--- title: "Orb MCP server for AI agents - actionlake" description: "Give Claude 159 Orb actions through one MCP server: customers, subscriptions, plans. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/orb updated: 2026-10-23 --- 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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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: "orb.invoices.list", intent: "check which Orb account is connected" } # List invoices · read · 1 upstream call ``` - 159 actions in one signed file - 70 read look, never change - 75 write create and update - 14 wait for a yes destructive, confirmed first Set up ## Connect Orb 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 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_token` Orb API key ``` account { op: "connections.requirements", service: "orb" } # 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: "orb.invoices.list" } # list invoices · read · 1 upstream call check { 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 2026[docs.withorb.com](https://docs.withorb.com/api-reference/orb-openapi.json) [docs.withorb.com](https://docs.withorb.com/api-reference) **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. - **70** read look, never change - **75** write create and update - **14** destructive wait for a confirmation 1. ### Customers 29 14 read · 12 write · 3 destructive List customers · Create customer · Fetch customer · Update customer 2. ### Subscriptions 17 5 read · 11 write · 1 destructive List subscriptions · Create subscription · Fetch subscription · Update subscription 3. ### Plans 15 7 read · 7 write · 1 destructive Create plan · Create plan version · Create plan version by external ID · List plans 4. ### Invoices 14 4 read · 7 write · 3 destructive List invoices · Create a one-off invoice · Fetch invoice · Update invoice 5. ### Alerts 10 2 read · 7 write · 1 destructive Create customer alert · Create customer alert by external ID · Create plan alert · Create subscription alert 6. ### Events 10 4 read · 4 write · 2 destructive Create backfill · Ingest events · List backfills · Search events 7. ### Prices 9 6 read · 3 write · 0 destructive List prices · Create price · Fetch price · Update price 8. ### 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. 1. Read read Which Orb invoices are more than 30 days overdue? Group them by customer with the total owed. calls `orb.invoices.list` 2. Write write Create a one-off invoice in Orb. Show me exactly what you will send before you save it. calls `orb.invoices.create` 3. Across systems read Which Orb companies have invoices in ConnectWise PSA, and how many each? calls `orb.customers.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `crm.company` **227** `finance.invoice` **91** `finance.credit_note` **28** `finance.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 invoice `orb.invoices.void` - Cancel subscription `orb.subscriptions.cancel` - Delete customer `orb.customers.delete` - Delete webhook endpoint `orb.webhook_endpoints.delete` - Pay invoice `orb.invoices.pay` - Delete alert `orb.alerts.delete` - Deprecate event `orb.events.deprecate` - Delete credit block `orb.credit_blocks.delete` - Revert backfill `orb.events.revert_backfill` - Deactivate top-up `orb.customers.delete_top_up` - Delete invoice line item `orb.invoices.delete_line_item` - Deactivate top-up by external ID `orb.customers.delete_top_up_external_id` - Cancel migration `orb.plans.cancel_migration` - Cancel subscription change `orb.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. do orb.invoices.void confirm_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: "lead@example.com" }, { match: "orb.subscriptions.cancel", approver: "lead@example.com" }, { match: "orb.customers.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 159 Orb actions - 159 actions page each page of a long list is one call - 66 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Orb action. 159 actions by area: the id your agent calls, what it does, and its effect. **Customers 29** - `orb.customers.create` Create customer write - `orb.customers.create_balance_transaction` Create customer balance transaction write - `orb.customers.create_ledger_entry` Create ledger entry write - `orb.customers.create_ledger_entry_external_id` Create ledger entry by external ID write - `orb.customers.create_portal_session` Create portal session write - `orb.customers.create_portal_session_external_id` Create portal session by external ID write - `orb.customers.create_top_up` Create top-up write - `orb.customers.create_top_up_external_id` Create top-up by external ID write - `orb.customers.delete` Delete customer destructive - `orb.customers.delete_top_up` Deactivate top-up destructive - `orb.customers.delete_top_up_external_id` Deactivate top-up by external ID destructive - `orb.customers.get` Fetch customer read - `orb.customers.get_costs` Fetch customer costs read - `orb.customers.get_costs_external_id` Fetch customer costs by external ID read - `orb.customers.get_credit_balance_summary` Fetch