SmartBill MCP server

Read SmartBill series, taxes, stock, clients and products; draft and issue invoices and estimates. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect SmartBill50 free tool calls a month

What can I ask?

Turn on the SmartBill connector, then ask in plain words. The AI picks the tools.

Has invoice FCT 0042 been paid, and how much is still owed?
Which VAT rates are set up in my billing account?
How much stock do we have in each warehouse today?
Find the client Acme SRL and show me their details.

What you can do with SmartBill in Claude and ChatGPT

For Romanian businesses and accountants who issue invoices and proformas in SmartBill Cloud.

Check invoice payments and proforma invoicing status

The AI reads the total, paid amount, unpaid amount and paid flag of an invoice. It can also show whether a proforma was invoiced and which invoices came from it.

Check stock levels per warehouse

The AI reads stock quantities per warehouse as of a date, filtered by warehouse, product name or code, and lists the warehouses. It needs the SmartBill stock module.

Look up clients, suppliers and products

The AI searches clients and suppliers by name, internal code or CIF, and lists products and services with price, unit and VAT rate. It then opens one record for details.

Check document series and VAT rates

The AI lists the document series with their next number, and the VAT rates configured in the account. You need these before you make a document.

Draft an invoice or proforma for a client

The AI creates an invoice or proforma with product or service lines, or an invoice from a proforma. By default it saves a draft with no number for review in SmartBill Cloud.

Changes data

Record a payment, email, cancel or reverse an invoice

The AI records a payment against issued invoices, emails an invoice or proforma, cancels an invoice, or issues a storno to reverse one. Emails and storno cannot be undone.

Changes data

How do I connect SmartBill?

Before you connect

The login page asks for your SmartBill account email, API token (V1) and Company CIF.

Optional: API V3 token.

Find the Email, Token and CIF in SmartBill Cloud under Integrari → API (cloud.smartbill.ro/core/integrari). The optional API V3 token from the same page unlocks the client, supplier, product and warehouse lists. The API is part of selected SmartBill plans. Your credentials are used only to call the SmartBill API on your behalf; they are never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name SmartBill and this URL, then click Add:
https://smartbill.usefulapi.io/mcp
Claude opens the login page: enter your SmartBill account email, API token (V1) and Company CIF.
In a chat, click + → Connectors and turn on SmartBill.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name SmartBill and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://smartbill.usefulapi.io/mcp
ChatGPT opens the login page: enter your SmartBill account email, API token (V1) and Company CIF.
In Plugins, install SmartBill, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http smartbill https://smartbill.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "smartbill": {
      "url": "https://smartbill.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "smartbill": {
      "type": "http",
      "url": "https://smartbill.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add smartbill --url https://smartbill.usefulapi.io/mcp

codex mcp login smartbill

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://smartbill.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your SmartBill account email, API token (V1) and Company CIF. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper company	$9/mo · $90/yr	10,000 tool calls / month
Pro+per company	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this SmartBill server only. Ask your AI to run smartbill_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with smartbill_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with smartbill_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 27

Show all 27 tools (the AI picks them for you)

Read only · 13

List document seriessmartbill_list_series
List the document series configured in SmartBill Cloud with their next number. Invoice and proforma tools need a series name from here. type: f = invoice series, p = proforma, c = receipt (chitanta); omit for all.
List VAT rates (V1)smartbill_list_taxes
List the VAT rates configured in the account (name and percentage). Use the name as tax_name and the percentage as tax_percentage on document lines. Works without a V3 token.
Get stock levelssmartbill_get_stock
Stock quantities per warehouse as of a date (needs the SmartBill stock module). Optional filters: warehouse_name (case-sensitive), product_name, product_code. No filters = all products in all warehouses.
Get invoice payment statussmartbill_get_invoice_payment_status
Whether an invoice is paid and how much remains: invoiceTotalAmount, paidAmount, unpaidAmount and the paid flag.
Get invoices of a proformasmartbill_get_estimate_invoices
Whether a proforma was invoiced and the invoices (series, number) made from it. A draft invoice shows with an empty number.
List or search clientssmartbill_list_clients
List clients from the SmartBill client list, optionally filtered by name (partial, case-insensitive), internal code (exact) or CIF (exact). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments.
Get a clientsmartbill_get_client
One client by V3 id (cus_...): name, CIF, address, bank, contact, VAT-payer flag and delivery addresses. Needs the API V3 token.
List or search supplierssmartbill_list_suppliers
List suppliers, optionally filtered by name (partial), internal code (exact) or CIF (exact). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments.
Get a suppliersmartbill_get_supplier
One supplier by V3 id (sup_...). Needs the API V3 token.
List or search products and servicessmartbill_list_products
List the product and service catalog (price, unit, VAT rate, currency), optionally filtered by name (whole-word match) or internal code (exact). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments.
Get a product or servicesmartbill_get_product
One product or service by V3 id (prod_...). Needs the API V3 token.
List warehousessmartbill_list_warehouses
List warehouses (name, type en gros / en detail, keeper, address). Needs the API V3 token. Cursor paged: pass the reply's next_args as the next call's arguments.
List VAT rates (V3)smartbill_list_vat_rates
List VAT rates with ids, name, percentage and reverse-charge flag. Filter by name (partial) or percentage (exact). Needs the API V3 token (smartbill_list_taxes does the same without it). Cursor paged: pass the reply's next_args as the next call's arguments.

