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Rootline MCP connector

The Rootline connector lets Claude, ChatGPT, Cursor, Microsoft Copilot, 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.

  • Connects with an API key
  • Free 14-day trial
  • No credit card
ChatGPT Elaichi connected

Show Rootline payments captured this week over 500.

Working in Rootline with Elaichi

  • Get single Rootline payment by ID
  • Create a Rootline payment
  • Rootline payments cancel
Ask anything…
Governance / Audit log Last 24 hours
Rootline Rootline payments cancel Emily Carter · ChatGPT · 9:41 AM Done
Rootline Create a Rootline payment Emily Carter · ChatGPT · 9:41 AM Done
Rootline Get single Rootline payment by ID Emily Carter · ChatGPT · 9:41 AM Done
Rootline Create a Rootline payment capture Megan Brooks · Claude · 9:38 AM Done
Rootline Create a Rootline payment refund Ryan Hayes · Cursor · 9:35 AM Done

How to connect Rootline to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Rootline MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Rootline MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 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.

Rootline MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

Rootline MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 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.

Rootline MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 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 Rootline to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 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 Rootline through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Rootline is logged.

  • Support

    Refund a customer without leaving the chat

    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.

  • Finance

    Check a payment before you reconcile

    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.

  • Operations

    Capture authorized payments once orders ship

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

  • Sales

    Create a payment for a custom quote

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

  • Support

    Cancel a payment the customer no longer wants

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

  • Finance

    Refund the returned part of an order

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

Try asking

  • “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.”

See all 5 Rootline tools →

What connecting Rootline gets you

6 screens from Elaichi, each doing one job for your Rootline account.

Elaichi Agent

Ask Elaichi to work across your apps.

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.

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about Rootline payments in plain language.

Starter prompts pull live Rootline payments, captures and refunds into a direct answer.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Claude, ChatGPT, Cursor and Microsoft Copilot reach Rootline here.

One org MCP endpoint over OAuth, no SDK and no shared Rootline API key.

ElaichiTools
Tool Action Description
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.

Tool catalog

5 Rootline tools ready without custom code.

Browse tool names, resources and methods across Rootline payments, captures and refunds.

ElaichiToolboxes
Name Source template Tools Created

Finance toolbox

Rootline · payments and captures

Rootline starter 18 Mar 4, 2026

Support toolbox

Rootline · refunds and cancelations

— 9 Mar 2, 2026

Risk toolbox

Rootline · flagged payments

— 24 Feb 27, 2026

Engineering toolbox

Rootline · payment creation

Rootline starter 6 Feb 19, 2026

Billing Ops toolbox

Rootline · capture reconciliation

— 31 Jan 30, 2026

Revenue toolbox

Rootline · payment reporting

— 12 Jan 22, 2026

Toolboxes

Every team gets its own Rootline toolbox.

Toolboxes are scoped per team, so finance and support see different Rootline tools.

ElaichiConnections
Connection Scope Status Access
RO

Rootline (Finance EMEA)

Connected by Emily Carter

Personal • Active 1 team · 6 members
RO

Rootline (Support)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
RO

Rootline (Billing Ops)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
RO

Rootline (Risk Review)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
RO

Rootline (Marketplace)

Connected by Ryan Hayes

Personal • Active Not shared
RO

Rootline (Enterprise Accounts)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates use Rootline without seeing a key.

The connections table shows who connected each Rootline account and how widely it is shared.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

Rootline Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Rootline Payments Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Rootline Payments List Toolbox

Audit log

Answer who refunded which Rootline payment.

Append-only entries record when, who, what happened, type and Rootline resource.

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.

Rootline digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch payments

    Rootline

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    Rootline

    Queued

Automations

A schedule drafts your Rootline refund digest.

Six steps fetch and group Rootline payments, draft a digest, await approval, post back.

Rootline health

Refreshed 4 minutes ago · every 15 minutes · from the payments collection

Live

Payments

1,284 ↓ 12%

Captures

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Payments created

Last 14 days

By team

Share of activity

Finance EMEA 34%

Support 27%

Billing Ops 21%

Risk Review 18%

Collections and dashboards

Rootline payment health, computed on a schedule.

Four metrics, 14 days of payments created and a team breakdown, no model involved.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Rootline

All three can connect Rootline to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Rootline, by what to check
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 Rootline tools Allow or restrict single Rootline 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 Rootline 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.

Rootline tools for your AI agents

5 tools are ready to call through Elaichi's MCP endpoint the moment you connect Rootline, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Questions, answered

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, Microsoft Copilot, 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 restricting refunds, cancellations, or captures. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor, Microsoft Copilot, or any other client cannot run it, whatever the prompt says.

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, Microsoft Copilot, and every other connected client.

Does the Rootline MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Rootline 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 Rootline?

Yes. Both let Claude, ChatGPT or Cursor use Rootline. 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 Rootline call.

How is Elaichi different from Composio for Rootline?

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 Rootline: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Rootline 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