Integration · Accounting

Connect Claude & ChatGPT to Rillet

Ask your AI which invoices are overdue, what a customer's contract looks like, or how the month closed, and get the answer from Rillet. It can read invoices, contracts, bills, credit memos, journal entries, bank transactions and financial reports. It can also create customers, vendors, bills and journal entries, and record payments received on invoices.

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Try asking

“Which invoices are overdue right now?”
The AI lists invoices filtered as overdue, with customer, amount and due date.
“What was our net income last quarter?”
It reads the income statement for the dates you give and sums up revenue, expenses and the result.
“Show the balance sheet as of June 30.”
It gets the balance sheet as of that date, optionally broken down by subsidiary.

What your AI can do

Invoices and customers

List unpaid and overdue invoices, read contracts and credit memos, record invoice payments, and create or update customers.

Bills and vendors

List and read vendor bills with payment status, create bills and add new vendors.

Ledger and reports

Read the chart of accounts, journal entries, bank transactions, the balance sheet and the income statement, and post manual journal entries.

“Record a 12,000 USD payment on invoice INV-1043, received today in the operating account.”
It finds the bank account code in the chart of accounts and records the payment. No money is moved; it only updates the books.
“Create a bill from Acme Hosting for 450 USD, due in 30 days.”
It finds the vendor, then creates the bill with the date, due date and line item. The bill is recorded, not paid.
“What are the active contracts for customer Nordic Labs?”
It finds the customer and lists its contracts with status and dates.

