get_customer
Get Customer
Retrieve a single customer by their internal Chaser ID or external ID. Optionally include computed fields like payment portal link, payer rating, and average days to pay.
Ask your agent in plain language. Each of these maps to a real tool on the server.
get_customer
Retrieve a single customer by their internal Chaser ID or external ID. Optionally include computed fields like payment portal link, payer rating, and average days to pay.
upsert_customer
Create a new customer or update an existing one in Chaser. Provide the customer's external ID and company name along with optional contact details, addresses, and group assignments. If a customer with the given external ID already exists, it will be updated; otherwise a new customer is created.
list_customers
List customers in Chaser with optional filtering and pagination. Filter by external ID, company name, contact details, or status. Optionally include computed fields like payer rating and payment portal link.
list_invoices
List invoices in Chaser with optional filtering and pagination. Filter by invoice ID, number, status, currency, customer, amounts, and dates.
set_customer_chasing
Pause or resume payment reminders for a customer. Pausing stops chasing all invoices for that customer until customer chasing is resumed.
delete_contact_person
Delete a contact person from a customer. Permanently removes the contact person from the customer's contact list.
sync_organisation
Trigger a manual synchronisation of the organisation data in Chaser. Optionally specify post-sync tasks such as calculating next chases, updating invoice instalments, or calculating contact balances.
upsert_credit_note
Create a new credit note or update an existing one in Chaser. Credit notes with remaining credit are included in monthly statements and reduce the customer's overall balance.
upsert_contact_person
Create a new contact person for a customer or update an existing one. Each contact person has their own external ID, name, email, and phone details. Multiple contact persons can exist per customer to receive different payment reminders.
bulk_upsert_customers
Create or update up to 100 customers in a single request. Matching is done by external ID; existing customers are updated and new ones are created.
set_organisation_chasing
Pause or resume payment reminders for the entire connected organisation. Pausing stops all invoice chasing until organisation chasing is resumed.
list_credit_notes
List credit notes in Chaser with optional filtering and pagination. Filter by credit note ID, number, status, currency, customer, amounts, and date.
list_contact_persons
List all contact persons for a given customer. Returns contact details including name, email, phone, and status for each contact person associated with the customer.
list_overpayments
List overpayments in Chaser with optional filtering and pagination. Filter by overpayment ID, currency, customer, amounts, and date.
upsert_invoice
Create a new invoice or update an existing one in Chaser. Invoices track amounts due, payment status, and due dates. The associated customer must exist before creating an invoice.
set_invoice_chasing
Pause or resume payment reminders for a single invoice. Pausing stops chasing this invoice until invoice chasing is resumed.
upsert_overpayment
Create a new overpayment record or update an existing one in Chaser. Overpayments track excess payments made by customers and their remaining credit balance.
get_invoice
Retrieve a single invoice by its internal Chaser ID or external ID. Returns full invoice details including amounts, dates, status, payment history, and attached PDF link.
get_organisation
Retrieve details about the connected Chaser organisation, including name, legal name, base currency, country, timezone, and last sync date.
bulk_upsert_invoices
Create or update up to 100 invoices in a single request. Matching is done by invoice ID; existing invoices are updated and new ones are created. Associated customers must already exist.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Automate accounts receivable and payment chasing. Create, retrieve, and update customers, invoices, credit notes, and overpayments. Manage contact persons per customer, provide invoice PDF source URLs, pause or resume payment reminders, and trigger organization data syncs. Track invoice statuses, monitor amounts due and paid, and manage customer payment records to improve cash flow and credit control.
Common questions about connecting Chaser to AI agents with Metorial.