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Upload invoices to your clients' billing portals

Each invoice entered on the right client portal with its PO number, submitted after you approve it.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Read the invoices from the last 7 days in the Google Drive folder folder. Find the client's billing portal for each invoice in this list: portals. Sign in to each portal with the vault and fill the invoice form with the PO number, the invoice number, the date, the amount and the PDF. Ask me before you submit each invoice. Save a PDF of each confirmation page next to the invoice, and send me a list with the portal reference numbers.

  • It works in any web form and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
folderThe Google Drive folder with your sent invoicesFinance/Invoices out/2026-11
portalsEach client and the link to its portalHalden Group: suppliers.halden.example, Kestrel Data: invoices.kestrel.example

What you get back

An example run with the example values above. Your run uses your own data.

3 invoices for client portals

ClientInvoiceAmountReference
Halden Group10469,375.00 EURSUB-0088123
Kestrel Data10485,320.00 EURKD-INV-55021
Orbis Media10474,600.00 EURNot sent: PO 77120 is closed. Ask Orbis for a new PO.

Confirmation PDFs saved next to each invoice.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type folder and portals. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Read the invoices from the last 7 days in the Google Drive folder Finance/Invoices out/2026-11. Find the client's billing portal for each invoice in this list: Halden Group: suppliers.halden.example, Kestrel Data: invoices.kestrel.example. Sign in to each portal with the vault and fill the invoice form with the PO number, the invoice number, the date, the amount and the PDF. Ask me before you submit each invoice. Save a PDF of each confirmation page next to the invoice, and send me a list with the portal reference numbers."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Upload invoices to your clients' billing portals" template with folder = Finance/Invoices out/2026-11; portals = Halden Group: suppliers.halden.example, Kestrel Data: invoices.kestrel.example.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Read the invoices from the last 7 days in the Google Drive folder Finance/Invoices out/2026-11. Find the client's billing portal for each invoice in this list: Halden Group: suppliers.halden.example, Kestrel Data: invoices.kestrel.example. Sign in to each portal with the vault and fill the invoice form with the PO number, the invoice number, the date, the amount and the PDF. Ask me before you submit each invoice. Save a PDF of each confirmation page next to the invoice, and send me a list with the portal reference numbers."
  }
}

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