Claude integrationNew

Your invoicing, one conversation away

Billora connects to Claude, Anthropic's AI assistant, through MCP (Model Context Protocol). Ask it to create quotes, issue invoices, record payments or analyse your expenses — always with your permissions.

Included in all plans · Works on claude.ai, Claude Desktop and Claude Code

Claude + Billora
Example

You: Create a quote for Acme S.L. with 10 hours of consulting at €60/h and send it to them

Claude:

Billora · quote created and sent

Done. I've created the quote and emailed it to Acme S.L.:

Quote · Acme S.L.Sent
Consulting · 10 h × €60.00
€600.00
VAT (21%)
€126.00
Total
€726.00

You: They've accepted it. Turn it into an invoice and issue it

Claude:

I've prepared the invoice from the quote. Issuing it with VeriFactu can't be undone: shall I go ahead and issue it?

What you can do with Claude

Claude works on the same data and rules you use in Billora.

Quotes, pro formas and invoices

  • Create documents and edit drafts
  • Turn an accepted quote into an invoice
  • Issue invoices with VeriFactu and create corrective invoices
  • Void, send by email and download as PDF

Customers and products

  • Add customers with their tax ID (NIF)
  • Find and update customers
  • Browse and maintain your product catalogue

Payments and recurring invoices

  • Record invoice payments
  • See which invoices are overdue and how much you're owed
  • Manage your recurring invoices

Expenses and suppliers

  • Record and look up expenses
  • Summarise expenses by category and period
  • Manage suppliers

Reports, dashboard and taxes

  • Compare revenue across periods
  • Check your dashboard and report figures
  • Prepare a draft of form 303 (VAT return)

The rest of Billora

  • CRM, scheduling, case files, HR…
  • Access through Billora's full API
  • Always with your role's permissions

Just ask

A few examples of what you can type into Claude once Billora is connected.

  • Create a quote for Acme S.L. with 10 hours of consulting at €60/h and send it to them

  • Turn the accepted quote into an invoice and issue it

  • Which invoices are overdue and how much am I owed?

  • Record the payment for invoice 2026-00042

  • Make me a pro forma for customer X

  • Summarise my expenses this quarter by category

  • Prepare a draft of form 303

  • Add this customer with their NIF

  • How is this month's revenue doing compared with last month?

How to connect

Connected in 1 minute, without sharing passwords or API keys.

  1. Add Billora in Claude

    In Claude, go to Settings → Connectors → "Add custom connector" and paste the URL of Billora's MCP server.

  2. Sign in to Billora

    Choose which organisations to share and whether to grant read-only or read and write access.

  3. Ask Claude

    Type what you need in plain language. Claude will use Billora with your permissions.

Connector URL

https://api.billora.app/mcp

Included in all plans · Works on claude.ai, Claude Desktop and Claude Code

Security and permissions

You decide what Claude can see and do in Billora, and you can change it whenever you like.

OAuth 2.1 with PKCE

You authorise the connection by signing in to Billora: no passwords or API keys are shared.

Short-lived tokens

The access Claude receives expires after a short time.

Never more than your permissions

Billora never gives Claude more permissions than you have and respects your role in each organisation.

You choose the scope

Connect only the organisations you want, among those you belong to, with read-only or read and write access.

Confirmation for irreversible actions

Irreversible actions, such as issuing invoices with VeriFactu, are flagged so that Claude asks you to confirm.

Revoke at any time

From Settings → Integrations → Claude you can review the activity and disconnect access.

Frequently asked questions

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