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With ChatGPT or Claude you can ask about your documents without opening Billpal. For example: “Which invoices from Verizon are still marked unpaid?” or “What did we spend on software in September?”. The agent gets the answer straight from Billpal. Access is read-only. The agent can’t change, upload, export, or delete anything.

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How it works

Billpal runs an MCP server. MCP (Model Context Protocol) is the standard ChatGPT and Claude use to connect to outside services. You add the server URL to ChatGPT or Claude once and sign in to Billpal. After that, the agent fetches data on its own whenever a question needs it. The server URL is https://billpal.io/mcp. You’ll also find it in Billpal under Settings > AI agents. Only ChatGPT and Claude can connect. Billpal turns away other apps and custom MCP clients.

Connect ChatGPT

Add Billpal to ChatGPT as a custom MCP server.

Connect Claude

Add Billpal to Claude as a custom connector.

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What the agent sees

Each person connects their own Billpal account. The agent sees exactly the workspaces you can open in Billpal, and nothing else.
  • If you’re removed from a workspace, the agent loses it at the same moment.
  • If you have several workspaces and the question doesn’t say which one, the agent asks. It never adds up amounts across workspaces.
  • Only the account owner sees plan and usage, just like Settings > Billing in Billpal.
The full list is under What ChatGPT and Claude can read.
What you ask and what the agent reads from Billpal is processed by ChatGPT or Claude under OpenAI’s or Anthropic’s privacy terms. Only connect an agent if that works for your company.

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Check or disconnect a connection

Settings > AI agents shows whether ChatGPT and Claude are Connected. A connection only covers your own account.
1

Open Settings > AI agents

Find the card of the app you want to disconnect.
2

Click Disconnect

Billpal asks you to confirm, for example “Disconnect ChatGPT?”.
3

Confirm

The app loses access to Billpal. You can reconnect anytime.
Removing Billpal inside ChatGPT or Claude also ends the connection. Other ways a connection ends:
  • New password: Changing or resetting your password disconnects every agent. In ChatGPT or Claude, follow the prompt to reconnect and sign in again.
  • Logging out: Logging out of Billpal in your browser keeps agents connected.
  • Deleting your account: Deleting your Billpal account ends every agent’s access too.

What ChatGPT and Claude can read

Documents, contacts, exports, and setup, with example questions.

How to read the answers

What payment status means, and how to ask good questions.

Connection problems

Error messages and what to do.