# PineBill MCP Server > Run your invoices, timers and calendar from Claude, ChatGPT, Cursor or any AI app that speaks MCP. PineBill's MCP server connects the AI app you already use to your PineBill organization. Ask it to find an overdue invoice, start the timer on a task, put a client call on the calendar or log an expense, and it does that in PineBill, as you, with the access you chose when you signed in. Your AI app does the reasoning, so it doesn't use PineBill AI credits. Server URL: https://www.pinebill.app/api/mcp (remote MCP over Streamable HTTP, OAuth 2.1 sign-in, no API key). ## What it is - **Works in the app you already use** — Claude, ChatGPT, Cursor, VS Code, Claude Code, Codex, and any other app that supports remote MCP servers. - **Reaches your real records** — 56 tools across invoices, estimates, customers, products, expenses, projects, tasks, timers, the calendar and reports. - **You choose the access** — Sign in with PineBill and pick view only or view and edit. Your role and plan still apply. - **No AI credits spent** — Your AI app does the thinking, so working through MCP never draws on your PineBill AI credit balance. ## One connection, every AI app Add one server URL, sign in once, and your AI app can read and act on your PineBill data. ### Connect once. There's no API key. Connect PineBill from Claude's connectors directory, add it as a connector in ChatGPT, or use a single command or one-click install in your coding tools. The app sends you to PineBill to sign in the first time it connects. - Claude: connect from Claude's connectors directory - ChatGPT: add a custom MCP server from the Plugins page - Cursor and VS Code: one-click install from your PineBill settings - Claude Code and Codex: one terminal command - Any other app that supports remote HTTP MCP servers with OAuth ### Sign in with PineBill, then choose what it can do The consent screen shows which app is asking and where it sends you back. Allow view only, or turn on edits. Disconnect any app from Settings whenever you like, and it loses access on the next request. - Only existing PineBill accounts can connect, and no account can be created from the sign-in page - View only reads records; view and edit also creates, updates, sends and deletes them - The app acts as you: your role and your plan's limits still apply, and Guests are always view only - Settings → Connect MCPs lists every connected app with its access level and last use - Disconnecting revokes the app's tokens right away ## Track time without switching windows Start the timer from the chat you're already working in, and stop it the same way. ### Start, pause, resume and stop by asking Say “start the timer on the homepage redesign” and it starts in PineBill. Ask what's running, pause for lunch, and stop when you're done. Every stretch lands on the task's tracked total, ready to bill as invoice line items. - Start, pause, resume or stop the timer on any task - See every timer running across the organization, and for how long - Add or remove minutes by hand with a note, for time you forgot to track - Read a task's full time history: who started, paused or changed what ## Your week, from one question Ask what's coming up and get events, due dates and deadlines together. ### Read the calendar, book the meeting Ask what's on this week and you get your calendar events along with task due dates, invoice due dates, project deadlines and expenses, sorted by day. Then ask it to book a call with a client and it lands on your PineBill calendar. - List everything dated between two days: events, task and invoice due dates, project deadlines, expenses - Create events with a time, location or meeting link, and a colour - Move, rename or delete events by asking - Due dates and deadlines are changed through their own tools, so nothing moves by accident ## Everything PineBill does, as tools 56 tools, each with a clear name, so your AI app picks the right one from your request. ### From the first quote to the last report Look up a customer, draft an estimate, turn it into an invoice, email it, log the expense for the materials, and ask how the quarter is going, all in one conversation. Tools that send email or delete records are marked as destructive, so your AI app asks before it runs them. - Invoices and estimates: find, create with every template and language option, update, email, delete - Customers and products: search, add, update, delete - Expenses: log, update and delete, plus an expense report on Pro - Projects and tasks: create, assign, change status, delete - Reports: business overview, revenue, invoice aging and customer growth ## Connect your app ### Claude Connect PineBill from Claude's connectors directory to manage invoices, timers, expenses and your calendar from a conversation. 1. Open PineBill in Claude's connectors directory and click Connect. 2. Sign in to your PineBill account. 3. Choose view only or allow edits, then click Allow access. 4. In a chat, open + → Connectors and make sure PineBill is on. PineBill is listed in Claude's connectors directory. On Team and Enterprise plans an Owner may need to add it under Organization settings → Connectors first, then each member connects their own PineBill account. You can also add it as a custom connector with the server URL https://www.pinebill.app/api/mcp. Setup page: https://www.pinebill.app/features/mcp/claude (Markdown at https://www.pinebill.app/features/mcp/claude.md) ### ChatGPT Add PineBill to ChatGPT as a custom MCP server and work with your invoices, expenses, tasks and calendar by mentioning @PineBill. 1. Open Plugins in ChatGPT on the web, click +, and choose Add custom MCP server. 2. Name it PineBill, enter https://www.pinebill.app/api/mcp as the server URL, and pick OAuth. 3. Read the warning, confirm, and create the plugin. 4. Install it, sign in to PineBill when asked, and choose your access. 5. In a new chat, type @ and pick PineBill. On Business, Enterprise and Edu workspaces, an admin may need to allow custom MCP servers first. Setup page: https://www.pinebill.app/features/mcp/chatgpt (Markdown at https://www.pinebill.app/features/mcp/chatgpt.md) ### Cursor Install PineBill in Cursor with one click to track time and bill clients without leaving your editor. 