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Cimalys

billy-mcp

by Cimalys

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
BILLY_API_TOKENYesYour Billy personal access token from billy.dk Settings → Access tokens

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
billy_whoamiA

Get the current Billy organization (sanity check the token, see org settings). READ-ONLY.

billy_update_organizationA

Update fields on the organization. WRITE — requires confirm:true. Pass any subset of: { name, registrationNo, vatNo, street, zipcode, city, countryId, email, phone, paymentTermsDays, defaultTaxMode, salesTaxPeriod, isVatExempted, ... }

billy_list_invoicesB

List invoices. READ-ONLY. Filters: state (draft/approved/paid), contactId, sinceDate, untilDate.

billy_get_invoiceB

Fetch one invoice including line items. READ-ONLY.

billy_create_invoiceA

Create a new invoice (default state: draft). WRITE — requires confirm:true. Shape: { contactId, entryDate, currencyId, lines: [{ productId, description, quantity, unitPrice, taxRateId? }], paymentTermsDays?, lineDescription? }

billy_update_invoiceA

Update an existing invoice. WRITE — requires confirm:true.

billy_delete_invoiceA

Delete a draft invoice. WRITE — requires confirm:true. Approved/paid invoices cannot be deleted.

billy_approve_invoiceA

Approve a draft invoice (draft → approved). WRITE — requires confirm:true. Required before sending or marking paid.

billy_send_invoiceA

Send an invoice by email via Billy. WRITE — requires confirm:true. Email payload: { to: ['email'], cc?, bcc?, subject?, message?, attachPdf? }

billy_list_billsC

List bills/expenses. READ-ONLY.

billy_get_billB

Fetch one bill (expense). READ-ONLY.

billy_create_billA

Create a new bill. WRITE — requires confirm:true. Shape: { contactId, entryDate, currencyId, lines: [{ accountId, description, amount, taxRateId? }] }

billy_update_billB

Update an existing bill. WRITE — requires confirm:true.

billy_delete_billB

Delete a draft bill. WRITE — requires confirm:true.

billy_approve_billA

Approve a draft bill. WRITE — requires confirm:true.

billy_list_contactsC

List contacts. READ-ONLY.

billy_get_contactB

Fetch one contact. READ-ONLY.

billy_create_contactA

Create a new contact. WRITE — requires confirm:true. Shape: { name, isCustomer, isSupplier, countryId, street?, city?, zipcode?, registrationNo?, email?, phone? }

billy_update_contactA

Update an existing contact. WRITE — requires confirm:true.

billy_delete_contactA

Delete a contact. WRITE — requires confirm:true. Contacts with associated invoices/bills cannot be deleted.

billy_list_contact_personsC

List contact persons. READ-ONLY.

billy_create_contact_personA

Create a contact person. WRITE — requires confirm:true. Shape: { contactId, name, email?, phone?, isPrimary? }

billy_list_productsC

List products (your sellable items/services). READ-ONLY.

billy_get_productC

Fetch one product. READ-ONLY.

billy_create_productA

Create a product/service. WRITE — requires confirm:true. Shape: { name, productNo?, description?, prices: [{ unitPrice, currencyId }], salesAccountId?, salesTaxRulesetId? }

billy_update_productA

Update an existing product. WRITE — requires confirm:true.

billy_delete_productA

Delete a product. WRITE — requires confirm:true.

billy_list_accountsC

List the chart of accounts. READ-ONLY.

billy_get_accountA

Fetch one account. READ-ONLY.

billy_create_accountB

Create a new account in the chart of accounts. WRITE — requires confirm:true.

billy_update_accountC

Update an existing account. WRITE — requires confirm:true.

billy_list_account_groupsA

List the account-group hierarchy. READ-ONLY.

billy_get_bank_accountA

Fetch one bank account by id. READ-ONLY. (Billy v2 does not support listing all bank accounts — look up the default via billy_whoami.)

billy_create_bank_accountA

Create a bank account in Billy. WRITE — requires confirm:true.

billy_list_bank_paymentsC

List bank payments (records of money in/out tied to invoices/bills). READ-ONLY.

billy_create_bank_paymentA

Create a bank payment. WRITE — requires confirm:true. Used to mark invoices/bills as paid. Shape: { entryDate, cashSide: 'debit'|'credit', cashAmount, cashAccountId, contraAccountId, associations: [{ subjectType, subjectId, amount }] }

billy_list_bank_linesA

List bank statement lines. READ-ONLY. REQUIRES accountId. Default returns UNMATCHED lines (the actionable state).

billy_get_bank_lineB

Fetch one bank line. READ-ONLY.

billy_match_bank_lineA

Reconcile a bank line with an invoice/bill/bank payment. WRITE — requires confirm:true.

billy_unmatch_bank_lineA

Remove a bank-line reconciliation. WRITE — requires confirm:true.

billy_list_daybooksB

List daybooks. READ-ONLY.

billy_list_daybook_transactionsB

List manual daybook transactions (journal entries). READ-ONLY.

billy_create_daybook_transactionA

Create a manual journal entry. WRITE — requires confirm:true. Shape: { daybookId, entryDate, description, lines: [{ accountId, side: 'debit'|'credit', amount, taxRateId? }] }

billy_list_tax_ratesA

List configured tax rates. READ-ONLY.

billy_list_tax_rulesetsA

List tax rulesets. READ-ONLY.

billy_list_sales_tax_returnsC

List MOMS/VAT returns. READ-ONLY.

billy_get_sales_tax_returnB

Fetch one MOMS/VAT return. READ-ONLY.

billy_report_profit_lossC

P&L report. READ-ONLY.

billy_report_balanceC

Balance sheet at a point in time. READ-ONLY.

billy_report_sales_taxC

MOMS/VAT report. READ-ONLY.

billy_report_invoiced_salesB

Invoiced sales by contact/product. READ-ONLY.

billy_list_postingsC

List ledger postings. READ-ONLY.

billy_list_action_streamC

Recent activity log entries. READ-ONLY.

billy_list_webhooksB

List webhooks. READ-ONLY.

billy_create_webhookA

Create a webhook. WRITE — requires confirm:true. Shape: { url, event, isActive? }

billy_delete_webhookA

Remove a webhook. WRITE — requires confirm:true.

billy_list_currenciesB

List currencies. READ-ONLY.

billy_list_countriesA

List countries. READ-ONLY.

billy_list_payment_terms_modesA

List payment-terms modes. READ-ONLY.

billy_list_unitsB

List product units. READ-ONLY.

billy_upload_fileA

Upload a file (receipt or invoice PDF, or image) from a local path to Billy. WRITE — requires confirm:true. Billy only accepts PDF, JPG, JPEG, PNG, GIF — convert other formats first. Returns the file metadata including the id, which you then pass to billy_attach_file_to_bill or billy_attach_file_to_invoice. MIME type is auto-detected from the extension.

billy_list_filesB

List files uploaded to Billy. READ-ONLY.

billy_get_fileB

Fetch metadata for one file (incl. downloadUrl). READ-ONLY.

billy_attach_file_to_billA

Attach an uploaded file (receipt PDF, etc.) to a bill. WRITE — requires confirm:true.

billy_attach_file_to_invoiceA

Attach an uploaded file to an invoice. WRITE — requires confirm:true.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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