Invoice Review - FITsociety Developer APIs

This workflow helps a coach or admin review invoices without manually opening each client record.

Required access

Module	Why
`invoices`	List invoices, inspect invoice details, and summarize totals.
`clients`	Identify the client attached to invoice activity.
`subscriptions`	Understand membership context when reviewing recurring billing.

Example prompt

Review unpaid invoices for this client and summarize what needs follow-up.

Typical tool sequence

search_clients to find the client when the prompt uses a name or email.
list_invoices to find invoice rows.
get_invoice to inspect a specific invoice.
summarize_invoices to aggregate totals over a date range.
get_subscription when the invoice relates to a membership.

Write access

The current invoice module is read-only. The assistant can summarize and point to follow-up actions, but it should not claim to change invoice status or collect payments through MCP unless future write tools are added.

Output to expect

The assistant should return:

outstanding invoice count
total amount due when available
due dates or overdue indicators
invoice IDs that need review
suggested follow-up wording for the coach or admin