Skip to content

Tipalti MCP connector

The Tipalti connector brings payees, invoices, payments, payment terms and GL accounts into Claude, ChatGPT, Cursor and the Elaichi Agent, so each person on your finance team works with live Tipalti records inside their own access.

  • 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.

How to connect

How to connect Tipalti to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Tipalti once

  1. Open Connections, choose Add connection, and pick Tipalti.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Supply your own Tipalti app, then approve. Tipalti needs an OAuth app you register yourself, so bring its client ID and secret. One person does this once for the organization.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

tipalti
Tipalti
Bexio
Buildium
DualEntry
FloQast
Fortnox
2

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.

Tipalti 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.

Tipalti 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 today. The plugin directory lives at chatgpt.com/plugins.

Tipalti 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.

Connect Tipalti 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.

Use cases

What teams do with Tipalti through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Accounts payable

    Check which invoices are still waiting

    Ask which Tipalti invoices are open, overdue or sitting in a batch, and get a plain list with amounts and payees instead of paging through the invoice screen.

  • Accounts payable

    Build a payment batch before the run

    Pull together the invoices due this week into a Tipalti payment batch, then review the batch total before anyone releases funds.

  • Finance

    Trace a payment a vendor says is missing

    Look up the payment in Tipalti, see its status and which invoice it settled, and answer the vendor while they are still on the phone.

  • Procurement

    Set up a new vendor as a payee

    Create the payee in Tipalti from the details in the signed contract, and update the record later when their bank or address changes.

  • Controller

    Keep payment terms consistent across vendors

    List every payment term in Tipalti, spot the odd ones, and update payees in bulk so the whole vendor base sits on the terms finance agreed.

  • Accounting

    Code invoices to the right GL account

    Ask which GL accounts and tax codes exist in Tipalti, add a missing tax code, and make sure a new invoice batch lands on the correct accounts.

Try asking

  • “Which Tipalti invoices are still unpaid past their payment terms?”
  • “List every payment sent to Acme Supplies this quarter.”
  • “Update our top twenty payees to net 30 payment terms.”

See all 36 Tipalti tools below

AI tools

Tipalti tools for your AI agents

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

See it in Elaichi

What connecting Tipalti gets you

6 screens from the product, each doing one job for your Tipalti account.

The agent

Ask about payees and invoices in plain language.

Type a question and get answers from live Tipalti invoices, payments and payees.

  • payees
  • invoices
  • payments
  • payment batches

Ask Elaichi to work across your apps.

Which Tipalti invoices are still unpaid past their payment terms?

List every payment sent to Acme Supplies this quarter.

Update our top twenty payees to net 30 payment terms.

Also runs in Claude, ChatGPT or Cursor

MCP clients

One endpoint puts Tipalti in every AI client.

Claude, ChatGPT and Cursor connect over OAuth, with no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

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

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

36 Tipalti tools ready without writing code.

Payees, invoices, payments, payment terms, GL accounts and tax codes, covered from day one.

  • List all Tipalti custom fields
  • Get single Tipalti custom field by ID
  • List all Tipalti gl accounts
  • Get single Tipalti gl account by ID
ElaichiTools
Tool Action Description
List all Tipalti custom fields List List Tipalti custom fields according to search/filtering criteria; if no filter is specified, all custom fields are returned. Returns each custom field's id, externalId, name, description, resources, valueType, isActive, and attributes.
Get single Tipalti custom field by ID Get Get a specific Tipalti custom field by id. Returns the full custom field object including id, externalId, name, description, resources, valueType, isActive, and attributes. Required: id.
List all Tipalti gl accounts List List Tipalti GL accounts, optionally filtered by id, externalId, isClosed, or category; all accounts are returned when no filter is given. Returns for each account: id, externalId, name, number, currency, isClosed, report1099Type, category, erpAccountType, and payerEntityIds.
Get single Tipalti gl account by ID Get Get a single Tipalti GL account by id. Returns the full account object including id, externalId, name, number, currency, isClosed, report1099Type, category, erpAccountType, and payerEntityIds. Required: id.
Create a Tipalti invoice batch Create Create a Tipalti invoice batch to initiate asynchronous invoice creation. Returns a batch header with id, status, timeCreated, and operationType. Requires batchHeader and items; each invoice requires batchItemId, refCode, subject, invoiceDate, currency, payeeId, payerEntityId, apAccountId, customFieldValues, and lines. Max 200 invoices per batch, 100 lines per invoice.

