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SmartBill MCP by usefulapi

SmartBill MCP by usefulapi

Remote
usefulapi.ioFinance0Updated today

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

  1. 01Browse clients, suppliers, products, and stock
  2. 02Check invoice status and VAT rates
  3. 03Create invoices and estimates
  4. 04Cancel, restore, or reverse documents
  5. 05Record payments and email documents

Use cases

  1. 01Check stock or invoice payment status
  2. 02Prepare an invoice or proforma
  3. 03Record a payment against an invoice
  4. 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.

Endpointhttps://smartbill.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

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
ParameterTypeRequiredDescription
typeenumNof = invoices, p = proformas, c = receipts; omit for all.f | p | c

Details

From the project README

SmartBill 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 /mcp to 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

ToolTypeWhat it does
smartbill_list_seriesreadList document series
smartbill_list_taxesreadList VAT rates (V1)
smartbill_get_stockreadGet stock levels
smartbill_get_invoice_payment_statusreadGet invoice payment status
smartbill_get_estimate_invoicesreadGet invoices of a proforma
smartbill_list_clientsreadList or search clients
smartbill_get_clientreadGet a client
smartbill_list_suppliersreadList or search suppliers
smartbill_get_supplierreadGet a supplier
smartbill_list_productsreadList or search products and services
smartbill_get_productreadGet a product or service
smartbill_list_warehousesreadList warehouses
smartbill_list_vat_ratesreadList VAT rates (V3)
smartbill_create_invoicewriteCreate an invoice
smartbill_create_invoice_from_estimatewriteCreate an invoice from a proforma
smartbill_create_estimatewriteCreate a proforma
smartbill_reverse_invoicewriteReverse an invoice (storno)
smartbill_cancel_invoicewriteCancel an invoice
smartbill_restore_invoicewriteRestore a cancelled invoice
smartbill_cancel_estimatewriteCancel a proforma
smartbill_restore_estimatewriteRestore a cancelled proforma
smartbill_record_invoice_paymentwriteRecord a payment against invoices
smartbill_send_documentwriteEmail an invoice or proforma
smartbill_usage_statusmetaUsage status (free-tier meter)
smartbill_request_featuremetaRequest a missing feature
smartbill_upgrademetaUpgrade to Pro (unlimited*)
smartbill_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$050 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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