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Connectors · Accounting & finance

ApprovalMax MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to ApprovalMax and the rest of your systems. It gives your agent 65 ApprovalMax actions (48 reads, 16 writes and 1 that wait for a confirmation) and holds the ApprovalMax credential itself, so the agent never does. It paces ApprovalMax's limits and records every call. Connecting ApprovalMax needs your own ApprovalMax OAuth app and one admin sign-in.

Connect ApprovalMax freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "approvalmax.companies.list",  intent: "check which ApprovalMax account is connected"}# List the ApprovalMax organisations (companies) the user can access · read · 1 upstream call
  • 65actionsin one signed file
  • 48readlook, never change
  • 16writecreate and update
  • 1wait for a yesdestructive, confirmed first

Set up

Connect ApprovalMax in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect ApprovalMax.

    OAuth 2.0, authorization code with PKCE. You register your own OAuth app with ApprovalMax, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.

    Before the first sign-in, ApprovalMax needs an OAuth app of your own, registered in its developer portal. actionlake has no ApprovalMax app to lend you.

    • access_tokenAccess token from one sign-in with your own OAuth app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idYour OAuth app's client id
    • client_secretYour OAuth app's client secret
    account { op: "connections.requirements", service: "approvalmax" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "approvalmax.companies.list" }# list the approvalmax organisations (companies) the user can access · read · 1 upstream callcheck { action: "approvalmax.xero_sales_invoices.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

ApprovalMax at a glance

Sign-in
OAuth 2.0, authorization code with PKCE. You register your own OAuth app with ApprovalMax, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide
access_tokenrefresh_tokenclient_idclient_secret
Limits we pace to
60 calls a minute, per connection
API covered
ApprovalMax Public API v1 (OpenAPI 3.0.4)public-api.approvalmax.com
Built from
ApprovalMax's documentation, read 23 October 2026public-api.approvalmax.comdeveloper.approvalmax.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
48 of 48 reads, for up to 5 minutes; a write clears what it affects
Shared entities
6, so ask can line ApprovalMax up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in ApprovalMax.

65 actions in 30 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 48readlook, never change
  • 16writecreate and update
  • 1destructivewait for a confirmation

  1. Xero purchase orders

    6

    2 read · 4 write · 0 destructive

    List Xero purchase order approval requests · Create a Xero purchase order approval request (draft) · Get a Xero purchase order approval request · Edit a Xero purchase order approval request

  2. Standalone documents

    5

    2 read · 3 write · 0 destructive

    Create a standalone (no accounting system) document approval request (draft) · List standalone (no accounting system) document approval requests · Get a standalone (no accounting system) document approval request · Submit a standalone (no accounting system) document approval request into its approval workflow

  3. Xero bills

    5

    2 read · 3 write · 0 destructive

    List Xero bill approval requests · Create a Xero bill approval request (draft) · Get a Xero bill approval request · Edit a Xero bill approval request

  4. Xero quotes

    5

    2 read · 3 write · 0 destructive

    List Xero quote approval requests · Create a Xero quote approval request (draft) · Get a Xero quote approval request · Edit a Xero quote approval request

  5. Xero sales invoices

    5

    2 read · 3 write · 0 destructive

    List Xero sales invoice approval requests · Create a Xero sales invoice approval request (draft) · Get a Xero sales invoice approval request · Edit a Xero sales invoice approval request

  6. Netsuite bill payments

    2

    2 read · 0 write · 0 destructive

    List NetSuite bill payment approval requests · Get a NetSuite bill payment approval request

  7. Netsuite expense reports

    2

    2 read · 0 write · 0 destructive

    List NetSuite expense report approval requests · Get a NetSuite expense report approval request

  8. Netsuite invoices

    2

    2 read · 0 write · 0 destructive

    List NetSuite invoice approval requests · Get a NetSuite invoice approval request

