BillixDOCS
MCP Servers

Connecting Servers

Add MCP servers to your Billix account

1 min read
Documentation

Connect MCP servers to extend Billix with additional tools and data sources.

Adding an MCP Server

Go to Settings

Open Settings → MCP Servers.

Click Add Server

Click "Add MCP Server."

Enter Server Details

  • Name: Friendly name (e.g., "My Database Server")
  • URL: Server endpoint (https://... or stdio://)
  • Transport: HTTP/HTTPS or STDIO

Configure Authentication

Choose auth type and provide credentials:

  • Bearer token
  • API key
  • Basic auth (username/password)
  • Custom headers

Test Connection

Click "Test" to verify the server is reachable.

Save

If the test passes, save the connection.

Transport Types

HTTP/HTTPS

Most common for web-based servers:

URL: https://my-mcp-server.com/mcp
Transport: HTTPS

STDIO

For local or command-line servers:

Command: npx @my-org/mcp-server
Transport: STDIO

Authentication Options

Bearer Token

Auth Type: Bearer Token
Token: your-secret-token

API Key

Auth Type: API Key
Header: X-API-Key
Value: your-api-key

Basic Auth

Auth Type: Basic
Username: user
Password: pass

Custom Headers

Auth Type: Custom
Headers:
  Authorization: Custom scheme xyz
  X-Custom-Header: value

Server Status

After connecting, you'll see status indicators:

StatusMeaning
ConnectedWorking normally
DisconnectedCannot reach server
ErrorConnection or auth issue

Managing Servers

Edit Server

  1. Go to Settings → MCP Servers
  2. Click the server name
  3. Modify settings
  4. Save changes

Remove Server

  1. Go to Settings → MCP Servers
  2. Click "Remove" next to the server
  3. Confirm deletion

View Available Tools

After connecting:

  1. Click on the server
  2. See "Available Tools" list
  3. Each tool shows its description

Using MCP Tools

Once connected, MCP tools appear in:

  • Chat (AI can use them automatically)
  • Agent tool selection
  • Custom tool combinations

Example:

You: "Search my database for orders from last week"
Billix: [Uses MCP database_search tool]
       "Found 47 orders from the last 7 days..."

Troubleshooting

"Connection Failed"

  • Check the URL is correct
  • Verify the server is running
  • Check firewall/network settings

"Authentication Error"

  • Verify credentials are correct
  • Check token hasn't expired
  • Ensure auth type matches server

"Server Not Responding"

  • Server may be down
  • Check server logs
  • Contact server administrator

Server Limits

PlanMax MCP Servers
Free2
Pro10
Business50
EnterpriseUnlimited

Common Questions

Next Steps

Was this page helpful? Let us know!

Report an issue

On this page