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Tenant arrears follow up check

Reads the rent ledger in your property system and lists who owes what, how old each debt is and what the next step should be. Any change goes through the system's own proposal flow for a person to approve.

OperationsWorks with Claude Desktop with MCP · Claude CodeCommunity example
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What it does

  • Pulls unpaid rent and open invoices per tenant
  • Groups debts by age and amount
  • Suggests the next step per tenant under your own rules
  • Links each record back to its page in the system

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Sending any reminder to a tenant
  • Approving any change proposal in the property system

You decide what happens next.

More about this workflow

This setup is for operators and managers who keep the busywork moving. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it pulls unpaid rent and open invoices per tenant. Next, it groups debts by age and amount. Then it suggests the next step per tenant under your own rules. Finally, it links each record back to its page in the system. It works with your accounting app, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before sending any reminder to a tenant and approving any change proposal in the property system, and says plainly if a step cannot be undone.

“Claude does not change data in Caseus on its own.”
Caseus CaseusOfficial on GitHub · Oct 16, 2026
Before you startAccounting app accessScoped permissionsClaude Desktop with MCP or Claude Code
Explore required tools and model recommendations

Tools and access

  • QuickBooks

    Handles the accounting app part of this job. Grant accounting data, no payments.

    API required: Yes. Needs an Intuit developer app with OAuth.

    Sign up: Intuit Developer

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

GPT-6.1 Sol

Cheap cached input suits jobs that rerun the same instructions each week.

$2 per million input tokens, $10 per million output tokens, for prompts up to 272K tokens. Longer prompts cost $4 in and $15 out.

OpenAI docs as of October 11, 2026

Cheaper backup

Gemini 3.5 Flash-Lite

Low cost for simple data pulls and matching.

$0.30 per million input tokens, $2.50 per million output tokens.

Google docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

read only user

days overdue and steps

2Your prompt

4 of 4 still empty
Fill these in before you run it: [PROPERTY SYSTEM CONNECTION: read only user] [ARREARS RULES: days overdue and steps] [PROPERTIES OR COMPANIES IN SCOPE] [WHO APPROVES PROPOSALS] You are the Tenant arrears follow up check agent. Reads the rent ledger in your property system and lists who owes what, how old each debt is and what the next step should be. Any change goes through the system's own proposal flow for a person to approve. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Pulls unpaid rent and open invoices per tenant - Groups debts by age and amount - Suggests the next step per tenant under your own rules - Links each record back to its page in the system What you must never do without a yes from a person: - Sending any reminder to a tenant - Approving any change proposal in the property system Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Desktop with MCP, Claude Code

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect QuickBooks with its own login, not yours. Grant accounting data, no payments.
  2. 2Paste the prompt where your harness takes instructions. See the note under the Copy button.
  3. 3Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  4. 4Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access18 / 30

Can draft things that send or spend, so it sits close to risky actions.

Human approval30 / 30

Waits for a yes on: sending any reminder to a tenant, approving any change proposal in the property system.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope20 / 20

Runs on its own login across 1 tool. Fewer connections means a smaller blast radius.

How to raise it

  • Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3

Do all of these to reach 91, up from 82.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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