BillingMart by BillingMart.com LLC 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.
Details Productivity Financial Services
Listed Oct 27, 2026
MCP endpoint: https://api.billingmart.com/mcp · streamable-http
Available tools (168) 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 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