1. Click Add to Cursor, or add the config below to ~/.cursor/mcp.json. 2. Cursor shows Needs login next to PineBill. Click it and sign in. 3. Choose your access and click Allow access. ``` { "mcpServers": { "pinebill": { "url": "https://www.pinebill.app/api/mcp" } } } ``` Setup page: https://www.pinebill.app/features/mcp/cursor (Markdown at https://www.pinebill.app/features/mcp/cursor.md) ### VS Code Add PineBill to VS Code with one click and manage time, tasks and invoices from Copilot agent mode. 1. Click Add to VS Code, or run MCP: Add Server, choose HTTP and enter the server URL. 2. Run MCP: List Servers, pick PineBill and choose Start Server. 3. Allow the sign-in, then sign in to PineBill and choose your access. ``` { "servers": { "pinebill": { "type": "http", "url": "https://www.pinebill.app/api/mcp" } } } ``` Setup page: https://www.pinebill.app/features/mcp/vs-code (Markdown at https://www.pinebill.app/features/mcp/vs-code.md) ### Claude Code Add PineBill to Claude Code with one command to track time and bill clients from your terminal. 1. Run the command below in your terminal. 2. Start claude and type /mcp, then choose PineBill to sign in. 3. Choose your access and click Allow access. ``` claude mcp add --transport http --scope user pinebill https://www.pinebill.app/api/mcp ``` Setup page: https://www.pinebill.app/features/mcp/claude-code (Markdown at https://www.pinebill.app/features/mcp/claude-code.md) ### Codex Add PineBill to Codex with one command and manage time, tasks and invoices from the CLI. 1. Run the command below in your terminal. 2. Codex detects that PineBill uses OAuth and opens your browser. 3. Sign in to PineBill, choose your access and click Allow access. ``` codex mcp add pinebill --url https://www.pinebill.app/api/mcp ``` Setup page: https://www.pinebill.app/features/mcp/codex (Markdown at https://www.pinebill.app/features/mcp/codex.md) ## Ask from wherever you're working Five ways people use PineBill from their AI app, and the tools each one leans on. ### Freelancer — Timers Keep the timer in the same window as the work. Start it when you open the brief, stop it when you close the laptop, and bill the hours at month end. Example: “Start the timer on the Acme logo task” ### Developer — Cursor & Claude Code Log the hours and draft the invoice for a client project without leaving the editor where the work happened. Example: “Invoice Acme for this week's tracked hours” ### Agency — Calendar Ask what's due this week across every project, then book the review calls in the gaps, from one conversation. Example: “What's due this week? Book a review Thursday 3pm” ### Consultant — Reports Ask how revenue moved this quarter and which invoices are overdue, then have it draft the reminders you want to send. Example: “Which invoices are more than 30 days overdue?” ### Small Team — Expenses Log a purchase the moment it happens and link it to the right project, without opening PineBill. Example: “Add a $42 Figma expense to the Acme project” ## Frequently asked questions ### What is an MCP server? MCP (Model Context Protocol) is an open standard that lets AI apps use other software on your behalf. PineBill's MCP server gives apps like Claude, ChatGPT and Cursor a set of tools for your invoices, estimates, customers, products, expenses, projects, tasks, timers, calendar and reports. ### Which AI apps can I connect? Claude (web and desktop), ChatGPT on the web, Cursor, VS Code, Claude Code and Codex all have step-by-step guides. Any other app that supports remote HTTP MCP servers with OAuth sign-in can connect too. ### What's the server URL? https://www.pinebill.app/api/mcp. You can also copy it from Settings → Connect MCPs in your dashboard, which has one-click setup for each app. ### Do I need an API key? No. The first time your AI app connects, it opens a PineBill sign-in page. You sign in with your existing account and choose the access level, and the app handles the rest. ### Can the AI app change my data? Only if you allow it. On the consent screen you choose view only, which reads records, or view and edit, which also lets the app create, update, send and delete them. Your PineBill role still applies, and Guests are always view only. Most AI apps also ask you to approve each action before it runs, and tools that send email or delete records are marked as destructive so they ask first. ### Does it use my AI credits? No. Your AI app does the reasoning, so working through MCP doesn't spend PineBill AI credits. Credits are only used by the AI Assistant built into the PineBill dashboard. ### Which plans include it? Every plan, including the free trial, with no AI credits used. Plan limits apply the same way they do in the dashboard: if a report isn't on your plan, the app tells you so. A fair-use limit of 120 requests a minute and 30 emails an hour per user keeps the service fast; normal use stays well below it. ### Can I get the PDF of an invoice or estimate in the chat? Yes. When the app creates or updates an invoice or estimate, it gets a private link to the PDF that you can open from the chat, and you can ask for the PDF of any existing document. Links expire after an hour, so ask again for a new one. To send a document to a customer, have the app email it. ### Can I track time from my AI app? Yes. Ask it to start, pause, resume or stop the timer on any task, see which timers are running, add or remove minutes by hand, or read a task's time history. Tracked time lands on the task, ready to bill. ### How do I disconnect an app? Go to Settings → Connect MCPs in your dashboard and click Disconnect next to the app. It loses access on its next request. You can connect it again whenever you like. ### What data does the app see? Only the records it asks for while you use it, from your PineBill organization. Internal identifiers are removed from responses, and payment methods are shared by name and type only, never their bank or card details. Once shared, the data is handled by the AI app under its own privacy policy. There are 56 tools in total, listed in the docs. ## Links - [MCP Server](https://www.pinebill.app/features/mcp): this page. - [Setup guide](https://www.pinebill.app/docs/mcp): full documentation. - [Available tools](https://www.pinebill.app/docs/mcp/available-tools): every tool, with its access level. - [AI Assistant](https://www.pinebill.app/features/ai-assistant): the assistant built into the PineBill dashboard. - [Pricing](https://www.pinebill.app/pricing): plans and pricing. - [Sign up](https://www.pinebill.app/auth/signup): start a 7-day free trial, no credit card required.