Connectors · Accounting & finance

Orb MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Orb and the rest of your systems. It gives your agent 159 Orb actions (70 reads, 75 writes and 14 that wait for a confirmation) and holds the Orb credential itself, so the agent never does. It paces Orb's limits and records every call.

Connect Orb free See 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

159actionsin one signed file
70readlook, never change
75writecreate and update
14wait for a yesdestructive, confirmed first

Set up

Connect Orb in three steps.

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
02
Connect Orb.
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- access_tokenOrb API key
```
account { op: "connections.requirements", service: "orb" }
# free: exactly what to paste, and what is found for you
```

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: "orb.invoices.list" }# list invoices · read · 1 upstream callcheck { action: "orb.invoices.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Orb at a glance

Sign-in: Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: access_token
Limits we pace to: 50 calls a second, per connection
API covered: Orb API v1 (OpenAPI 3.1.0)api.withorb.com
Built from: Orb's documentation, read 23 October 2026docs.withorb.com docs.withorb.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 66 of 70 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 4, so ask can line Orb up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Orb.

159 actions in 19 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

70readlook, never change
75writecreate and update
14destructivewait for a confirmation

Customers
29
14 read · 12 write · 3 destructive
List customers · Create customer · Fetch customer · Update customer
Subscriptions
17
5 read · 11 write · 1 destructive
List subscriptions · Create subscription · Fetch subscription · Update subscription
Plans
15
7 read · 7 write · 1 destructive
Create plan · Create plan version · Create plan version by external ID · List plans
Invoices
14
4 read · 7 write · 3 destructive
List invoices · Create a one-off invoice · Fetch invoice · Update invoice
Alerts
10
2 read · 7 write · 1 destructive
Create customer alert · Create customer alert by external ID · Create plan alert · Create subscription alert
Events
10
4 read · 4 write · 2 destructive
Create backfill · Ingest events · List backfills · Search events
Prices
9
6 read · 3 write · 0 destructive
List prices · Create price · Fetch price · Update price
Dimensional price groups
8
4 read · 4 write · 0 destructive
Create dimensional price group · Create dimensional price group prices · List dimensional price groups · List dimensional price group prices

11 more areas · 47 actions

Licenses 8
Webhook endpoints 7
Metrics 6
Coupons 5
Items 5
Credit blocks 4
Subscription changes 4
Credit notes 3
License types 3
Invoice line items 1
Ping 1

Top actions

The Orb API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 32 of Orb's 32 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`orb.invoices.list`List invoices	List invoices.	read	`finance.invoice.list`101 connectors
`orb.subscriptions.list`List subscriptions	List subscriptions.	read	`finance.subscription.list`37 connectors
`orb.credit_notes.list`List credit notes	List credit notes.	read	`finance.credit_note.list`33 connectors
`orb.invoices.create`Create a one-off invoice	Create a one-off invoice.	write	`finance.invoice.create`74 connectors
`orb.customers.list`List customers	List customers.	read	`crm.company.list`162 connectors
`orb.credit_notes.create`Create credit note	Create credit note.	write	`finance.credit_note.create`29 connectors
`orb.subscriptions.create`Create subscription	Create subscription.	write	`finance.subscription.create`27 connectors
`orb.customers.create`Create customer	Create customer.	write	`crm.company.create`142 connectors
`orb.invoices.void`Void invoice	Void invoice.	destructive	`finance.invoice.void`22 connectors
`orb.webhook_endpoints.create`Create webhook endpoint	Create webhook endpoint.	write	`automation.webhook.create`209 connectors
`orb.webhook_endpoints.list`List webhook endpoints	List webhook endpoints.	read	`automation.webhook.list`202 connectors
`orb.coupons.create`Create coupon	Create coupon.	write	`commerce.coupon.create`29 connectors

Try it

Prompts to paste into Claude.

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

Readread
Which Orb invoices are more than 30 days overdue? Group them by customer with the total owed.
callsorb.invoices.list
Writewrite
Create a one-off invoice in Orb. Show me exactly what you will send before you save it.
callsorb.invoices.create
Across systemsread
Which Orb companies have invoices in ConnectWise PSA, and how many each?
callsorb.customers.listconnectwise_manage.invoices.list

Across your systems

Orb, joined to the rest of your business.

