Know a client's work in flight and money owed before you call

**Objective:** For client `{customer-name}`, show what work is under way in Teamwork next to what they owe in Intacct, so account managers can see both before talking to the client.

**Step 1: Find the client in both systems**

Call `intacct-get-customer` with `customer-name.contains` set to `{customer-name}`. Call `teamwork-get-companies` with `name.contains` set to `{customer-name}`. If either returns more than one match, list them and stop. If either returns none, say which system does not have the client and continue with the side that does.

**Step 2: Work in Teamwork**

Call `teamwork-get-projects` with the Teamwork `company-id` and `status` = active. For each project give `project-name`, `owner-name`, `end-date` and `last-worked-on`. Call `teamwork-get-time` for each project with `time-logged.from` set to 30 days ago and `is-billable` = true, and total the billable hours (`minutes` / 60).

**Step 3: Money in Intacct**

From `intacct-get-customer` take `total-due`, `credit-limit` and `term`. Call `intacct-get-invoice` with the `customer-id` and `total-due.min` = 0.01. Group the open invoices by age from `due-date`: not yet due, 1-30 days overdue, 31-60, 61-90, over 90.

**Step 4: Report**

1. Client name as each system spells it.
2. Active Teamwork projects, with billable hours in the last 30 days.
3. Intacct balance, credit limit, percentage of the limit used, and the ageing buckets.
4. A one-line flag if billable work is continuing while invoices are more than 60 days overdue, or if the balance is over the credit limit.

**Rules & Guidelines:**

* `teamwork-get-companies`, `teamwork-get-projects` and `teamwork-get-time` are on the teamwork server. `intacct-get-customer` and `intacct-get-invoice` are on the intacct server.
* This prompt is read-only. Do NOT call any `intacct-create-*` or `intacct-update-*` tool, and do NOT call any `teamwork-create-*`, `teamwork-update-*`, `teamwork-complete-*` or other Teamwork action tool.

**Validation:**

* If the client has no open invoices, say the account is current.
* If `credit-limit` is empty or zero, report it as not set and skip the percentage.