find-contact
Resolve a 3CX contact or extension by email, extension, or name
View outstanding balances across all MSP clients in QuickBooks Online
$ npx -y skills add wyre-technology/msp-claude-plugins --agent claude-codeHow it fires
How this command gets triggered: by you, by Claude, or both.
/get-balanceContext preview
What this command does when you run it.
View outstanding balances across all MSP clients in QuickBooks Online
description: View outstanding balances across all MSP clients in QuickBooks Online argument-hint: "[customer] [overdue_only] [sort] [limit]" arguments: [customer, overdue_only, sort, limit]
View outstanding balances across all MSP clients, with optional filtering for overdue accounts and specific customers.
1. **Parse parameters**
2. **Fetch customer balances**
3. **Fetch overdue details (if needed)**
4. **Format and display**
| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | customer | string | No | - | Filter to a specific customer | | overdue_only | boolean | No | false | Only show overdue balances | | sort | string | No | balance | Sort: balance, name, or overdue | | limit | number | No | 50 | Max customers to display |
/get-balance
/get-balance --customer "Acme Corp"
/get-balance --overdue_only true
/get-balance --sort name
curl -s -H "Authorization: Bearer $QBO_ACCESS_TOKEN" \ -H "Accept: application/json" \ "https://quickbooks.api.intuit.com/v3/company/$QBO_REALM_ID/query?query=SELECT%20Id%2C%20DisplayName%2C%20Balance%2C%20BalanceWithJobs%20FROM%20Customer%20WHERE%20Balance%20%3E%20'0'%20ORDERBY%20Balance%20DESC&minorversion=73"
curl -s -H "Authorization: Bearer $QBO_ACCESS_TOKEN" \ -H "Accept: application/json" \ "https://quickbooks.api.intuit.com/v3/company/$QBO_REALM_ID/reports/AgedReceivables?date_macro=Today&minorversion=73"
TODAY=$(date +%Y-%m-%d) curl -s -H "Authorization: Bearer $QBO_ACCESS_TOKEN" \ -H "Accept: application/json" \ "https://quickbooks.api.intuit.com/v3/company/$QBO_REALM_ID/query?query=SELECT%20*%20FROM%20Invoice%20WHERE%20DueDate%20%3C%20'$TODAY'%20AND%20Balance%20%3E%20'0'%20ORDERBY%20DueDate%20ASC&minorversion=73"
curl -s -H "Authorization: Bearer $QBO_ACCESS_TOKEN" \ -H "Accept: application/json" \ "https://quickbooks.api.intuit.com/v3/company/$QBO_REALM_ID/query?query=SELECT%20*%20FROM%20Customer%20WHERE%20DisplayName%20LIKE%20'%25Acme%25'%20AND%20Balance%20%3E%20'0'&minorversion=73"
Outstanding Balances - All MSP Clients ================================================================ As of: 2026-02-23 +---------------------------+-----------+---------+----------+----------+---------+ | Customer | Balance | Current | 1-30 | 31-60 | 61-90 | 91+ | +---------------------------+-----------+---------+----------+----------+---------+ | Acme Corporation | $5,200.00 | $2,500 | $2,700 | $0 | $0 | $0 | | TechStart Inc | $3,800.00 | $0 | $1,500 | $2,300 | $0 | $0 | | Global Widgets LLC | $2,100.00 | $0 | $0 | $0 | $2,100 | $0 | | Metro Dental Group | $1,500.00 | $1,500 | $0 | $0 | $0 | $0 | | Pinnacle Partners | $950.00 | $0 | $0 | $0 | $0 | $950 | +---------------------------+-----------+---------+----------+----------+---------+ Summary: Total Outstanding: $13,550.00 Current: $4,000.00 1-30 Days: $4,200.00 31-60 Days: $2,300.00 61-90 Days: $2,100.00 91+ Days: $950.00 Clients with Balance: 5 ================================================================ Attention Required: - Global Widgets LLC: $2,100.00 overdue 61-90 days - Pinnacle Partners: $950.00 overdue 91+ days Quick Actions: - View overdue only: /get-balance --overdue_only true - Search customer: /search-customers "Acme" - Create invoice: /create-invoice --customer "Acme Corporation"
/get-balance --customer "Acme Corp" Outstanding Balance - Acme Corporation ================================================================ As of: 2026-02-23 Customer: Acme Corporation Total Balance: $5,200.00 Open Invoices: +----------+------------+------------+-----------+---------+--------+ | Invoice | Date | Due Date | Total | Balance | Status | +----------+------------+------------+-----------+---------+--------+ | INV-1042 | 2026-02-01 | 2026-03-03 | $2,500.00 | $2,500 | Current| | INV-1038 | 2026-01-01 | 2026-01-31 | $2,700.00 | $2,700 | 1-30 | +----------+------------+------------+-----------+---------+--------+ Sub-Customer Breakdown: Acme Corp:Managed Services $2,500.00 Acme Corp:Project Work $2,700.00 Acme Corp:Hardware $0.00 Payment Terms: Net 30 Last Payment: 2025-12-28 - $2,500.00 (CHK-10501) Quick Actions: - Create invoice: /create-invoice --customer "Acme Corporation" - Search customer: /search-customers "Acme" ================================================================
/get-balance --overdue_only true Overdue Balances - MSP Clients ================================================================ As of: 2026-02-23 +---------------------------+-----------+------+----------+----------+---------+ | Customer | Overdue | 1-30 | 31-60 |
One command to supercharge Claude Code for MSP workflows. Then restart Claude Code. That's it. Documentation: mcp.wyre.ai
Repo: wyre-technology/msp-claude-plugins
Resolve a 3CX contact or extension by email, extension, or name
Search for specific threat patterns in Abnormal Security by sender, recipient, attack type, or keywords
Triage recent email threats detected by Abnormal Security by severity and attack type