Integration · Accounting
Connect Claude & ChatGPT to Chaser
Ask your AI which invoices are overdue, what Chaser has already sent a customer, or to pause reminders while a dispute is sorted out. It can read and update customers, contact persons and invoices, list credit notes, put customers on chasing schedules, and keep notes and tasks up to date. Your credit control questions get answered without clicking through each customer.
Free plan, no credit card. Takes about a minute.
Try asking
“Which invoices are more than 30 days overdue?”
The AI lists invoices filtered by status and due date, with customer and amount due.
“What reminders has Chaser sent for invoice 1043?”
It reads the invoice's chasing history: reminders sent and other events.
“Pause chasing for Nordic Foods while we sort out their complaint.”
It finds the customer and pauses reminders for all of their invoices. Chasing can be resumed later.
What your AI can do
Invoices and credit notes
List and filter invoices by status, dates and amounts, read chasing history, add and update invoices, and list credit notes.
Chasing control
Pause and resume chasing for one invoice or a whole customer, list schedules and put customers on a schedule.
Customers, notes and tasks
Create and update customers and contact persons, add notes, and create and update follow-up tasks.
“Put these three customers on our strict schedule.”
It lists your chasing schedules and assigns the customers. Reminders are then sent on that schedule.
“Note that Acme promised to pay on Friday, and remind me to follow up.”
It adds a note to the customer and creates a follow-up task with a due date.
“Invoice 1043 was part-paid with 5,000. Update it.”
It updates the invoice's amount paid and amount due.
25 tools for Chaser
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
assign_scheduleChanges dataPut customers on a chasing schedule: `schedule_id` and `customer_ids`, optionally also updating their invoices. Reminders will then be sent on that schedule.create_contact_personChanges dataAdd a contact person to a customer: `customer_id`, `external_id` and optional name, email and phones.create_customerChanges dataCreate a customer with `external_id` and `company_name`, plus optional main contact name, email, phones, addresses and groups.create_customer_noteChanges dataAdd a note to a customer: `customer_id` and `message`, with optional type and reminder_date.create_invoiceChanges dataAdd an invoice to Chaser: invoice_id, invoice_number, customer_external_id, date, due_date, currency_code, total, amount_due and status. Chaser may start chasing it on the customer's schedule.create_taskChanges dataCreate a task with `type` (e.g. followup, callreminder) and `category` (customer, invoice, schedule, settings or custom), plus optional assignee email, due_date and status.get_customerGet one customer by `customer_id` (Chaser id, or your external id prefixed with ext).get_invoiceGet one invoice by `invoice_id`, with amounts, due date and status.get_organisationGet the connected Chaser organisation's details.list_contact_personsList the contact persons for a customer by `customer_id`.list_credit_notesList credit notes, filtered by status, date, amounts, number or customer_external_id.list_customer_notesList the notes on a customer by `customer_id`.list_customersList customers, filtered by company_name, status, external_id or contact name/email; page and limit for paging.list_invoice_historyList the chasing history (reminders sent and other events) for one invoice by `invoice_id`.list_invoicesList invoices, filtered by status, dates, due_date, amounts, invoice_number or customer_external_id (operators like gt, lt, eq); page and limit for paging.list_schedulesList chasing schedules (the reminder sequences customers can be on).list_tasksList tasks, filtered by type, status, category, source or due_date.pause_customer_chasingChanges dataPause chasing reminders for all of a customer's invoices by `customer_id`.pause_invoice_chasingChanges dataPause chasing reminders for one invoice by `invoice_id`.resume_customer_chasingChanges dataResume chasing reminders for a customer by `customer_id`.resume_invoice_chasingChanges dataResume chasing reminders for one invoice by `invoice_id`.update_contact_personChanges dataUpdate a customer's contact person by `customer_id` and `contact_id`.update_customerChanges dataUpdate a customer by `customer_id`, e.g. company name, contact details, status (ACTIVE or ARCHIVED) or groups.update_invoiceChanges dataUpdate an invoice by `invoice_id`, e.g. amount_paid, amount_due, status, due_date or expected payment date.update_taskChanges dataUpdate a task by `task_id`: status, assignee, due_date or metadata.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose Chaser from the app list.
- 2
Paste your key
Paste your Chaser API key and API secret. In Chaser, open Organisation settings > Integrations > Get API keys and copy both values.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in Chaser?
The AI can read your organisation, customers, contact persons, notes, invoices, invoice chasing history, credit notes, schedules and tasks. It can create and update customers, contact persons, invoices and tasks, add notes, pause and resume chasing, and put customers on a chasing schedule.
Does the AI see my Chaser credentials?
No. Your Chaser API key and API secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can start read-only. Actions that lead to reminders being sent, like putting customers on a schedule or adding invoices, can require your approval before they run. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Chaser account.
Can the AI stop reminders for a customer?
Yes. It can pause chasing for a single invoice or for all of a customer's invoices, and resume it again later. It can also read an invoice's chasing history, so you can see what has already been sent before you decide.
Let your AI work in Chaser today.
Start free. Your key stays encrypted, and you decide what the AI may do.
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