Using BillableCue with ChatGPT and Claude
BillableCue keeps your contracts, scope, change orders and invoices. Your own AI assistant does the reading and the talking; BillableCue stores the results and enforces the rules.
What it does
Freelancers and agencies lose money on “small” extra requests. With BillableCue you save the signed scope once, then check every new client request against it. Genuine extras become change orders the client approves, and approved extras become invoices. You can do all of this by chatting with ChatGPT or Claude, or by hand in the dashboard.
BillableCue runs no AI of its own. When you ask your assistant to read a contract or judge a request, it uses your own ChatGPT or Claude account; BillableCue checks that every contract quote it saves really appears in the contract.
Before you start
- A BillableCue account. Sign up for a 10-day free trial, no card needed. After the Solo trial you continue on Free, with 2 active projects and the full core workflow. Assistant tools require Solo or a higher plan. If you exceed your active-project allowance, archive or complete projects, or upgrade, to resume changes.
- ChatGPT or Claude with connectors (custom apps) available on your plan.
Connect
Connector URL:
https://billablecue.nomankhaliq.dev/api/mcp
Claude
- Open Settings → Connectors and choose “Add custom connector” (or find BillableCue in the directory).
- Name it BillableCue and paste the URL above.
- Click Connect, log in to BillableCue and allow access.
ChatGPT
- Open Settings → Apps & Connectors and create a new app (or find BillableCue in the directory).
- Paste the URL above and choose OAuth sign-in.
- Log in to BillableCue when asked and allow access.
You can see and disconnect connected assistants any time on the Assistants page. Disconnecting stops access immediately.
Things to ask
- Add Acme Corp as a client and create a project “Website Redesign” for them, fixed price $5,000.
- Here is the signed SOW for Website Redesign: … Save it and pull out the scope with quotes.
- Acme now wants a customer login area. Is that in scope for Website Redesign?
- Turn that into a change order: $800 and 4 extra days, and send it for approval.
- Acme approved it. Create the invoice, due in 14 days, and issue it.
Confirmations and safety
- Money steps need your yes. Sending a change order for approval, recording the client's decision, issuing an invoice and marking it paid are prepared first. Your assistant shows you a plain summary and only carries it out after you confirm in the chat. Each confirmation works once and expires after 15 minutes.
- No guessing. Names can repeat (for example “Website Redesign” for two clients, or again next year). When more than one matches, your assistant asks which one, with client, dates and price.
- Evidence you can check. Scope items and “out of scope” decisions carry quotes from the contract, and quotes that aren't found word for word are flagged.
- Your workspace only. A connection can only see and change your own workspace. Every change is recorded, including which assistant made it.
- BillableCue records invoices and payment status; it doesn't send, collect or move money.
Tools
Workspace, clients and projects
get_workspace | Shows your workspace, currency and plan. |
list_clients / get_client | Finds clients by name, company or email; shows a client with its projects. |
create_client / update_client | Adds a client, edits details, archives or restores one. |
list_projects / get_project | Finds projects by name or client; shows a project's contract, scope, change orders and invoices. |
create_project / update_project | Creates a project for a client, or changes its price, dates or status. |
Contracts and scope
save_contract | Saves a contract or SOW (pasted text). Later ones become amendments. |
get_contract_text | Returns the full contract text so your assistant can read it. |
save_project_scope / get_project_scope | Stores deliverables, exclusions, revision limits and pricing, each with its quote from the contract. |
confirm_project_scope | Marks the scope as reviewed by you. |
Scope checks
check_request | Gives your assistant the saved scope to judge a new client request. |
save_scope_check / list_scope_checks | Records the decision (in scope, likely out of scope, unclear) with its contract quotes. |
Change orders and invoices
create_change_order / update_change_order | Drafts priced extra work (CO-1001, CO-1002…). |
propose_change_order_status | Prepares sending for approval, or recording approval or rejection. Needs your confirmation. |
list_billable_change_orders | Shows approved work that isn't invoiced yet. |
create_invoice / update_invoice | Drafts an invoice for approved change orders (INV-1001…). |
propose_invoice_status | Prepares issuing an invoice or marking it paid. Needs your confirmation. |
confirm_action | Carries out a prepared step, only after you say yes in the chat. |
cancel_change_order / cancel_invoice | Withdraws a change order or cancels an invoice. |
Current limits
- Through the assistant, contracts are saved as pasted text. Upload PDF or Word files in the dashboard.
- Scanned (image-only) PDFs can't be read; paste the text instead.
- Invoices can't be emailed from BillableCue yet: open the invoice, click Print / Save as PDF, save a PDF and send it yourself.
Support
Questions, problems or data requests: (to be added). See also the Privacy Policy and Terms of Service.