Back to MCP Use Cases

Overdue Task Nudges — Automated Reminders

Sweeps your workspace for overdue or upcoming-due tasks, sends personal Slack DMs to assignees with contextual messages, and logs each nudge as a task comment so people don't get double-pinged.

Install
Close Management

Overdue Task Nudges — Automated Reminders

Sweeps your workspace for overdue or upcoming-due tasks, sends personal Slack DMs to assignees with contextual messages, and logs each nudge as a task comment so people don't get double-pinged.

Before You Begin

  • Numeric MCP connected.
  • Numeric Toolkit installed.
  • Slack MCP connected (for DMs) — or an email MCP (Gmail, SES, etc.) as fallback.
  • At least one open period with pending tasks.

Per-task preferences live in each task's description under a ## Reminder preferences section. The skill reads them, applies them, and syncs them back after each run.

How It Works

  1. Ask Claude to send reminders. Example prompts:
    • "Remind assignees about overdue tasks."
    • "Send close reminders for this week."
    • "Nudge people on late recs."
  2. Claude asks: run reminders for all pending tasks, or specific ones? Naming a single task triggers a quick-mode path (no full workspace sweep).
  3. For each task, Claude reads the ## Reminder preferences section (or uses defaults).
  4. Claude filters to tasks that need a nudge: past due, unblocked, outside the cooldown window.
  5. Claude determines recipients from task descriptions (Notify: lines, @mentions) or falls back to the preparer/reviewer.
  6. Claude sends one Slack DM per person, grouping all their tasks into a single message.
  7. Claude logs 🔔 Numeric reminder sent comment on every task — this enforces the cooldown on future runs.
  8. Claude syncs preferences back to each task description so next run picks up your tweaks.

What You Get

A run summary like:

✅ Messaged 3 people across 12 tasks
 • Jane Smith — Cash Recon, AP Subledger, Payroll Accrual
 • Bob Chen — Fixed Assets
⏸  Skipped (cooldown): 2 tasks
🔒  Skipped (blocked by dependency): 1 task
⏭   Skipped (no due date): 4 tasks
❌  Could not resolve Slack handle: 1 person

Default preferences (overridable per task):

remind_days_before_due: 0        # 0 = on/after due date only
reminder_cooldown_hours: 24      # minimum hours between nudges
channel: slack                   # slack = DM; email = fallback

Troubleshooting

Issue What to Check
Someone got two reminders
Cooldown check reads task comments. If a comment wasn't posted correctly, the check fails. Verify the task's comment log.
Slack DM failed
Recipient's handle couldn't be resolved. They appear in the "Could not resolve" section.
channel: email didn't work
Only fires if an email MCP (Gmail/SES/etc.) is connected — the skill tells you when it skips.
Recipient isn't in the workspace roster
Skill can't match the @mention. Add them or put a full email in the task description.
Blocked task got a nudge
Skill detects Blocked by: / Depends on: / Waiting on: patterns. If your phrasing is different, adjust the description.

FAQ

  • Can I run this on a schedule? Yes — pair with schedule for daily close-week sweeps.
  • Can I remind someone who isn't the assignee? Yes — add Notify: Jane, Bob or @handles in the task description.
  • How does it handle blocked tasks? Detects dependency references and skips — no point nudging someone on work they can't complete.
  • Does email fallback work? Only if an email MCP is connected (Gmail, SES, etc.). Otherwise logs what would have been sent and skips.

Download & Install

Download the full Numeric Toolkit (15 community skills, including this one):

🔗 numeric-mcp-toolkit.zip

Install via Claude Code CLI:

/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit

Need help? Reach out to support@numeric.io.

Related use cases

Read story
SOP Documenter

Turns how an accounting task was actually performed into an evidence-grade, sourced record — every action, every piece of context, and the rationale behind each, with gaps flagged rather than invented. For controllers and teams documenting close processes for audit or handoff.

This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Read story
Depreciation Scheduler

Maintains a fixed asset register and runs depreciation end-to-end — processes additions and disposals, calculates depreciation with proration, and outputs a full schedule plus a ready-to-post journal entry. For controllers and accountants managing fixed assets each period.

This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
Read story
Invoice & Receipt Extractor

Turns a folder of invoices and receipts (PDF or image) into a clean, categorized expense spreadsheet — vendor, dates, tax, and totals extracted, anomalies flagged, source files renamed. For bookkeepers, accountants, and anyone prepping expenses for the books.

This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.
This is some text inside of a div block.

See numeric in action

Schedule a demo