Unpaid invoices in SuperBooks

Give the user a clear picture of receivables: what is open, what is overdue, and who owes what.

Connecting and calling the tools

Every operation in this skill comes from the superbooks MCP server, the SuperBooks connector. The server defaults to Code Mode, so the operations below are written as the external_* functions you call inside superbooks:execute_typescript. On a server set to the per-tool surface, the same operation is listed as superbooks:<name> without the external_ prefix, for example superbooks:invoices_list.

• Only superbooks:search_tools and superbooks:execute_typescript listed (Code Mode, the default): call superbooks:search_tools first, then call each tool inside superbooks:execute_typescript as external_<tool> (for example external_invoices_list); the program must return its result. Scopes, confirmations and gates are identical on both surfaces.
• Operations listed by name: call them directly, for example superbooks:invoices_list.
• "Tool not found": switch to the Code Mode route instead of retrying the direct call. If superbooks:search_tools does not return the tool either, its OAuth scope was not granted; the user reconnects SuperBooks and approves that scope.
• No superbooks tools at all: SuperBooks is not connected yet. Install the SuperBooks power, which adds the server; it signs in with OAuth on first use.

Tools you will use

The superbooks MCP server has two tools: superbooks:search_tools (call it first, for example with invoice, to get the exact input shapes) and superbooks:execute_typescript (run a short program calling the declared external_* functions; the program must return its result).

If the connection lists the operations by name instead (the per-tool surface), call them directly without the external_ prefix.

Operations this skill uses:

• external_invoices_list: invoices filtered by status (for example unpaid), with amounts and due dates.
• external_invoices_get: one invoice with line items, customer, totals and sent_at.
• external_customers_get: contact details for a customer the user wants to follow up with.
• external_reports_top_customers: customers ranked by revenue, for context.
• external_team_get: the team currency.

Workflow

1. In one program, fetch external_invoices_list with status: "unpaid" and external_team_get with await Promise.all.
2. Split the list into overdue (due date before today) and not yet due. Sort each by amount.
3. Present a table: invoice number, customer, amount, due date, days overdue. Give the totals for overdue and for all open invoices.
4. Group by customer and name the customer with the largest open balance.
5. If the user wants to follow up with a customer, fetch external_invoices_get and external_customers_get together and draft a short, polite reminder e-mail for the user to send themselves, with invoice number, amount, due date and the customer's billing e-mail.

Code Mode pattern

const [open, team] = await Promise.all([
  external_invoices_list({ status: "unpaid" }),
  external_team_get({}),
]);
return { open, currency: team.currency };

Rules

• This skill only reads. SuperBooks has no reminder operation, and external_invoices_send is for sending a draft, so never use it to nudge a customer about an invoice already sent.
• Never mark an invoice paid or void it from here: never call external_invoices_void or any other write operation. Payments are recorded in the app.
• Use the dates and amounts the operations return. State today's date when you compute days overdue.