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You add Billpal to Claude as a custom connector and sign in to Billpal once. After that you turn Billpal on in a chat and ask about your documents. You need: a Billpal account with setup finished, your authenticator app for signing in, and a Claude plan with custom connectors. That’s Free (one connector), Pro, Max, Team, and Enterprise. If Claude moves its menus, Anthropic’s guide is the reference: Get started with custom connectors using remote MCP.

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Free, Pro, and Max

1

Start in Billpal

In Billpal, open Settings > AI agents and click Connect on Claude. Claude opens with the window for a new connector. Name and URL are already filled in.To do it by hand instead: in Claude, open Customize > Connectors, click +, then Add custom connector. Enter Billpal as the name and https://billpal.io/mcp as the URL.
2

Set the OAuth client

For the OAuth client, choose Register automatically.
3

Sign in to Billpal

Click Add. Claude opens the Billpal sign-in. Sign in and enter the code from your authenticator app.
4

Allow access

Billpal shows “Connect Claude to Billpal”. Check under Signed in as that the right account is signed in, then click Allow.
In Billpal, Claude now shows as Connected under Settings > AI agents.

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Team and Enterprise

On Team and Enterprise plans, an owner sets up the connector once for the organization. Then each person connects their own Billpal account.
1

Owner: add the connector for the organization

Open Organization settings > Connectors and choose Add, then Custom, then Web. Enter Billpal as the name and https://billpal.io/mcp as the URL, and choose Register automatically for the OAuth client.
2

Members: connect Billpal

Each person opens Customize > Connectors, finds Billpal, and clicks Connect. Then they sign in to Billpal and click Allow.
Each person only sees the workspaces they can open in Billpal themselves. A shared connector doesn’t share data between people.

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Use it in a chat

In a chat, click + at the bottom left, then Connectors, and turn on Billpal. Then ask your question as usual. After a password change in Billpal, or after you disconnect, Claude asks you to reconnect. Click it and sign in to Billpal again.

What ChatGPT and Claude can read

What the agent can fetch, with example questions.

Connection problems

Error messages and what to do.