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Operate As

Integration

Billbooks

Invoices and quotes for freelancers and small businesses. Your client pastes their Billbooks key once, and your agent or your code works with their access.

Accounting

About Billbooks

Through Operate As, your agent, n8n workflow or code works in Billbooks with your client's own access. Your client pastes their API key from Billbooks once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Billbooks's API through the request tool, with the client's access attached.

Common uses in Accounting

  • Create invoices and record payments
  • Match transactions and chase overdue bills
  • Pull numbers for a monthly report

Billbooks

Billbooks · Accounting

API key

Invoices and quotes for freelancers and small businesses

The client pastes their API key from Billbooks's settings. We store it encrypted.

Tested against Billbooks's live API.

Building with Billbooks? The docs have setup steps and code for every tool.

Open the Billbooks docs

Tools

Your agent calls any endpoint of Billbooks's API with the request tool, with the client's access attached.

Base URL for request

https://app.billbooks.com/api

  • request

    HTTPS ANY /v1/clients/{clientId}/billbooks/{path}

    Any endpoint of Billbooks's own API, with the client's access attached.

    servicestringrequired
    This service: billbooks
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.billbooks.com/api
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Billbooks key you paste, with only the access you gave that key

Related

More in Accounting

Browse every service

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