




Invoicing & Collections Agent
Agent
Details
Invoicing & Collections Agent runs the full AR loop. It creates and finalizes invoices in Stripe and Zoho Books, pulls live aging from both, builds a 0-30 / 31-60 / 61-90 / 90+ bucket report in Google Sheets, and pulls customer context from Zoho CRM before each touch. For every overdue invoice it computes days overdue and any late fee, validates the billing email, drafts a dunning message at the right tone (friendly reminder, firm follow-up, formal demand), runs a writing-quality pass, and sends it via Gmail with a statement of account attached. Matched invoices are marked paid in Stripe and Zoho Books, the CRM is updated, and accounts past 60 days are escalated to a human collector on Telegram with the full account summary.
Tools In This Agent
Stripe
Zoho CRM Connector
Google Sheets
Gmail - All Email Actions
Zoho Books
AI Writing Quality Check
Complex Math Tool
Get Users Current Time / Date
Email Address Validation - Single
Document OCR Agent
+5 more
Context Documents
No context documents are attached to this agent yet.
Frequently Asked Questions
How do I connect this specialty agent to an external agent?
You can install the local MCP server by opening a terminal and running:
Install commands
npm install -g @agentpmt/mcp-router
agentpmt-setupThis will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.
Alternatively you can connect to the hosted version with this config block, no installation required:
Hosted MCP config
{
"mcpServers": {
"agentpmt": {
"type": "streamable-http",
"url": "https://api.agentpmt.com/mcp",
"headers": {
"Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
"x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
}
}
}
}View MCP Connection Instructions for more details.
How do I use this specialty agent?
You can use it here in the browser by clicking the 'Try It Now' button.
Make any agent like Claude Code, OpenClaw, Hermes, or Grok a specialty Invoicing & Collections Agent by connecting it to AgentPMT's Dynamic MCP (see "How do I connect this specialty agent to an external agent?" first) and pasting in this prompt.
