What's a Claude Skill, and is Bookipi CLI one?

A Skill is a packaged capability — instructions plus the tool itself — that Claude loads automatically when it's relevant to what you ask. Bookipi CLI ships as one, so once it's installed Claude can run your invoicing, expenses, and reports for you.

Do I need to know how to code to use it?

No. If you're using the Skill in Claude, you just type what you want in plain English — no terminal, no commands. The command line is only there for developers who want to script against it directly.

Should I use the Skill or the CLI?

Use the Skill if you want Claude to handle your back office through conversation. Use the CLI directly if you're a developer wiring Bookipi into your own agents, automations, or product. It's the same tool underneath.

Where can I use the Bookipi CLI Skill?

Anywhere Claude runs it for you — Claude Cowork, Claude Desktop, and Claude Code. Install the skill bundle once and it appears ready to use in your Skills list.

Is it safe to install a skill?

Only install skills from sources you trust — that's Anthropic's own guidance. Bookipi CLI is published by Bookipi and talks only to Bookipi's servers, and you sign in with your own account, so you stay in control of what it can access.

How does it connect to my agent?

It runs as a normal command-line tool. Your agent calls commands and reads back structured results, no heavy setup to maintain.

Which agents are supported?

Anything that can run a shell command: Claude Code, Cursor, Codex, and more. A matching skills bundle ships alongside.

Do my users need a Bookipi account?

Each person connects their own Bookipi account via a one-time OAuth login, you build on top of their authenticated session.

Is it safe to run actions like sending invoices?

Actions that send or charge always ask for a clear confirmation first, so nothing irreversible happens without your say-so.

What can I build with it?

AI agents with real billing actions, automations (overdue reminders, digests), integrations into your stack, or invoicing & reporting embedded inside your own product.

Invoicing for Claude & AI agents

Run Bookipi with Claude or code

Bookipi CLI turns invoices, payments, customers, expenses, contracts, and reports into commands. Install it as a Claude Skill and just ask — or clone it and pipe --json into your own agents and apps.

↗ GitHub

setup to talk to Claude

--json

on every command

10+

command groups

~5s

to sign in

No terminal, no setup — install the Skill and ask in plain English.

Path A · Talk to Claude

Install once. Then just ask.

Bookipi CLI ships as a Claude Skill — Anthropic's format for teaching Claude a repeatable job. Install the bundle and Claude does the work; you never touch a command line.

Download

Grab the latest bookipi-cli.skill from GitHub Releases.

bookipi-cli.skill ↓

Double-click

Cowork or Claude Desktop installs it. It appears in your Skills list.

→ added to Skills

Ask

Type what you need in plain English. Drag in a receipt to log an expense.

"Who owes me money?"

Claude · bookipi-cli skill

You

Who's overdue?

Two invoices are overdue — INV-650 (Acme, $5,000, 12 days) and INV-661 (Stark, $12,000, 4 days). Want me to send reminders?

You

Yes, both.

Done — reminders sent to Acme and Stark. ✅

Everything that sends, charges, or records pauses for your confirmation first.

↓ Download the Skill All releases

A full back office, just by asking

Everything you'd otherwise do by hand

No new app to learn and no screens to click through — describe what you want and Claude runs it for you.

Invoicing & payments

Billing, just by asking

"Invoice Acme $5,000 for consulting and send it." Claude creates, sends, and chases invoices and card payments — you just approve.

Bookipi invoice with line items, totals, and a Send button

Customer 360

Know any customer instantly

"Pull up Acme." Get their full history — invoices, payments, what they owe, past proposals — without digging through screens.

Reports & dashboards

Reports on request

"Show me last quarter." Ask for a dashboard or a revenue summary and get it back ready to read or share — no spreadsheets.

Bookipi revenue dashboard with charts for invoiced, paid, and outstanding amounts

Path B · Build on the CLI

Up and running in three commands

A standalone, JSON-first tool. Clone, sign in, and start scripting against real business data.

Clone the CLI

Bundled CLI runs on Node 22+, no build step.

git clone github.com/Bookipi-Group/bookipi-agent-cli-release

Set up & sign in

Workspace + browser OAuth (~5s), or set BOOKIPI_TOKEN for headless & CI.

bookipi init

Build on it

Pipe structured output into your agent, script, or product.

bookipi report digest --json

Terminal UI

Watch Bookipi CLI work in the shell

Real command sessions — structured JSON your code, agent, or LLM can consume directly.

invoice

$ bookipi invoice create --customer "Maria" \

--item "Design work" --amount 1200 --send

→ INV-204 created

→ emailed to maria@studio.com

report

$ bookipi report summary --month

Invoiced ████████████░░░ $14,156

Paid ███████████████ $8,300

Overdue ███████████████ $5,277

expense

$ bookipi expense scan ./receipt.jpg

… reading receipt

→ Office supplies · $48.20 · 2 Jun

→ logged & categorized

remind

$ bookipi invoice remind --all-overdue

3 overdue invoices found

→ reminded Acme · INV-191

→ reminded Kelvin · INV-188

Every command speaks JSON

Explore the surface you build on

Click a resource — the same predictable, machine-readable output your agent or product consumes.

Smart invoicing for AI agents

List overdue invoices as structured JSON your code can act on.

$ bookipi invoice list --status overdue --json

[
  {
    "number": "INV-650",
    "customer": "Acme Corp",
    "amount": 5000,
    "currency": "USD",
    "status": "overdue",
    "days_late": 12
  },
  {
    "number": "INV-661",
    "customer": "Stark Ind.",
    "amount": 12000,
    "status": "overdue",
    "days_late": 4
  }
]

Customer data your agent can query

Pull a customer's full 360 — balances and history — in one call.

