Subscription Platform
Ordway
Connect Ordway once and hand every teammate a governed MCP endpoint with 98 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.
See it in Elaichi
What connecting Ordway gets you
6 screens from the product, each doing one job for your Ordway account.
The agent
Ask Ordway questions, get answers instantly.
Type a question in plain language and pull live customer, subscription and invoice records.
- customers
- subscriptions
- invoices
- payment methods
Ask Elaichi to work across your apps.
List all customers with overdue invoices this quarter.
Summarize active subscriptions renewing in the next 30 days.
Show payment methods on file for our top customer.
Also runs in Claude, ChatGPT or Cursor
MCP clients
One Ordway endpoint, every MCP client.
Connect Claude, ChatGPT or Cursor to one governed endpoint, no SDK, no shared API key.
Claude
ChatGPT
Cursor
Copy the endpoint
Tool catalogue
98 Ordway tools, zero integration code.
Browse 98 tools covering customers, subscriptions, invoices and payment methods, ready to call.
- list_all_ordway_customers
- create_a_ordway_customer
- get_single_ordway_customer_by_id
- update_a_ordway_customer_by_id
Toolboxes
Each team gets its own Ordway toolbox.
Give sales, billing and support their own scoped toolbox of Ordway tools.
- Billing
- Finance
- Sales
- Customer Success
Shared connections
Share Ordway access without sharing credentials.
See who connected each Ordway account and how many teams and members use it.
- Billing NA
- Finance EMEA
- Sales West
- Customer Success
Audit log
Every Ordway action is logged, always.
Track who did what in Ordway, when it happened and which resource it touched.
- When
- Who
- What happened
- Resource
Automations & dashboards
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.
Automations
Ordway runs the whole workflow, start to finish.
A schedule fires, records are fetched, grouped, drafted, approved, then posted back to Ordway.
Ordway digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
-
✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch customers
Ordway
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
Ordway
Queued
Collections and dashboards
See Ordway health without asking anyone.
Four metrics, a 14 day chart and a team breakdown, refreshed on a schedule.
Ordway health
Refreshed 4 minutes ago · every 15 minutes · from the customers collection
Customers
1,284 ↓ 12%
Subscriptions
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Customers created
Last 14 days
By workspace
Share of activity
Billing NA 34%
Finance EMEA 27%
Sales West 21%
Customer Success 18%
AI tools
Ordway tools for your AI agents
98 tools are ready to call through Elaichi's MCP endpoint the moment you connect Ordway, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_ordway_customers
List customers in Ordway. Returns a collection of customer records, each including its id.
create_a_ordway_customer
Create a customer in Ordway by submitting a JSON customer payload. Returns the created customer record, including its id. Requires a JSON customer body defined by the CustomerInput schema.
get_single_ordway_customer_by_id
Get a single customer in Ordway by id. Returns the customer record, including its id. Required: id.
update_a_ordway_customer_by_id
Update a customer in Ordway by id with a JSON customer payload. Returns the updated customer record, including its id. Required: id.
delete_a_ordway_customer_by_id
Delete a customer in Ordway by id. Returns an empty 204 response on success. Required: id.
list_all_ordway_customer_contacts
List the contacts for a customer in Ordway. Returns each contact object including its id and an attributes object holding the contact-specific fields. Required: customer_id.
list_all_ordway_customer_payment_methods
List the payment methods on file for an Ordway customer. Returns: payment_method_id, company_id, customer_id, payment_type, account_number, routing_number, account_holder_name, account_holder_type, country, expiry, status. Required: customer_id.
list_all_ordway_customer_customer_notes
List the notes attached to a specific customer in Ordway. Returns an array of note records, each with its id, created_at, and updated_at. Required: customer_id.
list_all_ordway_subscriptions
List subscriptions in Ordway. Returns subscription records, each with its id and attributes per Ordway's Subscription schema. Supports the updated_date> filter (ISO 8601).
