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How to connect Tipalti to Claude

Connect Claude Web, Desktop and Cowork 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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Tipalti account to Claude via Composio Connect, enabling it to list unpaid invoices due this week, find payees missing tax information, review recent payment failures in Tipalti, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

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Connecting Tipalti to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Tipalti account

Back in Claude, ask it to connect to Tipalti or give it any Tipalti-related task.

For example, ask Claude to:

  • "List unpaid invoices due this week"
  • "Find payees missing tax information"
  • "Review recent payment failures in Tipalti"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Tipalti account is ready to use.

What is the Tipalti Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Tipalti?

The connector can show as connected, but Claude must use it in each Tipalti conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Tipalti again.

2. Why does Claude show an MCP server error before Tipalti connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Tipalti.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Tipalti.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Tipalti authorization link not work?

The Composio connector is one server. Your Tipalti account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Tipalti connection.
  • Composio creates a fresh Tipalti authorization link.
  • Open that link in your browser and finish the Tipalti sign-in.

4. Why do Tipalti actions fail after they worked before?

The Tipalti connection can expire or lose permission.

  • Ask Claude to inspect the Tipalti connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Tipalti account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Tipalti.
  • If the action still fails with a permission error, check that the connected account has that permission in Tipalti itself.

5. How do I switch to a different Tipalti account?

Claude can manage the Tipalti connection for you.

  • Ask Claude to disconnect or delete the current Tipalti account.
  • Ask Claude to connect Tipalti again.
  • Open the new Composio authorization link for Tipalti.
  • Sign in with the other Tipalti account in the browser.
  • After the account connects, ask Claude to retry the Tipalti task.

6. Why is my Tipalti connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Tipalti connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Tipalti tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Tipalti.
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.

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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. Claude Cowork 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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