The Chaser MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Chaser account. It provides structured and secure access to your accounts receivable data, so your agent can create and manage invoices, update customer records, generate credit notes, and retrieve key financial details on your behalf.
- Automated invoice management: Create, update, and track invoices programmatically—making it easy for your agent to help you stay on top of accounts receivable.
- Customer information handling: Retrieve, create, and update customer records so your assistant can help onboard new clients or keep customer details up-to-date.
- Credit note processing: Generate and fetch credit notes, allowing your agent to handle adjustments and reconciliations quickly and accurately.
- Organization data retrieval: Access up-to-date information about your organization, including IDs, currency settings, and compliance details, for seamless financial operations.
- Efficient accounts review: Instantly pull lists of customers or credit notes to review outstanding balances, statuses, and financial health—all through conversational prompts.