Billify MCP server

Read clients, offers and invoices; create clients and offer drafts in Billify. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect BillifyFree 50 tool calls / monthPro $9/mo · $90/yr · pricing12 tools

What can I ask?

Turn on the Billify connector, then ask in plain words. The AI picks the tools.

What you can do with Billify in Claude and ChatGPT

For businesses that send offers and track clients and invoices in Billify.

Find a client before you add one

Search the newest 100 clients by company name, and read one client's contact details and number of invoices.

Create a client and an offer draft

Create a client, or get the existing client with the same name. Then create an offer draft for them. You send the offer in Billify after you check the preview.

Changes data

Review open offers

List the newest offers with their line items, filtered by client or status. Open one for its amounts and dates.

Check invoice payment status

List the newest invoices and open one for its amounts, dates, payment status and QR reference.

How do I connect Billify?

Before you connect

The login page asks for your Billify API key.

The Billify API needs the Business plan (CHF 49/month or CHF 490/year). A company admin creates the key in Billify under Settings → Team → API Schlüssel. Billify shows it only once. The key stops working if the admin who created it is removed or demoted. It is used only to call the Billify API on your behalf and is never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Billify and this URL, then click Add:
    https://billify.usefulapi.io/mcp
  3. Claude opens the login page: enter your Billify API key.
  4. In a chat, click + → Connectors and turn on Billify.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Billify and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://billify.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Billify API key.
  4. In Plugins, install Billify, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http billify https://billify.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "billify": {
      "url": "https://billify.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "billify": {
      "type": "http",
      "url": "https://billify.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add billify --url https://billify.usefulapi.io/mcp
codex mcp login billify

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://billify.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Billify API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Billify server only. Ask your AI to run billify_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with billify_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with billify_upgrade before then undoes the cancel. Or write to [email protected].

Tools 12

Show all 12 tools (the AI picks them for you)

Read only · 6

  • List clientsbillify_list_clients
    List the newest 100 clients of the company, without deleted ones. Billify has no paging and no filter in its API: company_name matches only those 100, without case. Use it before creating a client.
  • Get a clientbillify_get_client
    Get one client by id, with its contact details, address, language and the number of its invoices and offers.
  • List offersbillify_list_offers
    List the newest 100 offers with their line items. Billify has no paging and no filter in its API: client_id and status match only those 100.
  • Get an offerbillify_get_offer
    Get one offer by id, with its line items, status, amounts and dates.
  • List invoicesbillify_list_invoices
    List the newest 100 invoices with their line items. Invoices cannot be created, sent, changed or deleted through this API. Billify has no paging and no filter: client_id and status match only those 100.
  • Get an invoicebillify_get_invoice
    Get one invoice by id, with its line items, status, dates, amounts, payment status and QR reference.

Changes data · 2

  • Create a clientbillify_create_client
    Create a client. First searches the newest 100 clients: a company name that matches (no case) returns that client and creates nothing. Billify also answers 409 for an existing name, and this tool then returns that client. Duplicates are never created: Billify's allowDuplicate option is not offered.
  • Create an offerbillify_create_offer
    Create an offer as a DRAFT for an existing client. Billify sets the offer number, computes each total and amount, and ignores any amount sent, so none are sent. The offer is not sent to the client: the user sends it in Billify after checking the preview. The response includes appUrl.

Your usefulapi plan · 4

  • Usage status (free-tier meter)billify_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featurebillify_request_feature
    Tell usefulapi that the user needs something the Billify tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+billify_upgrade
    Get a paid plan for Billify (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptionbillify_cancel_subscription
    Cancel the caller's Billify Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run billify_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Billify in Claude or ChatGPT?

Find a client before you add one. Create a client and an offer draft. Review open offers. Check invoice payment status. See what you can do for the details.

Is this an official Billify product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Billify. The server calls the Billify API with your own Billify access, so it sees only the data that your account can see.

Can I connect Billify to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Billify API key. See Before you connect for where to find it.

Do I put my Billify key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Billify API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Billify credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Billify API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Billify.

Can the AI change my Billify data?

Yes, if you approve it. 2 of the 8 Billify tools can create or change data. The other 6 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Billify server only. Cancel any time: your paid plan then runs to the end of the paid period. Run billify_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run billify_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run billify_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Billify tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with billify_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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