Ocrolus MCP connector
The Ocrolus connector for Elaichi lets Claude, ChatGPT, Cursor, Microsoft Copilot, or any MCP client read and work with your Ocrolus books, documents, transactions, fraud signals, and cash flow analysis, with each person signed in as themselves and every action logged.
- App credentials
- Free 14-day trial
- No credit card
Claude
Elaichi connected
Summarize the books created in Ocrolus this week.
Working in Ocrolus with Elaichi
-
List all Ocrolus books
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-
Governance
/
Audit log
Last 24 hours
Claude · 9:41 AM
Done
Claude · 9:41 AM
Done
Claude · 9:41 AM
Done
ChatGPT · 9:38 AM
Done
Cursor · 9:35 AM
Done
How to connect Ocrolus to Claude, ChatGPT, Cursor or Microsoft Copilot
Step by step, for each AI app
Ocrolus MCP connector for Claude
-
1
Open Customize, then Connectors.
-
2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
4
Sign in and approve.
On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.
Ocrolus MCP connector for Claude Code
-
1
In a terminal, run
claude mcp addwith the endpoint.https://api.elaichi.ai/mcp -
2
Start Claude Code and run
/mcp. -
3
Pick elaichi, then sign in and approve in the browser.
Terminal
$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp
Use --scope project instead to share it with the repository through .mcp.json.
Ocrolus MCP connector for ChatGPT
-
1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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4
Press Create, then sign in and approve.
Works on the web. The plugin directory lives at chatgpt.com/plugins.
Ocrolus MCP connector for Cursor
-
1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
3
Reload Cursor, then sign in and approve.
~/.cursor/mcp.json
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
Set up per machine, so repeat it on each computer you work from.
Ocrolus MCP connector for Microsoft Copilot
-
1
In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
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2
Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.
https://api.elaichi.ai/mcp -
3
Create a new connection, sign in and approve, then press Add to agent.
-
4
Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.
- Server URL
- https://api.elaichi.ai/mcp
- Authentication
- OAuth 2.0
- Type
- Dynamic discovery
Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.
Connect Ocrolus to any MCP client
-
1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
2
Sign in and approve.
{
"mcpServers": {
"elaichi": {
"url": "https://api.elaichi.ai/mcp"
}
}
}
The Elaichi Agent already has these tools, with nothing to set up.
What teams do with Ocrolus through Elaichi
Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Ocrolus is logged.
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Underwriting
Read a borrower's book summary before the call
Ask for the summary and form data on an applicant's Ocrolus book and get income, balances, and the key figures from their bank statements and pay stubs in plain language, without opening the dashboard.
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Fraud and risk
Check fraud signals before approving a file
Pull the fraud signals on a book or on a single uploaded document and ask what was flagged, so tampered statements or altered pay stubs are caught before a decision is made.
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Loan operations
Open a book and upload the applicant's PDFs
Create a new Ocrolus book for a borrower, upload the bank statements and mixed PDFs they sent over, and check status until processing is done.
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Credit analysis
Review enriched transactions and cash flow features
List the enriched transactions on a book, ask for the cash flow features, and have the agent explain recurring deposits, overdrafts, and monthly revenue trends for a small business applicant.
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Quality control
Confirm every document was classified correctly
Ask for the classification summary on a book to see which pages were recognized as bank statements, tax forms, or pay stubs, and spot documents that still need attention.
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Onboarding
Import a Plaid asset report into a book
Bring an applicant's Plaid asset report into their Ocrolus book alongside the documents they uploaded, so the underwriter works from one complete file.
Try asking
- “Summarize the books created in Ocrolus this week.”
- “List documents still processing in the Lending Ops book.”
- “Show fraud signals flagged on last month's Ocrolus books.”
What connecting Ocrolus gets you
6 screens from Elaichi, each doing one job for your Ocrolus account.
Ask Elaichi to work across your apps.
Summarize the books created in Ocrolus this week.
List documents still processing in the Lending Ops book.
Show fraud signals flagged on last month's Ocrolus books.
Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot
The agent
Ask about books, get answers from Ocrolus.
Type a question in plain language and read live Ocrolus book and document records.
ElaichiAI appsClaude
ChatGPT
Cursor
Microsoft Copilot
Copy the endpoint
AI apps
Claude, ChatGPT, Cursor and Microsoft Copilot reach Ocrolus here.
One org MCP endpoint over OAuth, no SDK to write and no shared API key.
ElaichiToolsTool catalog
All 67 Ocrolus tools are already wired.
Books, documents, form data and fraud signals, with methods listed and no custom code.
ElaichiToolboxesToolboxes
Every team gets its own Ocrolus toolbox.
Curate one toolbox per team so lending sees books and ops sees uploads.
ElaichiConnectionsShared connections
Share an Ocrolus account, never the key.
