MCPサーバー
statement-of-account
io.github.theluckystrike/statement-of-account
このMCPでできること
Builds customer statements, invoice aging reports, receivables summaries, dunning letters, and statement files.
機能
ツール
8
ツール
dunning_text
Write a dunning letter
Write a payment chaser at level 1 friendly, 2 firm or 3 final demand: every OVERDUE invoice with its age, the total and your bank details. Refused if nothing is overdue. No interest is stated. The letter is also a .txt download link valid one hour. Level 3 is Pro.
読み取り専用
冪等
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'level'], 'properties': {'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Age the invoices as at this date, YYYY-MM-DD. Defaults to today'}, 'level': {'type': 'integer', 'maximum': 3, 'minimum': 1, 'description': '1 friendly reminder, 2 firm reminder, 3 final demand. Level 3 is Pro'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}, 'greeting': {'type': 'string', 'maxLength': 4000, 'description': 'Opening line, default "Hello" and the client name'}, 'sign_off': {'type': 'string', 'maxLength': 4000, 'description': 'Closing line, default your business name from the shared profile'}}, 'additionalProperties': False}
license_activate
Activate license
Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['key'], 'properties': {'key': {'type': 'string', 'description': 'License key from checkout, MCPL1.<payload>.<signature>'}}, 'additionalProperties': False}
license_status
License status
Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.
読み取り専用
冪等
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
statement_aging
Age the open invoices
Age open invoices into 0-30, 31-60, 61-90 and over 90 days past DUE date at a date, per client and currency, with the invoices themselves. Free. statements_report rolls up the whole book instead.
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Age the invoices as at this date, YYYY-MM-DD. Defaults to today'}, 'limit': {'type': 'integer', 'maximum': 2000, 'minimum': 1, 'description': 'Maximum invoice rows returned, default and ceiling 2000'}, 'client': {'type': 'string', 'maxLength': 200, 'description': 'One client id or name. Omit to age every client in the books'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only this currency. Omit for every currency, each aged separately'}}, 'additionalProperties': False}
statement_build
Build a statement of account
Build one client's statement for a period: opening, invoices, payments with deposits applied broken out, credit notes and closing, formatted and in minor units. Free: 5 a month; a rebuild is free.
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'from', 'to'], 'properties': {'to': {'type': 'string', 'maxLength': 10, 'description': 'Last day of the period, YYYY-MM-DD, inclusive'}, 'from': {'type': 'string', 'maxLength': 10, 'description': 'First day of the period, YYYY-MM-DD. Everything dated before it becomes the opening balance'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}}, 'additionalProperties': False}
statement_pdf
Render the statement of account as a PDF
Call this tool to render one client's A4 statement of account and return a download link valid for one hour. Titled STATEMENT OF ACCOUNT, movements in date order, BALANCE OUTSTANDING at the foot. Pro.
読み取り専用
冪等
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'from', 'to'], 'properties': {'to': {'type': 'string', 'maxLength': 10, 'description': 'Last day of the period, YYYY-MM-DD, inclusive'}, 'from': {'type': 'string', 'maxLength': 10, 'description': 'First day of the period, YYYY-MM-DD'}, 'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Date printed on the statement, YYYY-MM-DD. Defaults to today'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}, 'out_path': {'type': 'string', 'description': 'Name for the downloaded file, e.g. acme-statement. Defaults to the client, currency and period; the statement comes back as a download link valid for one hour'}}, 'additionalProperties': False}
statements_report
What every client owes
Receivables across every client at a date: totals and aging per currency, clients ranked by how much is OVERDUE, and the oldest overdue invoice. Pro. statement_aging is the free per-client view.
読み取り専用
冪等
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Age the invoices as at this date, YYYY-MM-DD. Defaults to today'}, 'limit': {'type': 'integer', 'maximum': 200, 'minimum': 1, 'description': 'How many clients to list, worst first. Default 20'}}, 'additionalProperties': False}
statement_text
Plain-text statement of account
Turn one client's statement into a plain-text letter for an email: movements in date order, opening and closing balances, deposit held, a sign-off. It is also a .txt download link valid one hour and counts toward the 5 a month; statement_pdf writes the A4 page.
読み取り専用
冪等
入力スキーマ
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['client', 'from', 'to'], 'properties': {'to': {'type': 'string', 'maxLength': 10, 'description': 'Last day of the period, YYYY-MM-DD, inclusive'}, 'from': {'type': 'string', 'maxLength': 10, 'description': 'First day of the period, YYYY-MM-DD'}, 'as_of': {'type': 'string', 'maxLength': 10, 'description': 'Date printed on the statement, YYYY-MM-DD. Defaults to today'}, 'client': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Client id from the invoice server, an exact client name, or a name containing this text'}, 'currency': {'type': 'string', 'pattern': '^[A-Za-z]{3}$', 'description': 'Only needed when the client has documents in more than one currency. Currencies are never added together'}, 'greeting': {'type': 'string', 'maxLength': 4000, 'description': 'Opening line, default "Hello" and the client name'}, 'sign_off': {'type': 'string', 'maxLength': 4000, 'description': 'Closing line, default your business name from the shared profile'}}, 'additionalProperties': False}
履歴
最近のツール変更
変更
license_activate
2026年9月21日2:56
変更
license_status
2026年9月21日2:56
変更
statements_report
2026年9月21日2:56
変更
dunning_text
2026年9月21日2:56
変更
statement_pdf
2026年9月21日2:56
変更
statement_text
2026年9月21日2:56
変更
statement_aging
2026年9月21日2:56
変更
statement_build
2026年9月21日2:56
追加
license_activate
2026年9月17日12:52
追加
license_status
2026年9月17日12:52
追加
statements_report
2026年9月17日12:52
追加
dunning_text
2026年9月17日12:52
追加
statement_pdf
2026年9月17日12:52
追加
statement_text
2026年9月17日12:52
追加
statement_aging
2026年9月17日12:52
追加
statement_build
2026年9月17日12:52
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