invoice-reconciliation

Invoice Reconciliation

Prerequisites

This skill needs the iGPT MCP at https://mcp.igpt.ai/.

If the MCP tools aren't available or return an auth error, tell the user to install the iGPT plugin (/plugin marketplace add igptai/skills) or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say "ready". Retry once after they confirm. Never invent tokens or OAuth URLs. For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md

What This Skill Does

Finds all invoices received via email, extracts the amount, currency, sender, and date for each, converts every amount to the user's local currency, and returns a clean structured schema the user can send directly to their accountant or import into accounting software.

Workflow

1. Before calling any tool, collect these values from the user. Offer the defaults and let the user override them; do not invent values they did not give.

   • [time_range] — what window of email to scan. The user may give this in any form ("the current month", "last 30 days", "May 2024"). Default: the current calendar month. Keep the user's natural phrasing for use in the ask input; convert to ISO dates separately for the search call.
   • [local_currency] — the currency to convert all amounts into (e.g. USD, EUR, ILS). No default — must come from the user.

2. Call search with:

   • query: invoice receipt billing payment due amount
   • date_from: ISO start date derived from [time_range]
   • date_to: ISO end date derived from [time_range] (or today if open-ended)

3. Call ask with:

   • input: Find all invoices and billing emails received in [time_range]. For each invoice extract: the sender company or name, the invoice number if present, the invoice date, the amount due, and the currency. Then convert each amount to [local_currency] using current exchange rates. Return every invoice as a structured record.
   • output_format: { "strict": true, "schema": { "type": "object", "description": "Invoice reconciliation report for a specific time period", "additionalProperties": false, "properties": { "period_from": { "type": "string", "description": "ISO8601 start date of the reconciliation period" }, "period_to": { "type": "string", "description": "ISO8601 end date of the reconciliation period" }, "local_currency": { "type": "string", "description": "The currency all amounts have been converted to (e.g. USD, EUR, ILS)" }, "invoices": { "type": "array", "description": "List of every invoice found in email during the period", "items": { "type": "object", "description": "A single invoice extracted from email", "additionalProperties": false, "properties": { "sender": { "type": "string", "description": "Company or person who sent the invoice" }, "invoice_number": { "type": "string", "description": "Invoice number or reference, empty string if not found" }, "invoice_date": { "type": "string", "description": "ISO8601 date of the invoice" }, "original_amount": { "type": "number", "description": "The invoice amount in its original currency" }, "original_currency": { "type": "string", "description": "The currency code of the original invoice amount (e.g. USD, EUR, GBP)" }, "converted_amount": { "type": "number", "description": "The invoice amount converted to the user's local currency" }, "converted_currency": { "type": "string", "description": "The local currency code the amount was converted to" }, "due_date": { "type": "string", "description": "ISO8601 payment due date, empty string if not found" }, "status": { "type": "string", "description": "Payment status based on email evidence", "enum": ["paid", "unpaid", "unknown"] } }, "required": [ "sender", "invoice_number", "invoice_date", "original_amount", "original_currency", "converted_amount", "converted_currency", "due_date", "status" ] } }, "total_converted": { "type": "number", "description": "Sum of all invoice amounts converted to local currency" }, "total_unpaid_converted": { "type": "number", "description": "Sum of all unpaid invoice amounts converted to local currency" }, "summary": { "type": "string", "description": "One or two sentence summary of total invoices found, total amount, and any unpaid items" } }, "required": [ "period_from", "period_to", "local_currency", "invoices", "total_converted", "total_unpaid_converted", "summary" ] } }