Connectors · Accounting & finance

Tipalti MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Tipalti and the rest of your systems. It gives your agent 36 Tipalti actions (24 reads and 12 writes) and holds the Tipalti credential itself, so the agent never does. It paces Tipalti's limits and records every call.

Connect Tipalti 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

36actionsin one signed file
24readlook, never change
12writecreate and update
0wait for a yesdestructive, confirmed first

Set up

Connect Tipalti 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 Tipalti.
OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. actionlake stores what you paste write-only, sealed under your tenant's key.
- client_idTipalti application client ID (Tipalti Developer Hub > your client-credentials app; grant it the…
- client_secretTipalti application client secret (shown in the Developer Hub)
- tenant_hostWhere your Tipalti lives: your tenant host
```
account { op: "connections.requirements", service: "tipalti" }
# 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: "tipalti.payments.list" }# list payments · read · 1 upstream callcheck { action: "tipalti.payees.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Tipalti at a glance

Sign-in: OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in.
You provide: client_idclient_secret
Setup fields: tenant_host
Limits we pace to: 1,500 calls a minute, per connection
API covered: Tipalti REST API v1 (Invoices Public API to call Tipalti Services (Build Version: 2026-08-11-2564561))sso.tipalti.com
Built from: Tipalti's documentation, read 23 October 2026documentation.tipalti.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 24 of 24 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 4, so ask can line Tipalti up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Tipalti.

36 actions in 14 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

24readlook, never change
12writecreate and update
0destructivewait for a confirmation

Payees
5
2 read · 3 write · 0 destructive
List payees · Create a payee · Get a payee · Update a payee
Custom field value options
4
2 read · 2 write · 0 destructive
Create a custom field value option · List a custom field's value options · Get a custom field value option · Update a custom field value option
Payment terms
4
2 read · 2 write · 0 destructive
Create a payment term · List payment terms · Get a payment term · Update a payment term
Tax codes
4
2 read · 2 write · 0 destructive
Create a tax code · List tax codes · Get a tax code · Update a tax code
Custom fields
2
2 read · 0 write · 0 destructive
List custom fields · Get a custom field
GL accounts
2
2 read · 0 write · 0 destructive
List GL accounts · Get a GL account
Invoice batches
2
1 read · 1 write · 0 destructive
Create an invoice batch (create invoices in bulk) · Get an invoice batch's upload summary and items
Invoice lines
2
2 read · 0 write · 0 destructive
List an invoice's lines · Get an invoice line

6 more areas · 11 actions

Invoices 2
Payee invitations 2
Payer entities 2
Payment batches 2
Payments 2
Payment batch instructions 1

Top actions

The Tipalti API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 6 of Tipalti's 6 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`tipalti.payments.list`List payments	Get list of payments.	read	`finance.payment.list`75 connectors
`tipalti.invoices.list`List invoices	Get list of invoices.	read	`finance.bill.list`31 connectors
`tipalti.gl_accounts.list`List GL accounts	Get list of GL accounts.	read	`finance.ledger_account.list`36 connectors
`tipalti.invoices.get`Get an invoice	Get invoice by ID.	read	`finance.bill.get`34 connectors
`tipalti.payments.get`Get a payment	Get payment by ID.	read	`finance.payment.get`80 connectors
`tipalti.gl_accounts.get`Get a GL account	Get GL account by ID.	read	`finance.ledger_account.get`35 connectors
`tipalti.payees.list`List payees	Get list of payees.	read	this connector
`tipalti.payees.create`Create a payee	Create payee.	write	this connector
`tipalti.payer_entities.list`List payer entities	Get list of payer entities.	read	this connector
`tipalti.tax_codes.list`List tax codes	Get list of tax codes.	read	this connector
`tipalti.tax_codes.create`Create a tax code	Create tax code.	write	this connector
`tipalti.payment_terms.create`Create a payment term	Create a payment term.	write	this connector

Try it

Prompts to paste into Claude.

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

Readread
List the payments recorded in Tipalti this month, largest first.
callstipalti.payments.list
Writewrite
Create a payee in Tipalti. Show me exactly what you will send before you save it.
callstipalti.payees.create
Across systemsread
Which Tipalti companies have invoices in ConnectWise PSA, and how many each?
callstipalti.payees.listconnectwise_manage.invoices.list

Across your systems

Tipalti, joined to the rest of your business.

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

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

Also mapped by other connectorscrm.company 227finance.payment 53finance.ledger_account 32finance.bill 27

ask

ask {  intent: "which Tipalti companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "tipalti.payees.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 Tipalti

Every write can wait for a yes.