One ask fetches from Orb and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which Orb companies have invoices in ConnectWise PSA, and how many each?
orb.customers.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA
Which Orb companies have tickets in HubSpot CRM, and how many each?
orb.customers.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227finance.invoice 91finance.credit_note 28finance.subscription 24

ask

ask {  intent: "which Orb companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "orb.customers.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Orb

Destructive actions wait for a yes.

14 Orb actions are destructive. These are all of them:

Void invoiceorb.invoices.void
Cancel subscriptionorb.subscriptions.cancel
Delete customerorb.customers.delete
Delete webhook endpointorb.webhook_endpoints.delete
Pay invoiceorb.invoices.pay
Delete alertorb.alerts.delete
Deprecate eventorb.events.deprecate
Delete credit blockorb.credit_blocks.delete
Revert backfillorb.events.revert_backfill
Deactivate top-uporb.customers.delete_top_up
Delete invoice line itemorb.invoices.delete_line_item
Deactivate top-up by external IDorb.customers.delete_top_up_external_id
Cancel migrationorb.plans.cancel_migration
Cancel subscription changeorb.subscription_changes.cancel

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.

doorb.invoices.voidconfirm_policy: human

Void invoice?

intent: the user asked me to void invoice

run suspended · waiting for a named person · key orb-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "orb-agent",  allowed_actions: ["orb.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "orb.invoices.void", approver: "[email protected]" },    { match: "orb.subscriptions.cancel", approver: "[email protected]" },    { match: "orb.customers.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Orb only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Orb costs on actionlake.

Every Orb action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Orb 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 159 Orb actions
159actions pageeach page of a long list is one call
66reads 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 Orb action.

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

Customers29

orb.customers.createCreate customerwrite
orb.customers.create_balance_transactionCreate customer balance transactionwrite
orb.customers.create_ledger_entryCreate ledger entrywrite
orb.customers.create_ledger_entry_external_idCreate ledger entry by external IDwrite
orb.customers.create_portal_sessionCreate portal sessionwrite
orb.customers.create_portal_session_external_idCreate portal session by external IDwrite
orb.customers.create_top_upCreate top-upwrite
orb.customers.create_top_up_external_idCreate top-up by external IDwrite
orb.customers.deleteDelete customerdestructive
orb.customers.delete_top_upDeactivate top-updestructive
orb.customers.delete_top_up_external_idDeactivate top-up by external IDdestructive
orb.customers.getFetch customerread
orb.customers.get_costsFetch customer costsread
orb.customers.get_costs_external_idFetch customer costs by external IDread
orb.customers.get_credit_balance_summaryFetch customer credit balance summaryread
orb.customers.get_credit_balance_summary_external_idFetch customer credit balance summary by external customer idread
orb.customers.get_external_idFetch customer by external IDread
orb.customers.listList customersread
orb.customers.list_balance_transactionsList balance transactionsread
orb.customers.list_creditsFetch customer credit balanceread
orb.customers.list_credits_external_idFetch customer credit balance by external customer idread
orb.customers.list_credits_ledgerFetch customer credits ledgerread
orb.customers.list_credits_ledger_external_idFetch customer credits ledger by external IDread
orb.customers.list_top_upsList top-upsread
orb.customers.list_top_ups_external_idList top-ups by external IDread
orb.customers.sync_payment_methods_from_gatewayUpdate payment methods from payment providerwrite
orb.customers.sync_payment_methods_from_gateway_external_idUpdate payment methods from payment providerwrite
orb.customers.updateUpdate customerwrite
orb.customers.update_external_idUpdate customer by external IDwrite

Subscriptions17

orb.subscriptions.add_edit_price_intervalsAdd or edit price intervalswrite
orb.subscriptions.cancelCancel subscriptiondestructive
orb.subscriptions.createCreate subscriptionwrite
orb.subscriptions.getFetch subscriptionread
orb.subscriptions.get_costsFetch subscription costsread
orb.subscriptions.get_usageFetch subscription usageread
orb.subscriptions.listList subscriptionsread
orb.subscriptions.list_scheduleFetch subscription scheduleread
orb.subscriptions.redeem_couponRedeem Couponwrite
orb.subscriptions.schedule_plan_changeSchedule plan changewrite
orb.subscriptions.trigger_phaseTrigger phasewrite
orb.subscriptions.unschedule_cancellationUnschedule subscription cancellationwrite
orb.subscriptions.unschedule_fixed_fee_quantity_updatesUnschedule fixed fee quantity updateswrite
orb.subscriptions.unschedule_pending_plan_changesUnschedule plan changewrite
orb.subscriptions.updateUpdate subscriptionwrite
orb.subscriptions.update_fixed_fee_quantityUpdate price quantitywrite
orb.subscriptions.update_trialUpdate trial for subscriptionwrite

