Orum MCP connector

• List List all Orum deliver persons List all persons in Orum Deliver, ordered by most recently created. Returns: id, customer_reference_id, first_name, middle_name, last_name, date_of_birth, status, addresses, contacts, status_reasons, created_at, updated_at, closed_at, metadata, social_security_number. Max 500 results per page.
• Create Create a Orum deliver person Create a person in Orum Deliver to represent a human customer. Returns the created person object including id, customer_reference_id, first_name, last_name, date_of_birth, status, and created_at. Required: customer_reference_id, first_name, last_name.
• Update Orum deliver persons bulk update Update a person in Orum Deliver by customer reference id. Returns the updated person object including id, customer_reference_id, first_name, last_name, status, and updated_at. Required: customer_reference_id, first_name, last_name.
• Get Get single Orum deliver person by ID Get a person by id in Orum. Returns the person object including id, customer_reference_id, first_name, last_name, status, addresses, and created_at. Required: id.
• Update Update a Orum deliver person by ID Update a person by id in Orum. Returns the updated person object including id, customer_reference_id, first_name, last_name, status, addresses, and updated_at. Customer reference id cannot be changed. Required: id, customer_reference_id, first_name, last_name.
• Update Orum deliver persons partial update Partially update a person in Orum by id, updating individual fields on the person object. Returns the updated person including id, customer_reference_id, first_name, last_name, status, created_at, and updated_at. Required: id.
• Delete Delete a Orum deliver person by ID Close a person in Orum by id so they are unable to transact. The person transitions to a 'closed' status. Returns the closed person including id, customer_reference_id, first_name, last_name, status, created_at, and updated_at. Deleted persons remain in GET responses but cannot be re-opened. Required: id.
• List List all Orum deliver businesses List all businesses in Orum with optional filtering by customer_reference_id, status, legal_name, account_number, id, or time range. Returns: id, customer_reference_id, legal_name, business_name, entity_type, tax_id_type, account_holder_name, incorporation_date, status, addresses, contacts, created_at, updated_at, closed_at, metadata, tax_id.
• Create Create a Orum deliver business Create a business customer in Orum. Returns the created business object including id, customer_reference_id, legal_name, status, created_at, and addresses. Required: customer_reference_id, legal_name.
• Update Orum deliver businesses bulk update Update a business in Orum by customer reference id. Returns the updated business object including id, customer_reference_id, legal_name, status, and updated_at. Required: customer_reference_id, legal_name.
• Get Get single Orum deliver business by ID Get a single business in Orum by id. Returns the business object including id, customer_reference_id, legal_name, status, created_at, and updated_at. Required: id.
• Update Update a Orum deliver business by ID Update a business in Orum by id. Returns the updated business object including id, customer_reference_id, legal_name, status, and updated_at. Required: id, customer_reference_id, legal_name.
• Update Orum deliver businesses partial update Partially update a business in Orum by id, changing only the fields provided in the request body. Returns the updated business object including id, customer_reference_id, legal_name, entity_type, status, addresses, contacts, created_at, and updated_at. Required: id.
• Delete Delete a Orum deliver business by ID Close a business in Orum by id so it can no longer transact. Returns the closed business object including id, customer_reference_id, legal_name, status, created_at, and closed_at. The resource transitions to closed status, cannot be re-opened, and reference IDs cannot be reused. Required: id.
• List List all Orum external accounts List all external accounts in Orum. Returns each account with id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name, status, created_at, updated_at, and closed_at. Max 500 results per page.
• Create Create a Orum external account Create a new external account in Orum. Returns the created account object with id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name, status, created_at, updated_at, and closed_at. Required: account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name.
• Update Orum external accounts bulk update Update an external account in Orum by its account reference id. Returns the updated account object with id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name, status, created_at, updated_at, and closed_at. Required: account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name.
• Get Get single Orum external account by ID Get a single external account in Orum by id. Returns the account object with id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name, status, created_at, updated_at, and closed_at. Required: id.
• Update Update a Orum external account by ID Update an external account in Orum by id. Returns the updated account object with id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name, status, created_at, updated_at, and closed_at. Required: id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name.
• Update Orum external accounts partial update Partially update an external account in Orum by id, modifying individual fields on the account object. Returns the external_account object including id, account_holder_name, account_number, routing_number, account_type, status, customer_reference_id, customer_resource_type, created_at, updated_at, and closed_at. Required: id.
• Delete Delete a Orum external account by ID Close an external account in Orum by id so it can no longer transact. Returns the external_account object including id, account_holder_name, account_number, account_reference_id, account_type, status, routing_number, customer_reference_id, customer_resource_type, created_at, closed_at, and updated_at. Deleted resources cannot be re-opened and their reference IDs cannot be reused. Required: id.
