Overview
The Corebill AI Agent is a built-in conversational assistant powered by Claude that lets you manage your entire billing workflow using natural language. Instead of navigating menus and filling forms, just describe what you need and the agent handles it.
The AI Agent is available directly inside the Corebill dashboard, accessible from the sidebar or as a full-page experience. It understands your company context, catalog, customers, and financials to provide accurate, actionable responses.
The AI Agent works within the context of your selected company. Make sure you have a company selected before starting a conversation.
Getting Started
- Log in to Corebill
- Select a company from the sidebar
- Click AI Agent in the left navigation
- Start typing in natural language
The agent automatically knows your company, currency, catalog items, and customers. No additional setup is required.
Capabilities
The AI Agent has access to 24 tools across 5 categories:
Customers
| Tool | Description |
|---|
search_customers | Search by name, email, or slug |
get_customer | Get full customer details with tags |
list_customers | List customers with status filter and pagination |
create_customer | Create a new customer with auto-generated slug |
update_customer | Update customer fields |
Invoices
| Tool | Description |
|---|
search_invoices | Search by number, status, or customer |
get_invoice | Get invoice with line items and payment history |
create_invoice | Create invoice with items (auto-calculates totals) |
update_invoice | Update invoice fields |
send_invoice | Mark invoice as sent to customer |
record_payment | Record a payment (auto-updates status and balance) |
Quotes
| Tool | Description |
|---|
search_quotes | Search by number, status, or customer |
get_quote | Get quote with line items |
create_quote | Create quote with items and versioning |
update_quote | Update notes, status, or expiration date |
send_quote | Mark quote as sent to customer |
convert_quote_to_invoice | Convert an approved quote into an invoice |
Items (Catalog)
| Tool | Description |
|---|
search_items | Search catalog by name, code, or description |
list_items | List catalog items with category filter |
create_item | Add a new service or product to the catalog |
Analytics
| Tool | Description |
|---|
get_revenue_by_period | Revenue breakdown for a date range |
get_invoice_stats | Invoice counts by status, outstanding and overdue totals |
get_customer_summary | Full customer view: invoices, quotes, and revenue |
get_overdue_invoices | List all overdue unpaid invoices |
Smart Catalog Lookup
When you mention a service or product by name, the agent automatically searches your catalog first. If the item exists, it uses the correct price, name, and description instead of asking you for details.
For example, if you say:
“Create an invoice for Acme Corp for the Business Plan”
The agent will search your items catalog for “Business Plan”, find the matching item with its price, and create the invoice automatically.
Supported Models
| Model | Availability |
|---|
| Claude Haiku 4.5 | Free (default) |
| Claude Sonnet 4 | Requires upgrade |
| Claude Opus 4 | Requires upgrade |
Example Queries
Revenue and Analytics
What's my total revenue for 2025?
How much revenue did I make this year compared to last year?
Show me my revenue for the last 3 months
How many invoices are overdue right now?
What's my outstanding balance across all invoices?
Give me a summary of my invoice stats
Customers
List my top 5 customers by revenue
Show me all customers from the United Kingdom
Give me a summary of Nexus Digital Solutions
Search for customers named "Kim"
How many active customers do I have?
Who has overdue invoices?
Invoices
Show me all overdue invoices
Create an invoice for Brightwave Studio for a Website Development project at $3,500
What invoices are pending payment?
Show me invoice INV-2026-000056
Record a payment of $3,500 for invoice INV-2026-000060
Send invoice INV-2026-000055 to the customer
How many invoices did I send this month?
Quotes
Show me all approved quotes
Create a quote for Cloud Bridge Solutions for a Mobile App Development at $8,500
How many quotes are still pending approval?
Convert quote QUO-2026-00020-1 to an invoice
Search quotes for Ironwood Development
Items and Catalog
What services do I have in my catalog?
Search for subscription plans
Show me all my items with their prices
Add a new service called "Data Migration" at $3,000
Conversational
I need to bill Pacific Trade Corp for an API Development project
What's the status of my business this month?
Help me create a quote for a new website project for Berlin Quantum Research
Which customers haven't paid their invoices on time?
Conversation History
All conversations are saved and accessible from the sidebar. You can:
- Create new conversations for different topics
- Rename conversations for easy reference
- Switch between conversations to resume previous work
- Delete conversations you no longer need
The agent maintains full context within a conversation, so you can have multi-step interactions like:
You: Show me all overdue invoices
Agent: [Shows 8 overdue invoices with details]
You: Send a reminder to the first one
Agent: [Sends invoice to the customer]
You: Now record a payment for the second one, $3,500 via bank transfer
Agent: [Records the payment and updates the invoice status]
Access Points
The AI Agent is available in two formats:
- Full page: Navigate to AI Agent in the company sidebar for a dedicated chat experience with conversation history in the left panel
- Sidebar panel: Click the AI button in the header for a quick-access panel that overlays your current page
Language Support
The agent responds in the same language you write in. You can interact in English, Spanish, or any other language and the agent will match your language.
AI Agent vs MCP Server
Corebill offers two AI-powered interfaces. See the MCP Server documentation for the external integration option.
| Feature | AI Agent (Built-in) | MCP Server |
|---|
| Access | Corebill dashboard | Any MCP client (Claude, Cursor, etc.) |
| Authentication | Automatic (logged in) | API key required |
| Send emails | Yes | Not yet |
| Record payments | Yes | Not yet |
| Convert quote to invoice | Yes | Not yet |
| Analytics & reports | Yes (4 tools) | Not yet |
| Conversation history | Yes (saved) | Managed by client |
| Best for | Non-technical users, daily operations | Developers, IDE workflows |