See who connected each account and which teams and members work through it.
ElaichiAudit logAudit log
Every Ocrolus call is written down.
When, who, what happened, type and resource, in an append only log.
From answering questions to doing the work
A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.
Ocrolus digest
Run 418 · started 2 minutes ago · on behalf of Emily Carter
-
✓
Schedule
Every weekday at 8:00 AM
0.2s -
✓
Fetch books
Ocrolus
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 Jake Morgan
Approve Deny -
Post the digest
Ocrolus
Queued
Automations
A schedule fires and Ocrolus work finishes.
Fetch books, group them, draft a digest, get approval, post back to Ocrolus.
Ocrolus health
Refreshed 4 minutes ago · every 15 minutes · from the books collection
Books
1,284 ↓ 12%
Documents
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Books created
Last 14 days
By team
Share of activity
Lending Ops 34%
Underwriting 27%
Fraud Review 21%
Accounting 18%
Collections and dashboards
Ocrolus book numbers arrive without being asked.
Four metrics, 14 days of books created and a team breakdown, computed on schedule.
For IT and engineering
Elaichi vs Zapier MCP vs Composio for Ocrolus
All three can connect Ocrolus to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.
| What to check | Elaichi | Zapier MCP | Composio |
|---|---|---|---|
| Where the AI connects |
One address for the whole organization.
https://api.elaichi.ai/mcp
|
A server per member, created at sign-in. | An MCP endpoint per team, or an SDK. |
| Control over Ocrolus tools | Allow or restrict single Ocrolus tools, per role or user. | App and action restrictions on the account. | Role permissions, down to the action. |
| Record of calls | One audit entry per Ocrolus call. | A History tab of tool calls. | A log of every tool call. |
| Single sign-on | SAML or OIDC, plus SCIM, on Gold. | SAML on Enterprise. | SAML and OIDC on Enterprise. |
| Price | Free for one person; $15 per user per month on Gold. | 2 tasks per successful call. | Billed per tool call. |
Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.
Longer take: Zapier MCP alternative and when you don't need an MCP gateway.
Ocrolus tools for your AI agents
67 tools are ready to call through Elaichi's MCP endpoint the moment you connect Ocrolus, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
No tools match your search.
Questions, answered
How do I connect Ocrolus to Claude?
Connect Ocrolus in Elaichi first: pick Ocrolus from the catalog and enter the app credentials from your Ocrolus account, which takes a couple of minutes. There is no OAuth application to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. Sign in with your Elaichi account and Ocrolus is available in your chat.
Does Ocrolus work with ChatGPT and Cursor as well as Claude?
Yes. Once Ocrolus is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client, and the Elaichi Agent. You connect Ocrolus once and every client you use picks it up.
What can an AI agent actually do with my Ocrolus data?
With Ocrolus connected, an agent can create a book for a borrower, upload their bank statements and pay stubs, check processing status, and read back the summary, form data, and classification results. It can list transactions and enriched transactions, pull cash flow features, and report fraud signals on a book or a single document. Because Ocrolus has a large set of actions, short concrete asks like "fraud signals on the Acme book" work better than long sentences.
Does connecting Ocrolus give the AI access to every book in our account?
No. Every call to Ocrolus runs inside the access of the person who signed in to Elaichi, so an agent sees the books and documents that person can already see in Ocrolus and nothing more. Elaichi can narrow that further, for example to read-only actions for a role, but it can never widen access beyond what Ocrolus itself allows.
Can I stop an agent from deleting or changing things in Ocrolus?
Yes. Restrictions in Elaichi apply per action, so you can restrict deleting Ocrolus books or documents, or restrict uploads, while leaving summaries, transactions, and fraud signals available. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor or Microsoft Copilot cannot run it, whatever the prompt says.
What happens to an Ocrolus connection when someone leaves?
Offboarding a person in Elaichi ends their access to Ocrolus at once, across Claude, ChatGPT, Cursor, Microsoft Copilot, and every other client they used. A shared Ocrolus connection keeps working for everyone else on the team. If you want to remove Ocrolus entirely, disconnecting it once in Elaichi removes it from every client for everyone.
Does the Ocrolus MCP connector work with Gemini, Codex, Claude Code or other MCP clients?
Yes. Ocrolus is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.
Is Elaichi an alternative to Zapier MCP for Ocrolus?
Yes. Both let Claude, ChatGPT or Cursor use Ocrolus. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Ocrolus call.
How is Elaichi different from Composio for Ocrolus?
Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Ocrolus: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.
Put Ocrolus in front of your team
14 days of Black, no credit card. Connect it once and pick what each team can call.
When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.
Add one link to your AI app
The same link for everyone on your team.
https://api.elaichi.ai/mcp
- ChatGPT
- Claude
- Cursor
- Microsoft Copilot