billit-mcp 0.2.9

Model Context Protocol server for Billit API integration, enabling AI assistants to manage invoices and financial transactions

Billit MCP Server

A Model Context Protocol (MCP) server that provides AI assistants with access to the Billit API for invoice management, financial transactions, and e-invoicing.

Copy this URL to add to Cursor (Auto-Update with pipx):

cursor://anysphere.cursor-deeplink/mcp/install?name=billit-mcp&config=eyJjb21tYW5kIjoicGlweCIsImFyZ3MiOlsicnVuIiwiLS1zcGVjIiwiYmlsbGl0LW1jcD09MC4yLjYiLCJweXRob24iLCItbSIsImJpbGxpdF9tY3AiXSwiZW52Ijp7IkJJTExJVF9BUElfS0VZIjoiIiwiQklMTElUX0JBU0VfVVJMIjoiaHR0cHM6Ly9hcGkuYmlsbGl0LmJlL3YxIiwiQklMTElUX1BBUlRZX0lEIjoiIiwiQklMTElUX0NPTlRFWFRfUEFSVFlfSUQiOiIifX0%3D

Overview

This MCP server provides 66 tools across 15 domains of the Billit API, enabling AI assistants to:

• 📄 Create and manage invoices, credit notes, and quotes
• 👥 Manage customers and suppliers
• 📦 Handle product catalogs
• 💰 Track financial transactions
• 📧 Send invoices via email or Peppol e-invoicing
• 🪝 Configure webhooks for real-time updates
• 🤖 Use AI-powered tools for reconciliation and analysis
• 📊 Generate financial reports

Quick Start

Option 1: One-Click Installation (Recommended)

Click the "Add to Cursor" button above to automatically configure the server in Cursor.

Option 2: Install from PyPI

pip install billit-mcp

Then add to Cursor manually:

• Open Cursor Settings → MCP → "Add new MCP server"
• Enter server name: billit-mcp
• Enter command: python -m billit_mcp
• Add your environment variables

💡 Auto-Update Available: Want to always run the latest version? Use the pipx configuration - see AUTO-UPDATE.md for details.

Option 3: Manual Installation

1. Clone and install:

   git clone https://github.com/markov-kernel/Billit-mcp.git
   cd Billit-mcp
   ./setup.sh  # or manually: poetry install
   

2. Configure your environment: Create a .env file with your Billit credentials:

   BILLIT_API_KEY=your-api-key
   BILLIT_BASE_URL=https://api.billit.be/v1
   BILLIT_PARTY_ID=your-party-id
   BILLIT_CONTEXT_PARTY_ID=  # Optional, for accountant use
   

3. Add to Cursor manually:

   • Open Cursor Settings → MCP → "Add new MCP server"
   • Enter the server name: billit-mcp
   • Enter the command: python -m billit_mcp
   • Add the environment variables from your .env file

Getting Started with Billit

1. Create a Billit Production Account:

   • Register at https://my.billit.be/Account/Register
   • This gives you access to the production environment

2. Find Your Credentials:

   • API Key: Profile → Users & API Key
   • Party ID: Navigate to "My Company" and find the ID in the URL (e.g., .../Company/Edit/12345)

Available Tools

Core Business Operations

Party Management (4 tools)

• list_parties - List customers or suppliers with filtering
• create_party - Create new customers/suppliers
• get_party - Get detailed party information
• update_party - Update party details

Order Management (9 tools)

• list_orders - List invoices, credit notes, quotes
• create_order - Create new invoices/orders
• get_order - Get order details
• update_order - Update order properties
• delete_order - Delete draft orders
• record_payment - Record payments
• send_order - Send via email/Peppol
• add_booking_entries - Add accounting entries
• list_deleted_orders - Track deleted orders

Product Management (3 tools)

• list_products - Browse product catalog
• get_product - Get product details
• upsert_product - Create/update products

Financial Operations

Financial Transactions (3 tools)

