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Tipalti MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Tipalti MCP or direct API to manage payees, review invoices, track payments, and update tax data through natural language.

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Tipalti is an accounts payable automation platform for payees, invoices, payments, and tax data. It helps finance teams streamline payment operations and maintain accurate financial records.

36 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Tipalti action and event your agent gets out of the box.

Create Custom Field Value Option

Create an allowed value for an existing Tipalti custom field.

Create Invoice Batch

Start asynchronous creation of up to 200 Tipalti invoices.

Create Payee

Create a Tipalti payee with optional profile and custom-field details.

Create Payee Invitation

Send a Supplier Hub invitation to an existing Tipalti payee.

Create Payment Batch

Send a batch of up to 5,000 Tipalti payment instructions that can pay out real money and cannot be undone once processed.

Create Payment Term

Create a Tipalti payment term with an ERP identifier, name, and due-day offset; optionally make it the sole default, which unsets the previous default.

Create Tax Code

Create a Tipalti tax code with an ERP identifier, rate, active state, and optional payer-entity assignments.

Get Custom Field

Retrieve one custom-field definition by its Tipalti ID.

Get Custom Field Value Option

Retrieve one allowed value from a specific Tipalti custom field.

Get GL Account

Retrieve one general-ledger account by its Tipalti ID.

Get Invoice

Retrieve one invoice by its Tipalti ID.

Get Invoice Batch

Return one page of processing results for an invoice batch upload.

Get Invoice Line

Retrieve one line item from a specific Tipalti invoice.

Get Payee

Retrieve one payee by its Tipalti ID.

Get Payee Invitation

Retrieve Supplier Hub invitation information for a payee.

Get Payer Entity

Retrieve one payer entity by its Tipalti ID.

Get Payment

Retrieve one payment by its Tipalti ID.

Get Payment Batch

Retrieve summary and processing status for a Tipalti payment batch.

Get Payment Term

Retrieve one payment term by its Tipalti ID.

Get Tax Code

Retrieve one tax code by its Tipalti ID.

List Custom Fields

Return one filtered page of Tipalti custom-field definitions.

List Custom Field Value Options

Return one filtered page of allowed values for a Tipalti custom field.

List GL Accounts

Return one filtered page of Tipalti general-ledger accounts.

List Invoice Lines

Return one page of line items for a Tipalti invoice.

List Invoices

Return one filtered page of Tipalti invoices and their line details.

List Payees

Return one filtered page of Tipalti payees.

List Payer Entities

Return one filtered page of Tipalti payer entities.

List Payment Batch Instructions

Return one page of instructions and results for a Tipalti payment batch.

List Payments

Return one filtered page of Tipalti payments and payment details.

List Payment Terms

Return one filtered page of Tipalti payment terms.

List Tax Codes

Return one filtered page of Tipalti tax codes.

Update Custom Field Value Option

Update the external ID, display value, active state, or payer-entity assignment of an existing Tipalti custom-field value option.

Update Payee

Update a Tipalti payee's entity type, status, contact information, or custom fields; optionally close the account, which makes it uneditable.

Update Payee Payment Method

Replace where a Tipalti payee's future payouts go using complete ACH, check, e-check, or PayPal details.

Update Payment Term

Update an existing Tipalti payment term's name, business-day due-date offset, or default status; making it default unsets the previous default.

Update Tax Code

Update an existing Tipalti tax code's name, active state, rate, or payer-entity assignments.

SETUP GUIDE

Connect Tipalti MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["tipalti"],
  mcp: true,
});
Create a session scoped to Tipalti and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List all unpaid invoices in Tipalti that are due this week",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Tipalti request
SETUP GUIDE

Connect Tipalti API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["tipalti"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Tipalti
3

Run Tipalti tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List all unpaid invoices in Tipalti that are due this week" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Tipalti tool calls through the session, and print the final answer

Why Use Composio?

AI Native Tipalti Integration

  • Supports both Tipalti MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Tipalti data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Tipalti access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Tipalti
  • Scoped, least privilege access to Tipalti resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Tipalti with any AI Agent Framework

Choose a Framework you want to connect Tipalti with

ChatGPT logo

ChatGPT

Use Tipalti MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Tipalti MCP with Claude Cowork

Hermes logo

Hermes

Use Tipalti MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Tipalti MCP with Atomic Agent

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Tipalti requires connections to go through your own OAuth app. You register it once with Tipalti, add its client ID and secret in the Composio dashboard, and from then on everyone connects by signing in to Tipalti as usual. Composio handles the rest of the flow and the token refresh.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Tipalti connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

When you connect a Tipalti account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Tipalti as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Exactly the ones Tipalti lists on its consent screen when you connect. Review that screen before approving. If you connect a work account, your Tipalti administrator may need to approve the app first, and you can revoke the access inside Tipalti whenever you want.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Tipalti connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

Composio refreshes Tipalti tokens automatically, so day to day you do nothing. If you revoke access inside Tipalti, or Tipalti invalidates the session, the connection shows as expired in Composio and the agent stops acting on that account until you reconnect it, which is a single sign-in.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Tipalti use. Paid plans add higher limits and team features. Your Tipalti plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Tipalti accounts).

With Composio, you connect Tipalti once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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