customer credit balance summary read - `orb.customers.get_credit_balance_summary_external_id` Fetch customer credit balance summary by external customer id read - `orb.customers.get_external_id` Fetch customer by external ID read - `orb.customers.list` List customers read - `orb.customers.list_balance_transactions` List balance transactions read - `orb.customers.list_credits` Fetch customer credit balance read - `orb.customers.list_credits_external_id` Fetch customer credit balance by external customer id read - `orb.customers.list_credits_ledger` Fetch customer credits ledger read - `orb.customers.list_credits_ledger_external_id` Fetch customer credits ledger by external ID read - `orb.customers.list_top_ups` List top-ups read - `orb.customers.list_top_ups_external_id` List top-ups by external ID read - `orb.customers.sync_payment_methods_from_gateway` Update payment methods from payment provider write - `orb.customers.sync_payment_methods_from_gateway_external_id` Update payment methods from payment provider write - `orb.customers.update` Update customer write - `orb.customers.update_external_id` Update customer by external ID write **Subscriptions 17** - `orb.subscriptions.add_edit_price_intervals` Add or edit price intervals write - `orb.subscriptions.cancel` Cancel subscription destructive - `orb.subscriptions.create` Create subscription write - `orb.subscriptions.get` Fetch subscription read - `orb.subscriptions.get_costs` Fetch subscription costs read - `orb.subscriptions.get_usage` Fetch subscription usage read - `orb.subscriptions.list` List subscriptions read - `orb.subscriptions.list_schedule` Fetch subscription schedule read - `orb.subscriptions.redeem_coupon` Redeem Coupon write - `orb.subscriptions.schedule_plan_change` Schedule plan change write - `orb.subscriptions.trigger_phase` Trigger phase write - `orb.subscriptions.unschedule_cancellation` Unschedule subscription cancellation write - `orb.subscriptions.unschedule_fixed_fee_quantity_updates` Unschedule fixed fee quantity updates write - `orb.subscriptions.unschedule_pending_plan_changes` Unschedule plan change write - `orb.subscriptions.update` Update subscription write - `orb.subscriptions.update_fixed_fee_quantity` Update price quantity write - `orb.subscriptions.update_trial` Update trial for subscription write **Plans 15** - `orb.plans.cancel_migration` Cancel migration destructive - `orb.plans.create` Create plan write - `orb.plans.create_version` Create plan version write - `orb.plans.create_version_external_id` Create plan version by external ID write - `orb.plans.get` Fetch plan read - `orb.plans.get_external_id` Fetch plan by external ID read - `orb.plans.get_migration` Fetch migration read - `orb.plans.get_version` Fetch plan version read - `orb.plans.get_version_external_id` Fetch plan version by external ID read - `orb.plans.list` List plans read - `orb.plans.list_migrations` List migrations read - `orb.plans.set_default_version` Set plan version as default write - `orb.plans.set_default_version_external_id` Set plan version as default by external ID write - `orb.plans.update` Update plan by id write - `orb.plans.update_external_id` Update plan by external ID write **Invoices 14** - `orb.invoices.create` Create a one-off invoice write - `orb.invoices.delete_line_item` Delete invoice line item destructive - `orb.invoices.get` Fetch invoice read - `orb.invoices.get_upcoming` Fetch upcoming invoice read - `orb.invoices.issue` Issue invoice write - `orb.invoices.issue_summary` Issue invoice summary write - `orb.invoices.list` List invoices read - `orb.invoices.list_summary` List invoices summary read - `orb.invoices.mark_as_paid` Mark invoice as paid write - `orb.invoices.pay` Pay invoice destructive - `orb.invoices.regenerate_pdf` Regenerate invoice PDF write - `orb.invoices.regenerate_receipt_pdf` Regenerate receipt PDF write - `orb.invoices.update` Update invoice write - `orb.invoices.void` Void invoice destructive **Alerts 10** - `orb.alerts.create_for_customer` Create customer alert write - `orb.alerts.create_for_external_customer` Create customer alert by external ID write - `orb.alerts.create_for_plan` Create plan alert write - `orb.alerts.create_for_subscription` Create subscription alert write - `orb.alerts.delete` Delete alert destructive - `orb.alerts.disable` Disable alert by ID write - `orb.alerts.enable` Enable alert by ID write - `orb.alerts.get` Fetch alert read - `orb.alerts.list` List alerts read - `orb.alerts.update` Update alert write **Events 10** - `orb.events.amend` Amend event write - `orb.events.close_backfill` Close backfill write - `orb.events.create_backfill` Create backfill write - `orb.events.deprecate` Deprecate event destructive - `orb.events.get_backfill` Fetch backfill read - `orb.events.get_volume` Get event volume read - `orb.events.ingest` Ingest events write - `orb.events.list_backfills` List backfills read - `orb.events.revert_backfill` Revert backfill destructive - `orb.events.search` Search events read **Prices 9** - `orb.prices.create` Create price write - `orb.prices.evaluate` Evaluate price read - `orb.prices.evaluate_multiple` Evaluate multiple prices read - `orb.prices.evaluate_preview_events` Evaluate preview events read - `orb.prices.get` Fetch price read - `orb.prices.get_external_id` Fetch price by external price id read - `orb.prices.list` List prices read - `orb.prices.update` Update price write - `orb.prices.update_external_id` Update price by external price id write **Dimensional price groups 8** - `orb.dimensional_price_groups.create` Create dimensional price group write - `orb.dimensional_price_groups.create_prices` Create dimensional price group prices write - `orb.dimensional_price_groups.get` Fetch dimensional price group read - `orb.dimensional_price_groups.get_external_id` Fetch dimensional price group by external ID read - `orb.dimensional_price_groups.list` List dimensional price groups read - `orb.dimensional_price_groups.list_prices` List dimensional price group prices read - `orb.dimensional_price_groups.update` Update dimensional price group write - `orb.dimensional_price_groups.update_external_id` Update dimensional price group by external ID write **Licenses 8** - `orb.licenses.create` Create a new license for a user write - `orb.licenses.deactivate` Deactivate license write - `orb.licenses.get` Fetch license read - `orb.licenses.get_external_id` Fetch license by external license id read - `orb.licenses.get_usage` Get usage for a specific license read - `orb.licenses.get_usage_by_external_id` Get usage for a license by external license ID read - `orb.licenses.get_usage_by_type` Get usage for all licenses of a type on a subscription read - `orb.licenses.list` List licenses read **Webhook endpoints 7** - `orb.webhook_endpoints.create` Create webhook endpoint write - `orb.webhook_endpoints.delete` Delete webhook endpoint destructive - `orb.webhook_endpoints.disable` Disable webhook endpoint write - `orb.webhook_endpoints.enable` Enable webhook endpoint write - `orb.webhook_endpoints.get` Fetch webhook endpoint read - `orb.webhook_endpoints.list` List webhook endpoints read - `orb.webhook_endpoints.update` Update webhook endpoint write **Metrics 6** - `orb.metrics.archive` Archive metric write - `orb.metrics.create` Create metric write - `orb.metrics.get` Get metric read - `orb.metrics.list` List metrics read - `orb.metrics.unarchive` Unarchive metric write - `orb.metrics.update` Update metric write **Coupons 5** - `orb.coupons.archive` Archive coupon write - `orb.coupons.create` Create coupon write - `orb.coupons.get` Fetch coupon read - `orb.coupons.list` List coupons read - `orb.coupons.list_subscriptions` List coupon subscriptions read **Items 5** - `orb.items.archive` Archive item write - `orb.items.create` Create item write - `orb.items.get` Fetch item read - `orb.items.list` List items read - `orb.items.update` Update item write **Credit blocks 4** - `orb.credit_blocks.delete` Delete credit block destructive - `orb.credit_blocks.get` Fetch credit block read - `orb.credit_blocks.list_invoices` List invoices for credit block read - `orb.credit_blocks.update` Update credit block write **Subscription changes 4** - `orb.subscription_changes.apply` Apply subscription change write - `orb.subscription_changes.cancel` Cancel subscription change destructive - `orb.subscription_changes.get` Fetch subscription change read - `orb.subscription_changes.list` List subscription changes read **Credit notes 3** - `orb.credit_notes.create` Create credit note write - `orb.credit_notes.get` Fetch credit note read - `orb.credit_notes.list` List credit notes read **License types 3** - `orb.license_types.create` Create license type write - `orb.license_types.get` Fetch license type read - `orb.license_types.list` List license types read **Invoice line items 1** - `orb.invoice_line_items.create` Create invoice line item write **Ping 1** - `orb.ping.get` Check availability read 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. ## More connectors like Orb Shares the most action names with - [Airwallex 20](https://actionlake.com/connectors/airwallex) - [Paddle Billing 18](https://actionlake.com/connectors/paddle-billing) - [Maxio Advanced Billing 15](https://actionlake.com/connectors/maxio-advanced-billing) - [Whop 15](https://actionlake.com/connectors/whop) - [Lago 15](https://actionlake.com/connectors/lago) - [Mollie 14](https://actionlake.com/connectors/mollie) Joins with, on shared entities - [Zoho Inventory 3](https://actionlake.com/connectors/zoho-inventory) - [Adobe Commerce 3](https://actionlake.com/connectors/adobe-commerce) - [Rev.io 3](https://actionlake.com/connectors/rev-io) - [Planhat 3](https://actionlake.com/connectors/planhat) - [ConnectWise PSA 2](https://actionlake.com/connectors/connectwise-psa) - [HaloPSA 2](https://actionlake.com/connectors/halopsa) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Orb; the name is the vendor's own. Counts are from the Orb service file, version 1.0.0. ## Give your agent Orb today. [Connect Orb free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/orb More: https://actionlake.com/llms.txt