BillBoy

Open source · MIT · Self-hosted

The open-source CRM that also does your quotes, invoices and books.

BillBoy brings contacts, activities, quotes, invoices, expenses and Google Workspace into one small-team workspace — with a REST API and an MCP server so Claude can work in it too.

Try the live demo Get the code
PHP 8.1+ & MySQL Google Calendar, Drive & Gmail QuickBooks Online sync MCP server for Claude
billboy.example.com/.admin
BillBoy dashboard — contacts, pipeline and invoices at a glance

One workspace

Four modules. One database. No integrations to babysit.

BillBoy is built on ApiGoat’s schema-driven platform (apicrm): 62 tables, one consistent UI, and every screen searchable, filterable and exportable out of the box.

CRM

Contacts, companies and every call, meeting, task or note that goes with them — shared with your team, with follow-ups that never slip.

  • Leads → prospects → clients
  • Activities & follow-ups
  • Team sharing & record rights
  • HubSpot import

Quotes & invoices

Quote it, turn it into an invoice, record the payment, and let the reminders chase the rest. Bilingual PDFs from your own branded template.

  • Product catalogue with detail questions
  • Quote → invoice → payment
  • Automatic invoice reminders
  • EN / FR PDF documents

Bookkeeping

Snap a receipt and let the AI fill in the supplier, lines and taxes. Track expenses by category and bank account, and sync everything to QuickBooks Online.

  • AI receipt scanning
  • GST / QST & custom taxes
  • Bank accounts & categories
  • QuickBooks Online sync

Google Workspace

Your calendar, Drive and Gmail stay the system of record. BillBoy links each event, file and tracked email to the right contact.

  • Two-way Calendar sync
  • Drive folder per contact
  • Gmail send with open & click tracking
  • Email templates

CRM

Everything about a contact, on one screen

Identity, company, address and marketing consent up top; activities, Drive files, tracked emails, quotes and invoices in tabs underneath. Assign an owner, share with a group, and let follow-up dates drive your day.

  • Lead / Prospect / Client / Partner pipeline with sources
  • Calls, meetings, emails, tasks and notes with participants
  • Record-level rights: owner, group, everyone
  • Bulk update, CSV export, autocomplete everywhere
billboy.example.com/.admin/Contact
Everything about a contact, on one screen

Sales

From quote to paid invoice without retyping

Pick products from the catalogue — each can ask its own detail questions (work address, surface, dates…) that print on the document. Accept the quote, convert it to an invoice, record payments, and let reminders go out on schedule.

  • Quote states: Draft, Sent, Accepted, Rejected, Expired, Invoiced
  • Invoice states: Unpaid, Partial, Paid, Cancelled
  • Inclusions, exclusions, terms and notes in rich text
  • PDFs saved to the contact’s Drive folder automatically
billboy.example.com/.admin/Quote
From quote to paid invoice without retyping

Bookkeeping

Receipts in, clean books out

Upload or photograph a receipt; the AI extracts the supplier, date, line items and taxes and creates the expense — new suppliers included. Categorise, attach to a bank account, then push to QuickBooks Online with the built-in sync.

  • Expense lines, receipts and thumbnails (10 MB uploads)
  • Configurable taxes — GST, QST, VAT, anything
  • Sync links and job queue you can inspect and retry
  • Payments pulled back from QuickBooks every 15 minutes
billboy.example.com/.admin/Expense
Receipts in, clean books out

Interface

A look around the new interface

Every screen follows the same pattern — list, search, record, tabs — so once you know one module, you know them all. Lists refresh live when someone else edits a row.

billboy.example.com/.admin/Contact
Contacts
Contacts — Searchable list with type pills, company, language and position — filters for Lead, Prospect, Client, Partner.
billboy.example.com/.admin/Invoice
Invoices
Invoices — Unpaid, partial and paid at a glance, with balances and due dates.
billboy.example.com/.admin/Activity
Activities
Activities — Calls, meetings, emails, tasks and notes across every contact, newest first, with follow-up dates.
billboy.example.com/.admin/CalendarEvent
Calendar
Calendar — Events synced both ways with Google Calendar, linked to contacts and activities.
billboy.example.com/.admin/Product
Products
Products — The catalogue quotes are built from — prices, units, taxes and detail questions.
billboy.example.com/.admin/Authy
Users & rights
Users & rights — Groups, Linux-style rights per module, login audit log and API tokens.

AI-ready

Let Claude work in your CRM

BillBoy ships an MCP server with OAuth. Connect it from Claude (web, desktop or Claude Code), sign in with your normal account, and Claude gets typed tools to find contacts, draft quotes, record payments, scan receipts or summarise your day — within the rights you already have.

  • Built-in crm_describe / list / get / create / update / delete tools
  • Custom tools: find, create quote or invoice, record payment, scan receipt, my day, pipeline summary, distance
  • Scopes crm:read / crm:write, refresh tokens, every call logged
  • Same JWT REST API for your own integrations and the mobile app
claude
$ claude mcp add --transport http billboy \
    https://billboy.example.com/api/v1/mcp

> Create a quote for Aurora Health: 2 days of on-site training at $1,200/day, valid 30 days.
crmx_find("Aurora Health")        → company #42
crmx_create_quote(company: 42, lines: [...])
                                  → Q-2026-0187 · Draft · PDF ready

Integrations

Plays well with the tools you already pay for

One Google service account with domain-wide delegation covers Calendar, Drive and Gmail for every user. QuickBooks connects with OAuth. Everything else goes through the API.

Google Calendar Google Drive Gmail QuickBooks Online HubSpot Claude / MCP REST API (JWT) WebSocket realtime Mobile app (iOS / Android) Push notifications

Open source

Your data, your server, your rules

BillBoy is MIT-licensed and runs on any PHP 8.1+ host with MySQL. The data model is plain HJSON; change a schema file, rebuild, and the UI, API, MCP tools and docs regenerate. Custom logic lives in class hooks, never in generated code.

MITlicense — free to use and modify
62tables generated from HJSON
PHP 8.1+Slim 4 + Propel ORM, MySQL / MariaDB
15+years of the ApiGoat runtime in production

Ready to try BillBoy?

Poke around the live demo, or clone the repo and have it running in ten minutes.

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