22 more areas · 33 actions
  • Netsuite item receipts 2
  • Netsuite journal entries 2
  • Netsuite purchase orders 2
  • Netsuite sales orders 2
  • Netsuite vendor bills 2
  • Qbooks bills 2
  • Qbooks expenses 2
  • Qbooks purchase orders 2
  • User profiles 2
  • Xero batch payments 2
  • Xero credit notes 2
  • Companies 1
  • Request attachments 1
  • Standalone currencies 1
  • Standalone workflows 1
  • Xero accounts 1
  • Xero branding themes 1
  • Xero contacts 1
  • Xero currencies 1
  • Xero items 1
  • Xero taxes 1
  • Xero tracking categories 1

Top actions

The ApprovalMax API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 28 of ApprovalMax's 28 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
approvalmax.user_profiles.listList an organisation's user profilesList an organisation's user profiles.readidentity.user.list474 connectors
approvalmax.xero_sales_invoices.listList Xero sales invoice approval requestsList Xero sales invoice approval requests.readfinance.invoice.list101 connectors
approvalmax.xero_quotes.listList Xero quote approval requestsList Xero quote approval requests.readfinance.quote.list52 connectors
approvalmax.xero_purchase_orders.listList Xero purchase order approval requestsList Xero purchase order approval requests.readfinance.purchase_order.list45 connectors
approvalmax.xero_credit_notes.listList Xero credit note approval requestsList Xero credit note approval requests.readfinance.credit_note.list33 connectors
approvalmax.xero_bills.listList Xero bill approval requestsList Xero bill approval requests.readfinance.bill.list31 connectors
approvalmax.netsuite_invoices.listList NetSuite invoice approval requestsList NetSuite invoice approval requests.readfinance.invoice.list101 connectors
approvalmax.xero_sales_invoices.createCreate a Xero sales invoice approval request (draft)Create a Xero sales invoice approval request (draft).writefinance.invoice.create74 connectors
approvalmax.xero_quotes.createCreate a Xero quote approval request (draft)Create a Xero quote approval request (draft).writefinance.quote.create52 connectors
approvalmax.qbooks_purchase_orders.listList QuickBooks Online purchase order approval requestsList QuickBooks Online purchase order approval requests.readfinance.purchase_order.list45 connectors
approvalmax.xero_purchase_orders.createCreate a Xero purchase order approval request (draft)Create a Xero purchase order approval request (draft).writefinance.purchase_order.create43 connectors
approvalmax.request_attachments.deleteDelete an attachment from an approval requestDelete an attachment from an approval request.destructivethis connector

Try it

Prompts to paste into Claude.

Each one names the ApprovalMax actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which ApprovalMax invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsapprovalmax.xero_sales_invoices.list

  2. Writewrite

    Create a Xero sales invoice approval request (draft) in ApprovalMax. Show me exactly what you will send before you save it.

    callsapprovalmax.xero_sales_invoices.create

Governance for ApprovalMax

Destructive actions wait for a yes.

1 ApprovalMax action is destructive. This is it:

  • Delete an attachment from an approval requestapprovalmax.request_attachments.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doapprovalmax.request_attachments.deleteconfirm_policy: human

Delete an attachment from an approval request?

intent: the user asked me to delete an attachment from an approval request

run suspended · waiting for a named person · key approvalmax-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "approvalmax-agent",  allowed_actions: ["approvalmax.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "approvalmax.request_attachments.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to ApprovalMax only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What ApprovalMax costs on actionlake.

Every ApprovalMax action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call ApprovalMax refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 65 ApprovalMax actions
  • 65actions pageeach page of a long list is one call
  • 48reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every ApprovalMax action.

65 actions by area: the id your agent calls, what it does, and its effect.

