Tool reference

Every tool the Billr MCP server exposes at https://mcp.billr.cc, with the scope an API key needs before the tool will run. The list is generated from the same catalog the server registers, so it cannot drift from what your agent sees.

What each key profile can do

  • Read and draft Read, Draft and edit
  • Read only Read
  • Billing Read, Draft and edit, Send, Record payments
  • Full Read, Draft and edit, Send, Record payments, Delete

The scope is re-checked when a tool runs, not only when the key is used, so revoking a key takes effect on the next call. Task pricing and task invoice approval always require a person.

Task billing

Track active work and reported usage under human-approved pricing.

  • list_billing_policiesNeeds: Read
  • create_taskNeeds: Draft and edit
  • start_taskNeeds: Draft and edit
  • heartbeat_taskNeeds: Draft and edit
  • pause_taskNeeds: Draft and edit
  • complete_taskNeeds: Draft and edit
  • record_task_usageNeeds: Draft and edit
  • get_task_billing_previewNeeds: Read

Clients

Look up and maintain the client list.

  • list_clientsNeeds: Read
  • get_clientNeeds: Read
  • create_clientNeeds: Draft and edit
  • update_clientNeeds: Draft and edit

Invoices

Draft, edit, send, and settle invoices.

  • list_invoicesNeeds: Read
  • get_invoiceNeeds: Read
  • create_invoiceNeeds: Draft and edit
  • update_draft_invoiceNeeds: Draft and edit
  • send_invoiceNeeds: Send
  • record_paymentNeeds: Record payments

Estimates

Quote work up front, then turn an accepted quote into an invoice.

  • list_estimatesNeeds: Read
  • get_estimateNeeds: Read
  • create_estimateNeeds: Draft and edit
  • update_draft_estimateNeeds: Draft and edit
  • send_estimateNeeds: Send
  • convert_estimate_to_invoiceNeeds: Draft and edit

Engagements

Agreed totals billed off a schedule, with nothing sent automatically.

  • list_engagementsNeeds: Read
  • get_engagementNeeds: Read
  • list_ready_to_billNeeds: Read
  • create_engagementNeeds: Draft and edit
  • update_engagementNeeds: Draft and edit
  • mark_milestone_completeNeeds: Draft and edit
  • complete_engagementNeeds: Draft and edit
  • waive_engagement_entryNeeds: Draft and edit
  • convert_estimate_to_engagementNeeds: Draft and edit

Saved items

The rate catalog invoices and estimates can bill from by name.

  • list_itemsNeeds: Read
  • create_itemNeeds: Draft and edit
  • update_itemNeeds: Draft and edit

Time

Log and correct tracked time before it gets billed.

  • log_timeNeeds: Draft and edit
  • list_time_entriesNeeds: Read
  • update_time_entryNeeds: Draft and edit
  • delete_time_entryNeeds: Delete

Expenses

Log and correct expenses, billable or not.

  • log_expenseNeeds: Draft and edit
  • list_expensesNeeds: Read
  • update_expenseNeeds: Draft and edit
  • delete_expenseNeeds: Delete

Payments

Check what has been paid, what is still due, and correct or void a payment that was recorded wrong.

  • get_payment_statusNeeds: Read
  • update_paymentNeeds: Record payments
  • void_paymentNeeds: Record payments

Business and links

Business settings, revenue rollups, and shareable links.

  • get_profileNeeds: Read
  • get_businessNeeds: Read
  • list_businessesNeeds: Read
  • revenue_summaryNeeds: Read
  • get_invoice_linkNeeds: Read
  • list_unbilledNeeds: Read

Connect the server first if you have not: Connect your agent covers Claude Code, Codex, and any other MCP client, and the guides walk through the three workflows people ask for first.