Integration · Accounting

Connect Claude & ChatGPT to Billage

Ask your AI which Billage invoices are still unpaid, what a client has been billed, or to draft a quote. It can search and create invoices, budgets and spendings, look up clients, providers and contacts, and follow up on leads and activities. It can also read time entries, so you can check hours logged per project without opening Billage.

Connect Billage free

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

Try asking

“Which invoice due dates are unpaid for this month?”
The AI searches invoice due dates by status and date range and lists the open amounts with the client for each.
“Create a quote for Hotel Mirador: 20 hours of web maintenance at 45 EUR.”
It finds the client account and creates a budget with one line item and today's date.
“Invoice Garcia Consulting for the March retainer.”
It looks up the client and creates a sales invoice with the line items, series and due date you give it. This creates a real accounting document.

What your AI can do

Invoices, quotes and expenses

Search, read, create and update sales invoices, create and read budgets, record spendings and track invoice due dates.

Clients and contacts

Search, create and update client and provider accounts and the contact people linked to them.

Sales and time

Create and update leads, log calls, meetings and tasks as activities, and search logged time entries by project or user.

“Record the Adobe subscription invoice from yesterday as an expense.”
It finds the provider and records a spending with the line, date and category. It records the expense but does not pay it.
“Move the Rivera lead to the next phase and set the amount to 8,000 EUR.”
It searches leads, then updates the lead's phase and amount.
“How many hours did we log on the website project last week?”
It searches time entries by project and date range and adds up the hours.

29 tools for Billage

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

create_accountChanges dataCreate a client or provider account. Pass the fields in `body`, e.g. business_name, vat, email, phones, address, and client/provider flags. Search first to avoid duplicates.
create_activityChanges dataCreate an activity (task, call or meeting) with `type`, `date`, `description`, duration, and the related `customer`, `contact` or `lead`.
create_budgetChanges dataCreate a budget (quote) for a `customer` with `concepts` (line items), `date`, currency and notes.
create_contactChanges dataCreate a contact person with first_name, last_name, email, phones, job title (`charge`), linked `account` and tags.
create_invoiceChanges dataCreate a sales invoice for a `customer` with `concepts` (line items), `date`, `serie`, `payment_method` and `expiration_date`. Creates a real accounting document.
create_leadChanges dataCreate a lead (sales opportunity) with `name`, `customer`, `amount`, `funnel`, `phase`, dates and description.
create_spendingChanges dataRecord a spending (expense or supplier invoice) with `provider`, `concepts` (line items), `date`, `category` and `payment_method`. Records the expense; it does not pay it.
get_accountGet one account (client or provider) by `account_id`, with contact details, address, tax settings and tags.
get_budgetGet one budget (quote) by `budget_id`, with lines, totals, customer and state.
get_contactGet one contact by `contact_id`, with email, phones, job title and linked account.
get_current_userGet the signed-in Billage user's profile and company. Use to confirm which account you are working in.
get_invoiceGet one sales invoice by `invoice_id`, with lines, totals, taxes, customer and payment status.
get_leadGet one lead (sales opportunity) by `lead_id`, with amount, funnel phase, customer and dates.
get_productGet one product by `product_id`, with prices, taxes and stock settings. Optionally pass `price_list_id` for that price list's price.
get_spendingGet one spending (expense or supplier invoice) by `spending_id`, with lines, totals and provider.
search_accountsSearch accounts (clients and providers) by `q`, `name`, `vat`, `alias`, `tags`, `country` or creation dates. Paginate with `offset` and `elements`. Use this to find an account's ID.
search_activitiesSearch activities (calls, meetings, tasks) by `q`, `account_id`, `contact_id` or `activity_type`. Paginate with `offset` and `elements`.
search_budgetsSearch budgets (quotes) by `q`. Paginate with `offset` and `elements`.
search_contactsSearch contacts (people) by `q`, `name`, `surname`, `email`, `phone`, `tags` or `account_id`. Paginate with `offset` and `elements`.
search_invoice_due_datesSearch invoice payment due dates (expirations) by `account`, `status`, `invoice_id`, `invoice_number` or a date range. Use to find unpaid or overdue amounts.
search_invoicesSearch sales invoices by `q`, reference `ref`, `account`, `state`, `serie`, `tags`, `category` or a date range (`date_from`, `date_to`). Paginate with `offset` and `elements`.
search_leadsSearch leads (sales opportunities) by `q`, `name`, `account` or `ongoing` status. Paginate with `offset` and `elements`.
search_productsSearch products and services by `q`, `family`, `status` or `usage`. Paginate with `offset` and `elements`.
search_spendingsSearch spendings (expenses and supplier invoices) by `q`, `ref`, `account`, `state`, `category` or a date range. Paginate with `offset` and `elements`.
search_time_entriesSearch logged time entries by `q`, `user_id`, `task_name`, `project_alias`, `project_customer` or a date range.
update_accountVisible to othersUpdate an existing account. Pass `body` with the account `id` and the fields to change.
update_contactVisible to othersUpdate a contact. Pass the contact `id` plus the fields to change.
update_invoiceVisible to othersUpdate a sales invoice. Pass the invoice `id` plus the fields to change, such as concepts, dates, notes or state.
update_leadVisible to othersUpdate a lead. Pass the lead `id` plus the fields to change, such as `phase`, `amount` or `end_date`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Billage from the app list.
2
Paste your key
Paste your Billage API key. Log in to Billage as an administrator, open Perfil y ajustes (top right) › Integraciones › API Key, create a key with a name and password, and copy the generated key.
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 Billage?

The AI can search and read invoices, invoice due dates, budgets, spendings, accounts, contacts, products, leads, activities and time entries. It can create accounts, contacts, budgets, invoices, spendings, leads and activities, and update accounts, contacts, invoices and leads.

Does the AI see my Billage credentials?

No. Your Billage API key is encrypted at rest and never shown to the AI. After you save it, it is 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 with lookups only. Creating an invoice makes a real accounting document, and updating an invoice, account or lead changes existing records, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Billage account.

Can the AI tell me who owes us money?

Yes. It searches invoice due dates by client, status or date range, which shows unpaid and overdue amounts. It can then open the invoice behind each due date to see the lines and totals.