Same access as the website
The account you select and your role determine which records you can see and what actions you can take.
Work with VersaBillity from any AI assistant that supports remote Model Context Protocol (MCP) servers. You add one URL, sign in with your existing account, and approve access.
https://mcp.versabillity.com/mcp
Paste this exact address, ending in /mcp, into your assistant's settings. It is a server address for your AI app, not a page to open in your browser.
Menu names differ between AI apps, and some apps offer remote MCP only on certain plans.
Look for a section called Connectors, Integrations, or MCP servers, then choose the option to add a custom or remote server.
Fill in these details:
https://mcp.versabillity.com/mcp
When you connect, your assistant opens a VersaBillity sign-in page. Sign in with your existing account, review the request, and approve it.
Never paste your VersaBillity password or an API key into the assistant's chat. The sign-in page handles it.
Back in your assistant, try a request like one of these:
How many proposals did we send last month, and how many were accepted?
What's due upon signing on my latest proposal for Acme Corp?
Find the Acme Corp proposal from last week and give me its share link.
If you work in more than one VersaBillity account, say which one you mean.
The connection works through your existing VersaBillity access. It does not get broader access than the website does.
The account you select and your role determine which records you can see and what actions you can take.
You approve the connection on VersaBillity. Your assistant never sees your password.
We add MCP features gradually, so some website features are not available yet. Your assistant can list the tools it currently has.
You need an existing VersaBillity account. Knowing the server URL does not grant access or connect anything on its own.