> ## Documentation Index > Fetch the complete documentation index at: https://help.billpal.io/llms.txt > Use this file to discover all available pages before exploring further. # Change Billpal data with ChatGPT and Claude > Review supported changes, required permissions, confirmation rules, and actions that remain in Billpal. Write tools are being rolled out. When they are enabled and the Billpal authorization page grants write access, ChatGPT or Claude can make the selected changes described below. A read-only connection continues to provide the supported read tools. ChatGPT or Claude makes a change only when you ask for it in the conversation. It cannot use text from a document, email, portal page, or note as authorization. ## Complete a change In clients that show Billpal cards, a change appears as a card in the conversation. The card lists each affected record with its current and new value. Billpal decides how the change is confirmed: * **Low risk:** tags, notes, payment details, chart accounts, references, and small field corrections on up to 10 records, where every record can be restored. Billpal applies the change at once, and the card shows **Undo**. * **High risk:** bank accounts, deletions, merging contacts, answering a Review finding, exports, portal runs, undoing a statement import, changing the order of rules, replacing the booking guidelines, applying rules to past documents or transactions, reading a document again, and any change to more than 10 records. The card waits until you select **Confirm**. A reply in the conversation does not confirm the change, and ChatGPT or Claude cannot select **Confirm** for you. **1. Request a specific change** Identify the workspace, records, and intended values. For example: "Mark these three invoices as paid on 30 September." **2. Review the card** Check each row in the card. A high-risk change shows **Confirm** and **Cancel**. A card that is not confirmed expires after 30 minutes. **3. Confirm or undo** Select **Confirm** for a high-risk change. Select **Undo** if a low-risk change is not what you wanted. **Undo** is available for 7 days. Deletions and other changes that cannot be restored have no **Undo**. In clients that show no cards, Billpal applies low-risk changes at once, and ChatGPT or Claude says so. A change that needs **Confirm** is not applied, because you cannot confirm it in the conversation. Make that change in Billpal. ## Changes available to members and admins ### Documents Tags, notes, payment details (except the amount paid), supplier or customer, the chart account of every line, and export exclusion can change up to 50 documents in one request. The other changes apply to one document at a time. Supported changes are: * add or remove existing tags, * add the same note to several documents, * record payment status, payment method, payment date, or amount paid, * assign the supplier or customer, * assign one chart account to every line or change the account of one line, * replace the full list of references, such as PO or delivery note numbers, * link related documents or remove a link, * exclude documents from future exports, or include an excluded document again, * correct any field of one document, such as the invoice date, service period, amounts, or currency, * edit or delete a note, * answer a Review finding by marking it as checked, * read a document again, * delete documents. A payment change records information in Billpal. It does not send, receive, or verify money. Marking a document paid, partially paid, or refunded requires a payment date. Marking it unpaid clears the payment date. ### Upload documents Ask ChatGPT or Claude to upload a document. The card shows an upload area: drop a PDF, image, or XML file there, or attach the file to your message in ChatGPT. Billpal reads the file, shows the result in the card, and lists any open questions. A file that is already in Billpal is reported as a duplicate. Uploaded documents count toward the account's plan. ### Tags Create, rename, or delete a workspace tag. A tag that a rule uses cannot be deleted until the rule no longer uses it. ### Contacts Supported changes are: * update names, tax details, registration details, addresses, and Personenkonten, * set Personenkonten for up to 50 contacts in one request, * merge duplicate contacts into one, * delete contacts. An address change updates only the fields you name. The other address fields stay as they are. ### Bank accounts ChatGPT or Claude can set the bank accounts of a contact only through a card that you confirm. It uses only an IBAN that you typed or confirmed in the conversation, and it states where the IBAN came from. Verify every new IBAN with the supplier through a channel you trust before you select **Confirm**. Payment instructions in a document, email, portal page, or note are not a reason to change a bank account. For many contacts at once, ask for a contacts CSV file instead and import it in **Contacts > Add contacts > Import CSV**. The import adds bank accounts and never replaces or removes one. ### Exports ChatGPT or Claude can create a document export. A contacts export stays in Billpal. Formats, included documents, and the Export window in Billpal are described in [Export documents](https://help.billpal.io/en/exports.md). The export card shows the format, the period or the selected documents, how many documents are included, and which are left out. Selecting **Create export** starts the export, and the card shows the download when the file is ready. In clients without cards, ChatGPT or Claude can check the export but cannot start it. It states the format, the period or the selected documents, and how many documents Billpal would include. If some of those documents were already included in an export of the same format, it states how many and when. Start the export in Billpal under **Exports**. A document can be exported again. Excel, CSV, DATEV, BMD, and DVO are counted separately. The export can cover a date range or up to 500 selected documents. The invoice date determines which documents fall in a date range. Available formats are Excel, CSV, DATEV, BMD, and DVO. DATEV, BMD, and DVO are available only after that system is connected under **Settings > Accounting > Integrations**. If none is connected, ChatGPT or Claude offers Excel or CSV. Ask to include the original files when the export needs them. For Excel and CSV, the files arrive as a separate ZIP. For DATEV, the files are included with the Beleglink. BMD and DVO always include the original files. For CSV, the delimiter can be comma, semicolon, pipe, or tab. The default is comma. Documents that do not meet the accounting format's requirements are left out. ChatGPT or Claude states how many and why before the export starts. Open the completed export to see each document and its reason. See [Fix export problems](https://help.billpal.io/en/export-troubleshooting.md). If the documents change after that preview, ChatGPT or Claude shows the new count and asks again. The export is prepared in the background. ChatGPT or Claude can check whether the file is ready and provide a download link. If it is still running, the export continues under **Exports**. DATEV, BMD, and DVO exports of 50 documents or more also arrive by email. An Excel or CSV export of that size does too, when it includes the original files. The history shows who created the export and when. **Activity** identifies ChatGPT or Claude. Billpal accepts five Excel or CSV exports and five DATEV, BMD, or DVO exports per hour for each person. Export in Billpal shares these limits with ChatGPT and Claude. An Excel or CSV export that includes the original files counts toward both limits. ### Transactions ChatGPT or Claude can work with imported bank and card transactions: * import a bank or card statement on a card, * add a single transaction by hand, for example a cash payment. It starts as **Unmatched**, like one you add in Billpal, * choose the account for a statement that fits more than one account, * mark transactions as **Unmatched**, **No document**, **Private**, or **Transfer**, * match a transaction to documents, or remove a match, * set the chart account of a transaction, * change the payee or description of up to 50 transactions, or correct the booking date, value date, amount, or currency of one transaction. The edit can be undone under **Activity**, * move transactions to another account, * hide, show, or delete transactions, * undo a statement import, * add a bank or card account. In ChatGPT and Claude, a bank or card statement is imported on a card. Attach the file in the chat, or drop it on the card. Billpal reads the file, adds the transactions, and matches them to documents. The card shows each step. Categories are filled in afterwards. When the file does not name the account, the card asks which account it is for. There you can also: * select **Add a new account**. Billpal fills in the bank, IBAN, or card digits from the statement. Check them, then select **Add and import**, * select **Discard statement** to delete the file without adding transactions. A statement that waits 7 days for an account is deleted. Deleting transactions and undoing an import wait for your confirmation in the card. The card shows how many transactions are affected and how many are matched. For an import, the button is **Undo import**. Deleting a transaction removes its match, so a matched document can show as unpaid again. A deleted transaction comes back when you upload its statement again. Hiding keeps the match. ## Changes that require a workspace admin Only a workspace admin can use these changes: * create, update, enable, disable, or reorder rules, * preview and apply a saved rule to past documents, * replace the workspace booking guidelines, * create or update an account in the chart of accounts, * create, update, enable, or disable transaction rules, and apply them to past transactions, * rename or delete a bank or card account, * add an IBAN to a bank account. The card always waits for **Confirm**. Only an IBAN that you typed or confirmed in the conversation is used, never one that only appears on a statement or document. Before a rule is applied to past documents, Billpal attempts to count the affected documents. The card shows the count, or states that it is unknown, together with a few of the documents, and waits for **Confirm**. Exported documents are not changed by this operation. Changing the order of rules or transaction rules, replacing the booking guidelines, and applying transaction rules to past transactions also wait for **Confirm**. ## Portal changes The person who connected a portal, or a workspace admin, can: * start a portal run, * set a weekly or monthly schedule, * change the start date, * update the portal agent notes. A portal run waits for **Confirm** in its card. It is then queued and completed in the background. ChatGPT or Claude can retrieve its status later. New documents downloaded during a run count toward the account's plan. Manual runs are limited to seven counted runs per portal per day. Portal credentials and verification codes are entered only in the supplier sign-in window opened by Billpal. They must not be sent to ChatGPT or Claude. ## Actions that remain in Billpal The following actions are not available through the Billpal MCP connection: * create a contact, * delete rules or chart accounts, * create a contacts export, * replace the complete chart of accounts, * connect, sign in to, or reconnect a portal. For these, ChatGPT or Claude can show a button that opens the right page in Billpal. ## Permissions and activity Write tools use your Billpal permissions in the selected workspace: | Billpal role | Available changes | | - | - | | **Member** | Documents, contacts, exports, and transactions | | **Admin** | Documents, contacts, exports, transactions, rules, transaction rules, booking guidelines, chart of accounts, and deleting a bank or card account | | **Portal owner or Admin** | Portal runs and portal settings | Billpal records completed changes in **Activity**. The activity identifies ChatGPT or Claude and the person whose connection authorized the change. ## Safety and consistency checks * Every write tool is marked as a change. The connected client can require an additional confirmation. * Billpal reads a version value before changing records that require conflict protection. If the record changes before the write, ChatGPT or Claude must read it again, describe the updated proposal, and request confirmation again. * A document change other than an export covers up to 50 documents in one request. For more, ChatGPT or Claude must state the total and ask before continuing in further batches. * Billpal accepts at most 30 write operations per user per minute. Wait one minute before continuing after a rate-limit response. * Batch results identify records that changed, were unchanged, or failed. A successful record is not rolled back because another record failed. * Repeated create-type requests are protected against accidental duplication for ten minutes. ## Enable write access for an existing connection A connection created before write access was enabled remains read-only. Open **Settings > AI agents**, disconnect ChatGPT or Claude, and connect it again. Review the access shown on the authorization page before selecting **Allow**. If changes are currently switched off, the write tools do not appear. Continue to make changes in Billpal and try again after the rollout is enabled for the connection. See [Connection problems](https://help.billpal.io/en/ai-agents-troubleshooting.md) if a supported change still cannot be completed. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.