141 tools for Rillet

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

create_a_chargeMoves moneyCreate a new payment. Required: vendor id, items or charge date. Financial or irreversible action; may require approval. API summary: Create a charge.
create_accountChanges dataCreate a new account. Required: name, code, type, subtype or intercompany. API summary: Creates an account.
create_account_create_a_bank_accountChanges dataCreate a new account. Required: name, currency, bank name, subsidiary id or account code. API summary: Creates a bank account.
create_account_create_a_chart_of_accountsChanges dataCreate a new account. Required: accounts. API summary: Creates a chart of accounts.
create_billChanges dataCreate a vendor bill: pass `vendor_id`, `expense_number`, `bill_date`, `due_date` and the line `items`. This records the bill; it does not pay it.
create_credit_noteChanges dataCreate a new credit note. Required: customer id, credit memo date or items. API summary: Creates a credit memo.
create_credit_note_apply_credit_memoChanges dataCreate a new credit note for a credit note. Required: applications. API summary: Reconciles credit memo applications.
create_credit_note_update_taxes_for_a_credit_memoChanges dataCreate a new credit note for a credit note. Required: taxes calculated at or items. API summary: Updates credit memo taxes.
create_customerChanges dataCreate a customer with `name`, plus optional `emails`, `address`, `payment_terms` (days) and invoicing settings. Search first to avoid duplicates.
create_customer_create_a_customer_familyChanges dataCreate a new customer. Required: root parent customer id or child links. Search customers first to avoid duplicates. API summary: Creates a customer family.
create_customer_userChanges dataCreate a new user for a customer. Required: members. Search users first to avoid duplicates. API summary: Adds members to a customer family.
create_draft_contractChanges dataCreate a new draft contract. Required: subsidiary id, customer id, name, amount, close date or scope. API summary: Creates a draft contract.
create_fieldChanges dataCreate a new field. Required: name or values. API summary: Creates a field.
create_field_valueChanges dataCreate a new value for a field. Required: name. API summary: Creates a field value.
create_invoiceChanges dataCreate a new invoice. Required: scope. API summary: Creates a contract.
create_invoice_amendmentChanges dataCreate a new amendment for a invoice. Required: scope. API summary: Amends a contract.
create_invoice_bulk_update_contract_metadataVisible to othersCreate a new invoice. Required: contracts. Has effects visible outside this system. API summary: Updates metadata for multiple contracts.
create_invoice_bulk_update_customer_metadataVisible to othersCreate a new invoice. Required: customers. Has effects visible outside this system. API summary: Updates metadata for multiple customers.
create_invoice_bulk_update_invoice_metadataVisible to othersCreate a new invoice. Required: invoices. Has effects visible outside this system. API summary: Updates metadata for multiple invoices.
create_invoice_create_an_invoiceChanges dataCreate a new invoice. Required: body. API summary: Creates an invoice.
create_invoice_payment_create_a_bill_paymentChanges dataCreate a new payment for a invoice. Required: amount, date or account code. API summary: Creates a bill payment.
create_invoice_update_taxes_for_an_invoiceChanges dataCreate a new invoice for a invoice. Required: taxes calculated at or items. API summary: Updates invoice taxes.
create_journal_entryChanges dataPost a manual journal entry: pass `name`, `date`, `currency` and the debit and credit line `items`. Optionally set a `reversal_date` to reverse it automatically.
create_paymentChanges dataCreate a new payment. API summary: Sets up auto-payment.
create_payment_create_a_bank_transactionChanges dataCreate a new payment. Required: bank account id, date, name, merchant or net amount. API summary: Creates a bank transaction.
create_productChanges dataCreate a new product. Required: name, description, price, include in arr mrr, revenue pattern or account code. API summary: Creates a product.
create_reimbursementChanges dataCreate a new reimbursement. Required: vendor id, items, reimbursement date or payable account code. API summary: Create a reimbursement.
create_reimbursement_paymentChanges dataCreate a new payment for a reimbursement. Required: amount, date or account code. API summary: Creates a reimbursement payment.
create_supplier_apply_vendor_creditChanges dataCreate a new supplier for a supplier. Required: applications. API summary: Applies a vendor credit to bills.
create_supplier_create_a_vendor_creditChanges dataCreate a new supplier. Required: credit number, date, gl impact date, line items, vendor id or subsidiary id. API summary: Creates a vendor credit.
create_vendorChanges dataCreate a vendor with `name`, plus optional `email`, `tax_id`, `address`, `payment_terms` and default expense `account_code`. Check list_vendors first to avoid duplicates.
delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Deletes a bank account.
delete_contract_item_usagesMoves moneyPermanently delete a usage by contract item id. Financial or irreversible action; may require approval. API summary: Deletes a usage record.
delete_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval. API summary: Deletes a credit memo.
delete_credit_notesMoves moneyPermanently delete a credit note by credit memo id. Financial or irreversible action; may require approval. API summary: Unapplies all credit memo applications.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Deletes a customer.
delete_customer_delete_a_customer_familyDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Dissolves a customer family.
delete_customer_userDeletesPermanently delete a user by customer id. Destructive action; may require approval. API summary: Removes a member from a customer family.
delete_draft_contractDeletesPermanently delete a draft contract by draft contract id. Destructive action; may require approval. API summary: Deletes a draft contract.
delete_field_valueDeletesPermanently delete a value by field value id. Destructive action; may require approval. API summary: Deletes a field value.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deletes a contract.
delete_invoice_delete_a_billDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deletes a bill.
delete_invoice_delete_an_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Deletes an invoice.
delete_invoice_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes an invoice payment.
