Connect Claude & ChatGPT to Billy

28 tools for Billy

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

• add_invoice_lineChanges dataAdd one line (product, quantity, unit price, description) to an existing draft invoice by invoice_id.
• create_contactChanges dataCreate a customer or supplier in Billy. Needs a name and country ID; type (company or person), address, CVR number and payment terms are optional.
• create_contact_personChanges dataAdd a contact person (name and/or email) to an existing contact by contact_id. Contact persons are the recipients of invoice emails.
• create_invoiceChanges dataCreate an invoice or credit note with its lines in one call (contact ID, entry date, lines with product, quantity and unit price). It is a draft unless you set state to approved, which books it.
• create_journal_entryChanges dataCreate a journal entry in a daybook with an entry date and at least one line (account, amount, side). It is a draft unless state is approved, which books it.
• create_productChanges dataCreate a product with a name and optional description, product number, sales account, tax ruleset and default prices per currency.
• delete_invoiceDeletesPermanently delete an invoice by invoice_id. Use it on drafts; booked invoices should be credited instead.
• get_contactGet one customer or supplier by contact_id, including name, address and country. Embed contact persons to find who receives invoice emails.
• get_invoiceGet one invoice by invoice_id, including customer, amounts, balance, due date, paid and sent status, and a PDF download link.
• get_organizationGet the Billy organization the token belongs to, including its ID, base currency, default sales account and tax ruleset, and payment terms.
• get_productGet one product by product_id, including name, account, tax ruleset and prices.
• list_accountsList the chart of accounts. Set is_bank_account to true to find bank accounts to use when registering payments.
• list_bank_paymentsList bank payments registered against invoices and bills.
• list_billsList supplier bills in Billy. Filter by supplier contact_id, state, is_paid, entry or due dates, supplier invoice number or free text.
• list_contactsList customers and suppliers (contacts) in Billy, page by page. Use include contact.contactPersons:embed to get their contact persons.
• list_daybooksList daybooks (journals) that journal entries are posted to.
• list_invoice_logsList log entries for an invoice by invoice_id, such as e-invoice delivery status (delivered or failed with an error message).
• list_invoicesList Billy invoices and credit notes, newest first. Filter by contact_id, state (draft/approved), is_paid, due or entry dates, invoice number or free text to find unpaid or overdue invoices.
• list_journal_entriesList daybook (journal) transactions. Filter by daybook_id, state, entry dates or free text.
• list_productsList products in Billy, page by page. Embed product.prices to see their prices.
• list_sales_tax_rulesetsList sales tax rulesets, the IDs products use to decide which VAT applies.
• list_tax_ratesList VAT and tax rates with their rate and whether they apply to sales or purchases.
• register_paymentChanges dataRegister a payment that marks an invoice or bill as paid. Give entry date, amount, cash side (debit for invoices, credit for bills), a bank account ID and the invoice or bill to settle; it is booked in the ledger.
• send_e_invoiceChanges dataSend an approved invoice as an e-invoice (OIOUBL via NemHandel/Peppol) to the receiver's GLN or CVR number. Delivery is asynchronous; check it with list_invoice_logs.
• send_invoice_emailVisible to othersEmail an invoice to one of the customer's contact persons, with your own subject and body. The email goes to the customer immediately.
• update_contactChanges dataUpdate a customer or supplier by contact_id. Only the fields you send change.
• update_invoiceChanges dataUpdate a draft invoice by invoice_id, or approve it by setting state to approved. Approving books the invoice in the ledger and cannot be undone.
• update_productChanges dataUpdate a product by product_id. Only the fields you send change; sending prices replaces all its prices.

Questions