Integration · Accounting

Connect Claude & ChatGPT to Billabex

Ask your AI which customers owe the most, how your aged receivables look, or what was last said to a customer in Billabex. It can search invoices, credit notes, accounts and follow-up tasks, read the DSO trend and customer balances, and record payment promises. It can also pause or resume reminders and email a customer, with your approval if you want it.

Connect Billabex free

Free plan, no credit card. Takes about a minute.

Try asking

“Which customers have the largest overdue balance?”
The AI searches accounts sorted by overdue balance and lists them with their overdue and remaining amounts.
“How do our aged receivables look in EUR?”
It reads the aging summary and lists accounts by bucket, from not yet due to more than 90 days overdue.
“Acme promised to pay invoice F-2041 on 15 October.”
It finds the account and records a payment promise with the date and the invoice number.

What your AI can do

Receivables overview

See aged receivables, customer balances, the DSO trend and each account's outstanding, overdue and paid amounts.

Invoices and credit notes

Search and read invoices and credit notes, change due dates, record paid amounts and exclude an invoice from reminders.

Accounts and follow-up

Create and update accounts and contacts, pause or resume reminders, record payment promises, read tasks and communications, and email a customer.

“Pause reminders for Nordic Foods, they are disputing an invoice.”
It pauses dunning for the account with the dispute as reason. You can resume it later.
“What have we written to Acme lately?”
It searches the communication history for the account and sums up the latest emails and messages.
“How has our DSO developed over the last 6 months?”
It reads the days sales outstanding trend month by month.

