Track Invoices Automatically Using MCP Servers.
Overdue invoices detected, spreadsheet updated, payment reminders sent , your agent handles accounts receivable
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
How It Works
Your AI agent connects to Xero and pulls every outstanding invoice , amount, due date, contact name, days overdue. It cross-references with recent payments to catch anything that was paid but not yet reconciled.
Then it writes a receivables aging report to Google Sheets: current, 30 days, 60 days, 90+ days, with totals per bucket.
For invoices over 30 days overdue, the agent checks Gmail for any existing conversation thread with that contact and flags the ones where no follow-up was sent in the last 14 days.
The result: a clean receivables picture and a list of contacts that need a nudge , all built from live accounting data.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Xero, Google Sheets and Gmail MCP servers so your AI agent pulls unpaid invoices, builds a receivables report in Google Sheets, and flags overdue accounts with a reminder thread in Gmail. Accounts receivable stops being a manual chase.
Xero
triggerReads invoices, payments and contact data
list_xero_invoices list_xero_payments list_xero_contacts get_invoice_details Google Sheets
actionBuilds the receivables report and aging summary
append_sheet_values update_sheet_values create_spreadsheet get_spreadsheet Gmail
actionFinds existing threads and flags overdue accounts
find_emails_from_sender list_gmail_threads list_unread_emails Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Xero, Google Sheets & Gmail ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Small businesses where the founder does accounts receivable between everything else and needs it to take 5 minutes instead of an hour
Accountants managing multiple Xero orgs who need a single receivables dashboard across all clients
Finance teams that want weekly aging reports without pulling them manually from Xero every Friday
Freelancers and agencies tracking 20+ outstanding invoices who forget which clients they already followed up with
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Xero, Google Sheets and Gmail. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and paste a prompt.
Does the agent send payment reminder emails automatically?
The agent identifies who needs a follow-up. It checks Gmail for existing threads but does not send emails automatically , it flags the contacts and gives you the context. You control whether and when to reach out.
Can I filter by client or invoice amount?
Your prompt controls the filter. Ask for 'only invoices above $5,000' or 'only invoices for Meridian Corp' and the agent adjusts. It reads whatever criteria you set.
Is my financial data secure?
MCP servers authenticate through OAuth or API keys. Your agent only sees invoices, payments and contacts you have granted access to in Xero. Vinkius does not store your data.
What if an invoice was paid but not reconciled in Xero?
The agent cross-checks recent payments against outstanding invoices. If it finds a matching payment amount for the same contact, it notes the discrepancy so you can reconcile it instead of chasing a client who already paid.
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MCP servers used in this workflow
Xero
Xero MCP Server lets your AI agent manage complex business finances via chat. Get real-time P&L reports, verify bank transactions, track invoice status, and pull balance sheet data—all by asking questions instead of clicking through dashboards.
Google Sheets
Google Sheets MCP Server lets your AI client read, write, and manage data directly in Google Sheets. Use conversational commands to pull data from specific ranges, append new rows, or structure entire spreadsheets. It acts as an analyst, letting you manipulate complex data without opening the GUI or writing formulas.
Gmail
Gmail MCP Server lets your AI agent manage your entire inbox. Read full threads, search with advanced queries (like `from:boss@company.com is:unread`), draft responses, and label messages without leaving your IDE or chat client. It gives your agent the power to read, filter, and act on your email history directly.