BILL Customer Management API

Name: BILL Customer Management API API
Brand: BILL Customer Management API
Availability: InStock

★ Only Publicly Available SpecCRMContact ManagementapiKey24 EndpointsREST

For Agents

Create, read, update, and delete customers, customer contacts, and customer bank accounts in BILL's accounts receivable platform via single-item and bulk operations.

Quickstart

Get started with BILL Customer Management API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create an AR customer in BILL"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with BILL Customer Management API API.

Create customers individually or in bulk via /Crud/Create/Customer.json and /Bulk/Crud/Create/Customer.json

List and read customers through /List/Customer.json and /Crud/Read/Customer.json

Update or delete customer records using the corresponding /Crud and /Bulk/Crud endpoints

Manage customer contacts (multiple per customer) with the CustomerContact CRUD set

GET STARTED

Start building with BILL Customer Management API API

Explore with Jentic

View OpenAPI Spec

Jentic publishes the only available OpenAPI specification for BILL Customer Management API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for BILL Customer Management API, keeping it validated and agent-ready. The Customer Management surface on BILL's accounts receivable platform models customer master data — Customer, CustomerContact, and CustomerBankAccount — through the standard BILL v2 /Crud and /List endpoints, with both single-item and bulk operations. Use it to keep AR records in sync with a CRM, sales-ops tool, or e-commerce platform feeding receivables into BILL.

Use Cases

Patterns agents use BILL Customer Management API API for, with concrete tasks.

★ CRM-to-AR Customer Sync

Sales-ops teams keep BILL customer records in sync with the CRM so finance can invoice without rekeying. The integration listens for new accounts in the CRM, calls /Crud/Create/Customer.json with the matching org details, and writes the BILL customer ID back to the CRM record. /Bulk/Crud/Create/Customer.json handles backfills, and /Crud/Update/Customer.json handles ongoing field changes.

Call POST /Crud/Create/Customer.json with the new account name, email, and address, then write the returned customer objectId back to the CRM

Multi-Contact Customer Records

AR teams need multiple contacts per customer — billing, AP, and operations. The /CustomerContact CRUD set supports adding many contacts per customer, retrieving them via /List/CustomerContact.json filtered by customer ID, and updating individual contact fields without touching the parent customer record. Bulk endpoints accelerate end-of-quarter contact refreshes.

Call POST /Crud/Create/CustomerContact.json with customer objectId and contact details, then GET /List/CustomerContact.json filtered by that customer to confirm

ACH-Ready Customer Onboarding

Customers who pay by ACH need their bank account on file before the first electronic payment runs. /Crud/Create/CustomerBankAccount.json stores the account details, /Crud/Read/CustomerBankAccount.json verifies them, and /Crud/Delete/CustomerBankAccount.json removes accounts on request. Combined with /Crud/Create/Customer.json this is the full first-time onboarding flow.

Call POST /Crud/Create/Customer.json, then POST /Crud/Create/CustomerBankAccount.json with the routing and account numbers

Agent-Driven Customer Master Data via Jentic

An AI ops agent connected through Jentic answers 'add Acme Corp to BILL with a primary contact at ops@acme.com' by chaining the customer create and contact create operations behind a single search. The BILL session credentials sit in Jentic's vault, so the agent never sees the devKey or session ID, and the same flow scales to bulk imports from a CRM extract. Cleanup actions (Delete, Undelete) are exposed as separate intents.

Search Jentic for 'create an AR customer in BILL', load /Crud/Create/Customer.json, execute, then chain into /Crud/Create/CustomerContact.json

Key Endpoints

24 endpoints — jentic publishes the only available openapi specification for bill customer management api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

POST

/Crud/Create/Customer.json

Create an AR customer

POST

/Bulk/Crud/Create/Customer.json

Create multiple AR customers in one call

POST

/Crud/Update/Customer.json

Update fields on a customer

POST

/List/Customer.json

List customers with filters

POST

/Crud/Create/CustomerContact.json

Add a contact to a customer

POST

/List/CustomerContact.json

List contacts, filterable by customer

POST

/Crud/Create/CustomerBankAccount.json

Store a customer's bank account details

POST

/Crud/Delete/Customer.json

Delete a customer record

POST

/Crud/Create/Customer.json

Create an AR customer

POST

/Bulk/Crud/Create/Customer.json

Create multiple AR customers in one call

POST

/Crud/Update/Customer.json

Update fields on a customer

POST

/List/Customer.json

List customers with filters

POST

/Crud/Create/CustomerContact.json

Add a contact to a customer

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

BILL developer keys and session IDs are stored encrypted in the Jentic vault. Agents call Customer Management operations by name and Jentic attaches the credentials at execution time so neither the devKey nor the session ID enters the agent's context.

Intent-based discovery

Agents search by intent (e.g., 'create an AR customer', 'add a customer contact') and Jentic returns the matching Customer Management operation with the body schema typed, so the agent fills only the customer fields it needs to send.

Time to first call

Direct BILL Customer Management integration: 2-3 days mapping the v2 CRUD pattern, bulk endpoints, and contact and bank account sub-resources. Through Jentic: under 1 hour — search, load schema, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Complementary

BILL Authentication API

Provides the session ID required by every Customer Management call

Always pair Authentication with Customer Management — the session ID issued there is required on every CRUD call here

Complementary

BILL Approvals API

AP approval workflow that runs alongside AR customer master data

Pair when an integration manages AP approvals and AR customers in one back-office automation

Complementary

BILL Connect Events API

Webhook subscriptions for events including customer changes

Pair when downstream CRM or ERP systems need push notifications when BILL customer records change

FAQs

Specific to using BILL Customer Management API API through Jentic.

Why is there no official OpenAPI spec for BILL Customer Management API?

BILL documents its v2 API in narrative form on developer.bill.com but does not publish the underlying OpenAPI document. Jentic generates and maintains a structured OpenAPI specification so AI agents and developers can call BILL Customer Management API via tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the BILL Customer Management API use?

All BILL v2 endpoints require a session ID obtained from /Login.json on the BILL Authentication API, plus the developer key. The same session ID works across Customer Management, Approvals, and other BILL v2 surfaces. Through Jentic, the credentials and session lifecycle are managed in the vault.

Can I bulk-create customers in one call?

Yes. POST /Bulk/Crud/Create/Customer.json accepts an array of customer objects and creates them in one transaction, returning the per-record results. Use it for backfills and end-of-day batches rather than looping single-item /Crud/Create/Customer.json calls.

What are the rate limits for the BILL Customer Management API?

BILL applies platform-wide rate limits at the v2 gateway and the Customer Management surface inherits those limits. For high-volume operations always prefer the bulk endpoints (/Bulk/Crud/Create/Customer.json, /Bulk/Crud/Update/Customer.json) since they count as a single call against the limit.

How do I create a customer through Jentic?

Run `pip install jentic`, then `await client.search('create an AR customer in BILL')`, `await client.load(...)` for /Crud/Create/Customer.json, and `await client.execute(...)` with the customer fields. Jentic injects the BILL devKey and session ID from the vault.

Can I store customer bank account details for ACH payments?

Yes. POST /Crud/Create/CustomerBankAccount.json stores the bank routing and account numbers against a customer, /Crud/Read/CustomerBankAccount.json fetches the masked details for verification, and /Crud/Delete/CustomerBankAccount.json removes them on request.