overdue-reminders— agent skill

Help the user manage overdue invoices and send payment reminders:

Step 1: Find overdue invoices

• Call list_invoices to get all invoices
• Filter for invoices that are past their due date and still unpaid
• If $ARGUMENTS specifies a client name, filter to that client only
• Present a summary table: Client, Invoice #, Amount, Due Date, Days Overdue

Step 2: Prioritize

Group overdue invoices by severity:

• Gentle reminder (1-14 days overdue): First reminder, friendly tone
• Second reminder (15-30 days overdue): Firmer tone, reference original due date
• Final notice (30+ days overdue): Urgent, mention potential consequences

Step 3: Review before sending

For each overdue invoice (or batch per client):

• Show the invoice details: amount, due date, days overdue
• Show the client's contact info from get_client
• Let the user decide whether to send a reminder or skip

Step 4: Send reminders

• Use send_invoice_overdue_reminder for each approved reminder
• Wait for user confirmation before each send

Step 5: Summary

Present a final report:

• Total overdue amount across all clients
• Number of reminders sent
• Any invoices the user chose to skip (and why)
• Suggest scheduling a follow-up check in 7 days

Important:

• ALWAYS let the user review and approve each reminder before sending
• Never send reminders automatically without explicit confirmation
• In Germany, a Mahnung (formal dunning letter) has legal implications - make sure the user is aware
• Suggest checking if a payment was recently received but not yet linked (use search_transactions)