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2 changes: 1 addition & 1 deletion content/menuItems.json

Large diffs are not rendered by default.

100 changes: 100 additions & 0 deletions content/payments/billpay/mcp/integration-guide.mdx
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---
sidebar_title: Integration Guide
page_title: MCP Server for Bill Payments - Integration Guide
order: 1
visible_in_sidebar: false
---

## Agentic Bill Payments - MCP Server - Integration guide

Currently live on ChatGPT and Claude, as other LLM providers don't allow for custom connectors. All bill payments require a phone number/OTP to fetch bills.

### ChatGPT

Ensure you have a ChatGPT Plus or a higher upgrade account.

1. **Enable Developer Mode**
<ol type="a">
<li>Browse over to Settings under the Profile section.</li>
<li>Under Apps and Connectors, scroll down to Advance Settings and expand.</li>
<li>On expanding it, you will see an option to enable Developer Mode.</li>
<li>Once enabled, you will observe an orange highlight on your chat inputs.</li>
</ol>
2. **Add the MCP**
<ol type="a">
<li>Once the Developer mode is enabled, go to Apps and Connectors.</li>
<li>Click on Create at the top right.</li>
<li>Add a name for the Setu MCP — say, <i>Setu Bill Payments MCP</i>.</li>
<li>In the URL field, add <a href="https://billpay-mcp.setu.co/mcp" target="_blank" rel="noreferrer">https://billpay-mcp.setu.co/mcp</a>.</li>
<li>Under Authentication, select OAuth; check the consent box, and confirm.</li>
</ol>
3. **Verify your phone number with an OTP**
<ol type="a">
<li>On confirming, you will be taken to a page to enter your phone number and OTP. All bill payments require a phone number to fetch bills.</li>
</ol>
4. **Start Chatting!**
<ol type="a">
<li>You can also instruct GPT to only use the <i>Setu Bill Payments MCP</i> on the chat window, by clicking on the plus icon and adding the MCP to your chat.</li>
<li>It is not mandatory to do so, but could help in some scenarios.</li>
</ol>

**You are ready!**

**_With this you are ready to now fetch your bills, pay your bills, analyse your payment history, ask your LLM agent to analyse your bills, and more._**

### Claude

Ensure you have at least a Claude Pro account, and installed a Claude Desktop.

1. **Install Claude Desktop**
<ol type="a">
<li>Follow the steps on <a href="https://www.claude.com/download" target="_blank" rel="noreferrer">Download Claude</a> to download the relevant desktop version for your system.</li>
<li>Install the application by clicking continue and complete the installation successfully.</li>
</ol>
2. **Adding the MCP**
<ol type="a">
<li>Open Claude Desktop, and under Profile, go to Settings, and click on Connectors.</li>
<li>Click on “Custom Connector”.</li>
<li>Enter the MCP name - <i>Setu Bill Payments MCP</i>, and the MCP URL <a href="https://billpay-mcp.setu.co/mcp" target="_blank" rel="noreferrer">https://billpay-mcp.setu.co/mcp</a>.</li>
</ol>
3. **Start Chatting!**
<ol type="a">
<li>You can also instruct Claude to only use the <i>Setu Bill Payments MCP</i> on the chat window, by clicking on the plus icon and adding the MCP to your chat.</li>
<li>It is not mandatory to do so, but could help in some scenarios.</li>
</ol>

**You are ready!**

### Perplexity

1. Install Perplexity for Mac.
2. Go to settings on bottom left .
3. Click connectors
4. Follow Perplexity instruction to download and install additional package
5. click on Add Connector
6. Go to Advanced and paste the following:

<CodeBlockWithCopy language="json">{`
{
"args" : [
"mcp-remote",
"https://billpay-mcp.setu.co/mcp"
],
"command" : "npx",
"env" : {
},
"useBuiltInNode" : true
}
`}</CodeBlockWithCopy>

7. On saving, you will be taken to a page to enter your phone number and OTP. All bill payments require a phone number to fetch bills.

You are ready!

Claude / ChatGPT and other GUI clients will always implement that OAuth redirect to remote auth service implementations so Client ID or Secret is not to be used there.

