Fee billing
Fee billing platform (via Zapier MCP)
Published by Zapier
Bridge for billing platforms with no native MCP server — AdvicePay, Orion Billing and similar — through your own Zapier connection.
Remote
OAuth
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
Recurring revenue mix score (0-100)
Drives: Quality multiplier
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.Connect your billing platform inside Zapier as a firm owner.
- 2.Approve read access to invoices and subscriptions, then generate the private MCP endpoint.
How your agent connects it
- 1.Add that Zapier MCP endpoint to your assistant.
- 2.Ask the agent for trailing twelve-month paid invoices, split recurring vs. one-time, and revenue by client.
Figures, not records
Your agent reads Fee billing platform (via Zapier MCP) directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.