MCP server · Finance and crypto

Statement of Account MCP server

Your AI can build client statements of account, age what is owed, and draft payment chasers.

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This is a helper for your AI that turns the invoices, credit notes and deposits you already keep into a proper statement of account for a client. It shows the opening balance, every invoice, payment and credit note in date order, and the closing balance. It is handy if you send invoices and chase payments, and you want a clear picture of who owes you what.

What is an MCP server? The 30-second version

On its own, your AI can only chat with you. An MCP server is a small helper program that gives your AI a new skill or a connection to an app or service. This one connects your AI to your invoice, credit note and deposit records, so it can look things up and build statements for you when you ask. It runs on your own machine and reads your files, and it never writes anything back to them.

What this MCP server does

You ask your AI for a statement for a client and a period. Your AI passes that request to this helper. The helper reads your invoice ledger, your credit notes and your deposits from your computer, works out the opening balance, lists every movement in date order, and calculates the closing balance. It can also age what is still unpaid into 0-30, 31-60, 61-90 and 90+ day buckets as at any date you choose. Then it hands the result back to your AI, which shows it to you as text, a table, or a PDF.

What you can do with it

Build a statement of account for one client and a chosen period
Age outstanding invoices into 0-30, 31-60, 61-90 and 90+ day buckets as at any date
Get the same statement as plain text you can paste into an email
Get the statement as an A4 PDF that looks like your invoices
Draft a payment chaser at a friendly, firm or final level
See every client at once with what is outstanding per currency and the oldest overdue invoice
Check which of your ledgers the server could read and how many rows each holds

Try asking your AI

“Build a statement of account for Acme Ltd for May 2026”
“Show me what Acme Ltd owes as at 10 June 2026, aged into 0-30, 31-60, 61-90 and 90+ days”
“Give me that statement as plain text I can paste into an email”
“Draft a firm payment chaser for Acme Ltd”
“Show me all clients with anything overdue and the oldest overdue invoice in the book”

What it gives back to you

You get back a clear statement: the opening balance, every invoice, payment and credit note in date order, and the closing balance. For aging, you get the outstanding amounts split into 0-30, 31-60, 61-90 and 90+ day buckets, per currency. You can also get a plain text version ready to paste, an A4 PDF, or a drafted chaser at the tone you chose. Everything appears in your chat, and nothing is changed in your original records.

Before you start

What you need

The Claude desktop app, Claude Code, Cursor, or another MCP client
Your invoice ledger file (invoices.json) from the mcp-invoice server, since the statement cannot be built without it
Optionally, your credit notes file (credit-notes.json) and deposits file (deposits.json) if you use those servers

Good to know

It only reads your records and never writes back, but it does read your private invoice, credit note and deposit files, so make sure you are comfortable with that.

Install it with your AI

Add Statement of Account MCP server to your AI, no technical skills needed

You don't install anything by hand. You copy one prompt, paste it into an AI that can work on your computer, and it checks, installs and connects the server for you, asking you when it needs something.

Sign in to get the install prompt

Members get a ready-made prompt that lets the Claude desktop app check Statement of Account MCP server, install it and connect it for them, step by step. You don't need any technical skills: you copy, paste and answer a few questions. Your connected AI can also find and install any of the 4,361 MCP servers here for you.