> ## 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.

# Use ChatGPT and Claude with Billpal

> Ask ChatGPT or Claude about your documents, with read-only access to Billpal.

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.

## 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.

<Columns cols={2}>
  <Card title="Connect ChatGPT" icon="comment" href="/en/chatgpt">
    Add Billpal to ChatGPT as a custom MCP server.
  </Card>

  <Card title="Connect Claude" icon="comments" href="/en/claude">
    Add Billpal to Claude as a custom connector.
  </Card>
</Columns>

## 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](/en/ai-agents-data).

<Note>
  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.
</Note>

## Check or disconnect a connection

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

<Steps>
  <Step title="Open Settings > AI agents">
    Find the card of the app you want to disconnect.
  </Step>

  <Step title="Click Disconnect">
    Billpal asks you to confirm, for example "Disconnect ChatGPT?".
  </Step>

  <Step title="Confirm">
    The app loses access to Billpal. You can reconnect anytime.
  </Step>
</Steps>

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.

## Read next

<Columns cols={2}>
  <Card title="What ChatGPT and Claude can read" icon="magnifying-glass" href="/en/ai-agents-data">
    Documents, contacts, exports, and setup, with example questions.
  </Card>

  <Card title="How to read the answers" icon="scale-balanced" href="/en/ai-agents-answers">
    What payment status means, and how to ask good questions.
  </Card>

  <Card title="Connection problems" icon="circle-exclamation" href="/en/ai-agents-troubleshooting">
    Error messages and what to do.
  </Card>
</Columns>


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