Accounting
Stax.ai
Connect Stax.ai once and hand every teammate a governed MCP endpoint with 32 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.
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
Put Stax.ai work on a schedule.
A trigger starts a sequence of steps: call a Stax.ai tool, transform the result, branch, wait, and ask a person when it matters.
Stax.ai digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
-
✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch stacks
Stax.ai
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
Stax.ai
Queued
Collections and dashboards
Report on Stax.ai without asking.
Collections hold your own data, written by an automation and read by a dashboard that refreshes on a schedule.
Stax.ai health
Refreshed 4 minutes ago · every 15 minutes · from the stacks collection
Stacks
1,284 ↓ 12%
Documents
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Stacks created
Last 14 days
By workspace
Share of activity
Engineering 34%
Product 27%
Support 21%
Sales 18%
AI tools
Stax.ai tools for your AI agents
32 tools are ready to call through Elaichi's MCP endpoint the moment you connect Stax.ai, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_staxai_stacks
List all stacks for the current team in stax. Returns: id.
get_single_staxai_stack_by_id
Get a single stax stack by identifier. Returns: id.
create_a_staxai_stack
Create a new stax stack for the current team. Returns: id.
update_a_staxai_stack_by_id
Update an existing stax stack. Returns: id.
delete_a_staxai_stack_by_id
Delete a stax stack by identifier. Returns an empty 204 response on success.
list_all_staxai_stack_documents
List documents in a stax stack. Returns document records from the stack with pagination and filtering support. Returns: id.
list_all_staxai_documents
Search documents in Stax using Elasticsearch. Returns document objects including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.
get_single_staxai_document_by_id
Get a single document in Stax. Returns the document object including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.
create_a_staxai_document
Create a new document in Stax. Returns the created document object including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.
update_a_staxai_document_by_id
Update an existing document in Stax. Returns the updated document object including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.
delete_a_staxai_document_by_id
Delete a document in Stax.ai. Requires docId. Returns success field indicating if the document was removed successfully.
staxai_documents_upload
Upload one or more documents (up to 10 files) to Stax.ai. Returns an uploads array with key document fields such as _id, name, format, download URL, and metadata.
staxai_documents_move
Move a specific document in Stax.ai to another stack. Requires docId and stackId. Returns a success flag indicating whether the operation was successful.
staxai_documents_copy
Copy a document to another stack in Stax.ai. Requires docId and stackId in the request body. Returns document details including _id, name, stack, format, and metadata fields.
staxai_documents_archive
Archive a document in Stax.ai using the required docId. Returns the success field indicating whether the document was successfully archived.
staxai_documents_restore
Restore an archived document in Stax.ai. Requires docId. Returns success field indicating whether the restore operation was completed successfully.
staxai_documents_download
Download the original document file from Stax.ai using id. Returns the document file in binary format as application/pdf or application/octet-stream.
list_all_staxai_recent_documents
List recently viewed documents in Stax. Returns: id.
list_all_staxai_document_jobs
List document_jobs in Stax.ai. Returns job details including _id, team, user, success, working, error, worker, queueTime, startTime, endTime, jobType, jobId, and jobData for each job.
list_all_staxai_document_duplicates
Find duplicate documents in stax by comparing a document's checksum against all stored documents. Returns an array of matching Document objects; each item includes id. Required: docId.
list_all_staxai_archive_search
Search archived documents in stax. Returns a list of archived document records from the results collection; the exact field-level shape of each record is document-specific and not enumerated in the available source — consult the stax API docs for the full record schema.
list_all_staxai_tpa_plans
List all TPA plans in stax. Returns: planId, externalReference.
get_single_staxai_tpa_plan_by_id
Get TPA plan in Stax.ai by id. Returns planName, planType, active status, internalPlanId, pensionProId, directory, notes, and lastModified fields for the specified plan.
create_a_staxai_tpa_plan
Create a new TPA plan in stax. Returns: planId, externalReference.
list_all_staxai_tpa_accounts
List all TPA accounts for a plan in stax. Returns: accountId, accountNumber, planId, externalReference. Required: planId.
get_single_staxai_tpa_account_by_id
Get a single TPA account in stax by its account ID. Returns: accountId, accountNumber, planId, externalReference.
create_a_staxai_tpa_account
Create a new TPA account in stax and associate it with a plan. Returns: accountId, accountNumber, planId, externalReference. Required: planId, accountNumber.
list_all_staxai_tpa_statements
List all TPA statements in stax. Returns: statementId, planId, accountId, accountNumber, externalReference.
create_a_staxai_tpa_statement
Attach a new TPA statement in stax. Returns: statementId, planId, accountId, accountNumber, externalReference.
staxai_tpa_statements_confirm
Confirms (locks) a TPA statement by its ID, preventing further modifications to the statement. The endpoint accepts a POST request to /tpa/statement/confirm with a statement ID and requires cookie or bearer token authentication.
list_all_staxai_tpa_transactions
List TpaTransaction records for a statement in stax. Returns: id, attributes (transaction-specific fields defined in the stax Trust Accounting API schema; each TpaStatement has many TpaTransaction records).
create_a_staxai_tpa_transaction
Create a new TpaTransaction record in stax. Returns the created transaction including id and attributes (transaction-specific fields defined in the stax Trust Accounting API schema).
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How it works
From Stax.ai account to governed MCP endpoint
Connect
Link a Stax.ai 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 Stax.ai 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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