Billingz Guides · AI assistants

How to connect Billingz to Claude

Short answer

In Claude, open Settings, then Connectors, then Add custom connector. Paste the server address https://app.billingz.com/mcp, press Connect, and sign in to Billingz. By default it can only read.

Three steps

1. Open the connector settings. In Claude, go to Settings, then Connectors, then Add custom connector.
2. Add the server. Name it Billingz, paste the server address https://app.billingz.com/mcp and press Connect.
3. Sign in and choose. Sign in to Billingz. A screen in Billingz shows what the assistant may do. By default it can only read. Tick more only for what you want it to do, then confirm.

These steps may change in Claude’s own settings. If a menu is named differently, look for the same three things: connectors, a custom one, and the address.

What you can tick

Reading is on from the start. Tick more only for what you want your assistant to do, such as prepare drafts, finalize or send an invoice, send a reminder, record a payment, or add a client, a supplier or a cost. What it can reach follows your plan and your role. You can change the ticks at any time under Account, Connected AI tools.

Check that it works

Ask Claude: How long does my money last? It answers from your own numbers. More to try is in Things you can ask Billingz in Claude or ChatGPT.

Who confirms

In our tests, Claude showed the change and asked first. Billingz cannot see your chat, so this depends on Claude and on the settings you chose in it. To keep the last word in Billingz, switch the connection to Ask me in Billingz. The full list of limits is in What your AI assistant can and can’t do in Billingz.

Common questions

What do I paste?

The server address: https://app.billingz.com/mcp

Can I make Billingz ask me before anything happens?

Yes. Open Account, then Connected AI tools, and switch the connection to Ask me in Billingz. After that, every action that issues, sends, reminds or records waits under Needs you, and happens only when you approve it in Billingz. Drafts do not wait. A request you do not answer expires after 7 days.

How do I disconnect Billingz?

Open Account, then Connected AI tools, and choose Disconnect next to the connection. From that moment Billingz refuses every call from that assistant. Removing Billingz only inside Claude does not close the connection on our side, so disconnect in Billingz as well.

What stays after I disconnect?

What it did while connected stays in your Activity, one line per action, marked as done through the assistant.

Built for this

Billingz shows your runway, who owes you and what is due. Claude lets you ask about it in plain words.

See Billingz in Claude and ChatGPT

This guide describes how Billingz works today. The steps and menu names in Claude and ChatGPT may change in their own settings. What your assistant can do in Billingz follows your plan and your role. Billingz gives signals, not financial, tax or legal advice. Billingz is independent. It is not made, sponsored or endorsed by Anthropic or OpenAI. Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI.