Integration · Accounting

Connect Claude & ChatGPT to Billabex

Ask your AI which customers owe the most, how your aged receivables look, or what was last said to a customer in Billabex. It can search invoices, credit notes, accounts and follow-up tasks, read the DSO trend and customer balances, and record payment promises. It can also pause or resume reminders and email a customer, with your approval if you want it.

Connect Billabex free

Free plan, no credit card. Takes about a minute.

Try asking

“Which customers have the largest overdue balance?”
The AI searches accounts sorted by overdue balance and lists them with their overdue and remaining amounts.
“How do our aged receivables look in EUR?”
It reads the aging summary and lists accounts by bucket, from not yet due to more than 90 days overdue.
“Acme promised to pay invoice F-2041 on 15 October.”
It finds the account and records a payment promise with the date and the invoice number.

What your AI can do

Receivables overview

See aged receivables, customer balances, the DSO trend and each account's outstanding, overdue and paid amounts.

Invoices and credit notes

Search and read invoices and credit notes, change due dates, record paid amounts and exclude an invoice from reminders.

Accounts and follow-up

Create and update accounts and contacts, pause or resume reminders, record payment promises, read tasks and communications, and email a customer.

“Pause reminders for Nordic Foods, they are disputing an invoice.”
It pauses dunning for the account with the dispute as reason. You can resume it later.
“What have we written to Acme lately?”
It searches the communication history for the account and sums up the latest emails and messages.
“How has our DSO developed over the last 6 months?”
It reads the days sales outstanding trend month by month.

25 tools for Billabex

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

block_invoice_remindersVisible to othersStop payment reminders for one invoice by `invoice_id`, with an optional `note` explaining why.
create_account_contactChanges dataAdd a contact to an account by `account_id` with `full_name`, `email`, `phones`, `job_title` and `language`.
get_accountGet one customer account by `account_id`: name, reference, VAT number, billing address, currency and payment method.
get_account_dunning_statusGet the payment follow-up (dunning) status of an account by `account_id`: whether reminders are active or paused and what is next.
get_account_financial_overviewGet an account's financial overview by `account_id`: outstanding, overdue and paid amounts.
get_aging_balanceGet the organization's aged receivables: outstanding amounts grouped by how overdue they are.
get_credit_noteGet one credit note by `credit_note_id`, with amounts and the invoice it relates to.
get_invoiceGet one invoice by `invoice_id`, with amounts, remaining balance, due date and status.
get_taskGet one follow-up task by `task_id`, with its status, account and due date.
list_account_contactsList the contacts (people who receive reminders) of an account by `account_id`.
list_aging_balance_by_accountList aged receivables per account for one `currency_code` (e.g. EUR), with optional `filters`, sorting and paging.
list_organizationsList the Billabex organizations you can access, with their names and IDs.
list_payment_declarationsList payments the customer declared for an account by `account_id` (payments they say they made).
pause_account_remindersChanges dataPause payment reminders for an account by `account_id` with a `reason` (e.g. dispute or payment plan) and, for time-based reasons, an `until` date-time.
record_payment_promiseChanges dataRecord that a customer promised to pay, by `account_id`, with a future `promised_date` (YYYY-MM-DD), optional `amount` and the `invoice_numbers` it covers.
resume_account_remindersChanges dataResume paused payment reminders for an account by `account_id`, with an optional `reason`.
search_accountsSearch customer accounts (debtors) in your organization, with optional `filters`, `sort_by`/`sort_order` and `cursor` paging. Use this to find an account ID.
search_communicationsSearch the reminder emails, letters and messages exchanged with customers, optionally for one `account_id`, with `filters` and paging.
search_credit_notesSearch credit notes with optional `filters`, sorting and `cursor` paging.
search_invoicesSearch invoices with optional `filters` (e.g. number, account name, tags, status) and sort by number, account, status, due date, total or remaining balance. Use this to find unpaid or overdue invoices.
search_tasksSearch follow-up tasks (calls, checks, actions to take) by free-text `query`, `account_id`, `filters` or sort, with paging.
set_invoice_paid_amountVisible to othersSet the amount already paid on an invoice by `invoice_id` and `paid_amount`. Pass `expected_paid_amount` (the value you read) to avoid overwriting a newer change. No money is moved.
update_accountChanges dataUpdate a customer account by `account_id`: name, reference, VAT number, SIREN, billing address, currency, payment method or domain. Only the fields you pass change.
update_account_contactChanges dataUpdate a contact by `account_id` and `contact_id`: name, email, phones, job title or language.
update_invoice_due_dateVisible to othersChange an invoice's due date by `invoice_id` and `due_date` (YYYY-MM-DD). This changes when reminders are sent.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Billabex from the app list.
2
Paste your key
Create your own OAuth client in Billabex, paste its client ID, client secret and your organization ID, then sign in with Billabex once. Open My account > My OAuth clients (or OAuth Clients in the Developer Portal at developer.billabex.com), add the redirect URI https://pipmcp.com/oauth/callback and allow the scopes invoices, credit-notes, accounts, communications, dunning, tasks and organizations. The client secret is shown only once.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Billabex?

The AI can search and read accounts, contacts, invoices, credit notes, follow-up tasks and communications, and read aged receivables, customer balances and the DSO trend. It can create and update accounts and contacts, change invoice due dates and paid amounts, record payment promises, pause or resume reminders, exclude an invoice from reminders and send an email to a customer.

Does the AI see my Billabex credentials?

No. Your client ID, client secret and sign-in tokens are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending an email to a customer, changing a due date or paid amount and excluding an invoice from reminders can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Billabex connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Billabex account.

Does recording a paid amount move money?

No. Updating an invoice's paid amount only records in Billabex how much has been paid. No money is moved. The AI also passes the amount it read first, so it does not overwrite a change someone else made in the meantime.