# Ordway MCP connector The Ordway connector brings customers, subscriptions, invoices, payments, payment runs, and products into Claude, ChatGPT, Cursor, and the Elaichi Agent, so each person can look up and update Ordway billing records inside their own access. Source: https://elaichi.ai/connectors/ordway/ ## Facts | | | | --- | --- | | Application | Ordway | | Category | Subscription Platform | | AI tools | 98 | | Authentication | Connects with an API key | | Needs your own OAuth app | No | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | | Tools advertised by name | No. 98 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` | ## What you can ask once Ordway is connected - 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. ## Connect Ordway in Elaichi This happens once for the organization, before any client is involved. 1. Open Connections, choose Add connection, and pick Ordway. 2. Optionally set Share with, then press Connect. 3. Paste an Ordway API key. One person generates a token in Ordway and pastes it once. Everyone else works through Share with, and never sees it. Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Ordway tools are exposed, rename them, or freeze arguments before anyone points a client at it. ## Connect Ordway to Claude Endpoint: https://api.elaichi.ai/mcp 1. Open Customize, then Connectors. 2. Press Add. 3. Name it, paste the MCP server URL, then Continue. 4. Sign in and approve. On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves. ## Connect Ordway to ChatGPT Endpoint: https://api.elaichi.ai/mcp 1. Open Plugins, then press the + button. 2. Name it and paste the endpoint into Server URL. 3. Leave Authentication on OAuth, then tick the risk acknowledgement. 4. Press Create, then sign in and approve. Works on the web today. The plugin directory lives at chatgpt.com/plugins. ## Connect Ordway to Cursor Endpoint: https://api.elaichi.ai/mcp 1. Open `~/.cursor/mcp.json`. 2. Add the endpoint under `mcpServers`. 3. Reload Cursor, then sign in and approve. Set up per machine, so repeat it on each computer you work from. ## Connect Ordway to any MCP client Endpoint: https://api.elaichi.ai/mcp 1. Add the endpoint as a remote MCP server. 2. Sign in and approve. The Elaichi Agent already has these tools, with nothing to set up. ## What the consent screen decides Only Read is granted by default, which is not enough to call a Ordway tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone. ## What teams do with Ordway through Elaichi ### Check an invoice before month end Finance. Ask which Ordway invoices are still open for a customer and pull up the one in question, with its balance, dates, and line items, without opening a second tab. ### Start a payment run and confirm results Billing. Create a payment run in Ordway for the day's due invoices, then list the payments that came through and spot the ones that did not. ### Catch the customer record up after a call Customer Success. Update the Ordway customer's details, read back their contacts and notes, and check which payment method is on file before the renewal conversation. ### Set up a new subscription from a signed deal Revenue Operations. Create the Ordway customer and their subscription in one pass, using the product from the catalog, so billing starts the day the contract does. ### See what a customer already pays for Sales. Before an upsell call, list a customer's Ordway subscriptions and recent invoices so the pitch matches what they are actually billed. ### Answer a billing question while the customer waits Support. Look up the Ordway invoice or payment a customer is asking about, record a manual payment if one arrived by wire, and note the outcome on the customer. ## Frequently asked questions ### How do I connect Ordway to Claude? Connect Ordway in Elaichi first, which means pasting the API key from your Ordway account, then share it with your team. 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 to Elaichi as yourself and Ordway customers, subscriptions, and invoices are available in the conversation. ### Does Ordway work with ChatGPT and Cursor as well as Claude? Yes. Ordway is connected once in Elaichi and reached through the same endpoint, https://api.elaichi.ai/mcp, from Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent. Each client signs in over OAuth, so nobody pastes the Ordway API key into a chat app. ### What can an AI agent actually do with my Ordway data? It can list and look up Ordway customers, their contacts, payment methods, and notes, and create or update customers when details change. It can create and update subscriptions and invoices, record payments, start a payment run and check what it collected, and list or add products. Because Ordway exposes a lot of actions, short concrete asks such as "open invoices for Acme" work better than long sentences. ### Does connecting Ordway give the AI everything in my billing account? No. Every request runs inside the access of the person who signed in, so an agent sees the Ordway customers, invoices, and payments that person could see anyway. Elaichi can narrow that further with restrictions and can never widen it beyond what the Ordway account already allows. ### Can my team share one Ordway connection? Yes. One person connects Ordway with the API key and shares the connection with a team in Elaichi, and nobody else ever sees or handles that key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person behind every Ordway invoice or payment they touch. ### Can I stop an agent from deleting or changing things in Ordway? Yes. Restrictions in Elaichi apply per action, so you can allow reading Ordway customers and invoices while blocking updates, payment creation, or deleting a customer. A blocked action is never advertised to Claude, ChatGPT, Cursor, or any other client, so no prompt can reach it. ### What happens to an Ordway connection when someone leaves? Offboarding that person in Elaichi ends their access to Ordway at once, across every client they used. A shared Ordway connection keeps working for everyone else on the team. If you disconnect Ordway in Elaichi, it disappears from Claude, ChatGPT, Cursor, and the Elaichi Agent in one step. ## All 98 Ordway tools Every tool below is callable through https://api.elaichi.ai/mcp once Ordway is connected, subject to the toolbox it is in and the restrictions on the caller. - **List all Ordway customers** (List). List customers in Ordway. Returns a collection of customer records, each including its id. - **Create a Ordway customer** (Create). 