99 tools for Billabex

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

attach_account_to_accountVisible to othersAttach a account (account id). Has effects visible outside this system. API summary: Link source.
attach_account_to_account_assign_account_tagsChanges dataAttach a account (account id). API summary: Attach tags to an account.
block_invoice_remindersVisible to othersStop payment reminders for one invoice by `invoice_id`, with an optional `note` explaining why.
cancel_paymentMoves moneyCancel a payment (account id). Financial or irreversible action; may require approval. API summary: Withdraw the payment promise standing on an account.
cancel_taskDeletesCancel a task (account task id). Destructive action; may require approval. API summary: Cancel account task.
create_accountChanges dataCreate a new account. Required: organization id, full name, currency code, billing address or contacts. Search accounts first to avoid duplicates. API summary: Create account.
create_account_check_account_bodaccChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Check collective proceedings and confirm debtor identity.
create_account_contactChanges dataAdd a contact to an account by `account_id` with `full_name`, `email`, `phones`, `job_title` and `language`.
create_account_contact_enrich_account_contactChanges dataCreate a new contact for a account. Required: wants phone. API summary: Enrich a contact.
create_account_paymentChanges dataCreate a new payment for a account. Required: declared at or source ref. API summary: Record a payment reported by a customer without changing accounting.
create_account_regenerate_account_portal_linkChanges dataCreate a new account. Search accounts first to avoid duplicates. API summary: Regenerate the customer portal link of an account.
create_account_withdraw_account_payment_date_requestMoves moneyCreate a new account. Search accounts first to avoid duplicates. Financial or irreversible action; may require approval. API summary: Withdraw the payment date request instruction of an account.
create_company_invitationChanges dataCreate a new invitation for a company. Required: email. API summary: Invite user to organization.
create_company_tagChanges dataCreate a new tag for a company. Required: name or color. API summary: Create tag.
create_contactChanges dataCreate a new contact. API summary: Search contact candidates.
create_credit_allocationChanges dataCreate a new credit allocation. Required: credit note id, invoice id or amount. API summary: Apply credit allocation.
create_payment_declaration_paymentChanges dataCreate a new payment for a payment declaration. Required: resolution. API summary: Record an explicit decision about a reported payment.
create_taskChanges dataCreate a new task for a task. Required: resolution or note. Search tasks first to avoid duplicates. API summary: Resolve a platform rejection.
create_task_accountChanges dataCreate a new account for a task. Required: interaction. Search accounts first to avoid duplicates. API summary: Add account task interaction.
create_the_customer_portal_link_of_an_accountChanges dataCreate a new account for a account. Search accounts first to avoid duplicates. API summary: Create the customer portal link of an account.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete account.
delete_account_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Remove contact.
delete_account_remove_account_tagDeletesPermanently delete a account by account id 2. Destructive action; may require approval. API summary: Detach a tag from an account.
delete_companiesMoves moneyPermanently delete a company by organization id. Financial or irreversible action; may require approval. API summary: Remove organization logo.
delete_company_invitationDeletesPermanently delete a invitation by email. Destructive action; may require approval. API summary: Cancel organization invitation.
delete_company_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove organization member.
delete_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval. API summary: Delete credit note.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete invoice.
delete_invoicesMoves moneyPermanently delete a invoice by invoice id. Financial or irreversible action; may require approval. API summary: Put invoice back into reminders.
delete_removesDeletesPermanently delete a remove. Destructive action; may require approval. API summary: Remove credit allocation.
delete_usersMoves moneyPermanently delete a user. Financial or irreversible action; may require approval. API summary: Remove my profile picture.
detach_account_to_accountMoves moneyDetach a account (account id). Financial or irreversible action; may require approval. API summary: Unlink source.
export_invoicesExport invoices. API summary: Export invoices to Excel.
get_accountGet one customer account by `account_id`: name, reference, VAT number, billing address, currency and payment method.
get_account_contactGet one contact for a account by contact id. API summary: Get contact.
get_account_dunning_statusGet the payment follow-up (dunning) status of an account by `account_id`: whether reminders are active or paused and what is next.
get_account_financial_overviewGet an account's financial overview by `account_id`: outstanding, overdue and paid amounts.
get_account_messageGet one message for a account by communication id. API summary: Get an outgoing SMS or postal reminder.
get_aging_balanceGet the organization's aged receivables: outstanding amounts grouped by how overdue they are.
get_companyGet one company by company id. API summary: Get organization.
get_credit_noteGet one credit note by `credit_note_id`, with amounts and the invoice it relates to.
get_customerGet one customer by balance id. API summary: Get customer outstanding balance.
get_incoming_emailGet one message by email id. API summary: Get incoming email.
get_incoming_email_communicationGet one message by communication id. API summary: Get incoming email communication.
get_invoiceGet one invoice by `invoice_id`, with amounts, remaining balance, due date and status.
get_messageGet one message by communication id. API summary: Get outgoing email communication.
get_outgoing_emailGet one message by email id. API summary: Get outgoing email.
get_taskGet one follow-up task by `task_id`, with its status, account and due date.
get_the_customer_portal_link_of_an_accountList accounts for a account. API summary: Get the customer portal link of an account.
list_account_contactsList the contacts (people who receive reminders) of an account by `account_id`.
list_account_messagesList messages for a account. Results are paginated. API summary: List outgoing email communications by account.
list_account_payments_get_account_payment_promiseList payments for a account. API summary: Get the payment promise currently standing on an account.
list_aging_balance_by_accountList aged receivables per account for one `currency_code` (e.g. EUR), with optional `filters`, sorting and paging.
list_all_emailsList messages. Optional filters: organization id. Results are paginated. API summary: List all emails.
list_categoriesList categories. Optional filters: organization id, months or time zone. API summary: Get monthly payment collections.
list_company_tagsList tags for a company.
list_company_usersList users for a company. API summary: List organization members.
list_customersList customers. Optional filters: organization id. Results are paginated. API summary: List customer outstanding balances.
list_dsosList dsos. Optional filters: organization id, months or time zone. API summary: Get historical days sales outstanding.