delete_invoice_payment_delete_a_bill_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a bill payment.
delete_journal_entryDeletesPermanently delete a journal entry by journal entry id. Destructive action; may require approval. API summary: Deletes a journal entry.
delete_paymentMoves moneyPermanently delete a payment by payment id. Financial or irreversible action; may require approval. API summary: Deletes a charge.
delete_payment_delete_a_bank_transactionDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a bank transaction.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletes a product.
delete_reimbursementDeletesPermanently delete a reimbursement by reimbursement id. Destructive action; may require approval. API summary: Deletes a reimbursement.
delete_reimbursement_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes a reimbursement payment.
delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Deletes a vendor.
delete_supplier_delete_a_vendor_creditDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Deletes a vendor credit.
get_accountGet one account by account id. API summary: Retrieves a bank account.
get_approval_workflowGet one approval workflow by approval workflow id. API summary: Retrieves an approval workflow.
get_balance_sheetGet the balance sheet as of a date: pass `as_of_date` (YYYY-MM-DD), optionally `subsidiary_id` or `breakdown_by`.
get_billGet one vendor bill by its ID (`invoice_id`), with line items and payment status.
get_contractGet one customer contract by its ID (`invoice_id`), with its items and schedule.
get_credit_memoGet one credit memo by `credit_note_id`.
get_customerGet one customer by `customer_id`, including emails, address, payment terms and invoicing settings.
get_customer_retrieve_a_customer_familyGet one customer by customer id. API summary: Retrieves a customer family.
get_draft_contractGet one draft contract by draft contract id. API summary: Retrieves a draft contract.
get_income_statementGet the income statement (profit and loss) for a period: pass `from_date` and `to_date` (YYYY-MM-DD), optionally `subsidiary_id` or `breakdown_by`.
get_invoiceGet one invoice by `invoice_id`, with line items, amounts, due date and payment status.
get_journal_entryGet one journal entry by `journal_entry_id`, with its debit and credit lines.
get_organizationGet the Rillet organization this connection belongs to. Use to confirm which company you are working in.
get_paymentGet one payment by payment id. API summary: Retrieves a charge.
get_payment_retrieve_a_bank_transactionGet one payment by payment id. API summary: Retrieves a bank transaction.
get_productGet one product by product id. API summary: Retrieves a product.
get_reimbursementGet one reimbursement by reimbursement id. API summary: Retrieves a reimbursement.
get_subsidiaryGet one subsidiary by subsidiary id. API summary: Retrieves a subsidiary.
get_supplier_retrieve_a_vendor_creditGet one supplier by supplier id. API summary: Retrieves a vendor credit.
get_vendorGet one vendor by `supplier_id`.
list_accountsList the chart of accounts. Use to find account codes for payments, bills and journal entries.
list_accounts_list_all_bank_accountsList accounts. Optional filters: subsidiary id. API summary: Lists all bank accounts.
list_accounts_retrieve_a_bank_account_balanceList accounts for a account. Optional filters: as of date. API summary: Retrieves a bank account balance.
list_api_keysList api keys. API summary: Gets API key information.
list_approval_workflowsList approval workflows. API summary: Lists all approval workflows.
list_arr_waterfallsList arr waterfalls. Optional filters: month, status, breakdown or subsidiary id. Results are paginated. API summary: Retrieves ARR waterfall report.
list_bank_transactionsList bank transactions, filtered by `bank_account_id` or date range (`date_gte`, `date_lte`).
list_billsList vendor bills, filtered by `vendor_id`, payment `status` or `subsidiary_id`.
list_booksList books. API summary: Lists all books.
list_cash_flow_statementsList cash flow statements. Optional filters: from date, to date, subsidiary id, breakdown by, custom field id or book id. API summary: Retrieves cash flow statement report.
list_contract_item_usagesList usages for a contract item. Results are paginated. API summary: Lists all contract item usage records.
list_contractsList customer contracts, filtered by `customer_id`, `status`, `subsidiary_id` or start and end dates.
list_credit_memosList credit memos, optionally filtered by `subsidiary_id` or `updated_gt`.
list_customer_metadataList metadata for a customer. API summary: Retrieves customer metadata.
list_customersList customers, optionally filtered by name with `search` or by `updated_gt`. Use this to find a customer ID before other lookups.
list_draft_contractsList draft contracts. Optional filters: subsidiary id or customer id. Results are paginated. API summary: Lists all draft contracts.
list_executive_plsList executive pls. Optional filters: from date, to date, subsidiary id, breakdown by, custom field id or book id. API summary: Retrieves executive P&L report.
list_fieldsList fields. Optional filters: updated gt. API summary: Gets custom fields.
list_invoice_metadataList metadata for a invoice. API summary: Retrieves contract metadata.
list_invoice_metadata_retrieve_invoice_metadataList metadata for a invoice. API summary: Retrieves invoice metadata.
list_invoice_paymentsList payments recorded against invoices, optionally only those updated after `updated_gt`.
list_invoice_payments_2List payments for a invoice. API summary: Lists payments for a given invoice.
list_invoice_payments_list_bill_paymentsList payments for a invoice. API summary: Lists bill payments.
list_invoicesList invoices, filtered by `customer_id`, payment `status`, `overdue` or `subsidiary_id`. Use to find unpaid or overdue invoices.
list_journal_entriesList journal entries, filtered by posting date (`date_gte`, `date_lte`), `account_ids`, `book_id` or `subsidiary_id`.
list_journal_entries_list_reports_journal_entriesList journal entries. Optional filters: subsidiary id, updated gt, date gte, date lte, account ids or sort by. Results are paginated. API summary: Lists journal entries with reporting currency amounts.
list_journal_entry_documentsList documents for a journal entry. API summary: Lists documents attached to a manual journal entry.
list_last_closedsList last closeds. API summary: Retrieves last book closed period.
list_metadata_definitionsList metadata definitions. Optional filters: entity type or status. API summary: Lists all metadata definitions.
