Finance & Accounting · Chaser + Claude
Chaser MCP with Claude: Automate Invoice Reminders and Get Paid Faster
The short answer
Claude works with Chaser through the Model Context Protocol (MCP), a secure standard that lets Claude read information and take actions in the tool. Once connected with an API key, Claude can check outstanding invoices, prepare or trigger payment reminders, log customer communications and update invoice statuses, all from natural language requests that your team approves.
What is Chaser?
Chaser is accounts receivable automation software. It sends invoice reminders and streamlines the collections process so businesses can chase money owed to them with less manual effort. Finance teams, credit controllers, bookkeepers and operations managers typically use it to reduce late payments, keep customer follow-ups consistent and improve cash flow without adding headcount to the collections function.
How Claude connects to Chaser through MCP
The Model Context Protocol (MCP) is an open standard that works like a universal adapter between Claude and other software. It lets Claude securely use a tool, reading information and taking actions, with permissions your organisation controls. For Chaser, the connection can be made through an MCP server or a direct API, using the API key your team provides.
Once connected, Claude can typically look up outstanding invoices, see which customers are overdue, review past reminders and check payment status. Your team can then ask in plain English for things such as a list of invoices more than thirty days late, or a draft reminder for a specific customer. Claude can also update invoice statuses and manage communication records within the scope you allow.
Permissions and approvals keep people in charge. Access is limited to the actions your team chooses, following least-privilege principles. Consequential steps, such as sending a reminder to a major customer or changing an invoice status, can require a human sign-off. Every action is recorded in audit logs so finance leaders can see exactly what was done and when.
What you can automate
Overdue invoice review
Each morning, Claude can summarise invoices that have passed their due date, grouped by age and value. A credit controller can see at a glance which accounts need attention first, without opening several screens or building reports by hand.
Personalised reminder drafting
For customers with a history of late payment, Claude can draft reminder messages that reflect past communications and the agreed payment terms. Staff review and approve each message before it goes out, keeping the tone professional and consistent.
Payment status tracking
Finance managers can ask Claude which invoices were paid this week, which are awaiting confirmation, and which have been disputed. This gives a clear picture of cash expected in the coming days without logging into the tool repeatedly.
Customer communication records
Claude can help keep a clear log of every conversation about an unpaid invoice. When a customer calls, the team can quickly see what was said, what was promised and when the next follow-up is due, improving accountability across the collections team.
Invoice status updates
When a payment arrives through the bank or accounting system, Claude can help update the matching invoice status in Chaser after a staff member confirms the match. This reduces double entry and keeps receivables records accurate.
An end-to-end workflow: Weekly cash collection review
TriggerEvery Monday at 8:00 am, or when a finance manager asks for the weekly collections summary.
Claude retrieves all invoices in Chaser that are past due, along with their age and value.
Claude cross-checks payments received in the bank feed or accounting system against open invoices in Chaser.
Claude flags invoices that appear paid but are still open, and lists them for staff confirmation.
Claude drafts reminder messages for overdue accounts above an agreed value, based on past communication history.
The credit controller reviews and approves the drafts, and approved reminders are sent through Chaser.
Claude produces a short summary for the finance director showing cash collected, cash expected and accounts needing escalation.
OutcomeTypically, finance teams spend less time on manual chasing and reconciliation, reminders go out on schedule, and leaders get a clear weekly view of expected cash. Results vary by business and customer base.
How we set it up
Free automation audit
We review how your team currently chases invoices and identify the collections workflows worth automating, including which systems hold your customer and payment data.
Secure connection with an API key
We connect Claude to Chaser using the API key sign-in method, storing the key securely and limiting access to the actions your workflow actually needs.
Workflow design across your systems
We design the end-to-end process across Chaser and your other systems, such as accounting, bank feeds, CRM or Microsoft 365, with clear approval points for consequential actions.
Testing and launch with monitoring
We test the workflow against real past invoices and customer cases, then launch with monitoring and audit logs so you can see every action taken.
Team training and handover
We train your finance and credit control staff on how to use Claude with Chaser, explain the approval process, and hand over documentation so your team stays confident and in control.
Who benefits
- Finance director
- Gets a clear weekly view of expected cash and fewer surprises in receivables.
- Credit controller
- Spends less time on repetitive chasing and more time on accounts that need personal attention.
- Bookkeeper or accounts assistant
- Reduces manual matching and status updates, lowering the risk of errors.
- Operations or sales leader
- Sees which customers are slow to pay, helping inform credit limits and account conversations.
Security and control
- Access is limited to the API key scope and the specific actions your workflow needs.
- Consequential actions such as sending reminders to key accounts or changing invoice statuses can require human approval.
- Every action taken through Claude is recorded in audit logs for review.
- Customer and payment data stays within the hosting region you choose, and we review handling against your internal policies.
- We recommend regular review of the API key and its permissions, and prompt rotation if a team member leaves.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the Claude workflow in their chosen region to align with their data protection obligations. Businesses in India must consider the Digital Personal Data Protection Act, 2023, when handling customer payment information. Companies in the UAE and Saudi Arabia can apply their local data protection laws to the hosting and processing design. Hosting region is selected during design to help meet these requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Chaser MCP server do?
The Chaser MCP server acts as a secure bridge between Claude and your Chaser account. It lets Claude read invoice and payment information and carry out approved actions such as preparing reminders or updating statuses. It uses the access your API key allows, so you stay in control of what Claude can see and do.
Is connecting Claude to Chaser secure?
Security depends on how the connection is designed. We use least-privilege access, store the API key securely, require approval for consequential actions and keep audit logs of every step. We also review data handling against your policies and applicable laws before launch.
What can Claude do with Chaser once connected?
Typically, Claude can list overdue invoices, check payment status, draft reminder messages, log customer communications and update invoice statuses when asked. Your team can use plain English requests, and the scope of what Claude can do is set during the design stage.
How long does setup take?
Many projects move from the free audit to a tested launch within a few weeks, though timing depends on how many systems are involved and how clean your invoice data is. We confirm a realistic timeline after the audit.
Which plan or permissions do I need?
Generally, you need an active Chaser account and an API key with permissions covering the actions your workflow requires. The exact plan and access level depend on your Chaser subscription, so we check these during the audit before designing anything.