• List List all Orum person external accounts List all external accounts for a specific person in Orum. Returns: id, account_reference_id, customer_reference_id, customer_resource_type, account_type, account_number, routing_number, account_holder_name, status, created_at, updated_at, closed_at, metadata. Required: person_id.
• List List all Orum business external accounts List all external bank accounts for a specific business in Orum. Returns each account's id, account_reference_id, customer_reference_id, account_number, routing_number, account_type, account_holder_name, status, customer_resource_type, metadata, created_at, updated_at, and closed_at when applicable. Required: business_id.
• List List all Orum deliver cards List cards in Orum, optionally filtered by customer reference id and card status. Returns: id, account_reference_id, customer_reference_id, customer_resource_type, account_holder_name, status, pull_eligible, push_eligible, address, created_at, updated_at, closed_at, metadata, last4, expiration_month, expiration_year, status_reasons.
• Create Create a Orum deliver card Create a card object in Orum. Returns the created card object including its id, account_reference_id, account_holder_name, address, status, created_at, and updated_at. Required: account_reference_id, customer_reference_id, customer_resource_type, account_holder_name, address, number, expiration_month, expiration_year.
• Get Get single Orum deliver card by ID Get a single card by id in Orum. Returns the card object including id, account_reference_id, status, last4, expiration_month, expiration_year, account_holder_name, address, created_at, and updated_at. Required: id.
• Delete Delete a Orum deliver card by ID Close a card by id in Orum so it can no longer transact. Returns the closed card object including id, account_reference_id, status, last4, created_at, and closed_at. Deleted cards cannot be reopened and their reference IDs cannot be reused. Required: id.
• List List all Orum deliver transfers List all Orum transfer objects. Returns: id, transfer_reference_id, amount, currency, speed, source, destination, status, status_reasons, account_statement_descriptor, estimated_funds_delivery_date, created_at, updated_at, metadata, transfer_group_id, schedule_id, subledger_reference_id. Filter by status, transfer_reference_id, transfer_group_id, schedule_id, or subledger_reference_id. Max 500…
• Create Create a Orum deliver transfer Initiate a transfer in Orum between a source and destination party. Returns the created transfer object including id, transfer_reference_id, status, amount, currency, speed, source, destination, created_at, updated_at. Required: transfer_reference_id, amount, currency, speed.
• Get Get single Orum deliver transfer by ID Get a single Orum transfer by id. Returns the transfer object including id, transfer_reference_id, status, amount, currency, speed, source, destination, created_at, updated_at. Required: id.
• Update Update a Orum deliver transfer by ID Update metadata on an Orum transfer by id. Returns the updated transfer object including id, transfer_reference_id, status, amount, currency, speed, source, destination, metadata, and updated_at. Required: id, metadata.
• Cancel Orum deliver transfers cancel Cancel an Orum transfer by transfer_id if the transfer is eligible for cancellation. Returns: message. Cancellation is processed asynchronously. Required: transfer_id.
• Get Orum deliver transfers get transfer history Get the history of status changes for an Orum transfer by id. Returns: statuses. Required: transfer_id.
• List List all Orum deliver subledgers List all subledger objects in Orum. Returns: id, subledger_reference_id, customer_reference_id, customer_resource_type, status, created_at, updated_at, closed_at. Filterable by subledger_reference_id.
• Create Create a Orum deliver subledger Create a subledger in Orum to represent a separate pool of funds attached to an existing customer. Returns: subledger. Required: subledger_reference_id, customer_reference_id.
• Get Get single Orum deliver subledger by ID Get a single Orum subledger by id. Returns: subledger. Required: id.
• List List all Orum deliver schedules List all schedule objects in Orum Deliver for recurring transfers, optionally filtered by status. Returns: id, schedule_reference_id, status, amount, currency, speed, source, destination, start_date, recurrence, next_payment_date, created_at, updated_at, rrule_readable. Filter by status using active or inactive.
• Create Create a Orum deliver schedule Create a schedule. Returns: schedule. Required: schedule_reference_id, amount, currency, speed, start_date, recurrence.
• Get Get single Orum deliver schedule by ID Get a single schedule in Orum by its Orum-generated id. Returns the schedule object including id, status, created_at, and updated_at. Required: id.
• Delete Delete a Orum deliver schedule by ID Delete a single schedule in Orum by its Orum-generated id. Returns the deleted schedule object including id, status, created_at, and updated_at. Required: id.
• Create Create a Orum schedules rrule Validate and parse an RRULE string in Orum. Returns: start_date, rrule_string, rrule_readable, occurrences. Requires a request body with RRULE validation parameters as defined in the Orum API reference. Required: start_date, recurrence.
