Integration · Payments

Connect Claude & ChatGPT to Rev.io

Ask your AI what a customer owes, to pull up their latest bill, or to open a support ticket in Rev.io. It searches customers, bills, charges, credits, payments, services, products, orders and tickets, reads account aging and bill PDFs, and creates customers, contacts, notes, tasks and tickets. It can also refund a payment if you switch that tool on.

Connect Rev.io free

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

Try asking

“How much does customer 5812 owe, and how overdue is it?”
The AI reads the customer's account aging: the amount owed and how overdue it is.
“Get the PDF of this customer's latest bill.”
It searches the customer's bills, picks the latest one and downloads its PDF.
“Which services does Nordic Foods have with us?”
It finds the customer and lists their services, such as phone numbers, lines or circuits, with status.

What your AI can do

Billing and payments

Search bills, charges, credits and payments, download bill PDFs, read account aging and refund payments.

Customers and services

Search, read and create customers and contacts, and look up services, products and provisioning orders.

Support and follow-up

Open tickets, add ticket comments, create tasks and notes, and search them by customer.

“Open a high priority ticket for customer 5812: internet is down at the main office.”
It creates a support ticket for the customer with the description and priority.
“Add a note to the customer: agreed to pay the balance by Friday.”
It adds a note with subject and body to the customer.
“Refund 49.00 of payment 90211.”
It refunds the partial amount. Money goes back to the customer and this cannot be undone.

30 tools for Rev.io

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

add_ticket_commentChanges dataAdd a comment (`message`) to a ticket (`ticket_id`); `is_public` makes it visible to the customer.
create_contactChanges dataCreate a contact with `name`, plus email, phone, title, company, address and the `customer_id` it belongs to.
create_customerChanges dataCreate a new customer with billing and service addresses, email, status and finance settings (bill profile, payment terms). Search first to avoid duplicates.
create_noteChanges dataAdd a note with `subject` and `body` to a customer (`customer_id`), order or request.
create_taskChanges dataCreate a task with `subject`, `message`, `due_date`, assignee (`assigned_to`) and the customer or order it relates to.
create_ticketChanges dataOpen a support ticket for a customer (`customer_id`) with a `description`, contact details, priority, type and assignee.
get_billGet one bill by its ID (`invoice_id`), with amounts, dates and status.
get_bill_pdfDownload the PDF of a bill by `bill_id`.
get_chargeGet one charge by its ID (`payment_id`).
get_contactGet one contact by `contact_id`.
get_customerGet one customer by `customer_id`, including addresses, status, billing and finance details.
get_customer_account_agingGet a customer's account aging (how much is owed and how overdue) by `customer_id`.
get_orderGet one order by `order_id`.
get_paymentGet one payment by `payment_id`.
get_serviceGet one service by `service_id`.
get_ticketGet one support ticket by `ticket_id`.
refund_paymentMoves moneyRefund a payment by `payment_id`, fully or a partial `amount`. Money is returned to the customer; this cannot be undone.
search_billsSearch bills (invoices) by `search_customer_id`, bill ID, due date, cycle date or created date.
search_chargesSearch charges on customer accounts by `search_customer_id`, bill, service, product or created date.
search_contactsSearch contacts by name, email, phone, company or `search_customer_id`.
search_creditsSearch credits on customer accounts by `search_customer_id`, bill, service or created date.
search_customer_productsSearch products assigned to customers' services by `search_customer_id`, service, product or status.
search_customersSearch customers by `search_name`, account number, status, customer ID or created/updated date. Paginated with `search_page` and `search_page_size`.
search_notesSearch notes by `search_customer_id`, order, request or note type.
search_ordersSearch provisioning orders by `search_customer_id`, status, type, assignee or dates.
search_paymentsSearch payments by `search_customer_id`, bill, payment method or created date.
search_productsSearch the product catalog by description, code, product type or active status.
search_servicesSearch services (e.g. phone numbers, lines, circuits) by `search_customer_id`, number, description, service type or status.
search_tasksSearch tasks by `search_customer_id`, subject, assignee, order or dates.
search_ticketsSearch support tickets by `search_customer_id`, status, priority, assignee, contact or dates.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Rev.io from the app list.
2
Paste your key
Enter three fields: the API user as loginname@clientcode, that user's password, and your APIM subscription key. In Rev.io create an API-only user with the permissions you want. For the subscription key, sign up at developers.rev.io, go to Products > Rev.io API and create a subscription named 'CLIENT NAME-KEY'. After Rev.io approves it (about 48 hours) the key is under Profile > Show 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 Rev.io?

It can search and read customers, contacts, bills, charges, credits, payments, services, products, orders, notes, tasks and tickets, read account aging and download bill PDFs. It can create customers, contacts, notes, tasks, tickets and ticket comments, and refund payments.

Does the AI see my Rev.io credentials?

No. You paste your Rev.io API user, password and subscription key into PipMCP once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only sees the results of the tools you have switched on.

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. Refunding a payment returns money to the customer and cannot be undone, so it can require your approval before it runs. 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, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Rev.io account.

Why does Rev.io need three credentials?

Rev.io's API uses an API-only user, entered as loginname@clientcode with its password, plus an APIM subscription key for your company. The user's permissions in Rev.io also limit what the AI can reach. Getting the subscription key approved takes about 48 hours.