Bill.com - Civic Docs

Overview

Bill.com’s MCP servers give AI assistants access to two complementary platforms: the core AP/AR product for managing bills, invoices, vendors, customers, and payments, and the Spend & Expense product for corporate card management, budgets, reimbursements, and transactions.

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bill-ap-ar

Full accounts payable and accounts receivable management — create and manage bills, invoices, vendors, customers, payments, and approval workflows.

Tool	Description
`get_organization_info`	Get information about the current Bill.com organization
`list_vendors`	List vendors with filtering and pagination
`get_vendor`	Get details for a specific vendor
`create_vendor`	Create a new vendor
`update_vendor`	Update an existing vendor
`archive_vendor`	Archive (soft-delete) a vendor
`restore_vendor`	Restore an archived vendor
`create_vendor_bank_account`	Add a bank account to a vendor
`get_vendor_bank_account`	Get the bank account for a vendor
`delete_vendor_bank_account`	Delete a vendor’s bank account
`get_vendor_payment_options`	Get available payment methods and delivery options for a vendor
`list_bills`	List bills (AP) with filtering and pagination
`get_bill`	Get details for a specific bill
`create_bill`	Create a new bill for a vendor
`update_bill`	Update an existing bill
`archive_bill`	Archive a bill
`restore_bill`	Restore an archived bill
`approve_bill`	Approve a bill pending approval
`deny_bill`	Deny a bill pending approval
`list_pending_bill_approvals`	List bills awaiting the current user’s approval
`list_bill_approval_policies`	List bill approval policies
`create_bill_approval_policy`	Create a bill approval policy
`update_bill_approval_policy`	Update a bill approval policy
`delete_bill_approval_policy`	Delete a bill approval policy
`list_recurring_bills`	List recurring bill templates
`get_recurring_bill`	Get a specific recurring bill template
`create_recurring_bill`	Create a recurring bill template
`update_recurring_bill`	Update a recurring bill template
`archive_recurring_bill`	Archive a recurring bill template
`restore_recurring_bill`	Restore an archived recurring bill template
`list_payments`	List payments with filtering and pagination
`get_payment`	Get details for a specific payment
`create_payment`	Create a new vendor payment
`cancel_payment`	Cancel a scheduled payment
`void_payment`	Void a payment that has begun processing
`list_customers`	List customers with filtering and pagination
`get_customer`	Get details for a specific customer
`create_customer`	Create a new customer
`update_customer`	Update an existing customer
`archive_customer`	Archive a customer
`restore_customer`	Restore an archived customer
`create_customer_bank_account`	Add a bank account to a customer
`list_customer_bank_accounts`	List bank accounts for a customer
`delete_customer_bank_account`	Delete a customer’s bank account
`set_customer_charge_authorization`	Enable or disable charging a customer’s bank account
`charge_customer`	Charge a customer’s bank account for invoices
`list_invoices`	List invoices (AR) with filtering and pagination
`get_invoice`	Get details for a specific invoice
`create_invoice`	Create a new customer invoice
`update_invoice`	Update an existing invoice
`archive_invoice`	Archive an invoice
`restore_invoice`	Restore an archived invoice
`send_invoice`	Send an invoice to a customer by email
`generate_invoice_payment_link`	Generate an online payment link for an invoice
`list_recurring_invoices`	List recurring invoice templates
`get_recurring_invoice`	Get a specific recurring invoice template
`create_recurring_invoice`	Create a recurring invoice template
`update_recurring_invoice`	Update a recurring invoice template
`list_receivable_payments`	List payments received from customers
`get_receivable_payment`	Get details for a specific receivable payment
`list_credit_memos`	List credit memos
`get_credit_memo`	Get a specific credit memo
`create_credit_memo`	Create a new credit memo for a customer
`update_credit_memo`	Update an existing credit memo
`archive_credit_memo`	Archive a credit memo
`restore_credit_memo`	Restore an archived credit memo
`list_vendor_credits`	List vendor credits
`get_vendor_credit`	Get a specific vendor credit
`create_vendor_credit`	Create a vendor credit
`update_vendor_credit`	Update an existing vendor credit
`archive_vendor_credit`	Archive a vendor credit
`list_bank_accounts`	List bank accounts in the organization
`get_bank_account`	Get details for a specific bank account
`list_chart_of_accounts`	List chart of accounts
`get_chart_of_account`	Get a specific chart of account
`create_chart_of_account`	Create a new chart of account entry
`update_chart_of_account`	Update a chart of account entry
`archive_chart_of_account`	Archive a chart of account
`restore_chart_of_account`	Restore an archived chart of account
`list_users`	List users in the organization
`get_user`	Get a specific user
`create_user`	Create a new user
`update_user`	Update an existing user
`delete_user`	Delete a user
`list_user_roles`	List available user roles
`list_departments`	List departments
`list_employees`	List employees
`list_accounting_classes`	List accounting classes
`list_items`	List items (products/services)
`list_jobs`	List jobs/projects
`list_locations`	List locations

bill-spend-expense

Corporate card and expense management — track spending, manage budgets, review transactions, and process reimbursements.

Tool	Description
`list_cards`	List all corporate cards
`get_card`	Get details for a specific card
`list_transactions`	List all transactions
`get_transaction`	Get details for a specific transaction
`list_budgets`	List all budgets
`get_budget`	Get details for a specific budget
`list_reimbursements`	List all reimbursement requests
`get_reimbursement`	Get details for a specific reimbursement
`list_users`	List all users in the Spend & Expense account
`get_user`	Get details for a specific user

Guardrails

This server supports all 14 universal guardrails. Server-specific guardrails are coming soon.