You need an active Billy subscription in the portal
first, or the system must be included in your plan
(the free edition or
the Consile Studio membership). You must be able to log in to a Billy user with access to the company your
AI should read from. Anyone on the team can connect an agreement that is not
connected yet. Only an administrator can reconnect it or disconnect it. The
connection applies to the whole company. Your AI
(Claude or ChatGPT)
can be added before or after.
How to connect
1
Log in to Billy and open Access tokens
Log in to your Billy account at mit.billy.dk with a
user that has access to the company your AI should read from. Go to
Settings → Access tokens (in Danish: Indstillinger → Adgangstokens).
2
Create an access token
Click Create access token (Opret adgangstoken), give it a name such as
“Consile MCP”, and save. Click the magnifying glass icon on the row to show the
token value itself, and copy it.
A token belongs to exactly one company. If you have several companies in
Billy, see Multiple Billy companies.
3
Paste the token in the portal
After the purchase you land on the Subscription activated page. Click
Connect Billy to go to the Billy page, and click Connect now at the
top of the page, or Connect next to the agreement on the Connections
card. The portal calls each connection to a system an agreement. If you come
back later, open Billy in the portal and click the same button. If you have
not accepted Consile’s terms yet, the portal shows them first. The Connect
Billy dialog shows four short steps and one field for the token. You are not
sent on to an external page.
Paste the token value, and click Connect. The value is encrypted and
stored under your account only.
The dialog shows Billy is ready and the address you add in your AI,
https://mcp.consile.ai/billy/mcp. If you have not already added it, copy
it and add it as a custom connector (see
Connect Claude). Under Overview in the
portal, Billy now shows as Connected.Multiple Billy companies
One token gives access to one company. Each extra company gets its own agreement, its own token and its own address in your AI.1
Add an agreement
Open Billy in the portal. On the Connections
card, an administrator clicks Add agreement (149.50 kr/mo.). The amount is
excl. VAT. The new agreement is typically ready after a few seconds.
2
Connect the new agreement
Create an access token in the other Billy company in the same way as above.
Click Connect next to the new agreement, and paste the token.
3
Add the address in your AI
Each agreement has its own address, for example
https://mcp.consile.ai/billy-2/mcp. Copy it with the copy icon next to the
agreement on the Connections card, and add it as a separate custom
connector in your AI.billy-2 instead of billy-3). So check the addresses on the
Connections card, and update them in your AI’s connector setup. You remove the
last agreement by cancelling the subscription under Subscription.
What exactly am I approving?
Read access only
The connector only uses the token for read-only lookups on your behalf. It has
no tool that writes, so it never posts or changes anything.
One company per token
The token gives access to exactly the company it was created in. There is no
company id to choose on a lookup.
Encrypted per customer
The token is stored encrypted with a key that applies only to your own account.
It is never logged and is only sent to Billy.
Your AI never sees it
Your AI is never given the token itself. It only receives answers to your
questions.
Revoke access
You can remove the access again at any time:- In the portal: an administrator clicks the menu (the three dots) next to the agreement on the Connections card and confirms with Disconnect. The stored token is then deleted at Consile immediately. The subscription continues. If you have several agreements, an administrator can also remove an agreement entirely with Remove the agreement. Its token is then deleted too.
- In Billy: Consile does not revoke the token in Billy. So delete it yourself under Settings → Access tokens if it should no longer be usable. Billy tokens do not expire on their own.
Change the token
Only an administrator can change the token on an agreement that is already connected. If the agreement says Access revoked, click Reconnect, and paste the new token. Otherwise there is no Connect button next to a connected agreement. Disconnect as described above, then click Connect next to the agreement, and paste the new token. You can also ask your AI on the agreement’s address (for examplebilly-2) for a
new connection link. The link opens the token form for exactly that agreement and
works for 10 minutes.
If a lookup fails
If a Billy lookup fails, your AI gets either a message that Billy must be reconnected (“reconnect required”), or the general message “Tool invocation failed.” Billy’s own error code is not passed on. Check in this order:- Is the token valid? Ask your AI: “Which company are you connected to?” If it gets the message to reconnect, Billy has refused the token, typically because it was pasted incorrectly or deleted in Billy. Check in Billy under Settings → Access tokens whether it still exists, and change the token to a new one.
- Does the token have access? If your AI answers that question, but individual lookups still fail with “Tool invocation failed.”, the token may lack access to that data. Connecting with the same token again does not help.
- Too many calls: if your AI has made many lookups in a short time, try again in a little while.
- If your AI answers “billy is not connected yet”, Billy is not connected yet. Open the link in the message, or connect in the portal.
- If it keeps happening, contact support@consile.dk with the time and the question you asked.