---
title: "Tipalti MCP server for AI agents - actionlake"
description: "Give Claude 36 Tipalti actions through one MCP server: payees, custom field value options. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/tipalti
updated: 2026-10-23
---

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](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: "tipalti.payments.list",
  intent: "check which Tipalti account is connected"
}
# List payments · read · 1 upstream call
```

- 36 actions in one signed file
- 24 read look, never change
- 12 write create and update
- 0 wait for a yes destructive, confirmed first

Set up

## Connect Tipalti 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 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_id` Tipalti application client ID (Tipalti Developer Hub > your client-credentials app; grant it the…
   - `client_secret` Tipalti application client secret (shown in the Developer Hub)
   - `tenant_host` Where your Tipalti lives: your tenant host
   ```
   account { op: "connections.requirements", service: "tipalti" }
   # 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: "tipalti.payments.list" }
   # list payments · read · 1 upstream call
   check { 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_id` `client_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 2026[documentation.tipalti.com](https://documentation.tipalti.com/reference/introduction)

**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.

- **24** read look, never change
- **12** write create and update
- **0** destructive wait for a confirmation

1. ### Payees
   5
   2 read · 3 write · 0 destructive
   List payees · Create a payee · Get a payee · Update a payee
2. ### 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
3. ### Payment terms
   4
   2 read · 2 write · 0 destructive
   Create a payment term · List payment terms · Get a payment term · Update a payment term
4. ### Tax codes
   4
   2 read · 2 write · 0 destructive
   Create a tax code · List tax codes · Get a tax code · Update a tax code
5. ### Custom fields
   2
   2 read · 0 write · 0 destructive
   List custom fields · Get a custom field
6. ### GL accounts
   2
   2 read · 0 write · 0 destructive
   List GL accounts · Get a GL account
7. ### 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
8. ### 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.

1. Read read
   List the payments recorded in Tipalti this month, largest first.
   calls `tipalti.payments.list`
2. Write write
   Create a payee in Tipalti. Show me exactly what you will send before you save it.
   calls `tipalti.payees.create`
3. Across systems read
   Which Tipalti companies have invoices in ConnectWise PSA, and how many each?
   calls `tipalti.payees.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm)

Also mapped by other connectors `crm.company` **227** `finance.payment` **53** `finance.ledger_account` **32** `finance.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.

- 1 upstream call per action all 36 Tipalti actions
- 12 actions page each page of a long list is one call
- 24 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 Tipalti action.

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

**Payees 5**

- `tipalti.payees.create` Create a payee write
- `tipalti.payees.get` Get a payee read
- `tipalti.payees.list` List payees read
- `tipalti.payees.update` Update a payee write
- `tipalti.payees.update_payment_method` Update a payee's payment method write

**Custom field value options 4**

- `tipalti.custom_field_value_options.create` Create a custom field value option write
- `tipalti.custom_field_value_options.get` Get a custom field value option read
- `tipalti.custom_field_value_options.list` List a custom field's value options read
- `tipalti.custom_field_value_options.update` Update a custom field value option write

**Payment terms 4**

- `tipalti.payment_terms.create` Create a payment term write
- `tipalti.payment_terms.get` Get a payment term read
- `tipalti.payment_terms.list` List payment terms read
- `tipalti.payment_terms.update` Update a payment term write

**Tax codes 4**

- `tipalti.tax_codes.create` Create a tax code write
- `tipalti.tax_codes.get` Get a tax code read
- `tipalti.tax_codes.list` List tax codes read
- `tipalti.tax_codes.update` Update a tax code write

**Custom fields 2**

- `tipalti.custom_fields.get` Get a custom field read
- `tipalti.custom_fields.list` List custom fields read

**GL accounts 2**

- `tipalti.gl_accounts.get` Get a GL account read
- `tipalti.gl_accounts.list` List GL accounts read

**Invoice batches 2**

- `tipalti.invoice_batches.create` Create an invoice batch (create invoices in bulk) write
- `tipalti.invoice_batches.get` Get an invoice batch's upload summary and items read

**Invoice lines 2**

- `tipalti.invoice_lines.get` Get an invoice line read
- `tipalti.invoice_lines.list` List an invoice's lines read

**Invoices 2**

- `tipalti.invoices.get` Get an invoice read
- `tipalti.invoices.list` List invoices read

**Payee invitations 2**

- `tipalti.payee_invitations.create` Invite a payee to the supplier portal write
- `tipalti.payee_invitations.get` Get a payee's supplier portal invitation read

**Payer entities 2**

- `tipalti.payer_entities.get` Get a payer entity read
- `tipalti.payer_entities.list` List payer entities read

**Payment batches 2**

- `tipalti.payment_batches.create` Create a payment batch (pay payees) write
- `tipalti.payment_batches.get` Get a payment batch's upload summary read

**Payments 2**

- `tipalti.payments.get` Get a payment read
- `tipalti.payments.list` List payments read

**Payment batch instructions 1**

- `tipalti.payment_batch_instructions.list` List a payment batch's payment instructions read

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.

## More connectors like Tipalti

Shares the most action names with

- [Codat 6](https://actionlake.com/connectors/codat)
- [DoorLoop 6](https://actionlake.com/connectors/doorloop)
- [ApprovalMax 5](https://actionlake.com/connectors/approvalmax)
- [Spendesk 4](https://actionlake.com/connectors/spendesk)
- [Recurly 4](https://actionlake.com/connectors/recurly)
- [Akahu 2](https://actionlake.com/connectors/akahu)

Joins with, on shared entities

- [Zoho Inventory 3](https://actionlake.com/connectors/zoho-inventory)
- [HaloPSA 2](https://actionlake.com/connectors/halopsa)
- [Zuper 2](https://actionlake.com/connectors/zuper)
- [Rev.io 2](https://actionlake.com/connectors/rev-io)
- [GoFundMe Pro (Classy) 2](https://actionlake.com/connectors/gofundme-pro-classy)
- [Syncro 2](https://actionlake.com/connectors/syncro)

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 Tipalti; the name is the vendor's own. Counts are from the Tipalti service file, version 1.0.0.

## Give your agent Tipalti today.

[Connect Tipalti 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/tipalti
More: https://actionlake.com/llms.txt