• list_financial_transactions - View bank transactions
• import_transactions_file - Import bank statements
• confirm_transaction_import - Confirm imports

Account Management (4 tools)

• get_account_information - Account details
• get_sso_token - Single sign-on access
• get_next_sequence_number - Invoice numbering
• register_company - Register new companies

Document & Communication

Document Management (4 tools)

• list_documents - Browse documents
• upload_document - Upload files
• get_document - Get document metadata
• download_file - Download files

Webhook Management (4 tools)

• create_webhook - Subscribe to events
• list_webhooks - View subscriptions
• delete_webhook - Remove webhooks
• refresh_webhook_secret - Rotate secrets

Peppol E-invoicing (7 tools)

• check_peppol_participant - Verify Peppol status
• register_peppol_participant - Join Peppol network
• send_peppol_invoice - Send e-invoices
• Plus 4 more tools for inbox management

AI-Powered Tools (11 tools)

• suggest_payment_reconciliation - Match payments to invoices
• generate_invoice_summary - Period summaries
• list_overdue_invoices - Track late payments
• get_cashflow_overview - Financial insights
• Plus 7 more AI analysis tools

Additional Domains

• Accountant Tools (6 tools) - Feed management
• GL Account Tools (3 tools) - Chart of accounts
• OCR Processing (3 tools) - Document processing
• Reporting (2 tools) - Financial reports
• Miscellaneous (3 tools) - Company search, system codes

Example Usage in Cursor

Once installed, you can ask the AI assistant to:

• "Create an invoice for customer 'Tech Corp' for €5,000 of consulting services"
• "List all overdue invoices and suggest which ones to follow up on"
• "Check if company VAT BE0123456789 is on the Peppol network"
• "Generate a summary of this month's sales"
• "Import this bank statement and match transactions to invoices"

Development

Running the MCP Server Locally

# Activate environment and run
poetry shell
python -m billit_mcp

Running Tests

# Run all tests
poetry run pytest

# Run with coverage
poetry run pytest --cov=billit

# Run live integration tests (requires credentials)
poetry run pytest tests/test_live_integration.py --live

Running the FastAPI Server (Legacy)

# Development server with auto-reload
poetry run uvicorn server:app --reload

# Production server
poetry run uvicorn server:app --host 0.0.0.0 --port 8000

Docker Deployment

# Build and run with Docker
docker build -t billit-mcp .
docker run --env-file .env -p 8000:8000 billit-mcp

Project Structure

billit-mcp/
├── src/
│   └── billit_mcp/
│       ├── __init__.py
│       └── server.py      # MCP server implementation
├── billit/
│   ├── client.py          # API client with rate limiting
│   ├── models/            # Pydantic models
│   └── tools/             # FastAPI routers (legacy)
├── tests/                 # Comprehensive test suite
├── mcp.json              # MCP configuration
└── pyproject.toml        # Package configuration

Features

• 🔒 Secure: API key authentication with environment variables
• ⚡ Rate Limited: Built-in rate limiting to respect API limits
• 🧪 Well Tested: 87% test coverage with comprehensive test suite
• 📚 Documented: All tools have detailed descriptions and parameter documentation
• 🔄 Async: Full async/await support for optimal performance
• 🎯 Type Safe: Full type annotations with Pydantic models

Environment Variables

# Required
BILLIT_API_KEY="your-api-key"
BILLIT_BASE_URL="https://api.billit.be/v1"
BILLIT_PARTY_ID="your-party-id"

# Optional
BILLIT_CONTEXT_PARTY_ID=""  # For accountant use cases
RATE_LIMIT_PER_MINUTE=50    # Default: 50
MCP_SERVER_PORT=8000        # Default: 8000
LOG_LEVEL="INFO"            # Default: INFO

Support

• Billit API Documentation: See billit_docs_markdown/ directory
• MCP Documentation: Model Context Protocol
• Issues: GitHub Issues

License

This project is licensed under the MIT License.