How to Use the Billit MCP in Claude

Q: Can I create new customers using Billit in Claude Desktop?

Yes, you can. Your agent uses the createparty tool to add new clients directly from your conversation context. Just paste the client's raw details and ask the agent to save them.

Q: How does Billit integrate with Claude Desktop for product lookups?

The agent invokes the listproducts tool to pull your inventory data directly into your chat. Your agent references these prices to build accurate quotes.

Q: Can I inspect specific invoices?

Yes, use getinvoice with the invoice ID. The agent retrieves the exact line items, tax rates, and payment status.

Run your Billit billing operations directly from Claude Desktop without jumping between browser tabs.

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Connect Billit MCP to Claude Desktop

Create your Vinkius account to connect Billit to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Billit with Claude Desktop

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Instant Billing Auditing

The `list_invoices` tool pulls your entire billing history directly into your chat window. You don't need to export CSVs or log into a separate dashboard to check who owes you money. Your agent uses these live records to draft emails, flag late payments, or build tables. When you need to bill a client, `create_invoice` builds a new record instantly using raw text commands. This MCP Server lets your workspace bill a client for hours worked without manual entry.

Managing Client Records with the Billit MCP Server

The `list_parties` tool retrieves your complete directory of suppliers and customers. Your agent checks company registries or matches incoming emails to existing customer profiles. If a profile doesn't exist yet, `create_party` spins up a new contact card in your database. This means you never create duplicate records by accident. You get clean, synchronized contact data without manual data entry.

Expense and Company Audits

The `list_expenses` tool exposes your outbound cash flow directly to your workspace. Your agent analyzes these numbers to find patterns or prepare monthly tax summaries. You can also run `get_company_info` to verify tax IDs and matching details. Running these checks locally keeps your accounting audit-ready. You get fast answers about your burn rate without digging through spreadsheets.

Setup guide

Set up Billit MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Billit MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Billit MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under billit-mcp.

json

{
  "mcpServers": {
    "billit-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Billit. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Billit MCP in Claude Desktop

Add the server configuration to your local config file. Vinkius provides a single endpoint token that handles authentication. Once you save and restart the app, the tools appear under the hammer icon.

Yes, you can. Your agent uses the `create_party` tool to add new clients directly from your conversation context. Just paste the client's raw details and ask the agent to save them.

The agent invokes the `list_products` tool to pull your inventory data directly into your chat. Your agent references these prices to build accurate quotes.

Yes, use `get_invoice` with the invoice ID. The agent retrieves the exact line items, tax rates, and payment status.

Vinkius runs the server in an ephemeral, zero-trust sandbox. Your raw invoice data, client profiles, and expense records never persist on our servers. All API traffic uses secure HTTPS tunnels straight to the accounting endpoint.

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