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Connect Collects to Claude

Server URL: https://mcp.collects.io/mcp · Sign-in: OAuth, at the first Collects request.

Claude (claude.ai, Desktop, mobile)

  1. Add Collects from the Claude connectors directory — or, before the listing is live, go to Customize › Connectors › Add custom connector and enter the server URL. No client ID or secret is needed.
  2. Ask Claude about your overdue invoices. The first time Claude calls Collects it shows a Connect card: sign in to Collects.
  3. Optional: install the Collects plugin for the resolve unpaid invoices skill.

Claude Code

claude mcp add --transport http collects https://mcp.collects.io/mcp

The 34 tools

Claude sees only the tools your role and the permissions you gave it allow. The Tools page lists each one with the permissions, roles and plan it needs.

Reading

Tool What it does
collects_account Who you are connected as, your role, your organisation and plan, its mailbox and Xero health, and what you can do now
list_overdue_invoices Overdue invoices from your Xero organisation, most overdue first
get_invoice_status The status of one overdue invoice, including disputes and promises to pay
get_resolution_outcome The outcome of a resolution
collects_search Search your invoices, debtors, disputes and Workbench tasks by text and the filters the Collects pages have
collects_fetch One invoice, debtor, Workbench task or attachment by id, invoice number or debtor name, with its timeline, dispute, payments and emails when you ask
collects_activity What Collects has done, as the Activity page shows it: work done, time and cost handed back, work by activity, everything it handled (by activity, rule, who did it or day, for one customer or invoice too), the problems it caught, and the Value page's verdict and what you are owed by age (read-only)
collects_value What Collects is worth to you, as the Value page shows it: value delivered, opportunity on your ledger and estimated value, expected collections, the latest collections actions and how the figures are worked out; and, to owners and admins before you move to Collect, the Billing page's value panel (read-only)
collects_briefing Your briefing: what needs attention and what came in since you last opened it. Reading it does not mark it seen
collects_ar_overview Your dashboard: what you are owed and what is overdue, what needs attention, Xero sync alerts and the most overdue invoices

Reminders on an invoice or a customer

Tool What it does
start_resolution Collects starts resolving the invoice on your normal schedule and settings. Claude asks you to confirm first
collects_pause_reminders Pause reminders on one invoice, with a reason
collects_resume_reminders Resume reminders on one invoice, or lift the AI's financial-difficulty pause
collects_record_promise Record a promise to pay, or mark one missed
collects_log_note Log a note or a call on an invoice
collects_set_debtor_do_not_contact Pause or resume every reminder to one customer. Pausing shows you what stops first

Emailing a debtor

Tool What it does
collects_preview_debtor_email Shows the email exactly as it would go, to the address Collects holds for the debtor. Sends nothing
collects_send_debtor_email Sends the email you saw in the preview, once you confirm
collects_message_dispute_debtor Emails the debtor about an open dispute, after showing you the message and who it goes to

Disputes

Tool What it does
collects_open_dispute Log a dispute on an invoice; reminders pause
collects_update_dispute Comment on, assign, resolve, approve or reject a dispute
collects_add_dispute_evidence Attach a PDF or image to a dispute, in two steps

The Workbench

Tool What it does
collects_act_on_task Act on a Workbench task as its card does: review, hold, release, approve, reject, resolve, or accept or dismiss an AI suggestion. Approving or accepting anything that emails the debtor shows you the email first
collects_resolve_blocker Ignore a failing data check on an invoice, mark it fixed, or re-check it

Organisation, team and integrations (owner or admin)

Tool What it does
collects_set_org_chasing Turn the organisation's collection emails on or off
collects_update_company_identity The Company identity card on Settings, Organisation
collects_update_locale The date format, on the Locale & Configuration card
collects_update_operating_model The Operating model card: the figures Collects' value estimates use
collects_update_debtor_contact Who debtors can contact, shown in every email's footer
collects_set_ai_thresholds The AI thresholds
collects_manage_team Invite, resend, cancel, deactivate or reactivate a team member, after showing you what changes
collects_connect_integration The link to connect Xero or your mailbox in Collects. You sign in to Xero or your mailbox there, never in Claude
collects_retry_import Retry the Xero or email import, or refresh credit terms from Xero
collects_disconnect_integration Disconnect Xero, your mailbox or a connected app, after showing you what stops

Resources and prompts

Claude can also read an invoice or a debtor as a resource, collects://invoices/{id} and collects://debtors/{id}: read only, with the same data and rules as collects_fetch. Three prompts give you a starting point: review my overdue book, prepare an invoice reminder (for an invoice you name) and while I was away. A prompt only fills in a request; it never sends anything.

When Collects needs you in the browser

If your plan does not include an action, or Xero is not connected, Collects answers with a link: the billing page (only the owner changes the plan) or Settings › Integrations. Hosts on the newer MCP protocol revision may offer to open it for you. Card details and Xero sign-in never happen in Claude.

Text your customers wrote

A debtor's email or reply, a dispute note and text Collects' AI wrote from them reach Claude marked as untrusted_text. Claude treats them as information to report, never as instructions to follow.

Who can do what

Collects acts as the person who signed in, with their role in Collects, checked on every request: Claude can do what you can do in the Collects app, and nothing more. Anyone in your organisation can read. Changing reminders, disputes and Workbench tasks needs the role the Collects app asks for, and the organisation, team and integration tools are for owners and admins. Anything that emails a debtor, adds a person or stops collection shows you what will happen first, and happens only once you confirm.

What Claude does shows in Collects under your name, marked "via Claude", and Settings › Integrations › Connected apps lists each app's recent actions.

Two-step verification

If you have two-step verification on in Collects, signing in to connect asks for your code, whether you sign in with your email and password or with Xero. Turning two-step on, changing your password or being deactivated ends your existing connections; connect again to carry on.

Try it on a sandbox organisation

A sandbox is a Collects demo organisation: a book of made-up customers and invoices, with a history the product itself wrote (reminders sent, replies, promises to pay, disputes, Workbench items). Use it to try every tool and the REST API before you connect your own organisation.

How to get one: ask Collects at hello@collects.io. There is no sign-up for a sandbox; someone at Collects creates it for you and you are its owner. Then:

  1. Open the invitation email, set your password and accept the terms.
  2. Connect Claude or Claude Code as above, and sign in with email and password. A sandbox has no Xero organisation of its own, so "Continue with Xero" does not reach it.
  3. You can invite colleagues from the Team page, as in any organisation.

What is different from your own organisation: