• NEW
  • VIEW
  • DETAIL
  • HUMAN

How to create and manage invoices with your AI

Connect Billit to your AI client once. After that, you can handle your billing directly from your chat interface.

Ask AI about this page

Short answer

How can I use my AI to handle invoicing?

You can tell your AI to draft new invoices or pull up a list of everything you've sent. It can also grab specific details for any single invoice you need to check. You'll get a clear view of your billing status without ever opening a browser.

Billing outcomes

Where your billing data lands.

Your agent handles the heavy lifting of data entry and retrieval.

NEW

Instant invoicing

Your agent uses the invoice creation tool to build new bills based on your chat instructions. You get a finished invoice ready to go.

VIEW

Status tracking

Ask for a list of all your recent bills to see what's paid or pending. Your AI pulls the current state of your accounts instantly.

DETAIL

Deep dives

If you need to see the line items or totals for one specific bill, your agent can fetch that exact data. It's like looking at a single receipt in your chat.

HUMAN

Manual review

The AI handles the data entry and retrieval, but you stay in control of the final numbers. You decide when a bill is ready to be sent to a client.

The workflow

What your AI does when you ask for billing help.

The AI acts as the bridge between your chat and your billing data.

  1. Drafting bills

    When you give your agent client details and amounts, it builds the record for you.

    create_invoice

  2. Scanning records

    Your agent can look through your entire history to find specific billing entries.

    list_invoices

  3. Fetching specifics

    If you need to know the status of a single bill, the agent pulls that specific record.

    get_invoice

  4. Confirming data

    The agent presents the information it found so you can verify it's correct.

    get_invoicelist_invoices

Try it

Copy these to start.

Use these prompts to kick off your first billing task.

Starting points

Replace the bracketed text with your actual client names or amounts.

Billit Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_GN38UCJp1Rduc1PdNf9es8sw437873kINcp2vDNJ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Billit capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "billit-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GN38UCJp1Rduc1PdNf9es8sw437873kINcp2vDNJ/mcp"
    }
  }
}
Copy into chat04

  • Create an invoice for Acme Corp for $500 for consulting services.

  • Show me a list of all my invoices from last month.

  • Get the details for invoice INV-9928.

  • Check the status of the most recent invoice I sent to Sarah Jenkins.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Billit once, then ask.

Just follow the link to connect your account. Your login stays encrypted and secure on our end, and you can find the full list of capabilities on the Connector page.

Connect Billit to your AI

FAQ

How the billing task behaves.

  • 01

    Can the AI send the invoice to my client directly?

    No. The AI can create the invoice and retrieve its details, but you must handle the actual sending through your preferred email or billing platform.

  • 02

    Can the AI delete an invoice if I made a mistake?

    No. This MCP only provides tools to create, list, and get invoices. It does not have the capability to delete or modify existing records.

  • 03

    Do I need to keep the Billit website open?

    No. Once you connect the MCP, you do everything through your AI client.

  • 04

    Can I ask for a summary of my total unpaid balance?

    Yes. Your agent can list your invoices and then summarize the totals for you based on their status.

  • 05

    Does the AI know my bank account details?

    No. The AI only interacts with the specific invoice data provided by the tools.

  • More questions about Billit? The Connector page answers them. See everything the Billit Connector can do

Connect Billit to Claude, Cursor, ChatGPT & more