Title: Bilio works with Claude, ChatGPT and Cursor (MCP) URL: https://getbilio.com/works-with-your-assistant Description: Connect Bilio to Claude, ChatGPT or Cursor: 52 tools to chase payments, bill hours, file receipts, fix invoices and check your btw, with your OK. Last updated: 2026-10-30 Natively AI · 52 tools # Your books, inside Claude, ChatGPT and Cursor. Ask who owes you, log your hours and invoice them, drop in a receipt, fix an invoice with a credit note, or check your btw box by box, in plain words. Bilio does the work in your account; anything that reaches a client waits for your OK. Connector URL `https://mcp.getbilio.com/mcp` Connect Bilio [Read the docs](https://getbilio.com/mcp) - **52**tools - **6**permissions you control - **0**emails sent without your OK - **EU**where the connector runs See it work ## Six jobs you can hand over today. Pick one, or let it play. Every answer comes from Bilio’s own tools, in your own account. Setup ## Three steps, under a minute. Works with any assistant that supports custom MCP connectors, including Claude, ChatGPT and Cursor. No Bilio account yet? [Start the 14-day Pro trial](https://app.getbilio.com/register); it includes the connector, with no card needed. 1. 1 ### Add the connector In your assistant’s connector settings, add a custom connector with this URL: `https://mcp.getbilio.com/mcp` 2. 2 ### Sign in and choose Your assistant opens Bilio. Sign in, pick the company it may use, and switch on what it may do: read, draft, change status, delete, send or change settings. 3. 3 ### Ask “Who hasn’t paid me?” “Log 3 hours for Brightfold and invoice them.” “Add this receipt.” Things to ask ## Copy one into your assistant. 1. Who hasn’t paid me? List my overdue invoices and how many days late each is. 2. Draft an invoice for \[client\] for \[work\] at \[rate\]; use their usual currency. 3. What is my VAT position for this quarter? 4. Duplicate last month’s invoice for \[client\] and change the hours to 32. 5. Kestrel & Pine paid invoice 2026-049 yesterday. Mark it as paid. 6. Brightfold approved the website quote. Mark it approved and turn it into an invoice. 7. Set up a monthly invoice for Kestrel & Pine: 20 hours at 95, starting 1 November. 8. Log the €49 Pixelmint receipt from today as software. 9. Log 3 hours for Brightfold on the website today, then invoice all their unbilled hours. 10. Invoice 2026-031 had the wrong rate. Make a credit note for it. 11. What was my profit this year, excluding VAT? 12. Send the gentle reminder to everyone over 14 days late. You stay in control ## You decide what each assistant may do. Choose when you connect, change it any time in Settings → Connected assistants, or disconnect with one click. - **Read** (Always on) Clients, invoices, quotes, expenses and reports. Always on. - **Create and edit drafts** (On by default) Draft invoices, quotes and credit notes, turn approved quotes into invoices, log hours and invoice them, set up recurring invoices, add clients, expenses and receipts. Drafts never reach a client. - **Change status** (Off by default) Mark invoices paid, due or unpaid; mark quotes approved or rejected; revert to draft; pause, resume or cancel recurring invoices. No email is sent. - **Delete** (Off by default) Remove draft invoices and quotes, recurring invoices, clients with no invoices, and expenses. Always shows a preview and asks you to confirm. - **Change company settings** (Off by default) Add, change or remove currencies and their rates. Off until you switch it on. - **Send emails to clients** (Off by default) Invoices, quotes and payment reminders, with the PDF attached. Always shows you a preview and asks you to confirm before it goes out. Drafts never reach a client. Sent and paid invoices can’t be edited or deleted from an assistant, because they are part of your books: you correct them with a credit note. Receipts an assistant adds are marked To review and stay out of your VAT return until you check them. Every delete and every email to a client shows a preview first and needs your confirmation. The assistant only sees the company you chose, and viewers can only ever read. In Settings → Connected assistants you see each assistant, when it was last used and every change it made, with the time. ### For developers A remote MCP server at `https://mcp.getbilio.com/mcp` with OAuth 2.1 on your Bilio login (PKCE, dynamic client registration, scopes `bilio.read` and `bilio.write`), running in the EU. All 52 tools, with the permission each needs, are on the [docs page](https://getbilio.com/mcp#tools). AI advisor > “The AI suggestions have been surprisingly helpful. Bilio flagged overspending trends I had missed and suggested ways to rebalance my pricing. My profits are up, and I feel in control.” ![Photo of Natalia Rico](https://getbilio.com/images/natalia-rico.webp) **Natalia Rico**Freelance Software Engineer Questions ## Before you connect. Which assistants work with Bilio? Claude, ChatGPT and Cursor, and any assistant that supports remote MCP servers with OAuth. You add one URL and sign in to Bilio; there is no API key. Which plan do I need? Pro (€7 a month) or Business. The 14-day free trial includes the connector, with no card needed. Can my assistant send emails to my clients on its own? No. Sending is off until you switch it on, and every invoice, quote or reminder shows you a preview first; nothing goes out until you confirm. Can it read my receipts? Yes. Give your assistant a PDF or a photo (up to 5MB) and Bilio reads it into an expense with the receipt attached: supplier, date, amount, VAT and the supplier’s country. It is marked To review and stays out of your VAT return until you check it. Can it track my hours? Yes. It logs hours per client and project, lists what is not invoiced yet, and turns a client’s unbilled hours into a draft invoice. Where does my data go? The connector runs in the EU, next to the Bilio database. What a tool returns goes to the assistant you connected, under your agreement with that provider. Can I see what my assistant did? Yes. Settings → Connected assistants shows each assistant, when it was last used, and every change it made, with the time. Entries are kept for 12 months. Natively AI ## Your books, one question away. Add one URL to Claude, ChatGPT or Cursor, sign in to Bilio and ask. 52 tools, your permissions, nothing sent without your OK. Included on Pro, and in the 14-day free trial with no card needed. Connect Bilio [Start the free trial](https://app.getbilio.com/register)