Plans15

orb.plans.cancel_migrationCancel migrationdestructive
orb.plans.createCreate planwrite
orb.plans.create_versionCreate plan versionwrite
orb.plans.create_version_external_idCreate plan version by external IDwrite
orb.plans.getFetch planread
orb.plans.get_external_idFetch plan by external IDread
orb.plans.get_migrationFetch migrationread
orb.plans.get_versionFetch plan versionread
orb.plans.get_version_external_idFetch plan version by external IDread
orb.plans.listList plansread
orb.plans.list_migrationsList migrationsread
orb.plans.set_default_versionSet plan version as defaultwrite
orb.plans.set_default_version_external_idSet plan version as default by external IDwrite
orb.plans.updateUpdate plan by idwrite
orb.plans.update_external_idUpdate plan by external IDwrite

Invoices14

orb.invoices.createCreate a one-off invoicewrite
orb.invoices.delete_line_itemDelete invoice line itemdestructive
orb.invoices.getFetch invoiceread
orb.invoices.get_upcomingFetch upcoming invoiceread
orb.invoices.issueIssue invoicewrite
orb.invoices.issue_summaryIssue invoice summarywrite
orb.invoices.listList invoicesread
orb.invoices.list_summaryList invoices summaryread
orb.invoices.mark_as_paidMark invoice as paidwrite
orb.invoices.payPay invoicedestructive
orb.invoices.regenerate_pdfRegenerate invoice PDFwrite
orb.invoices.regenerate_receipt_pdfRegenerate receipt PDFwrite
orb.invoices.updateUpdate invoicewrite
orb.invoices.voidVoid invoicedestructive

Alerts10

orb.alerts.create_for_customerCreate customer alertwrite
orb.alerts.create_for_external_customerCreate customer alert by external IDwrite
orb.alerts.create_for_planCreate plan alertwrite
orb.alerts.create_for_subscriptionCreate subscription alertwrite
orb.alerts.deleteDelete alertdestructive
orb.alerts.disableDisable alert by IDwrite
orb.alerts.enableEnable alert by IDwrite
orb.alerts.getFetch alertread
orb.alerts.listList alertsread
orb.alerts.updateUpdate alertwrite

Events10

orb.events.amendAmend eventwrite
orb.events.close_backfillClose backfillwrite
orb.events.create_backfillCreate backfillwrite
orb.events.deprecateDeprecate eventdestructive
orb.events.get_backfillFetch backfillread
orb.events.get_volumeGet event volumeread
orb.events.ingestIngest eventswrite
orb.events.list_backfillsList backfillsread
orb.events.revert_backfillRevert backfilldestructive
orb.events.searchSearch eventsread

Prices9

orb.prices.createCreate pricewrite
orb.prices.evaluateEvaluate priceread
orb.prices.evaluate_multipleEvaluate multiple pricesread
orb.prices.evaluate_preview_eventsEvaluate preview eventsread
orb.prices.getFetch priceread
orb.prices.get_external_idFetch price by external price idread
orb.prices.listList pricesread
orb.prices.updateUpdate pricewrite
orb.prices.update_external_idUpdate price by external price idwrite

Dimensional price groups8

orb.dimensional_price_groups.createCreate dimensional price groupwrite
orb.dimensional_price_groups.create_pricesCreate dimensional price group priceswrite
orb.dimensional_price_groups.getFetch dimensional price groupread
orb.dimensional_price_groups.get_external_idFetch dimensional price group by external IDread
orb.dimensional_price_groups.listList dimensional price groupsread
orb.dimensional_price_groups.list_pricesList dimensional price group pricesread
orb.dimensional_price_groups.updateUpdate dimensional price groupwrite
orb.dimensional_price_groups.update_external_idUpdate dimensional price group by external IDwrite

