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Invoices

Run a receivables report

invoices_report · Reads only · Markdown

Aged receivables on any day, or sales per customer for a period with the credit notes taken off.

Free*

*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.

An example

Who owes us money, and how late is each of them?

Your agent callsinvoices_reportFree*

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "report": "aged_receivables"
}
What comes back
{
  "report": "aged_receivables",
  "as_of": "2026-10-14",
  "customers": [
    {
      "customer": "Hotel Elbblick GmbH",
      "email": "lukas.meyer@hotel-elbblick.example",
      "contact_id": null,
      "currency": "EUR",
      "invoices": 1,
      "current": "0.00",
      "days_1_30": "4569.60",
      "days_31_60": "0.00",
      "days_61_90": "0.00",
      "days_over_90": "0.00",
      "credits": "0.00",
      "total": "4569.60"
    },
    {
      "customer": "Café Lotte",
      "email": "kasse@cafe-lotte.example",
      "contact_id": null,
      "currency": "EUR",
      "invoices": 1,
      "current": "0.00",
      "days_1_30": "0.00",
      "days_31_60": "2284.80",
      "days_61_90": "0.00",
      "days_over_90": "0.00",
      "credits": "0.00",
      "total": "2284.80"
    }
  ],
  "totals": {
    "EUR": {
      "current": "0.00",
      "days_1_30": "4569.60",
      "days_31_60": "2284.80",
      "days_61_90": "0.00",
      "days_over_90": "0.00",
      "credits": "0.00",
      "total": "6854.40"
    }
  },
  "note": "current: not due yet; days_1_30 to days_over_90: how many days past due; credits: prepayments and overpayments not used yet, less; total: what is owed net of them."
}

Use it when

Month end, a cash check, or before chasing payments.

What it does

aged_receivables: what each customer owes on as_of (default today), by how long past due: current (not due yet), 1-30, 31-60, 61-90 and over 90 days, per currency. sales: what was invoiced from-to (by issue date; default this month) per customer, less the credit notes issued in it: net, tax and total, and what was paid in it. To show a person, put it in a view (view_show). Free.

What comes back

aged_receivables: per customer and currency what was owed on as_of, as current, 1-30, 31-60, 61-90 and over 90 days past due, with totals. sales: per customer net, tax, total and paid for the period, and how many invoices and credit notes. Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
reportRequiredstringOne of: aged_receivables,sales.
as_ofstringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
fromstringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.
tostringYYYY-MM-DD. Matches ^\d{4}-\d{2}-\d{2}$.

The call

Over MCP, call invoices_report on https://api.conecto.chat/mcp/invoices. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/invoices_report \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"report":"aged_receivables"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
invalid_input400A date is not YYYY-MM-DD, or from is after to.Send dates like 2026-10-01, from on or before to.

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