Xero purchase orders6
  • approvalmax.xero_purchase_orders.createCreate a Xero purchase order approval request (draft)write
  • approvalmax.xero_purchase_orders.getGet a Xero purchase order approval requestread
  • approvalmax.xero_purchase_orders.listList Xero purchase order approval requestsread
  • approvalmax.xero_purchase_orders.mark_as_billedMark a Xero purchase order request as billed or not billedwrite
  • approvalmax.xero_purchase_orders.submitSubmit a Xero purchase order approval request into its approval workflowwrite
  • approvalmax.xero_purchase_orders.updateEdit a Xero purchase order approval requestwrite
Standalone documents5
  • approvalmax.standalone_documents.createCreate a standalone (no accounting system) document approval request (draft)write
  • approvalmax.standalone_documents.getGet a standalone (no accounting system) document approval requestread
  • approvalmax.standalone_documents.listList standalone (no accounting system) document approval requestsread
  • approvalmax.standalone_documents.submitSubmit a standalone (no accounting system) document approval request into its approval workflowwrite
  • approvalmax.standalone_documents.updateEdit a standalone (no accounting system) document approval requestwrite
Xero bills5
  • approvalmax.xero_bills.createCreate a Xero bill approval request (draft)write
  • approvalmax.xero_bills.getGet a Xero bill approval requestread
  • approvalmax.xero_bills.listList Xero bill approval requestsread
  • approvalmax.xero_bills.submitSubmit a Xero bill approval request into its approval workflowwrite
  • approvalmax.xero_bills.updateEdit a Xero bill approval requestwrite
Xero quotes5
  • approvalmax.xero_quotes.createCreate a Xero quote approval request (draft)write
  • approvalmax.xero_quotes.getGet a Xero quote approval requestread
  • approvalmax.xero_quotes.listList Xero quote approval requestsread
  • approvalmax.xero_quotes.submitSubmit a Xero quote approval request into its approval workflowwrite
  • approvalmax.xero_quotes.updateEdit a Xero quote approval requestwrite
Xero sales invoices5
  • approvalmax.xero_sales_invoices.createCreate a Xero sales invoice approval request (draft)write
  • approvalmax.xero_sales_invoices.getGet a Xero sales invoice approval requestread
  • approvalmax.xero_sales_invoices.listList Xero sales invoice approval requestsread
  • approvalmax.xero_sales_invoices.submitSubmit a Xero sales invoice approval request into its approval workflowwrite
  • approvalmax.xero_sales_invoices.updateEdit a Xero sales invoice approval requestwrite
Netsuite bill payments2
  • approvalmax.netsuite_bill_payments.getGet a NetSuite bill payment approval requestread
  • approvalmax.netsuite_bill_payments.listList NetSuite bill payment approval requestsread
Netsuite expense reports2
  • approvalmax.netsuite_expense_reports.getGet a NetSuite expense report approval requestread
  • approvalmax.netsuite_expense_reports.listList NetSuite expense report approval requestsread
Netsuite invoices2
  • approvalmax.netsuite_invoices.getGet a NetSuite invoice approval requestread
  • approvalmax.netsuite_invoices.listList NetSuite invoice approval requestsread
Netsuite item receipts2
  • approvalmax.netsuite_item_receipts.getGet a NetSuite item receipt approval requestread
  • approvalmax.netsuite_item_receipts.listList NetSuite item receipt approval requestsread
Netsuite journal entries2
  • approvalmax.netsuite_journal_entries.getGet a NetSuite journal entry approval requestread
  • approvalmax.netsuite_journal_entries.listList NetSuite journal entry approval requestsread
Netsuite purchase orders2
  • approvalmax.netsuite_purchase_orders.getGet a NetSuite purchase order approval requestread
  • approvalmax.netsuite_purchase_orders.listList NetSuite purchase order approval requestsread
Netsuite sales orders2
  • approvalmax.netsuite_sales_orders.getGet a NetSuite sales order approval requestread
  • approvalmax.netsuite_sales_orders.listList NetSuite sales order approval requestsread
Netsuite vendor bills2
  • approvalmax.netsuite_vendor_bills.getGet a NetSuite vendor bill approval requestread
  • approvalmax.netsuite_vendor_bills.listList NetSuite vendor bill approval requestsread
Qbooks bills2
  • approvalmax.qbooks_bills.getGet a QuickBooks Online bill approval requestread
  • approvalmax.qbooks_bills.listList QuickBooks Online bill approval requestsread
Qbooks expenses2
  • approvalmax.qbooks_expenses.getGet a QuickBooks Online expense approval requestread
  • approvalmax.qbooks_expenses.listList QuickBooks Online expense approval requestsread
Qbooks purchase orders2
  • approvalmax.qbooks_purchase_orders.getGet a QuickBooks Online purchase order approval requestread
  • approvalmax.qbooks_purchase_orders.listList QuickBooks Online purchase order approval requestsread
User profiles2
  • approvalmax.user_profiles.getGet a user profileread
  • approvalmax.user_profiles.listList an organisation's user profilesread
Xero batch payments2
  • approvalmax.xero_batch_payments.getGet a Xero batch payment approval requestread
  • approvalmax.xero_batch_payments.listList Xero batch payment approval requestsread
Xero credit notes2
  • approvalmax.xero_credit_notes.getGet a Xero credit note approval requestread
  • approvalmax.xero_credit_notes.listList Xero credit note approval requestsread
Companies1
  • approvalmax.companies.listList the ApprovalMax organisations (companies) the user can accessread
Request attachments1
  • approvalmax.request_attachments.deleteDelete an attachment from an approval requestdestructive
Standalone currencies1
  • approvalmax.standalone_currencies.listList the currencies available to standalone documentsread
Standalone workflows1
  • approvalmax.standalone_workflows.listList the organisation's standalone approval workflowsread
Xero accounts1
  • approvalmax.xero_accounts.listList the Xero organisation's chart of accountsread
Xero branding themes1
  • approvalmax.xero_branding_themes.listList the Xero organisation's branding themesread
Xero contacts1
  • approvalmax.xero_contacts.listSearch the Xero organisation's contactsread
Xero currencies1
  • approvalmax.xero_currencies.listList the Xero organisation's currenciesread
Xero items1
  • approvalmax.xero_items.listSearch the Xero organisation's itemsread
Xero taxes1
  • approvalmax.xero_taxes.listList the Xero organisation's tax ratesread
Xero tracking categories1
  • approvalmax.xero_tracking_categories.listList the Xero organisation's tracking categoriesread

