Source: https://billingmart.com/mcp Model Context Protocol • Official Integration Guide # Connect AI Agents to BillingMart with MCP. BillingMart provides a native, streamable HTTP Model Context Protocol (MCP) server at `https://api.billingmart.com/mcp`. Query receivables, draft invoices, and verify line items directly inside Claude, ChatGPT, Gemini, or other MCP clients with built-in human guardrails. ## Available in the Claude connector directory Using Claude? Add BillingMart from the connector directory; there's no address to copy. The manual setup below is for every other MCP client. [Open the listing](https://claude.ai/directory/billingmart) `https://api.billingmart.com/mcp` ⚠️ Important: The URL must end in **/mcp**. Omitting the trailing `/mcp` is the single most common setup mistake: pointing an agent to `https://api.billingmart.com` alone will cause the connection to stall. ## Step-by-step setup for your AI client Pick your AI tool below. The server side is tested on every change. We have not yet walked each client’s steps through on a fresh account, and the menus and button names belong to those products and change without notice. All integrations sign in with OAuth 2.1, with no API key to manage. ### Claude (Desktop & Web) Setup instructions for Anthropic Claude Streamable HTTP MCP #### Instructions: 1. 1 Open claude.ai in your browser, or launch the Claude Desktop app. 2. 2 Click your profile name or avatar in the bottom-left corner, then choose Settings. 3. 3 Select Connectors from the settings sidebar. 4. 4 Click Add custom connector. 5. 5 Paste the BillingMart MCP URL: https://api.billingmart.com/mcp (ensure it ends in /mcp). 6. 6 Click Add, then click Connect. 7. 7 A BillingMart sign-in window will appear. Sign in, enter your second sign-in code if asked, and choose the business workspace you want Claude to work with. 8. 8 On the permissions screen, review what the app will be able to do. The permissions are listed by area, such as Clients or Invoices and estimates, and each is ticked unless you untick it. Customer contact details are off until you tick them. Under How it works, choose Ask or Plan, then click Allow. 9. 9 Return to Claude, start a new chat, and verify the BillingMart tools are active. 💡 **Note:** Connectors follow your Claude account: configuring it on your desktop also enables it on Claude iOS and Android apps. ## What your assistant can and cannot do BillingMart enforces strict architectural boundaries at the database and function level. Your assistant can read, draft and ask; what happens to a request depends on the connection’s mode. People set it, and the server drops a connection to Plan after three rejected requests in a day; the assistant cannot change its own. ## 1. What it can read Permits the assistant to inspect invoices, client contacts, payment histories, and account aging reports. Sufficient to answer any financial or billing question. ## 2. What it can draft Permits the assistant to compose draft invoices, estimates, and customer records. Drafts are saved in your workspace for human review. Nothing is sent to clients. ## 3. What it can ask you to approve Permits the assistant to ask for actions (e.g. send an invoice or record a payment). In Ask, the default, each request waits for a signed-in person to approve it; Plan is a dry run that saves, sends and charges nothing; in Auto, which only the workspace owner can switch on for a connection (signing in again with a second factor, on a plan with auto-approve rules), the owner’s capped rule approves the requests it covers, and for a connected assistant refunds, voids, card or bank entry and the other never-auto requests still wait for a person. ### Who approves a request - **Ask:** The default for every connection. Each request the assistant files waits in the console for a signed-in person to approve it. - **Plan:** A dry run. The server checks the request, writes its summary and works out any amount, and nothing is saved, sent or charged. - **Auto:** Only the workspace owner can put a connection in Auto, after signing in again with a second factor, on a plan that includes auto-approve rules. The owner’s rule then approves the requests it covers, up to a count and an amount the owner sets. For a connected assistant, refunds, voids, card or bank entry and the other never-auto requests still wait for a person. ## Try these prompts once connected Ask your assistant about your finances in plain language. Reads “What invoices are currently overdue, by how many days, and what is the total balance owed?” Reading & Financial Insights Reads “Show me all invoices and payments recorded for Acme Corporation this year.” Client History Drafts “Draft an invoice to Northgate Properties for 15 hours of electrical maintenance at $95/hour.” Drafting Invoices Drafts “Compose a friendly payment reminder email for our oldest unpaid invoice.” Drafting Reminders Asks “Propose sending invoice INV-1042 to the client with payment link attached.” Proposing Actions Reads “How much gross revenue did we invoice last month compared with the month prior?” Revenue Overview ## Troubleshooting & verification If your connection does not complete as expected, check these common items. **The assistant says "connected", but tool calls fail or time out** Verify the endpoint URL in your client configuration. It must end in `/mcp`. If it was entered as `https://api.billingmart.com` without `/mcp`, delete the connector and add it again with the complete address. **The assistant refuses an action and mentions a missing scope** The connection was authorized without the permission that action needs, or in Plan, which answers a write as a dry run. To change it, disconnect BillingMart in your assistant’s settings and reconnect. On the permissions screen, make sure the box for that area is ticked (for example, **Create and edit draft invoices**) and that **Ask** is chosen under How it works. **The assistant cannot see any of my invoices or clients** You may have selected a different workspace during OAuth sign-in. Remove the connection, re-add it, and pick the workspace that contains your active invoice records. ## Ready to automate your billing workflow? Create a free workspace on BillingMart, then connect your AI assistant. The pricing page lists what each plan includes. [Start free](https://app.billingmart.com/sign-up) [Explore API documentation](https://billingmart.com/developers) --- This is the Markdown copy of https://billingmart.com/mcp. Live plans, prices and limits are published as JSON at https://billingmart.com/plans.json and https://billingmart.com/agent-info.json.