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.