# Rootline MCP connector

The Rootline connector lets Claude, ChatGPT, Cursor, and other MCP clients create, look up, cancel, capture, and refund Rootline payments as the signed-in person, with restrictions per action and every call recorded in an audit log.

Source: https://elaichi.ai/connectors/rootline/

## Facts

| | |
| --- | --- |
| Application | Rootline |
| Category | Payment Gateway |
| AI tools | 5 |
| 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 | Yes |

## What you can ask once Rootline is connected

- Show Rootline payments captured this week over 500.
- Summarize Rootline refunds issued in the last 7 days.
- List Rootline payments canceled yesterday and their amounts.

## Connect Rootline in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick Rootline.
2. Optionally set Share with, then press Connect.
3. Paste a Rootline API key. One person generates a token in Rootline 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 Rootline tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Connect Rootline 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 Rootline 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 Rootline 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 Rootline 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 Rootline 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 Rootline through Elaichi

### Refund a customer without leaving the chat

Support. When a customer writes in about a wrong charge, pull up the Rootline payment by its ID, check the amount, and issue the refund from the same conversation.

### Check a payment before you reconcile

Finance. Ask for a Rootline payment by its ID and read back its amount and status, so you know whether it was captured, cancelled, or refunded before you close the books.

### Capture authorized payments once orders ship

Operations. When the warehouse confirms an order has left, capture the authorized Rootline payment so the customer is charged for what actually shipped.

### Create a payment for a custom quote

Sales. After agreeing a price on a call, create the Rootline payment for that amount while the customer is still on the line.

### Cancel a payment the customer no longer wants

Support. If a customer changes their mind before the charge is captured, cancel the pending Rootline payment instead of charging and refunding later.

### Refund the returned part of an order

Finance. When only some items come back, refund the matching amount against the original Rootline payment and leave the rest of the charge in place.

## Frequently asked questions

### How do I connect Rootline to Claude?

Connecting Rootline to Claude takes two steps. First, open Elaichi, choose Rootline, and paste in your Rootline API key; there is no OAuth application to register and no client ID or secret to generate. Then in Claude, go to Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. Claude will ask you to sign in to Elaichi, and from then on Rootline payments are available in your conversations.

### Does Rootline work with ChatGPT and Cursor as well as Claude?

Yes. Once Rootline is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect Rootline once and every client you use picks it up.

### What can an AI agent actually do with my Rootline data?

With Rootline connected, an agent can create a new payment, look up an existing payment by its ID to see its amount and status, cancel a payment that has not been captured, capture an authorized payment, and issue a refund. In practice that means a support agent can ask Claude to find a customer's Rootline payment and refund it, or an operations lead can ask it to capture a payment once an order ships. This connector covers those five actions on Rootline payments and nothing beyond them.

### Does connecting Rootline give the AI access to every payment?

An agent working through Elaichi can only do what the Rootline API key it was connected with allows, and Elaichi can narrow that access further but never widen it. If the key can only read payments, the agent can only read payments. Restrictions in Elaichi let you take actions such as refunds or cancellations away from the AI entirely, so Rootline access through Elaichi is always equal to or smaller than what the person who connected it holds.

### Can my team share one Rootline connection?

Yes. One person connects Rootline in Elaichi with the API key and shares the connection with a team, and nobody else ever sees or handles that key. Each teammate still signs in to Elaichi as themselves, so when someone refunds or cancels a Rootline payment the audit log records their name, not a shared account.

### Can I stop an agent from refunding or cancelling payments in Rootline?

Yes. Restrictions in Elaichi apply per action, so you can allow an agent to look up Rootline payments while blocking refunds, cancellations, or captures. A blocked action is never shown to Claude, ChatGPT, Cursor, or any other client at all, so no prompt, however worded, can reach it.

### What happens to a Rootline connection when someone leaves?

When you offboard a person in Elaichi, their access to Rootline through every client ends at once. If they were using a shared Rootline connection, it keeps working for everyone else on the team. If you want to remove Rootline entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other connected client.

## All 5 Rootline tools

Every tool below is callable through https://api.elaichi.ai/mcp once Rootline is connected, subject to the toolbox it is in and the restrictions on the caller.

- **Create a Rootline payment** (Create). Create a payment in Rootline using account_id, reference, amount, and splits. Returns id, amount, checkout_status, and reference to track and manage the created payment.
- **Get single Rootline payment by ID** (Get). Get payment details in Rootline using id. Returns fields such as id, amount, account_id, checkout_status, customer, and payment_rails to provide complete payment and status information.
- **Rootline payments cancel** (Cancel). Create a payment in Rootline using required parameters account_id, reference, amount, and splits. Returns fields such as id, amount, checkout_status, and payment_rails for tracking and payment details.
- **Create a Rootline payment capture** (Create). Capture the authorized payment amount from a customer's payment method in rootline. Returns: id, object, created_at, reference. Required: payment_id.
- **Create a Rootline payment refund** (Create). Initiate a refund to a customer's payment method in Rootline. Returns the refund response object including id, object, and created_at. Required: payment_id.