create_a_ordway_subscription
Create a subscription in Ordway. Returns the created subscription's id and attributes, per Ordway's Subscription schema. Requires a JSON request body matching Ordway's SubscriptionInput schema.
get_single_ordway_subscription_by_id
Get a single subscription in Ordway by its string id (for example S-00001). Returns the subscription's id and attributes, per Ordway's Subscription schema. Required: id.
update_a_ordway_subscription_by_id
Update a subscription in Ordway by id. Returns the updated subscription's id and attributes, per Ordway's Subscription schema. Required: id.
list_all_ordway_invoices
List invoices in Ordway. Returns each invoice including its id and an attributes object with the full Invoice record; the field-level schema is defined upstream in the Ordway API reference. Optionally pass updated_date> to filter invoices updated after the given ISO 8601 date-time.
create_a_ordway_invoice
Create an invoice in Ordway from an InvoiceInput JSON body (required). Returns the created invoice including its id and an attributes object with the full Invoice record; the field-level schema is defined upstream in the Ordway API reference.
get_single_ordway_invoice_by_id
Get a single Ordway invoice by id. Returns the invoice including its id and an attributes object with the full Invoice record; the field-level schema is defined upstream in the Ordway API reference. Required: id.
update_a_ordway_invoice_by_id
Update an Ordway invoice by id from an InvoiceInput JSON body (required). Returns the updated invoice including its id and an attributes object with the full Invoice record; the field-level schema is defined upstream in the Ordway API reference. Required: id.
list_all_ordway_payments
List payments in Ordway. Returns an array of payment records, each including id and updated_date; remaining fields follow Ordway's Payment schema.
create_a_ordway_payment
Create a payment in Ordway. Returns the created payment object including id and updated_date; remaining fields follow Ordway's Payment schema (see Ordway's API reference for the full field list). Requires a PaymentInput body.
get_single_ordway_payment_by_id
Get a single payment in Ordway by id. Returns the payment object including id and updated_date; remaining fields follow Ordway's Payment schema. Required: id.
list_all_ordway_payment_runs
List Ordway payment runs. Returns payment run records including id, created_at, and updated_at; the Ordway docs do not enumerate the remaining PaymentRun fields, so consult the API reference for the full record shape.
create_a_ordway_payment_run
Create a payment run in Ordway by submitting a JSON PaymentRunInput request body. Returns the created payment run record with id and schema-specific attributes (the upstream field list is not enumerated in the available docs).
get_single_ordway_payment_run_by_id
Get a single Ordway payment run by id. Returns the payment run record with id and schema-specific attributes (the upstream PaymentRun field list is not enumerated in the available docs). Required: id.
list_all_ordway_products
List products in Ordway. Returns an array of product records, each with an id and content-type-specific product attributes.
create_a_ordway_product
Create a product in Ordway. Returns the created product record: id and content-type-specific product attributes. Requires a ProductInput request body.
get_single_ordway_product_by_id
Get a single product in Ordway by id. Returns the product record: id and content-type-specific product attributes. Required: id.
update_a_ordway_product_by_id
Update a product in Ordway by id. Returns the updated product record: id and content-type-specific product attributes. Required: id.
list_all_ordway_plans
List plans in Ordway. Returns an array of plan records, each including its id, created_at, and updated_at.
create_a_ordway_plan
Create a plan in Ordway. Returns the created plan record including its id, created_at, and updated_at. Requires a JSON request body following Ordway's plan input schema.
get_single_ordway_plan_by_id
Get a single plan in Ordway by id. Returns the plan record including its id, created_at, and updated_at. Required: id.
list_all_ordway_orders
List orders in Ordway. Returns an array of order records with fields such as id, customer_id, status, currency, effective_date, and created_at/updated_at. Optional updated_date> filter (ISO 8601) returns only orders updated after the given date-time.
create_a_ordway_order
Create an order in Ordway by submitting an order payload as a JSON body. Returns the created order record including id, customer_id, status, currency, and created_at/updated_at. Requires a JSON order body.
