About SmartBill MCP by usefulapi
SmartBill MCP by usefulapi connects SmartBill to MCP clients for finance teams. It supports read-only lookups and document operations, with write actions distinguished from reads.
Key features
- 01Browse clients, suppliers, products, and stock
- 02Check invoice status and VAT rates
- 03Create invoices and estimates
- 04Cancel, restore, or reverse documents
- 05Record payments and email documents
Use cases
- 01Check stock or invoice payment status
- 02Prepare an invoice or proforma
- 03Record a payment against an invoice
- 04Email a document to a customer
MCP support
Exposes SmartBill data and document operations as tools to MCP clients through a hosted endpoint. Read tools are read-only; write tools change data.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://smartbill.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-smartbill https://smartbill.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-smartbill":{"type":"http","url":"https://smartbill.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-smartbill":{"type":"http","url":"https://smartbill.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-smartbill":{"type":"http","url":"https://smartbill.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-smartbill":{"serverUrl":"https://smartbill.usefulapi.io/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
23| Parameter | Type | Required | Description |
|---|---|---|---|
| type | enum | No | f = invoices, p = proformas, c = receipts; omit for all.f | p | c |
Details
From the project READMESmartBill MCP by usefulapi
Use SmartBill from Claude, Cursor, or any MCP client — document series, VAT rates, stock, payment status, clients, suppliers, products and warehouses, plus invoices and estimates (drafts by default), storno, cancel/restore, payments and sending documents by e-mail. Hosted, no local install: connect with your own SmartBill credentials.
Live endpoint: https://smartbill.usefulapi.io/mcp · Homepage: https://usefulapi.io/smartbill
Connect
- Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste
https://smartbill.usefulapi.io/mcp. - Claude Code:
claude mcp add --transport http smartbill https://smartbill.usefulapi.io/mcp, then run/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
{
"mcpServers": {
"smartbill": {
"url": "https://smartbill.usefulapi.io/mcp"
}
}
}
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your SmartBill credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/smartbill/
Tools
| Tool | Type | What it does |
|---|---|---|
smartbill_list_series | read | List document series |
smartbill_list_taxes | read | List VAT rates (V1) |
smartbill_get_stock | read | Get stock levels |
smartbill_get_invoice_payment_status | read | Get invoice payment status |
smartbill_get_estimate_invoices | read | Get invoices of a proforma |
smartbill_list_clients | read | List or search clients |
smartbill_get_client | read | Get a client |
smartbill_list_suppliers | read | List or search suppliers |
smartbill_get_supplier | read | Get a supplier |
smartbill_list_products | read | List or search products and services |
smartbill_get_product | read | Get a product or service |
smartbill_list_warehouses | read | List warehouses |
smartbill_list_vat_rates | read | List VAT rates (V3) |
smartbill_create_invoice | write | Create an invoice |
smartbill_create_invoice_from_estimate | write | Create an invoice from a proforma |
smartbill_create_estimate | write | Create a proforma |
smartbill_reverse_invoice | write | Reverse an invoice (storno) |
smartbill_cancel_invoice | write | Cancel an invoice |
smartbill_restore_invoice | write | Restore a cancelled invoice |
smartbill_cancel_estimate | write | Cancel a proforma |
smartbill_restore_estimate | write | Restore a cancelled proforma |
smartbill_record_invoice_payment | write | Record a payment against invoices |
smartbill_send_document | write | Email an invoice or proforma |
smartbill_usage_status | meta | Usage status (free-tier meter) |
smartbill_request_feature | meta | Request a missing feature |
smartbill_upgrade | meta | Upgrade to Pro (unlimited*) |
smartbill_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro (per company) | $9/mo or $90/yr (2 months free) | Unlimited* |
*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this server only. Subscribe with smartbill_upgrade (it returns a Stripe Checkout link). Cancel any time with smartbill_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running smartbill_upgrade before then undoes the cancel. Or write to [email protected].
License
MIT © usefulapi. Not affiliated with or endorsed by SmartBill.
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