See what remains unpaid, review recorded payments and examine invoice charges before your next financial review. Catchr MCP lets freelancers and agencies ask ChatGPT or Claude questions about connected Xero data, from invoice amounts due to overdue contact balances.
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Start with the figures behind your agency’s billing. Explore invoice totals, examine individual charges and review outstanding balances with questions tailored to your connected Xero organization.
Use Invoice Number, Subtotal, Total Tax and Total to examine billed amounts. Compare Amount Paid, Amount Credited and Amount Due to understand the remaining balance on each invoice.
Ask for invoices above a chosen amount-due threshold to prepare a focused billing review. Keep invoice totals separate from individual line amounts when calculating summaries.
Break down invoice lines using Quantity, Unit Amount, Line Amount and Tax Amount, with Invoice Line Account Code for grouping charges. This helps you review how billed amounts are distributed across account codes.
Review payment Amount by Payment Account Code or Account Name in a separate summary. Invoice Currency Rate and Payment Currency Rate provide exchange-rate context; avoid combining amounts whose currency basis has not been confirmed.
Review Accounts Receivable Outstanding and Accounts Receivable Overdue to identify balances that need attention. Use Accounts Payable Outstanding and Accounts Payable Overdue for a separate view of payable balances.
Include Account Number or Email Address where available to help identify contacts during your review. Keep receivables and payables distinct so each list supports a clear next step.
A focused invoice investigation, a recurring report and a question in ChatGPT or Claude serve different needs. Choose the approach that fits the financial review you are preparing.
Use a report when you need a consistent layout for invoice and payment figures. Use Catchr MCP when you want to ask a specific question, narrow a balance review or explore the details behind a result.
Connect Xero in Catchr, complete OAuth2 authorization and select the Xero organization you want to query. Then connect your AI destination through Catchr MCP and ask ChatGPT or Claude about that organization’s invoices, payments or contact balances.
Replace the bracketed values with your organization and review thresholds. These prompts keep invoice, payment and contact questions focused on the fields needed for each task.
Using Catchr, find invoices in [Xero organization] with Amount Due greater than [amount threshold]. Show Invoice Number, Total, Amount Paid, Amount Credited and Amount Due, sorted by Amount Due from highest to lowest. Treat this as a balance review, without labeling invoices overdue based only on the amount due.
Copy promptUsing Catchr, review invoice lines in [Xero organization] for Invoice Line Account Code [account code]. Show Quantity, Unit Amount, Line Amount and Tax Amount. Summarize line amounts and tax amounts separately where the currency basis is confirmed to be comparable, and flag lines with Tax Amount above [tax amount threshold] for review.
Copy promptUsing Catchr, review payments in [Xero organization] for Payment Account Code [account code]. Show Account Name, Amount and Payment Currency Rate. List payments with Amount above [payment amount threshold], and calculate a total only where the amounts share a confirmed comparable currency basis.
Copy promptUsing Catchr, prepare two contact balance lists for [Xero organization]: one where Accounts Receivable Overdue exceeds [receivable threshold], and one where Accounts Payable Overdue exceeds [payable threshold]. Include Account Number and Email Address where available, plus the corresponding outstanding and overdue balances. Sort each list by overdue balance, highest first, and keep the lists separate.
Copy promptAuthorize Xero through Catchr using OAuth2, then select the Xero organization you want to use. Connect ChatGPT or Claude through Catchr MCP and specify that organization when asking about invoices, payments or contact balances.
Amount Due shows the remaining balance on an invoice; it does not establish whether that invoice is overdue. For an overdue balance review, use the contact-level Accounts Receivable Overdue and Accounts Payable Overdue fields.
Total is the invoice amount including tax. Line Amount describes an individual invoice line, with Quantity, Unit Amount and Tax Amount available for detail. Summarize invoices and lines separately to avoid counting the same billed amount twice.
Only combine amounts with a confirmed comparable currency basis. Payment Currency Rate records the exchange rate applied to a payment, but it does not by itself identify the currency or establish a common reporting currency. Specify the payment account you want to review and request separate results when comparability is unclear.
Connect your sources to Catchr, add the MCP server to your AI assistant, and ask about the work that matters now.
