Bill4Time MCP by usefulapi

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Read Bill4Time clients, projects, time entries, expenses, invoices, payments, users and contacts.

Finance & Payments

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bill4time_list_clients Read-only

List clients (id, name, billing name, email, phone, city, account manager, status, billing rate type, currency). Filter by status, exact client name, id or creation date. Street addresses and tax ids are not returned. GET /clients.

idinteger

Only the record with this id.

topinteger

Records to return, 1-100 (default 25).

skipinteger

Records to skip (default 0). Pass the previous reply's next_skip to read the next page.

sortstring

Field to sort by (default: Bill4Time's own order).

statusstring

descendingboolean

Sort descending (newest or highest first). Default ascending.

client_namestring

Exact client name (case rules are Bill4Time's).

created_afterstring

Clients created on or after this date.

created_beforestring

Clients created on or before this date.

include_custom_fieldsboolean

Also return the custom fields (default false).

Tools (8)

bill4time_list_clients

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
status	string
descending	boolean	Sort descending (newest or highest first). Default ascending.
client_name	string	Exact client name (case rules are Bill4Time's).
created_after	string	Clients created on or after this date.
created_before	string	Clients created on or before this date.
include_custom_fields	boolean	Also return the custom fields (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Only the record with this id.",
      "exclusiveMinimum": 0
    },
    "top": {
      "type": "integer",
      "maximum": 100,
      "description": "Records to return, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "skip": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_skip to read the next page."
    },
    "sort": {
      "enum": [
        "id",
        "clientName",
        "creationDate"
      ],
      "type": "string",
      "description": "Field to sort by (default: Bill4Time's own order)."
    },
    "status": {
      "enum": [
        "Active",
        "Disabled"
      ],
      "type": "string"
    },
    "descending": {
      "type": "boolean",
      "description": "Sort descending (newest or highest first). Default ascending."
    },
    "client_name": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Exact client name (case rules are Bill4Time's)."
    },
    "created_after": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Clients created on or after this date."
    },
    "created_before": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Clients created on or before this date."
    },
    "include_custom_fields": {
      "type": "boolean",
      "description": "Also return the custom fields (default false)."
    }
  }
}

bill4time_list_contacts

List contacts: name, email, work and mobile phone, city, status, creation date. Filter by status, id or creation date. Street addresses, home phone and notes are not returned. GET /contacts.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
status	string
descending	boolean	Sort descending (newest or highest first). Default ascending.
created_after	string	Contacts created on or after this date.
created_before	string	Contacts created on or before this date.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Only the record with this id.",
      "exclusiveMinimum": 0
    },
    "top": {
      "type": "integer",
      "maximum": 100,
      "description": "Records to return, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "skip": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_skip to read the next page."
    },
    "sort": {
      "enum": [
        "id",
        "lastName",
        "creationDate"
      ],
      "type": "string",
      "description": "Field to sort by (default: Bill4Time's own order)."
    },
    "status": {
      "enum": [
        "Active",
        "Disabled"
      ],
      "type": "string"
    },
    "descending": {
      "type": "boolean",
      "description": "Sort descending (newest or highest first). Default ascending."
    },
    "created_after": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Contacts created on or after this date."
    },
    "created_before": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Contacts created on or before this date."
    }
  }
}

bill4time_list_expenses

List expenses: client, project, user, expense date, cost and sell price, quantity, type, billing status, invoice id, public description. Filter by client, project, user, invoice, expense date range, billing status or exact expense type. Private notes are not returned unless include_private_notes is set. GET /expenses.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
date_to	string	Expenses dated on or before this date.
user_id	integer
client_id	integer
date_from	string	Expenses dated on or after this date.
descending	boolean

bill4time_list_invoices

List invoices: client, project, invoice date, status (prebill or finalized), paid status, totals (invoice, labor, expense, late fee), terms and notes. Filter by status, paid status, client, project, id or invoice date range. GET /invoices.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
status	string
date_to	string	Invoices dated on or before this date.
client_id	integer
date_from	string	Invoices dated on or after this date.
descending	boolean	Sort descending (newest or highest first). Default ascending.

bill4time_list_payments

List payments: client, project, amount, date, type, method, public note. Filter by client, project, id or payment date range. Check numbers are not returned; the private note only with include_private_notes. GET /payments.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
date_to	string	Payments dated on or before this date.
client_id	integer
date_from	string	Payments dated on or after this date.
descending	boolean	Sort descending (newest or highest first). Default ascending.
project_id	integer

bill4time_list_projects

List projects (matters): id, name, client, status, billing method, rate overrides, assigned user, created/closed/due dates. Filter by status, billing method, client, id or creation date. GET /projects.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
status	string
client_id	integer	Only projects of this client.
descending	boolean	Sort descending (newest or highest first). Default ascending.
created_after	string	Projects created on or after this date.
billing_method	string

bill4time_list_time_entries

List time entries: client, project, user, entry date, billable and labor time, billable amount, rate, activity, ABA litigation code, billing status, invoice id, public description. Filter by client, project, user, invoice, entry date range or billing status. Private notes and contractor pay rates are not returned unless include_private_notes is set. GET /timeEntries.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
date_to	string	Entries dated on or before this date.
user_id	integer
client_id	integer
date_from	string	Entries dated on or after this date.
descending

bill4time_list_users

List the firm's users: name, email, user type, status, department, position, billing and overtime rate. Birth dates, addresses, phone numbers and contractor pay rates are not returned. Filter by status or id. GET /users.