Changes data · 10

Create an invoicesmartbill_create_invoice
Create an invoice for a client with product/service lines. By default it is saved as a DRAFT (no number) for review in SmartBill Cloud. With draft=false the invoice is ISSUED: it takes the next number of the series, cannot be deleted or edited through this server, can only be cancelled or reversed (storno), and, depending on the account's e-Factura setup, may be transmitted to ANAF. Confirm every field with the user before draft=false. Returns series, number, documentId, documentUrl (needs login) and documentViewUrl (public PDF link).
Create an invoice from a proformasmartbill_create_invoice_from_estimate
Create an invoice from an existing proforma (client and lines are copied from it). Default is a DRAFT; with draft=false the invoice is ISSUED with the next number of the series and may be transmitted to e-Factura / ANAF. Stock is not discharged. POST /invoice/v2 (useEstimateDetails).
Create a proformasmartbill_create_estimate
Create a proforma (estimate) for a client with product/service lines. Default is a DRAFT (no number); with draft=false it takes the next number of the proforma series. A proforma is not a fiscal invoice. Returns series, number, documentId and links.
Reverse an invoice (storno)smartbill_reverse_invoice
ISSUE a storno (credit) invoice that reverses an issued invoice. It takes the next number, an invoice can be reversed only once, and the storno cannot be undone; it may be transmitted to e-Factura / ANAF. Confirm the exact series and number with the user first.
Cancel an invoicesmartbill_cancel_invoice
Cancel an existing invoice (it stays in the books as cancelled; smartbill_restore_invoice undoes it). Changes the document's fiscal status, so confirm with the user.
Restore a cancelled invoicesmartbill_restore_invoice
Restore an invoice that was cancelled, making it active again.
Cancel a proformasmartbill_cancel_estimate
Cancel an existing proforma (smartbill_restore_estimate undoes it).
Restore a cancelled proformasmartbill_restore_estimate
Restore a proforma that was cancelled.
Record a payment against invoicessmartbill_record_invoice_payment
Record a collection (incasare) against one or more issued invoices; client and amount are taken from the invoices. With value (single invoice only) a partial payment is recorded. type Chitanta issues a numbered RECEIPT on receipt_series (cannot be undone from this server); the other types (Card, Ordin plata, ...) record the payment without a document. It changes the invoice's paid status in the books: confirm with the user. Fiscal receipts (Bon) are not supported.
Email an invoice or proformasmartbill_send_document
Send an issued invoice or proforma by email from SmartBill. This EMAILS A THIRD PARTY and cannot be recalled. Without `to` it goes to the client's email on the document; without subject/body_text the account's email template is used. Confirm the recipient with the user first.

Your usefulapi plan · 4

Usage status (free-tier meter)smartbill_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featuresmartbill_request_feature
Tell usefulapi that the user needs something the SmartBill tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+smartbill_upgrade
Get a paid plan for SmartBill (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionsmartbill_cancel_subscription
Cancel the caller's SmartBill Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run smartbill_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with SmartBill in Claude or ChatGPT?

Check invoice payments and proforma invoicing status. Check stock levels per warehouse. Look up clients, suppliers and products. Check document series and VAT rates. Draft an invoice or proforma for a client. Record a payment, email, cancel or reverse an invoice. See what you can do for the details.

Is this an official SmartBill product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by SmartBill. The server calls the SmartBill API with your own SmartBill access, so it sees only the data that your account can see.

Can I connect SmartBill to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your SmartBill account email, API token (V1) and Company CIF. See Before you connect for where to find them.

Do I put my SmartBill key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your SmartBill account email, API token (V1) and Company CIF. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my SmartBill credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the SmartBill API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in SmartBill.

Can the AI change my SmartBill data?

Yes, if you approve it. 10 of the 23 SmartBill tools can create or change data. The other 13 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this SmartBill server only. Cancel any time: your paid plan then runs to the end of the paid period. Run smartbill_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run smartbill_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run smartbill_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a SmartBill tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with smartbill_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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