invoice-reconciliation

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

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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.

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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" ] } }

4. Present as a clean table with one row per invoice. Lead with the summary line showing total count, total amount, and total unpaid.

5. Ask: "Would you like me to export this as a CSV format for your accountant?"