• List List all Orum deliver eligibilities List all routing numbers eligible for RTP and FedNow in Orum. Returns: routing_number, eligible.
• Create Create a Orum deliver eligibility Check if a specific routing number is eligible for RTP or FedNow in Orum. Returns: routing_numbers. Required: routing_numbers.
• List List all Orum deliver transfer groups List all Orum transfer groups sorted by most recently created. Returns: id, created_at, updated_at, transfer_group_reference_id, source, destination. Results are paginated; filter by transfer_group_reference_id to find a specific group. Max 500 results per page.
• Create Create a Orum deliver transfer group Create a Transfer Group in Orum. Returns: transfer_group. Required: transfer_group_reference_id.
• Get Get single Orum deliver transfer group by ID Get a transfer group in Orum by its UUID id. Returns: transfer_group. Required: id.
• List List all Orum deliver booktransfers List all book transfer objects in Orum. Returns: id, book_transfer_reference_id, status, subledger_reference_id, created_at, updated_at. Results can be filtered by book_transfer_reference_id, status, or subledger_reference_id. Max 500 results per page.
• Create Create a Orum deliver booktransfer Create a book transfer. Returns: book_transfer. Required: book_transfer_reference_id, amount, currency.
• Get Get single Orum deliver booktransfer by ID Get a book transfer. Returns: book_transfer. Required: id.
• List List all Orum deliver balances Get the enterprise account balance in Orum. Returns the enterprise account balance object.
• List List all Orum balance subledgers List all subledger account balances in Orum. Returns the subledger balance object including id. Max 500 results per page.
• Get Get single Orum balance subledger by ID Get a subledger account balance by id in Orum. Returns: balance. Required: id.
• List List all Orum reports recons List all reconciliation reports in Orum. Returns: id, created_at, start_time, end_time, status, report_scope, subledger_reference_id, updated_at.
• Create Create a Orum reports recon Create a reconciliation report in Orum for a requested date range. Returns: report. Required: start_time, end_time.
• Get Get single Orum reports recon by ID Get a single reconciliation report in Orum by id. Returns: report. Required: id.
• Delete Delete a Orum deliver report by ID Delete a single report in Orum by id. Returns an empty 204 response on success. Required: id.
• Get Get single Orum report download by ID Download a single report from Orum as a CSV file. Returns a CSV file containing the report data. Required: id.
• List List all Orum reports balances Get a balance statement summary report in Orum for the requested start and end date. Returns a balance report object with report-specific fields defined by the upstream BalanceReportResponse schema. Required: start_time, end_time.
• List List all Orum verify accounts List all verify accounts in Orum, sorted by most recently created. Returns: id, created_at, updated_at, account_number, routing_number, account_holder_name, email, verification_status, status_reason, ownership_status, person, business, control_status, debit_status, debit_status_reason, estimated_verification_date, sender_name. Max 500 results per page.
• Create Create a Orum verify account Request account verification in Orum by submitting bank account details. Returns the verify account object including id, account_number, verification_status, ownership_status, control_status, and debit_status. Requires a JSON request body with the account details to verify. Required: account_number, routing_number, account_holder_name.
• Get Get single Orum verify account by ID Get a single verify account in Orum by id. Returns: account. Required: id.
• Create Create a Orum account control Verify control for a single Orum verify account by account id. Returns the verify account object including id, account_number, verification_status, control_status, debit_status, and created_at. Required: account_id, statement_code.
• Create Create a Orum account debit Verify debit status for a single Orum verify account. Returns: account. Required: account_id.
• List List all Orum webhooks configurations List webhook configurations in Orum. Returns: id, url, event_types, enabled, created_at.
• Create Create a Orum webhooks configuration Create a webhook configuration in Orum with a destination URL and subscribed event types. Returns: webhook_configuration. The webhook URL must use HTTPS. Required: event_types, url, enabled.
• Update Update a Orum webhooks configuration by ID Update a webhook configuration in Orum by id. Returns the updated configuration including id, url, events, enabled, and created_at. Required: id, event_types, url, enabled.
• Delete Delete a Orum webhooks configuration by ID Delete a webhook configuration in Orum by id. Returns an empty 204 response on success. Required: id.
• List List all Orum webhooks secrets Retrieve the Orum webhook public-private key pair used to verify incoming webhook signatures. Returns: enterprise_keypair.
• Create Create a Orum webhooks secret Initialize a new Orum webhook public-private key pair for signing and verifying webhook requests. Returns: enterprise_keypair.
• Create Create a Orum webhooks invoke Invoke a test webhook event in Orum to trigger a sample delivery to your configured endpoint. The body accepts one of seven event-type-specific test request schemas (person, business, external account, transfer, verify account, subledger, book transfer). Returns an empty 201 response on success.

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