Toolboxes

Every team gets its own Tipalti toolbox.

Accounts payable, procurement and controllers each see only the Tipalti tools their work needs.

  • Accounts payable
  • Finance
  • Procurement
  • Controller
ElaichiToolboxes
Name Source template Tools Created

Accounts payable toolbox

Tipalti · invoices and payment batches

Tipalti starter 18 Mar 4, 2026

Finance toolbox

Tipalti · payments and payer entities

9 Mar 2, 2026

Procurement toolbox

Tipalti · payees and vendor records

24 Feb 27, 2026

Controller toolbox

Tipalti · payment terms and approvals

Tipalti starter 6 Feb 19, 2026

Accounting toolbox

Tipalti · GL accounts and tax codes

31 Jan 30, 2026

Operations toolbox

Tipalti · custom fields and batch tracking

12 Jan 22, 2026

Shared connections

Teammates work in Tipalti without holding a credential.

One person connects Tipalti once and shares it with teams, and the key stays hidden.

  • Accounts payable
  • Finance US
  • Finance EMEA
  • Procurement
ElaichiConnections
Connection Scope Status Access
TI

Tipalti (Accounts payable)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
TI

Tipalti (Finance US)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
TI

Tipalti (Finance EMEA)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
TI

Tipalti (Procurement)

Connected by Daniel Ortega

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

Tipalti (Controller)

Connected by Clara Nowak

Personal • Active Not shared
TI

Tipalti (Accounting)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every Tipalti action is logged with a name.

See who created a payee, updated payment terms or opened a payment batch, and when.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Tipalti Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Tipalti Payees Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Tipalti Payees List Toolbox

Launching 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 runs Tipalti work end to end.

New Tipalti invoices are fetched, grouped and drafted into a digest a person approves before posting.

Tipalti digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch payees

    Tipalti

    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 Michael Brennan

    Approve
  6. Post the digest

    Tipalti

    Queued

Collections and dashboards

Tipalti payment health, computed without a model.

Four metrics, fourteen days of invoices created and a team breakdown, refreshed on a schedule.

Tipalti health

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

Live

Payees

1,284 ↓ 12%

Invoices

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Payees created

Last 14 days

By team

Share of activity

Accounts payable 34%

Finance US 27%

Finance EMEA 21%

Procurement 18%

FAQ

Frequently asked questions

How do I connect Tipalti to Claude?

Connect Tipalti in Elaichi first, then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Tipalti's own sign-in step asks for an API key, which comes from an OAuth application your Tipalti admin registers inside Tipalti, so one person brings that client ID and secret once. After that, everyone else simply signs in as themselves and never handles a credential.

Does Tipalti work with ChatGPT and Cursor as well as Claude?

Yes. Once Tipalti 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 Tipalti once and every client picks it up.

What can an AI agent actually do with my Tipalti data?

It can list and look up Tipalti invoices, payments, payees, payer entities, payment terms, GL accounts and custom fields, and answer questions about them in plain language. It can also create payees, invoice batches, payment batches, payment terms and tax codes, and update payees one at a time or in bulk. Short, concrete asks such as "show me overdue invoices from Acme" work better than long sentences.

Does connecting Tipalti give the AI access to everything in my account?

No. Every call to Tipalti runs inside the access of the person who signed in, so the AI sees only the payees, invoices and payments that person can already see in Tipalti. Elaichi can narrow that access further with restrictions, and it never widens it beyond what Tipalti itself allows.

Can my team share one Tipalti connection?

Yes. One person connects Tipalti in Elaichi and shares the connection with a team, and nobody else ever sees or handles the API key or client secret. Each teammate still signs in as themselves, so the audit log names the actual person who created a payee or opened a payment batch.

Can I stop an agent from deleting or changing things in Tipalti?

Yes. Restrictions in Elaichi apply per action, so you can allow reading Tipalti invoices and payments while blocking the creation of payment batches or updates to payees. A restricted action is never advertised to Claude, ChatGPT or any other client, so no prompt can reach it.

What happens to a Tipalti connection when someone leaves?

Offboarding that person in Elaichi ends their access to Tipalti through every client at once. If they were using a shared Tipalti connection, it keeps working for everyone else on the team. If you disconnect Tipalti in Elaichi entirely, it disappears from Claude, ChatGPT, Cursor and the Elaichi Agent in one step.

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

Yes. Tipalti 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, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Put Tipalti in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.