None of Tipalti's actions is destructive. A key can still be held to reads, capped, and set so a person confirms every write.

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.

a key for this connector

account {  op: "keys.create", name: "tipalti-agent",  allowed_actions: ["tipalti.*"], cap_calls: 2000,  confirm_policy: "human_for_writes"}

Illustrative. Scoped to Tipalti only, capped at 2,000 upstream calls, every write confirmed.

Cost

What Tipalti costs on actionlake.

Every Tipalti action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Tipalti 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 36 Tipalti actions
12actions pageeach page of a long list is one call
24reads 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 Tipalti action.

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

Payees5

tipalti.payees.createCreate a payeewrite
tipalti.payees.getGet a payeeread
tipalti.payees.listList payeesread
tipalti.payees.updateUpdate a payeewrite
tipalti.payees.update_payment_methodUpdate a payee's payment methodwrite

Custom field value options4

tipalti.custom_field_value_options.createCreate a custom field value optionwrite
tipalti.custom_field_value_options.getGet a custom field value optionread
tipalti.custom_field_value_options.listList a custom field's value optionsread
tipalti.custom_field_value_options.updateUpdate a custom field value optionwrite

Payment terms4

tipalti.payment_terms.createCreate a payment termwrite
tipalti.payment_terms.getGet a payment termread
tipalti.payment_terms.listList payment termsread
tipalti.payment_terms.updateUpdate a payment termwrite

Tax codes4

tipalti.tax_codes.createCreate a tax codewrite
tipalti.tax_codes.getGet a tax coderead
tipalti.tax_codes.listList tax codesread
tipalti.tax_codes.updateUpdate a tax codewrite

Custom fields2

tipalti.custom_fields.getGet a custom fieldread
tipalti.custom_fields.listList custom fieldsread

GL accounts2

tipalti.gl_accounts.getGet a GL accountread
tipalti.gl_accounts.listList GL accountsread

Invoice batches2

tipalti.invoice_batches.createCreate an invoice batch (create invoices in bulk)write
tipalti.invoice_batches.getGet an invoice batch's upload summary and itemsread

Invoice lines2

tipalti.invoice_lines.getGet an invoice lineread
tipalti.invoice_lines.listList an invoice's linesread

Invoices2

tipalti.invoices.getGet an invoiceread
tipalti.invoices.listList invoicesread

Payee invitations2

tipalti.payee_invitations.createInvite a payee to the supplier portalwrite
tipalti.payee_invitations.getGet a payee's supplier portal invitationread

Payer entities2

tipalti.payer_entities.getGet a payer entityread
tipalti.payer_entities.listList payer entitiesread

Payment batches2

tipalti.payment_batches.createCreate a payment batch (pay payees)write
tipalti.payment_batches.getGet a payment batch's upload summaryread

Payments2

tipalti.payments.getGet a paymentread
tipalti.payments.listList paymentsread

Payment batch instructions1

tipalti.payment_batch_instructions.listList a payment batch's payment instructionsread

Questions

The Tipalti MCP server, answered.

Is there a Tipalti MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 36 Tipalti actions across payees, custom field value options, payment terms and tax codes, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Tipalti.

What do I need to connect Tipalti?

Tipalti application client ID (Tipalti Developer Hub > your client-credentials app; grant it the… and Tipalti application client secret (shown in the Developer Hub). Plus your tenant host. The free call account { op: "connections.requirements", service: "tipalti" } lists exactly what to paste.

Can an AI agent change things in Tipalti?

Only if its key allows it. 12 Tipalti actions write, and none is destructive. A key can be limited to reads, capped, and set so a person confirms every write.

Will an AI agent use up my Tipalti API limit?

actionlake paces every call to the limits in the Tipalti service file: 1,500 calls a minute per connection. Repeated reads are answered from cache (24 Tipalti actions can be), which never reaches Tipalti.

What does a Tipalti action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (12 Tipalti actions page). Cache hits, searches, dry runs and calls Tipalti 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 Tipalti API does it cover?

The Tipalti REST API v1 (Invoices Public API to call Tipalti Services (Build Version: 2026-08-11-2564561)) at sso.tipalti.com by default, or the base URL set when you connect. It is built from Tipalti's documentation as read on 23 October 2026. 36 actions in 14 areas, each one in the signed service file (version 1.0.0).

Can I combine Tipalti with my other systems?

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

Does actionlake keep my Tipalti 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 Tipalti 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 Tipalti today.

Connect Tipalti free See pricing

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

Tipalti MCP server for AI agents.

Connect Tipalti in three steps.

Add actionlake to Claude.

Connect Tipalti.

Make the first call. Check before a write.

What an AI agent can do in Tipalti.

Payees

Custom field value options

Payment terms

Tax codes

Custom fields

GL accounts

Invoice batches

Invoice lines