Overview

What It Is

PineBill has an MCP server (Model Context Protocol), an open standard that lets AI apps use PineBill on your behalf. Once connected, you can ask Claude, ChatGPT, Cursor, or another AI app things like:

• "Which invoices are overdue, and who owes the most?"
• "Create an invoice for Acme for 12 hours of design work at $90 an hour, due in 14 days, and give me the PDF."
• "Turn estimate EST-0042 into an invoice and email it to the customer."
• "How did revenue this quarter compare to last quarter?"
• "Start the timer on the homepage redesign task." Later: "Stop it. How long have I spent on it?"
• "What's on my calendar this week? Add a call with Acme on Thursday at 3pm."
• "Add a $42 expense for the Figma subscription to the Acme project."

The app works with your PineBill data directly, so you don't have to copy numbers back and forth.

Server URL

https://www.pinebill.app/api/mcp

You can also copy it from Dashboard → Organization → Connect MCPs, which shows the exact URL for your account along with one-click setup for each app.

There is no API key to copy. The app asks you to sign in to PineBill the first time it connects.

Connect Your App

How Signing In Works

1. Your AI app opens a PineBill sign-in page. Sign in with your existing PineBill account. New accounts can't be created from this page.
2. PineBill shows which app is asking and where it will send you back.
3. Choose the access level and click Allow.

Turn on Allow edits on the consent page for view and edit access. If you connected with view only and later ask for a change, apps that support it ask you to sign in again and allow edits. Otherwise, disconnect and connect again with Allow edits on.

Roles and plans still apply

The app acts as you, inside the first organization you joined:

• It can only see and change what your role allows. Guests are always view only.
• Your plan limits apply, the same as in the dashboard. If a feature isn't on your plan, the app tells you so.

Usage limits

Connected apps work on every plan and don't use PineBill AI credits. To keep the service fast for everyone, each PineBill user has these limits across all their connected apps:

Every message an app sends counts as a request, including connecting and listing tools, so one question can use several. Normal use stays well below these limits. If you reach one, the app tells you how long to wait. Nothing is lost: a refused email isn't sent, and you can still send it from the PineBill dashboard.

Manage Connected Apps

Go to Dashboard → Organization → Connect MCPs to see every app you've connected, with its access level, when you connected it, and when it was last used.

Click Disconnect to remove an app. It loses access right away. You can connect it again later.

Troubleshooting

Privacy

PineBill sends an app only the records it asks for while you use it. Bank and card details of your payment methods are never included. After that, the app and its AI provider handle the data under their own terms. See our Privacy Policy and Terms of Service.