Invoice Status Lookup
- Last updated
- Nov 2026
- Built by
- Moss Finance
Finds one invoice from any detail and shows whether it is already in Moss and where it stands.
Microsoft, invoice INV-88213, £934.10, in Moss
31 Oct 2026, due 14 Nov 2026, status completed, ID 181aa3a5-6b72-434a-93dc-670c82e0606e
Where it stands
Approved in two steps: Sophie Wagner on 04 Nov, Lukas Meyer on 09 Nov. Not paid yet, due in 2 days. Already exported.
Other candidate
INV-87102, 30 Sep 2026, £571.30, paid, exported, ID 83879317-73ac-4093-b8fd-d4c3887463dc
What it does
When a supplier asks about an invoice, or one arrives by email, you do not need to search in several places. This prompt finds it from a number, a supplier or a rough amount, says if it is already in Moss and shows where it stands in approval, payment and export.
Use it for supplier queries and duplicate checks.
Prompt
Copy the prompt, then replace the highlighted placeholders in your AI assistant.
Invoice Status Lookup: Use Moss MCP Use AskUserQuestion (clickable multiple choice) to collect [inputs] first. Offer my real entities from Moss as options. Ask me to type names, dates and numbers in chat. If I pick Other, ask again for the exact value. INPUTS • Entity: [choose an entity or All entities] • Invoice number: [type an exact or partial number] • Supplier: [type the name or part of the name] • Amount: [type an exact or approximate amount] • Time frame: [month or rough period] • Upload: [invoice file to find the match in Moss, optional] RULES • Find out if the invoice is already in Moss and where it stands. Use the invoice number first, then supplier and amount, or read these details from the uploaded invoice. • Search all statuses, drafts and rejected included, and say which status it has. If several invoices fit, show the best match first and up to 3 others. OUTPUT • The invoice in Moss: transaction ID, supplier, invoice number, date, due date, gross amount and status. If it is not in Moss, say what you searched. • Where it stands: who approved it and when, or who still has to approve it, the payment status and the export state. • Up to 3 other candidates, closest first.
Set it up
Connect Moss once, then copy the prompt or save it as a skill. Each takes about two minutes.
Connect Moss to your AI assistant
Once · about 2 minutesAdd the Moss connector and sign in with your Moss account.
On a team or enterprise plan, a workspace admin may need to allow custom connectors before you can add Moss.
Choose how you use it
Pick oneCopy the prompt for a quick run, or save it as a skill so Claude runs it the same way every time.
- Copy the prompt from this page.
- Paste it into a new chat with Moss MCP switched on.
- Replace the highlighted placeholders and send.
Check a few transactions through the Moss links before you send any reminders.
How MCP works
MCP is an open standard that lets your LLM look things up in other tools. The Moss MCP gives it read access to your Moss data, so it answers from your real numbers.
Link Moss to your LLM once
You sign in with your Moss account. After that, your LLM can reach Moss whenever you ask.
Use a prompt in plain English
Your LLM asks the Moss MCP for what it needs, such as expenses, budgets, bank transactions or receipt files.
An answer from your own data
Lists, summaries and drafts based on what is in Moss. Nothing in Moss is changed.
What MCP can see
You stay in control. The Moss MCP only reads data. It can't change or pay anything.
| It can | It can't |
|---|---|
| Read card transactions and their receipt status | Change, approve or delete anything |
| Read cardholders, teams and entities | Make payments or move money |
FAQ
Yes, for the data. The connector reads your own Moss data, so you need a Moss account.
Goes well with
Quick Past Coding Lookup
Shows how a supplier or invoice was coded in the past, over all time or a period you choose.
Overdue Suppliers Ranking
Lists suppliers with overdue invoices, ranked by days overdue and by amount.