Chaser for AI agents
Agents read Chaser at once. Changes and sends are held for a person's approval by default.
About Chaser
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.
What an agent can do in Chaser
Every Chaser action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Chaser without asking first. 13 actions.
- Get Credit Note by IDRetrieve detailed information for a specific credit note by its ID. Accepts both internal Chaser IDs and external credit note IDs (with 'ext_' prefix). Use when you need to fetch complete details of a
- Get Credit NotesRetrieves a list of credit notes from Chaser. Supports filtering by customer, status, and date range. Returns all credit notes if no filters are specified.
- Get Current OrganisationTool to retrieve information about the current organisation associated with the API credentials. Use when you need the organisation ID, currency, timezone, or legal details for the authenticated accou
- Get Customer by IDRetrieve detailed information for a specific customer by their Chaser customer ID. Use this after obtaining the customer_id from listing customers or creating a customer. The customer_id is the intern
- Get CustomersTool to retrieve a list of all customers associated with the organization. Use when you need to display or process complete customer contact and status information.
- Get Invoice by IDTool to retrieve detailed information for a specific invoice by its ID. Use when you need to view invoice details, payment status, or associated customer information.
- Get OrganizationTool to retrieve information about the connected organizations. Use when you need organization IDs, currency, timezone, or legal details before other operations.
- Get OverpaymentRetrieve detailed information for a specific overpayment by its ID. Use when you need to fetch overpayment details, check remaining credit, or verify overpayment status. Both internal ID (e.g., op_XXX
- Get StatusTool to check the status of the Chaser API. Use when you need to verify if the API is operational before making other requests.
- List Contact PersonsTool to retrieve contact persons for a specific customer. Returns a paginated list of contact persons with their details. Use when you need to get contact information for a customer's representatives.
- List InvoicesTool to retrieve invoices with pagination and filtering. Use when you need to fetch invoice records from Chaser with support for various filter criteria including status, amounts, dates, and customer
- List OverpaymentsTool to retrieve overpayments from Chaser with pagination and filtering. Use when you need to list overpayments, check remaining credits, or filter by customer, amount, currency, or date.
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- Get Contact Person by IDTool to get a specific contact person by ID for a customer. Use when you need to retrieve detailed information about a contact person associated with a customer in Chaser.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 16 actions.
- Create Contact PersonTool to create a new contact person for a customer in Chaser. Requires customer_id and external_id. Use when adding additional contacts to an existing customer account.
- Create InvoiceTool to create a new invoice record in the organization. Use after ensuring the customer exists in Chaser.
- Create OverpaymentCreates a new overpayment record in Chaser for tracking customer overpayments. Overpayments represent amounts paid by customers in excess of invoice amounts and can be used to offset future invoices.
- Delete Contact PersonTool to delete a contact person from a customer record in Chaser. Use this when you need to remove a specific contact person associated with a customer. Requires both the customer identifier and the c
- Create Credit NoteCreates a new credit note record in Chaser for tracking customer credits. Credit notes represent amounts owed to customers and are used to reduce outstanding invoices. The customer must exist in Chase
- Create CustomerTool to create a new customer record in Chaser. Use after obtaining Basic Auth credentials.
- Update Credit NoteUpdate an existing credit note in Chaser. All fields are optional. Use this to modify credit note details such as amount, status, or customer association.
- Update CustomerTool to update an existing customer's information using their unique Chaser customer ID. Use after confirming the customer's ID (the 'id' field, not 'externalID'). Example: "Update contactEmailAddress
- Update InvoiceUpdate an existing invoice in Chaser by its internal ID. Use this to modify invoice status, amounts, dates, payments, or customer associations. Requires the internal Chaser invoice ID (e.g., 'inv_abc1
- Update Contact PersonTool to update a contact person for a customer in Chaser. Use when you need to modify contact person details such as name, email, or phone numbers.
- Update OverpaymentTool to update an overpayment record in Chaser. Use when modifying overpayment details such as remaining credit, status, or other fields. All fields except overpayment_id are optional.
- Bulk Upsert CustomersTool to bulk upsert up to 100 customers in a single operation. Customers are matched by external_id (or id) for updates. Use when you need to create or update multiple customers efficiently.
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- Bulk Upsert Contact PersonsTool to bulk insert or update contact persons for a customer. Use when you need to create or update multiple contact persons in a single request (up to 100). Matching is done by external_id - existing
- Bulk Upsert Credit NotesTool to bulk upsert up to 100 credit notes in a single request. Matches by credit_note_id (or id). Use when you need to create or update multiple credit notes efficiently in Chaser.
- Bulk Upsert InvoicesTool to bulk upsert up to 100 invoices in a single request. Invoices are matched by invoice_id for updates or created if not found. Use when you need to create or update multiple invoices efficiently.
- Bulk Upsert OverpaymentsTool to bulk upsert up to 100 overpayments in Chaser, matching by overpayment_id. Use when you need to create or update multiple overpayment records in a single operation.
Changes wait in Needs you
Changes and sends in Chaser are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Chaser questions
Can an agent change data in Chaser on its own?
Not by default. Changes and sends in Chaser are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Chaser?
This connector lists 13 read actions. Reads run at once, without waiting for approval.
How does Chaser connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.