$ bookipi customer get "Acme Corp" --json

{
  "name": "Acme Corp",
  "email": "billing@acme.com",
  "balance_due": 5000,
  "lifetime_value": 84200,
  "open_invoices": 1,
  "last_payment": "2026-05-18"
}

AI-powered expense capture

OCR a receipt into structured fields, ready to persist.

$ bookipi expense scan ./receipt.pdf --json

{
  "vendor": "Uber",
  "date": "2026-06-03",
  "total": 24.8,
  "tax": 2.25,
  "category": "Travel",
  "confidence": 0.97
}

Reports in your agent's language

One call returns a business digest to pipe anywhere.

$ bookipi report digest --json

{
  "period": "this_week",
  "revenue": 18450,
  "outstanding": 17000,
  "paid_invoices": 7,
  "overdue": 2,
  "top_customer": "Stark Ind."
}

Automate proposals to invoices

Drive the deal → proposal → contract → invoice flow from code.

$ bookipi proposal generate --deal "Stark" --json

{
  "proposal_id": "PRO-118",
  "deal": "Stark kitchen renovation",
  "amount": 40000,
  "status": "draft",
  "sign_url": "https://s1.sign.bookipi.com/p/PRO-118"
}

What you can build

From a script to a shipped product

Start with a one-line call and grow into a product on top of a proven back office.

// agents

AI agents

Give your assistant real billing actions — create invoices, chase payments, log expenses.

// automations

Automations

Cron a Slack revenue digest, auto-remind overdue, sync new customers from a form.

// integrations

Integrations

Bridge Bookipi data into your stack — CRM, sheets, or a data warehouse.

// saas

SaaS features

Embed invoicing, dashboards, or e-sign directly inside your own product.

// internal

Internal tools

Stand up an ops dashboard or finance bot for your team in an afternoon.

// verticals

Vertical apps

Ship a niche tool for trades or agencies on top of a proven back office.

Beyond Claude

Built for autonomous AI agents

Not every agent is Claude. Bookipi CLI ships a machine-readable llm.txt — a manifest any autonomous agent can fetch to discover the command set and install itself, no human in the loop.

An agent reads the manifest, runs the install line, and starts working. It's how you plug a business back office into a system that has to operate on its own.

curl -s https://bookipi.com/llm.txt

llm.txt

# Bookipi CLI

> Build agents & tools on a business's back office:
> invoices, payments, customers, expenses,
> reports, proposals, contracts.

## Install
git clone github.com/Bookipi-Group/bookipi-agent-cli-release
bookipi init        # set up workspace + sign in

## Auth (headless)
export BOOKIPI_TOKEN=...

## Commands (default markdown; add --json)
invoice   list|get|preview|create|send|remind
customer  list|get|create|send-email
expense   scan|upload|create
report    summary|dashboard|insights|digest
deal      list|create|update
proposal  generate|send|duplicate|delete
contract  create-from-proposal|finalize|send

# Full manifest at /llm.txt

Safe by default

Built to be trusted with real money

A back office an agent can drive — without handing over the keys.

You approve what matters

Nothing is sent, charged, or recorded until you say yes. Claude drafts and proposes; the decision stays with you.

First-party and private

Published by Bookipi and talking only to Bookipi's own servers. Your sign-in stays scoped to your workspace, never shared.

Predictable enough to automate

The same request gives the same result every time — reliable enough to wire into a nightly job and stop thinking about.

Run Bookipi with Claude or code

Install once. Then just ask.

Download

Double-click

Ask

Everything you'd otherwise do by hand

Billing, just by asking

Know any customer instantly

Reports on request

Up and running in three commands

Clone the CLI

Set up & sign in

Build on it

Watch Bookipi CLI work in the shell

Explore the surface you build on

Smart invoicing for AI agents

Customer data your agent can query

AI-powered expense capture

Reports in your agent's language

Automate proposals to invoices

From a script to a shipped product

AI agents

Automations

Integrations

SaaS features

Internal tools

Vertical apps

Built for autonomous AI agents

Built to be trusted with real money

You approve what matters

First-party and private

Predictable enough to automate

Learn more about AI & agents

Bookipi CLI FAQs

Build your next tool on a real back office

Run Bookipi with Claude or code

Install once. Then just ask.

Download

Double-click

Ask

Everything you'd otherwise do by hand

Billing, just by asking

Know any customer instantly

Reports on request

Up and running in three commands

Clone the CLI

Set up & sign in

Build on it

Watch Bookipi CLI work in the shell

Explore the surface you build on

Smart invoicing for AI agents

Customer data your agent can query

AI-powered expense capture

Reports in your agent's language

Automate proposals to invoices

From a script to a shipped product

AI agents

Automations

Integrations

SaaS features

Internal tools

Vertical apps

Built for autonomous AI agents

Built to be trusted with real money

You approve what matters

First-party and private

Predictable enough to automate

Learn more about AI & agents

Bookipi CLI FAQs

What's a Claude Skill, and is Bookipi CLI one?+

Do I need to know how to code to use it?+

Should I use the Skill or the CLI?+

Where can I use the Bookipi CLI Skill?+

Is it safe to install a skill?+

How does it connect to my agent?+

Which agents are supported?+

Do my users need a Bookipi account?+

Is it safe to run actions like sending invoices?+

What can I build with it?+

Build your next tool on a real back office