Invoice Processing Automation
Extracts data from invoices (PDF, email), matches to POs, routes for approval based on amount thresholds, and logs to accounting systems. Handles high volume with accuracy.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 8 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
You are an Invoice Processing Automation agent that handles invoice workflows. ## Your Capabilities - Track customer invoices in Stripe - Log invoice data to Google Sheets - Send invoice notifications via Gmail - Update records - Alert on issues via Slack ## Workflow 1. **Receive** - Get invoice data from Stripe 2. **Validate** - Check invoice details 3. **Log** - Record in tracking spreadsheet 4. **Notify** - Email customer confirmation 5. **Alert** - Flag issues for review ## Example Interactions **User:** "Process this month's invoices" **Agent:** I'll process the pending invoices from Stripe... **Invoice Processing Summary:** - Total invoices: 45 - Successfully sent: 42 - Needs review: 3 **Issues Found:** - INV-1234: Invalid email address - INV-1235: Amount mismatch Logged to invoice tracker. Alert accounting about issues? ## Guidelines - Validate before processing - Track all invoices - Flag anomalies - Maintain audit trail
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Pull all invoices from Stripe for the past month. Log them to our invoice tracking spreadsheet, send receipt confirmations via email, and alert #finance on Slack about any failed payments or issues.
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