Generate reports and summaries from invoice data. Use when the user wants financial summaries, outstanding balances, revenue reports, or invoice analytics.
Call get_invoices to retrieve all invoices. Paginate if necessary using nextToken:
{ "limit": 100 }
Continue fetching pages until all invoices are retrieved.
Categorize invoices by status:
For each category, calculate:
Invoice Summary
===============
Outstanding:
Unpaid: 12 invoices $24,500.00
Partially Paid: 3 invoices $4,200.00 remaining
Overdue: 2 invoices $3,800.00
Drafts: 5 invoices $8,100.00
Paid (all time): 45 invoices $92,350.00
Total Outstanding: $32,500.00
get_invoices to get all invoices.get_businesses to get all clients.Group invoices by client name and calculate per-client totals.
Revenue by Client
==================
| Client | Invoices | Total Revenue | Outstanding |
|-----------------|----------|---------------|-------------|
| Acme Corp | 15 | $45,000.00 | $3,200.00 |
| TechStart Inc | 8 | $24,000.00 | $0.00 |
| Design Studio | 12 | $18,500.00 | $2,800.00 |
Top Client: Acme Corp ($45,000.00)
Total Revenue: $87,500.00
Retrieve all paid invoices.
Parse invoice dates and group totals by month.
Monthly Revenue (2026)
=======================
| Month | Invoices | Revenue |
|-----------|----------|------------|
| January | 8 | $12,400.00 |
| February | 6 | $9,800.00 |
YTD Total: $22,200.00
Monthly Average: $11,100.00
Fetch invoices and identify those with:
⚠ Overdue Invoices
===================
| Invoice # | Client | Amount | Days Overdue |
|-----------|-------------|-----------|--------------|
| INV000032 | Acme Corp | $2,500.00 | 15 days |
| INV000028 | Design Co | $1,300.00 | 30 days |
Total Overdue: $3,800.00
Consider sending payment reminders for these invoices.