Read SmartBill series, taxes, stock, clients and products; draft and issue invoices and estimates. Hosted by usefulapi — connect from Claude, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"smartbill": {
"url": "https://smartbill.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"smartbill": {
"type": "http",
"url": "https://smartbill.usefulapi.io/mcp"
}
}
}Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.
The login page asks for your SmartBill account email, API token (V1) and Company CIF.
Optional: API V3 token.
Find the Email, Token and CIF in SmartBill Cloud under Integrari → API (cloud.smartbill.ro/core/integrari). The optional API V3 token from the same page unlocks the client, supplier, product and warehouse lists. The API is part of selected SmartBill plans. Your credentials are used only to call the SmartBill API on your behalf; they are never shown to anyone.
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 SmartBill account email, API token (V1) and Company CIF. 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.
| Tool | Type | What it does |
|---|---|---|
smartbill_list_series | read | List document series List the document series configured in SmartBill Cloud with their next number. Invoice and proforma tools need a series name from here. type: f = invoice series, p = proforma, c = receipt (chitanta); omit for all. GET /series. |
smartbill_list_taxes | read | List VAT rates (V1) List the VAT rates configured in the account (name and percentage). Use the name as tax_name and the percentage as tax_percentage on document lines. Works without a V3 token. GET /tax. |
smartbill_get_stock | read | Get stock levels Stock quantities per warehouse as of a date (needs the SmartBill stock module). Optional filters: warehouse_name (case-sensitive), product_name, product_code. No filters = all products in all warehouses. GET /stocks. |
smartbill_get_invoice_payment_status | read | Get invoice payment status Whether an invoice is paid and how much remains: invoiceTotalAmount, paidAmount, unpaidAmount and the paid flag. GET /invoice/paymentstatus. |
smartbill_get_estimate_invoices | read | Get invoices of a proforma Whether a proforma was invoiced and the invoices (series, number) made from it. A draft invoice shows with an empty number. GET /estimate/invoices. |
smartbill_list_clients | read | List or search clients List clients from the SmartBill client list, optionally filtered by name (partial, case-insensitive), internal code (exact) or CIF (exact). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments. GET /v3/companies/{cif}/clients. |
smartbill_get_client | read | Get a client One client by V3 id (cus_...): name, CIF, address, bank, contact, VAT-payer flag and delivery addresses. Needs the API V3 token. GET /v3/companies/{cif}/clients/{id}. |
smartbill_list_suppliers | read | List or search suppliers List suppliers, optionally filtered by name (partial), internal code (exact) or CIF (exact). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments. GET /v3/companies/{cif}/suppliers. |
smartbill_get_supplier | read | Get a supplier One supplier by V3 id (sup_...). Needs the API V3 token. GET /v3/companies/{cif}/suppliers/{id}. |
smartbill_list_products | read | List or search products and services List the product and service catalog (price, unit, VAT rate, currency), optionally filtered by name (whole-word match) or internal code (exact). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments. GET /v3/companies/{cif}/products. |
smartbill_get_product | read | Get a product or service One product or service by V3 id (prod_...). Needs the API V3 token. GET /v3/companies/{cif}/products/{id}. |
smartbill_list_warehouses | read | List warehouses List warehouses (name, type en gros / en detail, keeper, address). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments. GET /v3/companies/{cif}/warehouses. |
smartbill_list_vat_rates | read | List VAT rates (V3) List VAT rates with ids, name, percentage and reverse-charge flag. Filter by name (partial) or percentage (exact). Needs the API V3 token (smartbill_list_taxes does the same without it). Cursor paged: pass the reply's next_args as the next call's arguments. GET /v3/companies/{cif}/vat-rates. |
smartbill_create_invoice | write | Create an invoice Create an invoice for a client with product/service lines. By default it is saved as a DRAFT (no number) for review in SmartBill Cloud. With draft=false the invoice is ISSUED: it takes the next number of the series, cannot be deleted or edited through this server, can only be cancelled or reversed (storno), and, depending on the account's e-Factura setup, may be transmitted to ANAF. Confirm every field with the user before draft=false. Returns series, number, documentId, documentUrl (needs login) and documentViewUrl (public PDF link). POST /invoice/v2. |
smartbill_create_invoice_from_estimate | write | Create an invoice from a proforma Create an invoice from an existing proforma (client and lines are copied from it). Default is a DRAFT; with draft=false the invoice is ISSUED with the next number of the series and may be transmitted to e-Factura / ANAF. Stock is not discharged. POST /invoice/v2 (useEstimateDetails). |