get_single_ordway_order_by_id
Get a single order in Ordway by id. Returns the order record including id, customer_id, status, currency, effective_date, and created_at/updated_at. Required: id.
list_all_ordway_credits
List credits in Ordway. Returns an array of credit records, each including its id; the full field set of each record is defined by Ordway's Credit schema in the Ordway API reference.
create_a_ordway_credit
Create a credit in Ordway. Returns the created credit object including its id; the full field set is defined by Ordway's CreditInput/Credit schemas in the Ordway API reference. Requires a CreditInput JSON request body.
get_single_ordway_credit_by_id
Get a single credit in Ordway by id. Returns the credit details including its id; the full field set is defined by Ordway's Credit schema in the Ordway API reference. Required: id.
list_all_ordway_refunds
List Ordway refunds. Returns an array of refund records, each including its id and custom_fields. Page, size, and sort pagination is handled automatically.
create_a_ordway_refund
Create a refund in Ordway. Returns the newly created refund record, including its id and custom_fields. Requires a JSON request body conforming to the upstream RefundInput schema; invalid input is rejected with a 422.
get_single_ordway_refund_by_id
Retrieve a single Ordway refund by id. Returns the refund record, including its id and custom_fields. Returns a 404 if no refund matches. Required: id.
list_all_ordway_debit_memos
List debit memos in Ordway. Returns each debit memo's id and custom_fields.
get_single_ordway_debit_memo_by_id
Get a single debit memo by id in Ordway. Returns the debit memo's id and custom_fields. Required: id.
list_all_ordway_billing_runs
List billing runs in Ordway. Returns an array of billing run records, each including its id.
create_a_ordway_billing_run
Create a billing run in Ordway. Returns the created billing run object as defined by Ordway's BillingRun schema, including its id. Requires a JSON request body modeled as BillingRunInput.
get_single_ordway_billing_run_by_id
Get a single billing run in Ordway by id. Returns the billing run object as defined by Ordway's BillingRun schema, including its id. Required: id.
list_all_ordway_billing_schedules
List billing schedules in Ordway. Returns each billing schedule object, including its id; the remaining fields of the BillingSchedule schema are not enumerated in Ordway's available documentation.
get_single_ordway_billing_schedule_by_id
Get a single Ordway billing schedule by id. Returns the billing schedule object, including its id; the remaining fields of the BillingSchedule schema are not enumerated in Ordway's available documentation. Required: id.
list_all_ordway_revenue_schedules
List Ordway revenue schedules, optionally filtered with updated_date> to schedules updated after a given ISO 8601 date-time. Returns an array of revenue schedule records; their field-level structure is defined by the upstream RevenueSchedule schema, which the Ordway API docs do not expand here.
get_single_ordway_revenue_schedule_by_id
Get a single Ordway revenue schedule by id. Returns the revenue schedule record; its field-level structure is defined by the upstream RevenueSchedule schema, which the Ordway API docs do not expand here. Required: id.
list_all_ordway_revenue_rules
List Ordway revenue rules. Returns a collection of revenue rule records, each including its id plus the rule-specific attributes defined by the upstream RevenueRule schema.
get_single_ordway_revenue_rule_by_id
Get a single revenue rule in Ordway by id. Returns the revenue rule object with its id and attributes (the RevenueRule detail fields defined upstream; see Ordway's API docs for the field-level breakdown). Required: id.
list_all_ordway_statements
List statements in Ordway. Returns statement records including their id and attributes; the full field set is defined by the upstream Statement schema.
get_single_ordway_statement_by_id
Get a single statement in Ordway by id. Returns: company_id, statement_id, customer_id, statement_date, start_date, end_date, template_name, url, created_by, updated_by, created_date, updated_date. Required: id.
