• CONTACT
  • TAX
  • LISTS
  • HUMAN

How to lookup client and supplier data with your AI

Connect Billit to your AI client once. From then on, you just ask for the details you need.

Ask AI about this page

Short answer

How can I find client or supplier info using my AI?

You ask your AI for specific details like a tax ID or an address, and it pulls that data from Billit. It handles the searching so you don't have to dig through menus. You'll get the exact contact or company info you're looking for.

Data outcomes

What you get from your queries

The AI translates your questions into data requests and presents the results.

CONTACT

Instant contact details

The AI pulls phone numbers, emails, or addresses for any party in your system.

TAX

Tax ID retrieval

Ask for a specific company's tax registration number to verify details quickly.

LISTS

Filtered party lists

Get a clean list of all your suppliers or clients based on your specific criteria.

HUMAN

Manual verification

You decide if the retrieved data is correct before using it for official documents.

The workflow

What your AI does when you ask a question.

The AI acts as a bridge between your chat interface and your Billit database.

  1. Identify the party

    The AI looks through your existing records to find the right client or supplier.

    list_parties

  2. Fetch specific details

    Once the party is identified, the AI grabs the exact data points you requested.

    get_party

  3. Pull company specifics

    For deeper company-level information, the AI pulls broader organizational data.

    get_company_info

  4. Present the answer

    The AI formats the raw data into a readable response in your chat window.

    get_party

Try it

Copy these to start.

Use these prompts to test the connection immediately.

Starting points

These are templates. Swap out the company names or specific details for your own.

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

  • Who is the supplier for the Acme Corp account?

  • List all my clients that are based in Berlin.

  • What is the tax ID for Global Logistics Inc?

  • Get the contact email for the company listed under the Tech Solutions profile.

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

Start here

Connect Billit once, then ask.

Click the link to connect your account. Your login stays encrypted and secure, and you can find the full technical details on the Connector page.

Connect Billit to your AI

FAQ

How this task behaves

  • 01

    Can the AI change client information?

    No. The AI can only read and retrieve data from Billit. It cannot edit or delete your records.

  • 02

    Can I ask for information about companies not in my Billit account?

    No. The AI only has access to the data within your connected Billit instance.

  • 03

    Does the AI see my login password?

    No. Your credentials are encrypted and handled securely by Vinkius.

  • 04

    Can the AI create new suppliers for me?

    No. This specific connector is for looking up and retrieving existing data.

  • 05

    How does the AI know which company I'm talking about?

    It uses the party list to match your natural language descriptions to the actual records in your system.

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

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