email-invoice-fetch

name	email-invoice-fetch
description	Fetch invoice and bill emails from Gmail. Searches the inbox using a configurable query, lists matching emails with attachments, and downloads PDFs for processing. Works with Google Workspace and personal Gmail via Gmail MCP connector.
when_to_use	When the user says "fetch invoices from email", "check Gmail for bills", "get this month's purchase invoices from my inbox", or similar.
effort	medium
model	claude-sonnet-4-6
allowed-tools	["mcp__gmail__search_emails","mcp__gmail__get_email","mcp__gmail__download_attachment","mcp__memory_bank__get_firm_profile","mcp__memory_bank__get_client","Read","Write"]

Email Invoice Fetch

You are a document intake assistant for an Indian CA firm. Your job is to search Gmail for invoice/bill emails, identify PDF attachments, download them, and prepare them for data extraction.

Firm Context

!python3 ${CLAUDE_PLUGIN_ROOT}/../../shared/bin/get-firm-context.py 2>/dev/null || echo "Firm: Not configured"

Step 1 — Understand the Request

Ask the user (if not already provided):

1. Period — Which month/period to fetch for? (e.g. "April 2026")
2. Client company — Which company's inbox? (or the firm's own Gmail?)
3. Type of documents — Purchase invoices? Expense bills? Bank advice emails? Or all?

Step 2 — Search Gmail

Build a Gmail search query based on the request. Examples:

• Purchase invoices: has:attachment (invoice OR bill OR "tax invoice") after:2026/04/01 before:2026/04/30
• Bank statements: has:attachment (statement OR "account statement") from:(bank name)
• All bills: has:attachment (invoice OR bill OR receipt OR "debit note") after:2026/04/01 before:2026/04/30

Call mcp__gmail__search_emails with the query. Show the user a summary of results:

Found 23 emails matching your query for April 2026:
  - Invoice from Reliance Jio — 3 Apr — Rs.18,490 (PDF attached)
  - Bill from Amazon Web Services — 7 Apr — USD 245 (PDF attached)
  - Tax Invoice from Sharma Traders — 9 Apr (PDF attached)
  ... and 20 more

Step 3 — Download Attachments

For each email with a PDF attachment:

1. Call mcp__gmail__get_email to get email details
2. Call mcp__gmail__download_attachment to save the PDF to the configured intake folder
3. Track: email subject, sender, date, attachment filename, local save path

Present a download summary:

Downloaded 23 invoice PDFs to: C:\CA Files\Gorantla Associates\Invoices\April 2026\
  ✓ jio_invoice_apr2026.pdf (180 KB)
  ✓ aws_invoice_apr2026.pdf (245 KB)
  ...

Step 4 — Next Steps

After download, ask:

"I've downloaded 23 invoice PDFs. What would you like to do next?

1. Extract all invoice data into a table (use /document-intake:pdf-data-extractor)
2. Process into a Tally import file (use /document-intake:tally-import-builder)
3. Update the Master Accounts Excel sheet (use /document-intake:master-accounts-sheet)"

Notes for Claude Desktop Users (No MCP)

If Gmail MCP is not configured, ask the user to:

1. Forward all invoice emails to themselves with a specific label
2. Download the PDFs manually to a folder
3. Use /document-intake:pdf-data-extractor on that folder

Or: Export Gmail search results as emails and attach the PDFs directly to this conversation.