| name | invoice-reconciliation |
| description | Extracts all invoices from connected email datasources, normalizes amounts to the user's local currency, and returns a structured schema ready for accountant export. Use when a freelancer or finance person needs to reconcile invoices received across multiple currencies. Triggers on "invoice reconciliation", "invoices from email", "collect my invoices", "how much do I owe", "invoices in different currencies", "send invoices to accountant". |
| metadata | {"version":"1.0.0"} |
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
-
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.
-
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)
-
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"
]
}
}
-
Present as a clean table with one row per invoice. Lead with the summary
line showing total count, total amount, and total unpaid.
-
Ask: "Would you like me to export this as a CSV format for your accountant?"