list_all_ordway_coupons
List coupons in Ordway, paginated. Returns: company_id, coupon_id, code, display_text, status, discount_type, discount_value, duration_period, trial_type, trial_value, discount_criteria, expiration_date, usage_limit, usage_count, created_by, updated_by, created_date, updated_date.
get_single_ordway_coupon_by_id
Get a single coupon in Ordway by id. Returns the coupon's details including its id. Required: id.
list_all_ordway_usages
List usage records in Ordway. Returns an array of usage record objects, each with its id and an attributes map of Usage fields (e.g. updated_date). Filter with updated_date> (ISO 8601).
create_a_ordway_usage
Create a usage record in Ordway. Returns the created usage record object with its id and an attributes map of Usage fields (e.g. updated_date). Requires a JSON body following Ordway's UsageInput schema; see Ordway's API reference for the exact field list.
get_single_ordway_usage_by_id
Get a single usage record in Ordway by id. Returns the usage record object with its id and an attributes map of Usage fields (e.g. updated_date). Required: id.
list_all_ordway_chart_of_accounts
List chart of accounts in Ordway. Returns an array of chart of account entries as defined by Ordway's ChartOfAccount schema, each including its id.
get_single_ordway_chart_of_account_by_id
Get a single chart of account entry by id in Ordway. Returns the entry details defined by Ordway's ChartOfAccount schema, including its id. Required: id.
list_all_ordway_journal_entries
List journal entries in Ordway. Returns journal-entry records, each including its id plus the remaining journal-entry fields defined by Ordway's JournalEntry schema.
get_single_ordway_journal_entry_by_id
Get a single journal entry in Ordway by id. Returns the journal entry including its id plus the remaining journal-entry fields defined by Ordway's JournalEntry schema. Required: id.
list_all_ordway_webhooks
List webhooks registered in Ordway. Returns webhook objects including their id, created_at, and updated_at.
create_a_ordway_webhook
Create a webhook in Ordway. Requires a JSON request body. Returns the created webhook object including its id, created_at, and updated_at.
get_single_ordway_webhook_by_id
Get a single webhook in Ordway by id. Returns the webhook object including its id, created_at, and updated_at. Required: id.
update_a_ordway_webhook_by_id
Update a webhook in Ordway by id. Requires a JSON request body. Returns the updated webhook object including its id, created_at, and updated_at. Required: id.
delete_a_ordway_webhook_by_id
Delete a webhook in Ordway by id. Returns an empty 204 response on success. Required: id.
list_all_ordway_user_session_settings
Get the configured user session inactivity timeout settings in Ordway. Returns: message.
ordway_user_session_settings_bulk_update
Update the user session inactivity timeout settings in Ordway. Returns: message. Required: inactivity_time, inactivity_time_uom.
list_all_ordway_sso_portal_config
Get the current Ordway SSO portal configuration. Returns: created_at, updated_at, message. Protected fields are returned encrypted to non-admin users and decrypted for admins.
ordway_sso_portal_config_bulk_update
Update the existing Ordway SSO portal configuration. Returns: message. Send the SSO settings from the GET response excluding the read-only uuid, created_at, updated_at, created_by, and updated_by. Invalid values (e.g. an algorithm other than SHA1 or SHA256) are rejected with per-field errors.
list_all_ordway_notification_settings
Get the configured notification settings in Ordway. Returns the notification_settings collection, where each entry includes event_type plus its email_enabled and notification_enabled flags.
ordway_notification_settings_bulk_update
Update the notification settings configuration in Ordway. Returns a confirmation message on success. Required: notification_settings — the full list of event entries with event_type, email_enabled, and notification_enabled.
list_all_ordway_document_numbering
List Ordway document numbering configurations for the company. Returns: message. Optional documents filter (comma-separated document types); all records are returned when omitted.
ordway_document_numbering_bulk_update
Update Ordway document numbering configurations. Returns a confirmation message on success. Required: document_numberings records with document and rule; next_number is required when rule is auto and must be greater than 0. Partial updates are supported; validation errors are returned per record.
create_a_ordway_company
Create a new company in Ordway. Returns: message. Requires name.
update_a_ordway_company_by_id
Update a company's profile details in Ordway — name, email, phone, address, company_type, and branding URLs — identified by id. Returns: message. Required: id.
ordway_companies_change_type
Change a company's type in Ordway by company_id. Returns: message. Required: company_id, company_type.
list_all_ordway_companies
Retrieve the Ordway company profile for the entity configured in the request headers. Returns: id, created_at, updated_at, message.
list_all_ordway_users
List Ordway users. Returns each user record with its id and attributes (user fields defined in Ordway's Users setup documentation).
get_single_ordway_user_by_id
Get a single Ordway user by id. Returns the user record with its id and attributes (fields defined in Ordway's Users setup docs). Required: id.
create_a_ordway_user
Create a user in Ordway. Returns the created user record with its id and attributes (user fields defined in Ordway's Users setup docs).
update_a_ordway_user_by_id
Update an Ordway user's details and entity role assignments by id. Returns the updated user record with its id and attributes. Required: id.
delete_a_ordway_user_by_id
Delete an Ordway user by id. Returns an empty 204 response on success. Required: id.
ordway_users_change_token
Regenerate the token for a user in Ordway. Returns: message. Required: user_id.
ordway_users_unlock_account
Unlock a locked user account in Ordway. Returns: message. Required: user_id.
ordway_users_resend_confirmation_email
Resend the confirmation email for a user in Ordway. Returns: message. Required: user_id.
ordway_users_download_recovery_codes
Download the recovery codes for a user in Ordway. Returns a success confirmation message (message) for the affected user. Required: user_id.
ordway_users_delete_mfa_setup
Delete the MFA setup for a user in Ordway. Returns: message. Required: user_id.
list_all_ordway_roles
List all roles in Ordway. Returns each role with its id, created_at, updated_at, and message.
get_single_ordway_role_by_id
Get a single Ordway role and its associated permissions by id. Returns: id, created_at, updated_at, message. Required: id.
create_a_ordway_role
Create a role in Ordway. Returns the created role including its id, created_at, and updated_at timestamps.
update_a_ordway_role_by_id
Update a role's details and permissions in Ordway by id. Returns: id, created_at, updated_at, message. Required: id.
delete_a_ordway_role_by_id
Delete a role in Ordway by id. Returns an empty 204 response on success. Required: id.
list_all_ordway_taxes
List all tax rules configured in Ordway, covering state, city, county, ZIP code, and country-level tax configurations. Returns each rule's label, enabled flag, tax_percent, jurisdiction fields, and product_tax_group_id.
get_single_ordway_tax_by_id
Get the details of a specific tax rule in Ordway by its tax_id. Returns: tax_id, label, enabled, tax_percent, city, county, state, country, zip, product_tax_group_id, custom_fields. Required: id.
create_a_ordway_tax
Create a new tax rule in Ordway with a configurable tax percentage (decimal precision supported) and jurisdiction scope at state, city, county, ZIP code, or country level. Returns the created rule including tax_id, label, tax_percent, enabled, and product_tax_group_id.
update_a_ordway_tax_by_id
Update an existing Ordway tax rule. Returns the updated rule including tax_id, label, tax_percent, enabled, and its city/county/state/country/zip scope. Required: id.
delete_a_ordway_tax_by_id
Delete an Ordway tax rule by id. Returns an empty 204 response on success.
ordway_taxes_bulk_write
Bulk create, update, and delete Ordway tax rules in a single POST to /api/v1/taxes/bulk, passing multiple tax rule objects as a JSON array. The upstream docs do not document a response body for this endpoint.
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How it works
From Ordway account to governed MCP endpoint
Connect
Link a Ordway account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.
Compose
The connection becomes a toolbox instantly. Curate which Ordway tools are exposed, rename them, or freeze arguments.
Authorize
Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.
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