Connected apps · Pro
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Connect Claude or ChatGPT to Bilbee and ask what's overdue, what to set aside, or for a draft invoice from last week's time. Prefer a terminal? The Bilbee command line does the same.
An illustration of a connected app. Someone asks their AI assistant what's overdue, and it looks up their Bilbee invoices: three are overdue, $6,121.50 in all. They ask for a draft invoice from this week's unbilled time, and it creates draft INV-0044 for $1,072.50, sending nothing.
It reads, it drafts, you decide
A connected app works in your account the way you'd ask a bookkeeper to: it looks things up and prepares drafts. Anything that reaches a client, moves money or goes to the ATO stays with you.
- “What's overdue, and who owes the most?”
- “How much should I set aside for tax this quarter?”
- “Draft an invoice for Northside Studio from this week's unbilled time.”
- “Log 90 minutes for yesterday's site visit.”
Answers from your books. Invoices, quotes, clients, expenses, time, your BAS figures and your tax estimate, read as they are in Bilbee.
Drafts, not decisions. It can draft invoices and quotes, add clients and time entries, and add expenses for you to review.
Nothing leaves without you. It can't send anything to your clients, record payments, mark a BAS as lodged or change your settings. You do those in Bilbee.
Client details stay yours. An app can't add or change a client's email or phone, so nothing it reads can redirect an invoice that carries your bank details.
Connect Claude
Add Bilbee once on claude.ai, and it's there in Claude on your computer and your phone too.
Custom connectors are on every Claude plan. Free Claude allows one.
In Claude, open Customize, then Connectors.
Click Add, then Add custom connector. Name it Bilbee and enter the server address:
https://bilbee.app/api/mcpClick Continue once Claude has found the server. Leave the sign-in settings it suggests, and don't enter a client ID. Click Add.
Click Connect, sign in to Bilbee if asked, check what Claude is asking for, and click Connect on Bilbee's page.
In a chat, turn Bilbee on from the + menu, under Connectors.
Claude's own help on custom connectors: Get started with custom connectors.
Connect ChatGPT
Add Bilbee to ChatGPT on the web as a plugin. By default, ChatGPT asks you to approve each draft before Bilbee creates it.
Adding a custom MCP server depends on your ChatGPT plan and workspace settings.
In ChatGPT, open Plugins.
Click +, then Add custom MCP server. Name it Bilbee and enter the server address:
https://bilbee.app/api/mcpChoose OAuth to sign in, tick I understand and want to continue, then click Create as a plugin.
Install the Bilbee plugin. Sign in to Bilbee if asked, check what ChatGPT is asking for, and click Connect on Bilbee's page.
In a chat, type @ and choose Bilbee.
OpenAI's own help on custom MCP servers: Connecting custom MCP servers in ChatGPT.
The Bilbee command line
Check what's overdue, list this year's expenses or log time without opening a browser. It needs Node.js 22 or later.
Add --json to any command for scripts. AI coding tools that run terminal commands can use it too.
npm install -g bilbee
bilbee login
bilbee invoices --status overduebilbee login shows a code. Enter it at bilbee.app/device, signed in, and the command line is connected to your account.
You stay in control
Each app acts for the one account that approved it, and only while your plan includes connected apps.
You approve every connection on Bilbee's own page, signed in, after seeing what the app is asking for.
We email you each time an app is connected, so one you don't recognise stands out.
Disconnect any time from your account page, under Security. The app loses access straight away.
Questions about connected apps
The privacy policy covers what's kept of a connection and where an assistant's reads go. Read the privacy policy.
Which plan do I need?
Pro. Free and Standard accounts can't connect an app. If you move off Pro, a connected app stops working until you're back, and you can still disconnect it.
Can it send an invoice for me?
No. It can draft one, and you review and send it in Bilbee. The same goes for quotes, payments and your BAS.
Where does what it reads go?
To the company that runs the assistant (Anthropic for Claude, OpenAI for ChatGPT), under your own agreement with them. That includes whether they can use it to train their models, so check those settings before you connect one. The Bilbee command line runs on your own computer and talks only to Bilbee.
Can I use another AI assistant?
Claude and ChatGPT can connect today. If you use another assistant that supports remote MCP servers, tell us which one at support@bilbee.com.au.
What if I connect the wrong thing?
Disconnect it from your account page, under Security, and it loses access straight away. Signing out everywhere or changing your password disconnects every app too.