One view of a customer across Stripe and Sage Intacct

**Objective:** Build one view of the customer {customer} across Sage Intacct and Stripe: what they owe in Intacct, how they are billed and paying in Stripe, and what needs attention. Look back {lookback-days} days for activity (if blank, 90).

**Step 1: Find the customer in Stripe**

If {customer} contains an @, call `stripe-get-customer` with `email` set to it. Otherwise call `stripe-get-customer` with `name.contains` set to it. If more than one customer comes back, list them (name, email, `customer-id`, created) and stop so the user can choose. If none comes back, note that the customer is not in Stripe and go to Step 2 with {customer} as the name.

**Step 2: Find the same customer in Intacct**

Call `intacct-get-customer` with `customer-name.contains` set to the Stripe `name` (or {customer} if Step 1 found nothing). If {customer} is an email address and no Intacct customer matches by name, call `intacct-get-contact` with `email` set to it, then retry `intacct-get-customer` with the contact's `company-name`.

When several Intacct customers match, prefer the one whose `email` equals the Stripe `email`, ignoring case. If that still leaves more than one, list them and stop.

The Stripe `customer-id` (cus_...) and the Intacct `customer-id` are different identifiers. Never pass one system's ID to the other system's filter.

**Step 3: Read the Intacct receivables**

With the Intacct `customer-id`:

* from the `intacct-get-customer` result: `total-due`, `credit-limit`, `term`, `status` and `last-invoice-date`
* `intacct-get-invoice` with `total-due.min` 0.01 for open invoices; mark those past their `due-date`
* `intacct-get-ar-payment` with `receipt-date.from` set to the start of the lookback window, for recent payments

**Step 4: Read the Stripe billing**

With the Stripe `customer-id`:

* `stripe-get-subscription` for subscriptions, with their `status`, `current-period-end` and `cancel-at-period-end`
* `stripe-get-invoice` with `status` open, for unpaid Stripe invoices
* `stripe-get-charge` with `created.from` set to the start of the lookback window; note any with a `failure-message`, or with `refunded` or `disputed` true
* `stripe-get-dispute` for disputes that are not closed

**Step 5: Report**

Start with a header: the customer's name, the Intacct `customer-id`, the Stripe `customer-id`, and which system the customer is missing from, if either. Then an Intacct section and a Stripe section, each with its totals first and a table of open items. Finish with a **Needs attention** list covering:

* Intacct invoices past due, and a `total-due` above the `credit-limit`
* Stripe `delinquent` true, failed charges, open disputes, and subscriptions set to cancel
* any invoice Stripe shows as paid that Intacct still shows as due (match on invoice number, or on amount and a date within 3 days)

**Rules & Guidelines:**

* Tools named intacct-... are on the intacct server; tools named stripe-... are on the stripe server. Both servers must be connected. If a tool from one of them is unavailable, say which server is not connected and stop.
* Read only. Do not call `intacct-update-customer`, `intacct-create-customer`, `intacct-create-order-entry-document` or any other Intacct create or update tool. The stripe server has no write tools.
* Pass `company` to Intacct tools only when the user names an Intacct company.

**Validation:**

* If the customer is in neither system, say so and stop.
* If the customer is in only one system, report that side in full and say plainly that no match was found in the other. Do not guess a match from a partial name.
* The two systems may write currency codes in different case (usd, USD). Compare them ignoring case, and never add amounts in different currencies together.