list_incoming_email_communicationsList messages. Optional filters: organization id. Results are paginated. API summary: List incoming email communications.
list_incoming_email_communications_by_accountList messages for a account. Results are paginated. API summary: List incoming email communications by account.
list_incoming_emailsList messages. Optional filters: organization id. Results are paginated. API summary: List incoming emails.
list_message_pagesList pages for a message. Optional filters: organization id. API summary: Get incoming email inbox entry.
list_messagesList messages. Optional filters: organization id. Results are paginated. API summary: List outgoing email communications.
list_notification_preferencesList notification preferences. API summary: Get my notification preferences.
list_organizationsList the Billabex organizations you can access, with their names and IDs.
list_outgoing_emailsList messages. Optional filters: organization id. Results are paginated. API summary: List outgoing emails.
list_payment_declarationsList payments the customer declared for an account by `account_id` (payments they say they made).
list_statusesList statuses. API summary: Read the public API status and discovery document.
list_tasksList tasks. Optional filters: account id or type. API summary: List active account tasks.
pause_account_remindersChanges dataPause payment reminders for an account by `account_id` with a `reason` (e.g. dispute or payment plan) and, for time-based reasons, an `until` date-time.
record_payment_promiseChanges dataRecord that a customer promised to pay, by `account_id`, with a future `promised_date` (YYYY-MM-DD), optional `amount` and the `invoice_numbers` it covers.
resume_account_remindersChanges dataResume paused payment reminders for an account by `account_id`, with an optional `reason`.
search_accountsSearch customer accounts (debtors) in your organization, with optional `filters`, `sort_by`/`sort_order` and `cursor` paging. Use this to find an account ID.
search_communicationsSearch the reminder emails, letters and messages exchanged with customers, optionally for one `account_id`, with `filters` and paging.
search_company_auditsSearch audits for a company by account id, actor types, action or search. Use this to find existing audits before creating a new audit. Results are paginated. API summary: List audit entries.
search_credit_notesSearch credit notes with optional `filters`, sorting and `cursor` paging.
search_invoicesSearch invoices with optional `filters` (e.g. number, account name, tags, status) and sort by number, account, status, due date, total or remaining balance. Use this to find unpaid or overdue invoices.
search_tasksSearch follow-up tasks (calls, checks, actions to take) by free-text `query`, `account_id`, `filters` or sort, with paging.
send_an_sms_or_postal_reminderVisible to othersSend a message (account id). Has effects visible outside this system. API summary: Send an SMS or postal reminder.
send_messageVisible to othersSend a message (account id). Has effects visible outside this system. API summary: Send outgoing email communication.
set_invoice_paid_amountVisible to othersSet the amount already paid on an invoice by `invoice_id` and `paid_amount`. Pass `expected_paid_amount` (the value you read) to avoid overwriting a newer change. No money is moved.
submit_messageVisible to othersPreview a message (account id). Has effects visible outside this system. API summary: Preview and price an SMS or postal reminder.
submit_message_trackingVisible to othersRefresh a message (communication id). Has effects visible outside this system. API summary: Refresh postal tracking without sending a message or spending credits.
submit_taskVisible to othersClose a task (account task id). Has effects visible outside this system. API summary: Close account task.
update_accountChanges dataUpdate a customer account by `account_id`: name, reference, VAT number, SIREN, billing address, currency, payment method or domain. Only the fields you pass change.
update_account_contactChanges dataUpdate a contact by `account_id` and `contact_id`: name, email, phones, job title or language.
update_accountsVisible to othersUpdate an existing account identified by account id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update source sync date.
update_companiesVisible to othersUpdate an existing company identified by organization id. Has effects visible outside this system. API summary: Update organization settings.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Update organization.
update_contactsVisible to othersUpdate an existing contact identified by contact id. Has effects visible outside this system. API summary: Enable or disable contact.
update_contacts_upsert_account_contactVisible to othersUpdate an existing contact identified by account id. Has effects visible outside this system. API summary: Upsert contact.
update_credit_note_invoicesVisible to othersUpdate an existing invoice identified by credit note id. Has effects visible outside this system. API summary: Set credit note original invoice.
update_credit_notesVisible to othersUpdate an existing credit note identified by credit note id. Has effects visible outside this system. API summary: Update credit note refunded amount.
update_invoice_due_dateVisible to othersChange an invoice's due date by `invoice_id` and `due_date` (YYYY-MM-DD). This changes when reminders are sent.
update_invoice_payment_scheduleVisible to othersUpdate an existing invoice identified by invoice id. Has effects visible outside this system. API summary: Update invoice payment schedule.
update_messageVisible to othersUpdate an existing message identified by communication id. Has effects visible outside this system. API summary: Update outgoing email communication.
update_notification_preferencesVisible to othersUpdate an existing notification preference. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update my notification preferences.
update_task_pendingChanges dataUpdate an existing task identified by account task id. API summary: Set an account task aside.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Billabex from the app list.
2
Paste your key
Create your own OAuth client in Billabex, paste its client ID, client secret and your organization ID, then sign in with Billabex once. Open My account > My OAuth clients (or OAuth Clients in the Developer Portal at developer.billabex.com), add the redirect URI https://heymyapps.com/oauth/callback and allow the scopes invoices, credit-notes, accounts, communications, dunning, tasks and organizations. The client secret is shown only once.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Billabex?

The AI can search and read accounts, contacts, invoices, credit notes, follow-up tasks and communications, and read aged receivables, customer balances and the DSO trend. It can create and update accounts and contacts, change invoice due dates and paid amounts, record payment promises, pause or resume reminders, exclude an invoice from reminders and send an email to a customer.

Does the AI see my Billabex credentials?

No. Your client ID, client secret and sign-in tokens are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Sending an email to a customer, changing a due date or paid amount and excluding an invoice from reminders can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Billabex connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Billabex account.

Does recording a paid amount move money?

No. Updating an invoice's paid amount only records in Billabex how much has been paid. No money is moved. The AI also passes the amount it read first, so it does not overwrite a change someone else made in the meantime.