What customers owe
What customers owe, per currency: outstanding, overdue and paid this month, and the quotes still open.
Free*
*Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads.
An example
How much do customers owe us, and how much of it is overdue?
Your agent callsinvoices_summaryFree*
The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.
{}Use it when
Someone asks how much is owed, or for a money overview.
What it does
What customers owe, per currency: outstanding, overdue and paid this month, plus quotes still open.
What comes back
Today and the month, per currency the outstanding, overdue and paid-this-month amounts with their counts and the open quotes, and how many drafts there are. Every reply also carries cost_usd and balance_usd.
The call
Over MCP, call invoices_summary on https://api.conecto.chat/mcp/invoices. Over REST:
curl -X POST https://api.conecto.chat/v1/tools/invoices_summary \
-H "Authorization: Bearer $CONECTO_KEY" \
-H "Content-Type: application/json" \
-d '{}'More Invoices tools
All 24 tools- Set the business details
invoices_set_profileSets the business details on quotes and invoices: name, country, address, tax ID, logo, terms, tax, numbering, how to pay and legal notes.$0.001 a call - Get the business details
invoices_get_profileThe business details on quotes and invoices, the next numbers, and what is missing before documents can be sent.Free* - Connect Stripe for invoices
invoices_connect_stripeConnects the business's own Stripe account with a restricted key, so invoices can be paid online; the money goes straight to the business.$0.001 a call - Create a quote or invoice
invoices_createCreates a draft quote or invoice: the customer, the lines, the currency and the dates.$0.01 a call - Change a draft
invoices_updateChanges a draft quote or invoice; customer and lines replace the old ones.$0.01 a call - Send a quote or invoice
invoices_sendSends a draft: it gets the next number, its PDF is made, and the customer is emailed a link to view, pay or accept it.$0.10 a call - Get a quote or invoice
invoices_getOne quote or invoice in full, by invoice_id or number: lines, totals, taxes, payments, history, its page and a fresh PDF link.Free* - List quotes and invoices
invoices_listQuotes and invoices, newest first, by kind, status (also overdue, unpaid and expired), customer and issue date.Free*
Give this to your agent.
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