How to Use the everbill MCP in Claude

Q: How do I install the everbill integration on Claude Desktop?

Open your claudedesktopconfig.json file and add the everbill server configuration under the mcpServers key. Restart the Claude Desktop app, and you will see the tools ready to use in your next chat session.

Q: What happens if everbill fails to find a product in Claude Desktop?

The listproducts tool returns an empty list or an error, which Claude Desktop displays immediately in your chat window. You can then ask your agent to use generic line items or correct the product name.

Q: Can I update existing invoices with this toolset?

No, the current toolset only allows you to run createinvoice and getinvoice. If you need to modify an existing record, you must do so through the main web portal.

Run your freelance billing directly inside Claude Desktop with the official everbill MCP integration.

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Connect everbill MCP to Claude Desktop

Create your Vinkius account to connect everbill 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 everbill with Claude Desktop

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Instantly generate invoices inside Claude Desktop

The `create_invoice` tool lets your agent draft and finalize client bills without leaving your Claude Desktop chat window. You tell the agent what work you completed, and it pulls the right details to build a clean invoice. It matches line items against your existing catalog using `list_products` to make sure your pricing is accurate. No manual copying, no tab switching, and zero double-entry errors before you send it out.

Manage your client roster from the chat window

The `create_customer` and `get_customer` tools let you build and inspect client profiles directly inside Claude Desktop. When a new client signs on, you feed their details to the chat, and the agent sets up their profile instantly. If you need to verify billing details before running a billing run, the agent uses `list_customers` to pull up the exact record. This keeps your everbill CRM clean without you having to open a browser tab.

Track open accounts using this MCP Server

This MCP Server exposes `list_invoices` and `get_invoice` to let Claude Desktop audit your outstanding balances. Your agent scans your unpaid invoices, summarizes who owes you money, and flags overdue accounts. The agent handles the database lookups, so you can focus on getting paid. You get a clear picture of your freelance cash flow right in your workspace.

Setup guide

Set up everbill 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 everbill 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 everbill 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 everbill-mcp.

json

{
  "mcpServers": {
    "everbill-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 everbill. 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 everbill MCP in Claude Desktop

Open your `claude_desktop_config.json` file and add the everbill server configuration under the `mcpServers` key. Restart the Claude Desktop app, and you will see the tools ready to use in your next chat session.

Yes, you can connect the everbill remote URL through the custom connectors option in the integrations settings on claude.ai. This lets you access your billing tools from any browser without installing files locally.

The `list_products` tool returns an empty list or an error, which Claude Desktop displays immediately in your chat window. You can then ask your agent to use generic line items or correct the product name.

No, the current toolset only allows you to run `create_invoice` and `get_invoice`. If you need to modify an existing record, you must do so through the main web portal.

Your billing totals and client details are processed locally through Vinkius's zero-trust sandboxed container. No financial records are stored permanently on our servers, keeping your customer tax profiles completely isolated.

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