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Zap Bill
MCP server

AI invoicing with Zap Bill's MCP server

Connect an AI assistant that supports the Model Context Protocol (MCP) to Zap Bill. Ask it to draft an invoice, turn a quote into an invoice, record a payment or tell you who still owes you, and it does the work in your Zap Bill account.

See the Unlimited plan Read the setup guide

Example

  1. You Invoice Acme Ltd for 6 hours of design at £60 an hour, due in 14 days.
  2. Assistant I've saved a draft invoice for Acme Ltd: 6 hours of design at £60.00, with your usual VAT and bank details. It's due in 14 days. Shall I email it to them?
  3. You Not yet. Who still owes me money?
  4. Assistant Here are your unpaid invoices, grouped by how long they are overdue, with the total owed in each currency.

What you can ask it to do

Zap Bill's MCP server lets an AI assistant that supports the Model Context Protocol work with your invoices, quotes, customers and products. The assistant works in your workspace through the same rules as the dashboard, and Zap Bill still calculates every total.

Draft invoices and quotes

Describe the work in your own words. New documents are saved as drafts and pick up your business details, currency, bank details and default taxes from your profile.

Turn a quote into an invoice

Once a customer says yes, ask for the invoice. The lines and taxes carry over and the quote is marked accepted.

Record payments

Tell it what came in and when. Zap Bill marks the invoice partly paid or paid, and refuses a payment for more than is owed.

See what is unpaid

Ask what customers owe you. Unpaid invoices come back grouped by how far past their due date they are, totalled by currency.

Look up customers and products

Find a saved customer or a product from your catalog and use their details on a new invoice or quote.

Send when you say so

It can email an invoice or quote with its PDF from your own email settings, or give you a share link, but only when you ask.

Connect it in three steps

  1. 1

    Be on the Unlimited plan

    The MCP server uses Zap Bill's API access, which is part of the Unlimited plan.

  2. 2

    Create an API token

    Go to Settings, then API Tokens, and generate a token. Copy it, as it is shown only once.

  3. 3

    Add Zap Bill to your assistant

    Give your assistant the server address and your token, using one of the examples below.

Setup examples

Replace YOUR_TOKEN with the token you created. Your assistant needs to support remote MCP servers and let you add a request header.

Server address
https://zap-bill.com/mcp
Claude Code (terminal)
claude mcp add --transport http zap-bill https://zap-bill.com/mcp --header "Authorization: Bearer YOUR_TOKEN"
Apps that use an mcpServers file
{
    "mcpServers": {
        "zap-bill": {
            "type": "http",
            "url": "https://zap-bill.com/mcp",
            "headers": {
                "Authorization": "Bearer YOUR_TOKEN"
            }
        }
    }
}
VS Code (.vscode/mcp.json)
{
    "servers": {
        "zap-bill": {
            "type": "http",
            "url": "https://zap-bill.com/mcp",
            "headers": {
                "Authorization": "Bearer YOUR_TOKEN"
            }
        }
    }
}

Built so nothing reaches a customer by accident

Drafts by default

  • New invoices and quotes are saved as drafts
  • Share links are refused for drafts
  • Emails go out only through a separate send step

Limited on purpose

  • No tools that delete anything
  • A payment cannot be more than what is owed
  • Team members with view-only access can only read

You stay in control

  • Each token belongs to you and can be revoked at any time
  • The send tools tell the assistant to check with you first
  • Requests share the API's rate limits

Questions about AI invoicing in Zap Bill

What is MCP?

The Model Context Protocol is an open standard that lets an AI assistant use tools in other apps. Zap Bill runs an MCP server, so an assistant that supports MCP can read and create your invoices, quotes, customers and products.

Which assistants can I use?

Any app that can connect to a remote MCP server over HTTP and lets you add an Authorization header with your token. Claude Code and VS Code are two examples. Apps that only connect through a sign-in button cannot connect yet.

Which plan do I need?

The MCP server is part of API access, which is included in the Unlimited plan.

Can the assistant send invoices without asking me?

New documents are saved as drafts, and nothing is emailed until the assistant uses the send tool. That tool tells the assistant to confirm the document and the recipient with you first, and many apps also ask you to approve each tool call.

Can it delete my invoices?

No. The MCP server has no tools that delete invoices, quotes, customers, products or payments.

Does it work with a team workspace?

Yes. The token acts as you, with your role in the workspace. Someone with view-only access can ask questions but cannot change anything.

How do I stop an assistant from using my account?

Revoke its token on the API Tokens page. It stops working straight away.

Let your assistant handle the paperwork

Draft invoices, record payments and check what is owed without opening the dashboard.

See the Unlimited plan Create a free account

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