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Glama
theluckystrike

mcp-statement-of-account

by theluckystrike
OverviewSchemaRelated ServersScoreDiscussions
TypeScript
Hybrid

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": true
}
resources
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
statement_buildC

Build one client's statement of account for a period: opening balance, invoices issued, payments received, credit notes, deposits applied and closing balance, in minor units and formatted.

statement_agingB

Break what is owed into 0-30, 31-60, 61-90 and over 90 days past the invoice due date as at a chosen date, for one client or for every client, per currency. Free and unlimited.

statement_textA

Turn one client's statement into a plain-text ledger with every movement in date order, the opening and closing balances and a sign-off, ready to paste into an email.

statement_pdfA

Call this tool to write one client's A4 statement of account and return the file path. Titled STATEMENT OF ACCOUNT, every movement in date order, closing with the balance outstanding. Pro.

dunning_textA

Write a payment chaser for one client at level 1 friendly, 2 firm or 3 final demand, listing every overdue invoice with its age and total, plus your bank details when the profile has them. Level 3 is Pro.

statements_reportA

Show what is outstanding across every client, totalled per currency and aged, with the oldest overdue invoice and the clients carrying it. Pro.

license_statusA

Show whether this server runs in free or Pro mode and where to upgrade.

license_activateA

Activate a Pro license key (format MCPL1.xxx.yyy). Verified offline and saved locally.

Prompts

Interactive templates invoked by user choice

NameDescription
chase_overdueAge the receivables, decide who to chase and at what level, then write the letters.

Resources

Contextual data attached and managed by the client

NameDescription
sourcesThe three sibling stores this server reads, whether each could be read, and how many rows each holds.

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