAgkpg9ZA/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 — vCita capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "vcita-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_AWueuuPHaEMceUIphPSV3XNLtg1bELIrAgkpg9ZA/mcp"
    }
  }
}
Copy into chat04

  • Show me all outstanding invoices for Acme Corp.

  • List the last five payments recorded in vCita.

  • Which price estimates are still pending for my clients?

  • What is my total unpaid invoice amount right now?

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

Start here

Connect vCita once, then ask.

Click the link to authorize the connection. Your credentials stay encrypted, and you can start asking questions immediately.

Connect vCita to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send invoices to my clients?

    No. The AI can only read and list your existing invoices and payments.

  • 02

    Can the AI delete a payment if I made a mistake?

    No. The AI does not have the ability to delete or modify any records in vCita.

  • 03

    Does the AI see my full bank account details?

    No. It only accesses the invoice and payment data provided by the vCita tools.

  • 04

    Can I ask for a summary of my monthly revenue?

    Yes. By pulling the list of recorded payments, the AI can calculate totals for you.

  • 05

    Will the AI automatically follow up with late clients?

    No. The AI identifies who is late, but you must handle the actual communication yourself.

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

Connect vCita to Claude, Cursor, ChatGPT & more