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Billabex

Overview

Connect Billabex to let your AI coach access your receivables and invoicing data (overdue invoices, client balances, dunning tasks) in real time during conversations.

Connection type: Coach tool (MCP)

Authentication method: OAuth (per user) — organization configuration is required beforehand

How to connect Billabex

  1. Go to Settings > Tools.
  2. In the Coach tools > Finance & Receivables section, find Billabex and click Connect.
  3. If you see "Org config required", ask your administrator to configure Billabex access for your workspace.
  4. Follow the OAuth authentication steps to authorize Forge to access your Billabex account.
  5. Save the connection.

Need help? See our support page.

Using it during conversations

Once connected, your AI coach queries Billabex in real time (read-only) whenever your question needs financial data, for example:

  • Identify overdue invoices and the status of dunning follow-ups.
  • Check a client account's balance or outstanding amount.
  • Find collection tasks waiting for your input.
  • Prepare a follow-up on a silent or at-risk account.

Billabex also feeds your Signals on the home page: overdue invoice, high client balance, task pending your input, unresponsive account.

Prerequisites: an active Billabex account with access to the relevant data, and Billabex integration configured by an administrator of your organization.

Managing the connection

  • Check status — Make sure the connection is active and healthy.
  • Edit — Update the authentication settings.

Removing the connection

  1. Go to Settings > Tools.
  2. Find the Billabex connection and click Remove (trash icon).
  3. Confirm in the confirmation dialog.

Implications of removal:

  • The coach immediately loses access to Billabex data and can no longer query it during conversations.
  • Billabex-related signals will no longer be generated or updated.
  • Ongoing conversations are not interrupted, but any request involving Billabex will be reported as unavailable.
  • Data: Forge stores no Billabex data permanently — the integration is real-time and read-only, and no copy is retained after removal. The OAuth authorization is revoked on the Forge side.
  • You can reconnect Billabex at any time by repeating the connection steps.

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