How to integrate Tipalti MCP with Atomic Agent

Connect Atomic Agent to Tipalti MCP. List unpaid invoices due this week, find payees missing tax information, and more using natural language, with authentication handled for you.

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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

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,700+ apps through Composio, including Tipalti.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Tipalti account. See the Atomic Agent documentation for installation instructions.

Also integrate Tipalti with

How Atomic Agent connects to Tipalti

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Tipalti to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Tipalti. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Tipalti account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Tipalti MCP server, and what's possible with it?

The Tipalti MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Tipalti account. It provides structured and secure access to payees, invoices, payments, tax data, and financial configuration, so your agent can manage payees, process invoice batches, track payments, and maintain payment and tax settings on your behalf.

  • Payee management: Have your agent create, find, and update payees, send Supplier Hub invitations, and replace payment methods for future payouts.
  • Invoice processing: Let the agent create invoice batches, retrieve invoices and their line items, and review invoice batch processing results.
  • Payment operations: Direct your agent to create payment batches, inspect batch instructions and results, and retrieve individual payments or filtered payment records.
  • Tax and payment configuration: Instruct your agent to create, update, retrieve, and list tax codes and payment terms, including default payment term settings.
  • Financial data and custom fields: Have your agent list or retrieve GL accounts, payer entities, custom fields, and allowed custom field values, or update those custom field options.

Use Tipalti from Atomic Agent

With your account connected, ask Atomic Agent to work with Tipalti in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

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.

FAQ

Frequently asked questions

With a standalone Tipalti MCP server, the agents and LLMs can only access a fixed set of Tipalti tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Tipalti and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Tipalti tools.

Yes, absolutely. You can configure which Tipalti scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Tipalti data and credentials are handled as safely as possible.

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