The Billforward MCP server integrates Billforward's billing and subscription management API with LLMs, enabling read and write operations across accounts, subscriptions, invoices, payments, and product catalogs.
Search & Insights
search – Unified search across accounts, subscriptions, and invoices by email, ID, or keyword
get-customer-summary – 360-degree customer dashboard combining account details, subscriptions, credit balances, and recent invoices
get-metadata-schema – Discover custom metadata fields in use across accounts, subscriptions, and invoices
Guidance & Auth
help – Overview of available tools and usage patterns
get-me – Validate API credentials and view authenticated user/org info
Account Management
List, get by ID or email, create, and update customer accounts; list profiles; supports filtering by metadata and date range
Subscription Management
List, get details, create, and cancel subscriptions, with billing period date filters
Invoices & Payments
List and retrieve invoices (with line items, taxes, payment status), payments, and receipts; supports date-based filtering
Catalog & Pricing
List products and rate plans; get full rate plan details including pricing components and tiers
Security & Configuration
Configurable read-only mode (BILLFORWARD_READ_ONLY) blocks mutation operations and returns instructional errors for LLMs
Configurable via environment variables: API tokens (sandbox/production), custom API URLs, result limits, and request timeouts
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@billforward-mcp get customer summary for john@example.com"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
This MCP server connects LLMs to Billforward through a small always-on tool surface: lookup resolves prefixed IDs and free-text search, while search-tools, describe-tool, and call-api discover and execute operations from an in-package API catalog—covering the full API without registering hundreds of per-endpoint tools.
flowchart LR
Model --> AlwaysOn
AlwaysOn --> Lookup
AlwaysOn --> ToolSearch
AlwaysOn --> Help
ToolSearch -->|"matches"| Catalog
Catalog --> Describe
Describe --> Call
Lookup -->|"PREFIX-id"| GetById
Lookup -->|"email/texto"| SearchV3Primary config: BILLFORWARD_ENVIRONMENTS — a JSON object of named environments (lowercase slugs you choose). Each entry needs token and type (sandbox or production); readonly defaults to true (only JSON false enables writes). Optional baseUrl overrides the default for that type.
BILLFORWARD_ENVIRONMENTS='{"dev":{"token":"your_dev_token","type":"sandbox","readonly":true},"staging":{"token":"your_staging_token","type":"sandbox","readonly":true},"prod":{"token":"your_production_token","type":"production","readonly":true}}'With one environment configured, tools select it automatically. With two or more, pass the exact name via each tool's environment parameter.
Create a local .env from the template and keep every environment read-only until writes are explicitly needed:
cp .env.example .envBILLFORWARD_ENVIRONMENTS='{"dev":{"token":"your_dev_token","type":"sandbox","readonly":true},"staging":{"token":"your_staging_token","type":"sandbox","readonly":true},"prod":{"token":"your_production_token","type":"production","readonly":true}}'
BILLFORWARD_TIMEOUT=15000.mcp.json (loads .env from workspace root):
{
"mcpServers": {
"billforward": {
"command": "bash",
"args": ["-lc", "set -a; source .env; set +a; exec npx -y billforward-mcp"]
}
}
}VS Code / Cursor (.vscode/mcp.json):
{
"servers": {
"billforward": {
"type": "stdio",
"command": "npx",
"args": ["-y", "billforward-mcp"],
"envFile": "${workspaceFolder}/.env"
}
}
}Inline env (when the client does not load env files):
{
"mcpServers": {
"billforward": {
"command": "npx",
"args": ["-y", "billforward-mcp"],
"env": {
"BILLFORWARD_ENVIRONMENTS": "{\"dev\":{\"token\":\"your_dev_token\",\"type\":\"sandbox\",\"readonly\":true},\"staging\":{\"token\":\"your_staging_token\",\"type\":\"sandbox\",\"readonly\":true},\"prod\":{\"token\":\"your_production_token\",\"type\":\"production\",\"readonly\":true}}"
}
}
}
}Related MCP server: QuickFile MCP Server
Log in to your Billforward environment.
Go to Setup > Personal > API Keys.
Create a token and copy it.
Tool | Purpose |
| Prefixed ID ( |
| Keyword search over the API catalog → operation names |
| Full schema for one catalog entry (method, path, params) |
| Execute a catalog entry by name (writes need a write-enabled environment) |
| Developer guide and configured environment summary |
| Validate credentials via |
Typical flow: lookup for IDs and text search → search-tools → describe-tool → call-api for lists and writes.
Tool | Purpose |
| Paginated account search with metadata filters |
| Account-scoped subscriptions and invoices |
| 360° view: profile, subscriptions, recent invoices, dunning |
| Custom metadata keys in use across accounts, subscriptions, invoices |
Version 2.0 replaces per-endpoint tools with discovery-first tools. Ops are unchanged (npx billforward-mcp + env tokens).
Old tool | Replacement |
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dedicated |
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Full changelog: CHANGELOG.md on GitHub
Named environments default to read-only (readonly: true). Only set "readonly": false for environments that should allow writes.
When read-only is active, write catalog entries (create-account, update-subscription, etc.) are blocked with a descriptive error.
pnpm run build
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If you are the server author, to access and configure the admin panel.
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