Client billing in your chat
Otis keeps the billing records of a consultant or small agency: clients, billable hours and timers, expenses, invoices and payments. Your AI is the interface. More
What you can ask Which invoices are still unpaid, and how much is due on each? Copy
Example path invoices_list → business_get
What can I invoice Fernhill Coffee for? Record 2 hours of permit review for Harbor & Pine at $130 an hour. MCP connector Server URL https://mcp.otisbase.com/mcpCopy Login OAuth Tools Reads data13 billables_ listbusiness_ getbusinesses_ listclients_ listexpenses_ listinvoice_ checkinvoice_ getinvoices_ listotis_ menupayments_ listrecords_ exporttax_ guidetimers_ list
Changes data1 feedback_ send
Deletes or can't be undone11 billable_ recordbusiness_ setclient_ saveexpense_ recordinvoice_ cancel_ draftinvoice_ draftinvoice_ issuepayment_ recordtax_ profile_ settimer_ starttimer_ stop
Skills 10 in the ChatGPT listing
Add expense Record or correct an Otis expense, optionally billable to a client. Business settings Review or set up Otis business identity, currency and invoice preferences; only owners can save changes. clients Find Otis clients and maintain confirmed billing and tax details. Create invoice Prepare an Otis invoice from available work, review tax and discounts, and issue only after exact-draft approval. export Export Otis records or audit history as paginated JSON using current read permissions. invoices Review Otis drafts, issued invoices and recorded balances, or cancel a specifically requested draft. menu Show the Otis menu and route a user to an independent business workflow when they ask for /otis or need help choosing a task. payments Review or record reported partial/full payments for issued Otis invoices. Record work Record or correct Otis billable time, services or reported AI usage, or start and stop a timer that tracks work time. Tax settings Review Otis tax guidance and confirmed registrations; only owners can save a tax profile.