### Using the MCP

ℹ️ To use any “tool”, a service of the MCP, the LLM client (ChatGPT or Claude) will ask you permission to allow to access that tool of the MCP. Please select “Always Allow” for a seamless experience. Currently, all LLM clients ask this permission for the first time each tool is used.

You can refer our document on the [tools enabled on the MCP server](./tools-and-prompts) and the [prompts](./tools-and-prompts#sample-prompts) you can use to use them.
78 changes: 78 additions & 0 deletions content/payments/billpay/mcp/tools-and-prompts.mdx
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---
sidebar_title: Tools and Prompts
page_title: MCP Server for Bill Payments - Tools and Prompts
order: 2
visible_in_sidebar: false
---

## Agentic Bill Payments MCP Server

The Agentic Bill Payments MCP exposes a set of tools that let an AI agent help you discover bills, fetch amounts, pay bills, and track transactions using natural language. Check out our <a href="/payments/billpay/mcp/integration-guide" target="_blank" rel="noreferrer">integration guide</a> on how to integrate this seamlessly.

You don't need to know which tool exists. Just ask naturally. If you're building or testing agents, the mapping below shows how prompts translate to tools.

## Tools

| Tool name | Tool Description | Tool specific prompt |
|-----------|------------------|---------------------|
| List Billers | Shows which billers are supported. | "Is my electricity provider supported?" |
| List Categories | Shows the types of bills you can pay. | "What kinds of bills can I pay here?" |
| Get Saved Bills | Shows the bills you've already paid for once. | "Do I have any pending bills?" |
| Fetch Bill | Fetches the latest amount due for a bill. | "How much is my Credit Card bill?" |
| Pay Bill | Initiates payment for a bill after confirmation. | "I want to recharge my FASTag account with Rs.500." |
| Check Payment Status | Checks whether a payment attempt was successful. | "Did my last payment go through?" |
| Get Transaction Receipt | Provides a receipt for a completed payment. | "Show me the receipt for my last payment." |
| List Payment History | Shows your past bill payments. | "Show all my bill payments from last 3 months." |

## Sample Prompts

You can use these prompts directly, and the Agent will know which tool to invoke. For the first time, you might have to allow the Agent to call the tool. These prompts automatically trigger multiple actions behind the scenes.

### Bill Payments

Use these to fetch bills, make payments, and track transaction status quickly and securely.

**Examples:**

- "Can I pay my electricity bill/broadband bill here?"
- "What kinds of bills can I pay here?"
- "Do I have any bills due?"
- "Pay my electricity bill."
- "I live in Chennai. I want to pay my electricity bill"
- "Did I pay my Credit Card bill this month? Share payment details"

You can also upload the image of your physical bill or screenshots of your bills from your payments app and watch the Agent fetch your outstanding bills!

### Analysis and Insights

Use these to understand why your bills look the way they do, and generate customised insights for you.

**Examples:**

- "Show me all the bills I usually pay."
- "Why was my electricity bill higher this summer?"
- "Summarise my bill payments from last month."
- "Show a breakdown of my bill spends by category."
- "Which bills do I spend the most on?"

### Proactive & Preventive Prompts

Use these to stay ahead of bills before they become urgent.

**Examples:**

- "Do I have any bills due in the next 7 days?"
- "Which bills usually come up around this time of the month?"

### Planning & Control Prompts

Use these to plan and budget.

**Examples:**

- "How much should I budget for bills every month?"
- "Which of my bills are fixed and which vary?"

<Callout type="info">
📄 Read more about how we came up with this MCP server <a href="https://blog.setu.co/articles/Setu-Bill-Payments-MCP" target="_blank" rel="noreferrer">here</a>!
</Callout>
3 changes: 2 additions & 1 deletion content/redirects.json
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Expand Up @@ -126,5 +126,6 @@
"/biller-quickstart": "/payments/bbps/quickstart",
"/sample-category/sample-product": "/sample-category/sample-product/sample-page",
"/docs-components": "/sample-category/sample-product/sample-page",
"/setu-bot": "/"
"/setu-bot": "/",
"/payments/billpay/mcp": "/payments/billpay/mcp/integration-guide"
}