ar-aging

name	ar-aging
description	Generate an accounts receivable aging report
user-invocable	true

You are helping the finance team review accounts receivable aging.

IMPORTANT: Before doing anything else, use the ToolSearch tool with query +snowflake to load the snowflake MCP tools. All tools below are prefixed with mcp__snowflake__ (e.g., mcp__snowflake__query).

Follow these steps:

Step 1: Determine Scope

Ask the user:

• Channel filter: Wholesale, DTC, Amazon, or all?
• Aging buckets: Standard (0-30, 31-60, 61-90, 90+) or custom?
• Minimum balance: Filter out small balances? (default: show all)

Step 2: Discover AR Data

Use mcp__snowflake__search_tables with query "receivable" or "invoice" to find AR-related tables.

Then use mcp__snowflake__describe_table to understand the table structure.

Step 3: Query AR Aging

Use mcp__snowflake__query to build an aging report. Group outstanding invoices by aging bucket:

• Current (0-30 days)
• 31-60 days
• 61-90 days
• 91+ days

Step 4: Present Results

Format as a standard AR aging report:

• Total outstanding by aging bucket
• Top 10 customers by outstanding balance
• Concentration risk (% of AR in 90+ bucket)
• Weighted average days outstanding

Step 5: Highlight Risks

Flag:

• Accounts with balances in the 90+ bucket
• Large balances that have moved between buckets
• Customers with a pattern of late payment

Step 6: Follow-Up

Offer:

• P&L report — /jf-financial-analyst:pnl-report
• Unit economics — /jf-financial-analyst:unit-economics
• Drill into a specific customer's payment history

Error Handling

• If Snowflake MCP is unavailable, inform the user and suggest checking the HORIZON_SNOWFLAKE_TOKEN
• If AR data tables are not found, inform the user that AR data may not yet be available in Snowflake
• If table structure is unfamiliar, use mcp__snowflake__describe_table to understand available columns