read-only

Argument	Type	Description
id	integer	Only the record with this id.
top	integer	Records to return, 1-100 (default 25).
skip	integer	Records to skip (default 0). Pass the previous reply's next_skip to read the next page.
sort	string	Field to sort by (default: Bill4Time's own order).
status	string
descending	boolean	Sort descending (newest or highest first). Default ascending.
include_custom_fields	boolean	Also return the custom fields (default false).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Only the record with this id.",
      "exclusiveMinimum": 0
    },
    "top": {
      "type": "integer",
      "maximum": 100,
      "description": "Records to return, 1-100 (default 25).",
      "exclusiveMinimum": 0
    },
    "skip": {
      "type": "integer",
      "maximum": 1000000,
      "minimum": 0,
      "description": "Records to skip (default 0). Pass the previous reply's next_skip to read the next page."
    },
    "sort": {
      "enum": [
        "id",
        "lname"
      ],
      "type": "string",
      "description": "Field to sort by (default: Bill4Time's own order)."
    },
    "status": {
      "enum": [
        "Active",
        "Disabled"
      ],
      "type": "string"
    },
    "descending": {
      "type": "boolean",
      "description": "Sort descending (newest or highest first). Default ascending."
    },
    "include_custom_fields": {
      "type": "boolean",
      "description": "Also return the custom fields (default false)."
    }
  }
}

{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "id": { "type": "integer", "maximum": 9007199254740991, "description": "Only the record with this id.", "exclusiveMinimum": 0 }, "top": { "type": "integer", "maximum": 100, "description": "Records to return, 1-100 (default 25).", "exclusiveMinimum": 0 }, "skip": { "type": "integer", "maximum": 1000000, "minimum": 0, "description": "Records to skip (default 0). Pass the previous reply's next_skip to read the next page." }, "sort": { "enum": [ "id", "expenseDate", "createdDate" ], "type": "string", "description": "Field to sort by (default: Bill4Time's own order)." }, "date_to": { "type": "string", "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$", "description": "Expenses dated on or before this date." }, "user_id": { "type": "integer", "maximum": 9007199254740991, "exclusiveMinimum": 0 }, "client_id": { "type": "integer", "maximum": 9007199254740991, "exclusiveMinimum": 0 }, "date_from": { "type": "string", "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$", "description": "Expenses dated on or after this date." }, "descending": { "type": "boolean", "description": "Sort descending (newest or highest first). Default ascending." }, "invoice_id": { "type": "integer", "maximum": 9007199254740991, "description": "Only expenses on this invoice.", "exclusiveMinimum": 0 }, "project_id": { "type": "integer", "maximum": 9007199254740991, "minimum": -9007199254740991, "description": "A project id, or -1 for expenses that belong to no project." }, "expense_type": { "type": "string", "maxLength": 100, "minLength": 1, "description": "Exact expense type name." }, "billing_status": { "enum": [ "Ready For Summary", "Ready For Billing", "Billing Complete", "Pending Project Close" ], "type": "string" }, "include_custom_fields": { "type": "boolean", "description": "Also return the custom fields (default false)." }, "include_private_notes": { "type": "boolean", "description": "Also return the private/internal notes (default false). Only set it when the user asks for internal notes." } } }

{ "type": "object", "$schema": "https://json-schema.org/draft/2020-12/schema", "properties": { "id": { "type": "integer", "maximum": 9007199254740991, "description": "Only the record with this id.", "exclusiveMinimum": 0 }, "top": { "type": "integer", "maximum": 100, "description": "Records to return, 1-100 (default 25).", "exclusiveMinimum": 0 }, "skip": { "type": "integer", "maximum": 1000000, "minimum": 0, "description": "Records to skip (default 0). Pass the previous reply's next_skip to read the next page." }, "sort": { "enum": [ "id", "entryDate", "createdDate" ], "type": "string", "description": "Field to sort by (default: Bill4Time's own order)." }, "date_to": { "type": "string", "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$", "description": "Entries dated on or before this date." }, "user_id": { "type": "integer", "maximum": 9007199254740991, "exclusiveMinimum": 0 }, "client_id": { "type": "integer", "maximum": 9007199254740991, "exclusiveMinimum": 0 }, "date_from": { "type": "string", "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$", "description": "Entries dated on or after this date." }, "descending": { "type": "boolean", "description": "Sort descending (newest or highest first). Default ascending." }, "invoice_id": { "type": "integer", "maximum": 9007199254740991, "description": "Only entries on this invoice.", "exclusiveMinimum": 0 }, "project_id": { "type": "integer", "maximum": 9007199254740991, "exclusiveMinimum": 0 }, "activity_type": { "type": "string", "maxLength": 100, "minLength": 1, "description": "Exact activity type name." }, "billing_status": { "enum": [ "Ready For Summary", "Ready For Billing", "Billing Complete", "Pending Project Close" ], "type": "string" }, "include_custom_fields": { "type": "boolean", "description": "Also return the custom fields (default false)." }, "include_private_notes": { "type": "boolean", "description": "Also return the private/internal notes (default false). Only set it when the user asks for internal notes." } } }