list_paymentsList payments. API summary: Gets payment method.
list_payments_list_all_chargesList payments. Optional filters: subsidiary id or updated gt. Results are paginated. API summary: Lists all charges.
list_productsList products, optionally filtered by `status` or `currency`.
list_reimbursement_paymentsList payments for a reimbursement. API summary: Lists reimbursement payments.
list_reimbursementsList reimbursements. Optional filters: subsidiary id or updated gt. Results are paginated. API summary: Lists all reimbursements.
list_role_assignmentsList role assignments. Optional filters: member id. Results are paginated. API summary: Lists role assignments.
list_rolesList roles. Results are paginated. API summary: Lists roles.
list_subsidiariesList the subsidiaries in the organization. Use their IDs to filter invoices, bills, journal entries and reports.
list_suppliers_list_all_vendor_creditsList suppliers. Optional filters: vendor id, subsidiary id or updated gt. Results are paginated. API summary: Lists all vendor credits.
list_tax_ratesList tax rates. Optional filters: country. API summary: Lists all tax rates.
list_trial_balancesList trial balances. Optional filters: from date, to date, subsidiary id or book id. API summary: Retrieves trial balance report.
list_usersList users. Results are paginated. API summary: Lists organization members.
list_vendorsList vendors (suppliers), optionally only those updated after `updated_gt`. Use to find a vendor ID before creating a bill.
record_invoice_paymentChanges dataRecord a payment received on an invoice: pass `invoice_id`, `date`, `amount` and the `account_code` of the bank or cash account from the chart of accounts. This only records the payment in the books; no money is moved.
search_customer_usersSearch users for a customer by search, parent customer id or sort by. Use this to find existing users before creating a new user. Results are paginated. API summary: Lists the members of a customer family.
search_customers_list_all_customer_familiesSearch customers by search, updated gt or sort by. Use this to find existing customers before creating a new customer. Results are paginated. API summary: Lists all customer families.
submit_amendmentVisible to othersPreview a amendment (contract id). Has effects visible outside this system. API summary: Previews contract amendment.
submit_invoice_invoice_scheduleVisible to othersPreview a invoice. Has effects visible outside this system. API summary: Preview the invoice schedule for a contract.
update_approval_workflowChanges dataUpdate an existing approval workflow identified by approval workflow id. API summary: Updates an approval workflow.
update_contract_item_usagesVisible to othersUpdate an existing usage identified by contract item id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Upserts a usage record.
update_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Updates a credit memo.
update_customerChanges dataUpdate a customer by `customer_id`. `name` is required on every update; pass the other fields you want to set, such as `emails`, `address` or `payment_terms`.
update_customer_metadataVisible to othersUpdate an existing metadata identified by customer id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Patches customer metadata.
update_customer_rename_a_customer_familyChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Renames a customer family.
update_draft_contractChanges dataUpdate an existing draft contract identified by draft contract id. API summary: Updates a draft contract.
update_fieldChanges dataUpdate an existing field identified by field id. API summary: Updates a field.
update_field_valueChanges dataUpdate an existing value identified by field value id. API summary: Updates a field value.
update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Updates an invoice.
update_invoice_endsVisible to othersUpdate an existing end identified by contract id. Has effects visible outside this system. API summary: Ends an open-ended contract.
update_invoice_metadataVisible to othersUpdate an existing metadata identified by contract id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Patches contract metadata.
update_invoice_metadata_patch_invoice_metadataVisible to othersUpdate an existing metadata identified by invoice id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Patches invoice metadata.
update_invoice_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Updates an invoice payment.
update_invoice_update_a_billChanges dataUpdate an existing invoice identified by invoice id. API summary: Updates a bill.
update_invoicesVisible to othersUpdate an existing invoice identified by invoice id. Has effects visible outside this system. API summary: Updates invoice sent status.
update_journal_entryChanges dataUpdate an existing journal entry identified by journal entry id. API summary: Updates a journal entry.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Updates a bank transaction.
update_productChanges dataUpdate an existing product identified by product id. API summary: Updates a product.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Updates a vendor.
update_supplier_update_a_vendor_creditChanges dataUpdate an existing supplier identified by supplier id. API summary: Updates a vendor credit.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Rillet from the app list.
2
Paste your key
Paste a Rillet API key. Ask your Rillet team to enable API access for your organization. Then open Organization Settings → API access in Rillet, create an API key and copy it.
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 Rillet?

The AI can read customers, invoices, invoice payments, contracts, credit memos, vendors, bills, products, subsidiaries, the chart of accounts, journal entries, bank transactions, the balance sheet and the income statement. It can create customers, vendors, bills and journal entries, update customers and record payments on invoices.

Does the AI see my Rillet API key?

No. Your Rillet API key and settings 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 with reports and lookups only. Posting a journal entry, creating a bill or recording a payment changes your books, and each of these can require your approval before it runs. 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?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Rillet account.

Does recording a payment move money?

No. Recording a payment only marks the invoice as paid in your books, against the bank or cash account you name. Creating a bill works the same way: it records the bill but does not pay it.