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). Get a single customer in Ordway by id. Returns the customer record, including its id. Required: id. - **Update a Ordway customer by ID** (Update). 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). Delete a customer in Ordway by id. Returns an empty 204 response on success. Required: id. - **List all Ordway customer contacts** (List). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). List plans in Ordway. Returns an array of plan records, each including its id, created_at, and updated_at. - **Create a Ordway plan** (Create). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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** (Get). 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). List debit memos in Ordway. Returns each debit memo's id and custom_fields. - **Get single Ordway debit memo by ID** (Get). 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). List billing runs in Ordway. Returns an array of billing run records, each including its id. - **Create a Ordway billing run** (Create). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). 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). Get a single coupon in Ordway by id. Returns the coupon's details including its id. Required: id. - **List all Ordway usages** (List). 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). 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). 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). 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). 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). 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). 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). List webhooks registered in Ordway. Returns webhook objects including their id, created_at, and updated_at. - **Create a Ordway webhook** (Create). 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). 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). 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). Delete a webhook in Ordway by id. Returns an empty 204 response on success. Required: id. - **List all Ordway user session settings** (List). Get the configured user session inactivity timeout settings in Ordway. Returns: message. - **Ordway user session settings bulk update** (Update). Update the user session inactivity timeout settings in Ordway. Returns: message. Required: inactivity_time, inactivity_time_uom. - **List all Ordway SSO portal config** (List). 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). 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** (List). 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). 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). 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). 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). Create a new company in Ordway. Returns: message. Requires name. - **Update a Ordway company by ID** (Update). 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** (Action). Change a company's type in Ordway by company_id. Returns: message. Required: company_id, company_type. - **List all Ordway companies** (List). 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). 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). 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). 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). 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). Delete an Ordway user by id. Returns an empty 204 response on success. Required: id. - **Ordway users change token** (Action). Regenerate the token for a user in Ordway. Returns: message. Required: user_id. - **Ordway users unlock account** (Action). Unlock a locked user account in Ordway. Returns: message. Required: user_id. - **Ordway users resend confirmation email** (Resend). Resend the confirmation email for a user in Ordway. Returns: message. Required: user_id. - **Ordway users download recovery codes** (Download). 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). Delete the MFA setup for a user in Ordway. Returns: message. Required: user_id. - **List all Ordway roles** (List). List all roles in Ordway. Returns each role with its id, created_at, updated_at, and message. - **Get single Ordway role by ID** (Get). 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). 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). 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). Delete a role in Ordway by id. Returns an empty 204 response on success. Required: id. - **List all Ordway taxes** (List). 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). 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). 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). 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). Delete an Ordway tax rule by id. Returns an empty 204 response on success. - **Ordway taxes bulk write** (Action). 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.