Example requests for the assistant: questions and ready-to-use phrasing

Once your assistant is connected, you talk to it as you would to a colleague: in plain sentences, with the amounts, dates and names you have in mind. This page gathers requests that work, grouped by situation, with what the assistant does and what you keep the final say on.

AI assistant connected to SynkriaOps Replay

1. You

   Which customer invoices are more than 30 days overdue?

2. Tool
   list_overdue_invoices read only
3. Assistant

   Three invoices, XAF 2,845,000 in total:

   F‑2026‑118 · Ets Ndongo	45 days	1,250,000
   F‑2026‑124 · Bella Distribution	38 days	980,000
   F‑2026‑127 · Cabinet Mvogo	32 days	615,000

4. You

   Prepare the reminder for Ets Ndongo, without sending it.

5. Tool
   preview_manual_reminder read only
6. Assistant

   Here is the message that would go to the address on the customer record, with invoice F‑2026‑118 attached. Nothing is sent until you ask.

7. You

   Also create the November maintenance invoice for Bella Distribution: XAF 350,000 excluding tax, VAT 19.25%.

8. Tool
   create_accounting_entry draft
9. Assistant

   Draft created: 350,000 excluding tax, VAT 67,375, total XAF 417,375. Nothing is posted yet. Shall I validate and send it?

10. You

    Yes, validate it and send it.

11. Tool
    validate_accounting_entry · send_customer_invoice sensitive action
12. Assistant

    Invoice F‑2026‑131 validated and sent to the address on Bella Distribution's record.

Illustration: a typical conversation using the real MCP server tool names. Companies and amounts are fictitious.

Before you start

• The assistant only does what the connection allows. With Read only, it consults without changing anything. To create, validate, send or pay, it needs the matching rights: see Authentication and permissions.
• Actions follow the same rules as in the application: roles, approval circuits, budget policy, closed fiscal years.

Reviewing where you stand

You ask	The assistant
”What is my result since the start of the fiscal year?“	reads the trial balance (get_trial_balance) and computes income minus expenses
”Which September customer invoices are still unpaid?“	lists unsettled invoices (list_customer_invoices)
“How much money came into Orange Money this month?“	totals the account’s transactions (get_bank_transaction_statistics)
“Are my books consistent?“	runs the general ledger consistency checks (check_ledger_consistency)

Creating and sending an invoice

Draft first

An invoice created by the assistant is always a draft: it appears in no statement until it is validated. Review it, in the conversation or in Sales → Customer invoices, before you say “validate”.

1. “Create an invoice for Bella Distribution: 12 bags of cement at XAF 6,500 excluding tax, VAT 19.25%, due in 30 days.” The assistant creates the draft (create_accounting_entry).
2. “Change the quantity to 15.” It updates the draft (update_customer_invoice).
3. “Validate it and send it.” It validates (validate_accounting_entry), then sends the PDF (send_customer_invoice).

The invoice always goes to the address on the customer record, never to an address given in the conversation. If the record has no address, first ask “Set [email protected] as Bella Distribution’s email address” (set_customer_email, sensitive action).

Invoicing every month

• “Create a monthly invoice template for the Bafoussam branch rent: XAF 450,000 excluding tax, on the 1st of each month.” (create_recurring_invoice)
• “Show me the next three dates of this template.” (preview_next_occurrence)
• “Generate this month’s invoice right now.” (generate_invoice_now, sensitive and irreversible)
• “Pause Ets Ndongo’s maintenance contract until January.” (pause_recurring_invoice)

How templates work is covered in Recurring invoices.

Collecting what you are owed

• “Which invoices should be chased today?” (list_invoices_to_remind)
• “Show me the reminder for invoice F-2026-118 before sending it.” (preview_manual_reminder)
• “Send it.” (send_reminder, sensitive action)
• “How are my reminders doing this month?” (get_reminder_dashboard)

See Automatic payment reminders to set up the scenarios once and for all.

Reconciling the bank

• “Which October transactions are not reconciled?” (list_bank_transactions)
• “Suggest a match for the XAF 1,200,000 transfer of 3 November, without writing anything.” (suggest_matches)
• “Match it with invoice F-2026-140.” (match_transaction)
• “This XAF 85,000 deposit is a counter sale with no invoice: create the invoice and match it.” (create_invoice_from_transaction)

Recording a supplier invoice

• “Here is CAMTEL’s PDF invoice: record it.” (import_supplier_invoice_pdf)
• “Post it.” (post_supplier_invoice)
• “Pay it from the Afriland account.” (pay_supplier_invoice)

Fixing a mistake

• “I matched invoice F-2026-103 with the transfer of the 12th by mistake: cancel that match.” (unmatch_lines, refused on a closed fiscal year)
• “Why doesn’t the VAT on invoice F-2026-131 add up?” (explain_invoice_vat_gap)
• “Cancel entry OD-2026-044 with a reversing entry.” (reverse_entry, never a deletion)

Phrasing a request well

Rather than	Say
”Do the books"	"List the unprocessed transactions for October"
"Send the invoices"	"Send invoice F-2026-131 to the customer"
"Fix this"	"Cancel the match on the 3 November transfer”

• Give a period, a reference or an amount: the assistant should not have to guess.
• For an important action, ask for a preview first (“without writing anything”), then confirm.
• One action at a time: you stay in control of each step.

What the assistant does not do

It does not close or reopen a fiscal year, does not import bank statements and cannot approve a request held by an approval circuit. Those decisions stay in the application.

Further reading

• What the assistant can do →: the full list of tools, area by area.
• Security and best practices →: which rights to grant, and how to withdraw access.
• Approval engine →: have a person approve what the assistant prepares.