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BillingMart

Claude connectorPartner — verified

BillingMart.com MCP Server- Invoice drafts, estimates, client lookup, expenses, and billing reports

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BillingMart’s MCP server connects Claude to a user’s BillingMart workspace, allowing them to manage billing and business records through natural language.

Key features include creating draft invoices and estimates, finding clients, reviewing invoice statuses and payment records, managing recurring billing, tracking time, expenses and mileage, and accessing accounts receivable, accounts payable and financial reports.

Users connect through OAuth with scoped permissions. Each tool operates within the connected user’s existing access rights. Writes create drafts, while actions that send communications or move money become requests for human approval in BillingMart. The server uses BillingMart’s first-party API and supports sandbox workspaces for testing without affecting live customers.

Tools
168

exposed by this connector

Movement

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Trending score

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Tools

  • accounting_export
  • activate_live_gateway
  • add_client_contact
  • add_line_item
  • add_to_invoice
  • ai_credits_status
  • ap_ageing_report
  • ar_ageing_report
  • archive_client
  • archive_vendor
  • attach_bill_document
  • automation_upcoming
  • billing_status
  • cancel_workspace_deletion
  • cash_forecast
  • charge_saved_method
  • client_statement
  • collections_insights
Show all 168
  • convert_estimate_to_invoice
  • create_api_key
  • create_bill
  • create_client
  • create_deposit_invoice
  • create_draft_invoice
  • create_estimate
  • create_pay_theme_draft
  • create_progress_invoice
  • create_recurring
  • create_retainage_release
  • create_template_draft
  • create_vendor
  • delete_expense
  • delete_mileage
  • delete_pay_theme_draft
  • delete_template_draft
  • delete_time_entry
  • delete_workspace
  • discard_draft_bill
  • discard_draft_estimate
  • discard_draft_invoice
  • draft_reminder_text
  • fetch
  • find_client
  • get_action
  • get_bill
  • get_business_context
  • get_client
  • get_client_statement_pdf
  • get_connection_status
  • get_dunning_cadence
  • get_estimate
  • get_invoice
  • get_pay_link_status
  • get_pay_theme
  • get_payment
  • get_receipt_pdf
  • get_recurring
  • get_sms_settings
  • get_statement_pdf
  • get_template
  • get_upgrade_options
  • get_vendor
  • income_report
  • invite_member
  • issue_credit_note
  • list_activity
  • list_ai_credit_history
  • list_api_keys
  • list_bill_payments
  • list_bills
  • list_clients
  • list_connected_apps
  • list_estimates
  • list_expenses
  • list_invitations
  • list_invoice_ledger
  • list_invoices
  • list_jobs
  • list_members
  • list_merchant_applications
  • list_messages
  • list_mileage
  • list_oauth_clients
  • list_pay_themes
  • list_payment_methods
  • list_payments
  • list_pending_actions
  • list_rate_requests
  • list_recurring
  • list_scheduler_runs
  • list_templates
  • list_time_entries
  • list_vendors
  • list_webhook_deliveries
  • list_webhook_endpoints
  • merge_clients
  • open_bill
  • preview_invoice_pdf
  • preview_plan_change
  • preview_unbilled
  • publish_pay_theme
  • publish_template
  • rebill_unbilled
  • receive_payment
  • reconciliation_report
  • record_bill_payment
  • record_expense
  • record_mileage
  • record_payment
  • record_time
  • refund_payment
  • register_webhook_endpoint
  • remove_line_item
  • remove_member
  • renew_pay_link
  • reopen_void_invoice
  • resend_invoice_email
  • resend_receipt
  • resolve_unconfirmed_payment
  • resume_recurring
  • revoke_api_key
  • revoke_invitation
  • revoke_pay_link
  • rotate_webhook_secret
  • run_gateway_self_test
  • search
  • send_client_statement
  • send_custom_email
  • send_estimate
  • send_invoice
  • send_reminder
  • send_sms
  • send_verification_invite
  • set_autopay
  • set_invoice_dunning_paused
  • set_member_role
  • settle_payment
  • settlement_report
  • setup_gateway
  • start_ach_payment
  • start_card_payment
  • statement_report
  • tax_summary_report
  • update_bill
  • update_branding
  • update_client
  • update_draft_invoice
  • update_dunning_cadence
  • update_estimate
  • update_expense
  • update_mileage
  • update_pay_theme_draft
  • update_recurring
  • update_recurring_schedule
  • update_security_settings
  • update_template_draft
  • update_time_entry
  • update_vendor
  • update_workspace_settings
  • upsert_item_preset
  • usage_status
  • void_bill
  • void_bill_payment
  • void_invoice
  • void_payment
  • wait_for_action
  • withdraw_action
  • write_off_invoice
Categories
Made by
BillingMart.com LLC · Website
Sign-in
Required
Connector URL
https://api.billingmart.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 1, 2026
More info
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