smartbill_create_estimate | write | Create a proforma Create a proforma (estimate) for a client with product/service lines. Default is a DRAFT (no number); with draft=false it takes the next number of the proforma series. A proforma is not a fiscal invoice. Returns series, number, documentId and links. POST /estimate/v2. |
smartbill_reverse_invoice | write | Reverse an invoice (storno) ISSUE a storno (credit) invoice that reverses an issued invoice. It takes the next number, an invoice can be reversed only once, and the storno cannot be undone; it may be transmitted to e-Factura / ANAF. Confirm the exact series and number with the user first. POST /invoice/reverse. |
smartbill_cancel_invoice | write | Cancel an invoice Cancel an existing invoice (it stays in the books as cancelled; smartbill_restore_invoice undoes it). Changes the document's fiscal status, so confirm with the user. PUT /invoice/cancel. |
smartbill_restore_invoice | write | Restore a cancelled invoice Restore an invoice that was cancelled, making it active again. PUT /invoice/restore. |
smartbill_cancel_estimate | write | Cancel a proforma Cancel an existing proforma (smartbill_restore_estimate undoes it). PUT /estimate/cancel. |
smartbill_restore_estimate | write | Restore a cancelled proforma Restore a proforma that was cancelled. PUT /estimate/restore. |
smartbill_record_invoice_payment | write | Record a payment against invoices Record a collection (incasare) against one or more issued invoices; client and amount are taken from the invoices. With value (single invoice only) a partial payment is recorded. type Chitanta issues a numbered RECEIPT on receipt_series (cannot be undone from this server); the other types (Card, Ordin plata, ...) record the payment without a document. It changes the invoice's paid status in the books: confirm with the user. Fiscal receipts (Bon) are not supported. POST /payment. |
smartbill_send_document | write | Email an invoice or proforma Send an issued invoice or proforma by email from SmartBill. This EMAILS A THIRD PARTY and cannot be recalled. Without `to` it goes to the client's email on the document; without subject/body_text the account's email template is used. Confirm the recipient with the user first. POST /document/send. |
smartbill_usage_status | Usage status (free-tier meter) Report the caller's current free-tier usage this month: calls used, monthly limit, remaining, and whether the cap is reached. Read-only; does not count against the meter. | |
smartbill_request_feature | Request a missing feature Tell usefulapi that the user needs something the SmartBill 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. | |
smartbill_upgrade | Upgrade to Pro (unlimited) Subscribe to the Pro plan for UNLIMITED SmartBill tool calls (the free tier caps monthly usage). Choose monthly ($9/month) or yearly ($90/year — 2 months free) billing. Returns a Stripe Checkout link to open in your browser; after payment your account upgrades automatically. Does not count against the meter. | |
smartbill_cancel_subscription | Cancel the Pro subscription Cancel the caller's SmartBill Pro subscription at the end of the paid period (no refund for the current period; unlimited calls continue until then, then the free tier applies). Requires confirm: true. Run smartbill_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 100 tool calls / month |
| Proper company | $9/mo · $90/yr | Unlimited |
Pro covers this SmartBill server only. Subscribe with smartbill_upgrade (it returns a Stripe Checkout link). Cancel any time with smartbill_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running smartbill_upgrade before then undoes the cancel. Or write to [email protected].
No. usefulapi is an independent service. It is not affiliated with or endorsed by SmartBill. The server calls the SmartBill API with your own SmartBill access, so it sees only the data that your account can see.
The login page asks for your SmartBill account email, API token (V1) and Company CIF. See Before you connect for where to find them.
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 SmartBill account email, API token (V1) and Company CIF. 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.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the SmartBill 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 SmartBill.
Yes, if you approve it. 10 of the 23 SmartBill tools can create or change data. The other 13 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 100 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls, for this SmartBill server only. Run smartbill_usage_status to see how many calls you used.
Ask the AI to run smartbill_upgrade: it returns a Stripe Checkout link. To cancel, run smartbill_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with smartbill_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.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, 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.