Questions

The ApprovalMax MCP server, answered.

Is there an ApprovalMax MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 65 ApprovalMax actions across xero purchase orders, standalone documents, xero bills and xero quotes, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by ApprovalMax.

What do I need to connect ApprovalMax?

Your own ApprovalMax OAuth app, registered with ApprovalMax (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no ApprovalMax app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. The free call account { op: "connections.requirements", service: "approvalmax" } lists exactly what to paste.

Can an AI agent delete or change things in ApprovalMax?

Only if its key allows it, and only with an explicit confirmation. 1 ApprovalMax action is destructive, including delete an attachment from an approval request. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my ApprovalMax API limit?

actionlake paces every call to the limits in the ApprovalMax service file: 60 calls a minute per connection. Repeated reads are answered from cache (48 ApprovalMax actions can be), which never reaches ApprovalMax.

What does an ApprovalMax action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (65 ApprovalMax actions page). Cache hits, searches, dry runs and calls ApprovalMax refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which ApprovalMax API does it cover?

The ApprovalMax Public API v1 (OpenAPI 3.0.4) at public-api.approvalmax.com. It is built from ApprovalMax's documentation as read on 23 October 2026. 65 actions in 30 areas, each one in the signed service file (version 1.0.0).

Does actionlake keep my ApprovalMax data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your ApprovalMax credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by ApprovalMax; the name is the vendor's own. Counts are from the ApprovalMax service file, version 1.0.0.

Give your agent ApprovalMax today.

Connect ApprovalMax freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.