Use Billabex with AI
Connect Billabex to Claude, ChatGPT or Dust through MCP while keeping sensitive actions under control.
In this section
- 01 Understand the Billabex MCP connector Understand what the Billabex MCP connector exposes to an AI assistant and how OAuth protects each access.
- 02 Connect Billabex to Claude Add the remote Billabex MCP server to Claude, complete OAuth, and enable only the tools you need.
- 03 Connect Billabex to ChatGPT Create a Billabex MCP app in ChatGPT developer mode and test read, then write, under admin control.
- 04 Connect Billabex to Dust Add Billabex as a remote MCP server in Dust, choose its space, and configure user approvals.
- 05 Understand read and write permissions Distinguish MCP read and write scopes and grant each assistant only the permission it needs.
- 06 Financial summary, customer 360°, daily plan and risk analysis Frame AI summaries, daily plans, and risk analysis with an organization, time range, and verifiable sources.
- 07 Sensitive actions, confirmations and revocation Secure sensitive MCP actions by reviewing the target, confirming once, and revoking access quickly.
- 08 Troubleshoot an MCP connection Diagnose a Billabex MCP connection through its URL, OAuth, scopes, organization, and request limit.
- 09 Access the MCP/API technical reference Use Billabex developer documentation for MCP transport, OAuth, schemas, errors, and integration tests.