Accounting
Stax.ai MCP connector
The Stax.ai connector brings your stacks, documents, and TPA plans to Claude, ChatGPT, Cursor, and the Elaichi Agent, so your team can find, file, and organize accounting paperwork in plain language while every action is logged.
-
How it connects. Connects with an API key. The credential goes into a vault nobody reads back.
-
One address. https://api.elaichi.ai/mcp, the same for every user.
-
Their own access. An agent never gets more than the person it acts for.
32 tools
How to connect
How to connect Stax.ai to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect Stax.ai once
-
Open Connections, choose Add connection, and pick Stax.ai.
-
Optionally set Share with to give a team access, then press Connect.
-
Paste a Stax.ai API key. One person generates a token in Stax.ai and pastes it once. Everyone else works through Share with, and never sees it.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect Stax.ai to Claude
-
1
Open Customize, then Connectors.
-
2
Press Add.
-
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.
Connect Stax.ai to ChatGPT
-
1
Open Plugins, then press the + button.
-
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.
-
4
Press Create, then sign in and approve.
Works on the web today. The plugin directory lives at chatgpt.com/plugins.
Connect Stax.ai to 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.
Connect Stax.ai 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.
Use cases
What teams do with Stax.ai through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
-
Accounting
File the month's paperwork into stacks
Ask for the invoices and statements that came in this month and have them moved into the right client stack, with duplicates flagged before anything is filed twice.
-
Retirement plan administration
Set up a new TPA plan record
When a new plan client signs, create the TPA plan in Stax.ai and check the existing plan records so nothing is entered twice.
-
Operations
Check what processing is still running
See which document jobs are in progress and which finished, so you know when a batch is ready for review.
-
Compliance
Pull a document out of the archive
Search archived documents for a specific plan year or client, restore the one an auditor asked for, and download it for the response.
-
Client services
Find what a client sent this week
List recently added documents for a client, open the one they are asking about, and confirm which stack it landed in.
-
Office administration
Clean up stacks after a project closes
Archive the documents in a finished stack, copy anything that belongs elsewhere, and update the stack name so the workspace stays tidy.
Try asking
- “List the stacks with documents added this week.”
- “How many documents sit in the Payables stack?”
- “Move last month's invoices into the Archive stack.”
AI tools
Stax.ai tools for your AI agents
32 tools are ready to call through Elaichi's MCP endpoint the moment you connect Stax.ai, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
No tools match your search.
See it in Elaichi
What connecting Stax.ai gets you
6 screens from the product, each doing one job for your Stax.ai account.
The agent
Ask about Stax.ai stacks, get answers.
Type a question in plain language and read answers from live Stax.ai records.
- stacks
- documents
- uploads
- stack documents
Ask Elaichi to work across your apps.
List the stacks with documents added this week.
How many documents sit in the Payables stack?
Move last month's invoices into the Archive stack.
Also runs in Claude, ChatGPT or Cursor
MCP clients
Claude, ChatGPT and Cursor reach Stax.ai.
One governed MCP endpoint over OAuth, no SDK and no shared API key.
ElaichiMCP clientsClaude
ChatGPT
Cursor
Copy the endpoint
Tool catalog
32 Stax.ai tools ready to call.
Stack and document resources with their methods listed, no custom code to write.
- List all Stax.ai stacks
- Get single Stax.ai stack by ID
- Create a Stax.ai stack
- Update a Stax.ai stack by ID
ElaichiToolsToolboxes
Every team gets its own toolbox.
Curate Stax.ai stack and document tools per team and scope each toolbox separately.
- Accounts payable
- Accounts receivable
- Bookkeeping
- Audit
ElaichiToolboxesShared connections
Teammates use Stax.ai without a credential.
See who connected each Stax.ai account and how many teams and members share it.
- Accounts payable
- Accounts receivable
- Bookkeeping
- Audit EMEA
ElaichiConnectionsAudit log
Every Stax.ai call is on record.
When, who, what happened, type and resource for each stack and document call.
- When
- Who
- What happened
- Type
ElaichiAudit logLaunching soon
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.
Automations
A schedule fires, a digest posts back.
Six steps fetch Stax.ai documents, group them, draft a digest, then a person approves.
Stax.ai digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
-
✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch stacks
Stax.ai
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 Michael Brennan
Approve Deny -
Post the digest
Stax.ai
Queued
Collections and dashboards
Stax.ai numbers arrive before you ask.
Four metrics, 14 days of documents created and a team breakdown, refreshed on schedule.
Stax.ai health
Refreshed 4 minutes ago · every 15 minutes · from the stacks collection
Stacks
1,284 ↓ 12%
Documents
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Stacks created
Last 14 days
By team
Share of activity
Accounts payable 34%
Accounts receivable 27%
Bookkeeping 21%
Audit EMEA 18%
Related connectors
More from the catalog
FAQ
Frequently asked questions
How do I connect Stax.ai to Claude?
Connect Stax.ai in Elaichi by pasting your Stax.ai API key when asked, then in Claude open Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. There is no OAuth application to register and no client ID or secret to generate. Once both steps are done, Claude can work with your Stax.ai stacks, documents, and TPA plans.
Does Stax.ai work with ChatGPT and Cursor as well as Claude?
Yes. Once Stax.ai is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent. You connect Stax.ai once and every client you use picks it up.
What can an AI agent actually do with my Stax.ai data?
An agent connected to Stax.ai can list and open your stacks and documents, upload new files, move or copy documents between stacks, archive and restore them, download a file you need, and find duplicates or recently added paperwork. It can also look up, create, and update TPA plans and check on document jobs still processing. Short, concrete asks such as "find last month's statements for Acme" work better than long paragraphs.
Does connecting Stax.ai give the AI access to every stack and document?
No. Access follows the person who signed in, so the AI only sees the Stax.ai stacks, documents, and TPA plans that person's own Stax.ai access allows. Elaichi can narrow that further with restrictions, but it can never widen it beyond what the person already has.
Can I stop an agent from deleting or changing things in Stax.ai?
Yes. In Elaichi you can block individual actions for Stax.ai, such as deleting documents, deleting stacks, or updating TPA plans, while leaving reading and filing allowed. A blocked action is never shown to Claude, ChatGPT, Cursor, or any other client, so no prompt can reach it.
What happens to a Stax.ai connection when someone leaves?
Offboarding a person in Elaichi ends their access to Stax.ai through every client at once. A shared Stax.ai connection keeps working for everyone else on the team. If you want to remove Stax.ai entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other client.
Put Stax.ai in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.