• NEW
  • ACTIVE
  • LIST
  • HUMAN

How to create and manage invoices with your AI

Connect everbill to your AI client once. From then on, you can handle your entire billing cycle through simple chat commands.

Ask AI about this page

Short answer

How can I use my AI to handle invoicing?

Your AI pulls customer details from everbill to generate new invoices and monitors their status. You get a direct line to your billing data without leaving your chat interface.

Where every action lands.

Billing outcomes

Everything your AI does with everbill results in one of these four states.

NEW

Drafted invoices

The AI uses customer info to build a new billing record. You'll see the specific invoice details ready for review.

ACTIVE

Live tracking

Your agent pulls current status updates for any specific bill. You'll know exactly who has paid and who hasn't.

LIST

Full history

The AI pulls a complete list of your billing records. You get a clear view of your entire transaction history.

HUMAN

Manual review

The AI identifies discrepancies or missing data. You step in to fix customer details or adjust amounts before finalizing.

The workflow

What your AI does when you request billing tasks.

The AI acts as a bridge between your chat and your everbill account.

  1. Identify the client

    The AI looks up the specific person or company you want to bill.

    get_customer

  2. Generate the bill

    The AI creates a new billing entry using the identified customer's details.

    create_invoice

  3. Check status

    The AI pulls the specific details of a single invoice to see if it's paid.

    get_invoice

  4. Audit records

    The AI pulls a full list of all existing invoices to summarize your totals.

    list_invoices

Try it

Copy these to start.

Use these prompts to trigger the everbill tools.

Starting points

These are basic commands. Swap out the names in quotes for your actual customer or invoice names.

everbill Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_5o0oLAmrXnMxcFliIOoMkYHRNDnCBtarPyCSw6as/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 — everbill capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "everbill-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_5o0oLAmrXnMxcFliIOoMkYHRNDnCBtarPyCSw6as/mcp"
    }
  }
}
Copy into chat04

  • Create an invoice for 'Acme Corp'.

  • Show me all invoices for 'Globex'.

  • What is the status of invoice #12345?

  • Get the details for the customer 'Stark Industries'.

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

Start here

Connect everbill once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and the setup is handled on our end.

Connect everbill to your AI

FAQ

How the billing task behaves

  • 01

    Can the AI delete an invoice?

    No. The AI can only create, list, and retrieve invoice data.

  • 02

    Does the AI change my customer contact info?

    No. The AI can read customer data, but it cannot modify or update customer profiles.

  • 03

    Can I ask for a summary of my monthly revenue?

    Yes. The AI can list all invoices and then summarize the totals for you in chat.

  • 04

    Will the AI send the invoice to the client automatically?

    No. The AI creates the invoice in everbill, but you must handle the actual sending through your billing platform.

  • 05

    Can the AI create an invoice for a new customer?

    No. The AI requires an existing customer record to create an invoice.

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

Connect everbill to Claude, Cursor, ChatGPT & more