Licenses8

orb.licenses.createCreate a new license for a userwrite
orb.licenses.deactivateDeactivate licensewrite
orb.licenses.getFetch licenseread
orb.licenses.get_external_idFetch license by external license idread
orb.licenses.get_usageGet usage for a specific licenseread
orb.licenses.get_usage_by_external_idGet usage for a license by external license IDread
orb.licenses.get_usage_by_typeGet usage for all licenses of a type on a subscriptionread
orb.licenses.listList licensesread

Webhook endpoints7

orb.webhook_endpoints.createCreate webhook endpointwrite
orb.webhook_endpoints.deleteDelete webhook endpointdestructive
orb.webhook_endpoints.disableDisable webhook endpointwrite
orb.webhook_endpoints.enableEnable webhook endpointwrite
orb.webhook_endpoints.getFetch webhook endpointread
orb.webhook_endpoints.listList webhook endpointsread
orb.webhook_endpoints.updateUpdate webhook endpointwrite

Metrics6

orb.metrics.archiveArchive metricwrite
orb.metrics.createCreate metricwrite
orb.metrics.getGet metricread
orb.metrics.listList metricsread
orb.metrics.unarchiveUnarchive metricwrite
orb.metrics.updateUpdate metricwrite

Coupons5

orb.coupons.archiveArchive couponwrite
orb.coupons.createCreate couponwrite
orb.coupons.getFetch couponread
orb.coupons.listList couponsread
orb.coupons.list_subscriptionsList coupon subscriptionsread

Items5

orb.items.archiveArchive itemwrite
orb.items.createCreate itemwrite
orb.items.getFetch itemread
orb.items.listList itemsread
orb.items.updateUpdate itemwrite

Credit blocks4

orb.credit_blocks.deleteDelete credit blockdestructive
orb.credit_blocks.getFetch credit blockread
orb.credit_blocks.list_invoicesList invoices for credit blockread
orb.credit_blocks.updateUpdate credit blockwrite

Subscription changes4

orb.subscription_changes.applyApply subscription changewrite
orb.subscription_changes.cancelCancel subscription changedestructive
orb.subscription_changes.getFetch subscription changeread
orb.subscription_changes.listList subscription changesread

Credit notes3

orb.credit_notes.createCreate credit notewrite
orb.credit_notes.getFetch credit noteread
orb.credit_notes.listList credit notesread

License types3

orb.license_types.createCreate license typewrite
orb.license_types.getFetch license typeread
orb.license_types.listList license typesread

Invoice line items1

orb.invoice_line_items.createCreate invoice line itemwrite

Ping1

orb.ping.getCheck availabilityread

Questions

The Orb MCP server, answered.

Is there an Orb MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 159 Orb actions across customers, subscriptions, plans and invoices, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Orb.

What do I need to connect Orb?

Orb API key. The free call account { op: "connections.requirements", service: "orb" } lists exactly what to paste.

Can an AI agent delete or change things in Orb?

Only if its key allows it, and only with an explicit confirmation. 14 Orb actions are destructive, including void invoice, cancel subscription and delete customer. 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 Orb API limit?

actionlake paces every call to the limits in the Orb service file: 50 calls a second per connection. Repeated reads are answered from cache (66 Orb actions can be), which never reaches Orb.

What does an Orb action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (159 Orb actions page). Cache hits, searches, dry runs and calls Orb 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 Orb API does it cover?

The Orb API v1 (OpenAPI 3.1.0) at api.withorb.com. It is built from Orb's documentation as read on 23 October 2026. 159 actions in 19 areas, each one in the signed service file (version 1.0.0).

Can I combine Orb with my other systems?

Yes. ask joins Orb to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Orb maps crm.company, which 227 other connectors also map.

Does actionlake keep my Orb 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 Orb 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.

Give your agent Orb today.

Connect Orb free See pricing

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

Orb MCP server for AI agents.

Connect Orb in three steps.

Add actionlake to Claude.

Connect Orb.

Make the first call. Check before a write.

What an AI agent can do in Orb.

Customers

Subscriptions

Plans

Invoices

Alerts

Events

Prices

Dimensional price groups