mortimer

Plugin mortimer from marketplace mortimer-claude in connorads/mortimer-claude. Commands read from the repo's manifest — 1 month ago.

Skills (4)

• cashflow

  Project the user's cash position. Use whenever they ask about cashflow, runway, bank balance, liquidity, upcoming bills, "will I be OK next month", "can I afford this", money in vs money out, or want a forecast for the next weeks or months. Read-only: reads live Xero balances and due dates, charts t

• categorise-receipts

  Categorise uncategorised spending in Xero. Use whenever the user mentions uncategorised or unreconciled transactions, receipts to file, spends parked on Suspense, coding or recoding expenses, "where should this go", tidying the books, or cleaning up before their accountant sees them. Proposes recate

• chase-invoices

  Chase money owed to the user. Use whenever they mention overdue or unpaid invoices, late payers, debtors, receivables, aged debt, payment reminders, credit control, or ask "who owes me money", "who hasn't paid", "chase my invoices", or worry about customers not paying. Reads live Xero data, tiers ea

• upsell

  Find revenue growth hiding in existing customers. Use whenever the user asks which clients have room to grow, who to upsell or cross-sell, how to increase revenue from the current book, account expansion, who should be on a retainer, or which customers are underserved. Mines invoice history for expa

MCP servers (1)

• xero

  connects to: https://getmortimer.com/mcp

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