# How to connect Tipalti to Claude ```json { "title": "How to connect Tipalti to Claude", "toolkit": "Tipalti", "toolkit_slug": "tipalti", "framework": "Claude Cowork", "framework_slug": "claude-cowork", "url": "https://composio.dev/toolkits/tipalti/framework/claude-cowork", "markdown_url": "https://composio.dev/toolkits/tipalti/framework/claude-cowork.md", "updated_at": "2026-11-12T05:37:05.454Z" } ``` ## 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. ## Also integrate Tipalti with - [ChatGPT](https://composio.dev/toolkits/tipalti/framework/chatgpt) - [Hermes](https://composio.dev/toolkits/tipalti/framework/hermes-agent) - [Atomic Agent](https://composio.dev/toolkits/tipalti/framework/atomic-agent) ## Connect Tipalti to Claude Cowork ### 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](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Composio&connectorUrl=https%3A%2F%2Fconnect.composio.dev%2Fmcp) ### Add manually In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top. Click Add custom connector and paste in the Composio MCP server URL: ```bash https://connect.composio.dev/mcp ``` ## 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. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `TIPALTI_CREATE_CUSTOM_FIELD_VALUE_OPTION` | Create Custom Field Value Option | Create an allowed value for an existing Tipalti custom field. | | `TIPALTI_CREATE_INVOICE_BATCH` | Create Invoice Batch | Start asynchronous creation of up to 200 Tipalti invoices. | | `TIPALTI_CREATE_PAYEE` | Create Payee | Create a Tipalti payee with optional profile and custom-field details. | | `TIPALTI_CREATE_PAYEE_INVITATION` | Create Payee Invitation | Send a Supplier Hub invitation to an existing Tipalti payee. | | `TIPALTI_CREATE_PAYMENT_BATCH` | 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. | | `TIPALTI_CREATE_PAYMENT_TERM` | 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. | | `TIPALTI_CREATE_TAX_CODE` | Create Tax Code | Create a Tipalti tax code with an ERP identifier, rate, active state, and optional payer-entity assignments. | | `TIPALTI_GET_CUSTOM_FIELD` | Get Custom Field | Retrieve one custom-field definition by its Tipalti ID. | | `TIPALTI_GET_CUSTOM_FIELD_VALUE_OPTION` | Get Custom Field Value Option | Retrieve one allowed value from a specific Tipalti custom field. | | `TIPALTI_GET_GL_ACCOUNT` | Get GL Account | Retrieve one general-ledger account by its Tipalti ID. | | `TIPALTI_GET_INVOICE` | Get Invoice | Retrieve one invoice by its Tipalti ID. | | `TIPALTI_GET_INVOICE_BATCH` | Get Invoice Batch | Return one page of processing results for an invoice batch upload. | | `TIPALTI_GET_INVOICE_LINE` | Get Invoice Line | Retrieve one line item from a specific Tipalti invoice. | | `TIPALTI_GET_PAYEE` | Get Payee | Retrieve one payee by its Tipalti ID. | | `TIPALTI_GET_PAYEE_INVITATION` | Get Payee Invitation | Retrieve Supplier Hub invitation information for a payee. | | `TIPALTI_GET_PAYER_ENTITY` | Get Payer Entity | Retrieve one payer entity by its Tipalti ID. | | `TIPALTI_GET_PAYMENT` | Get Payment | Retrieve one payment by its Tipalti ID. | | `TIPALTI_GET_PAYMENT_BATCH` | Get Payment Batch | Retrieve summary and processing status for a Tipalti payment batch. | | `TIPALTI_GET_PAYMENT_TERM` | Get Payment Term | Retrieve one payment term by its Tipalti ID. | | `TIPALTI_GET_TAX_CODE` | Get Tax Code | Retrieve one tax code by its Tipalti ID. | | `TIPALTI_LIST_CUSTOM_FIELDS` | List Custom Fields | Return one filtered page of Tipalti custom-field definitions. | | `TIPALTI_LIST_CUSTOM_FIELD_VALUE_OPTIONS` | List Custom Field Value Options | Return one filtered page of allowed values for a Tipalti custom field. | | `TIPALTI_LIST_GL_ACCOUNTS` | List GL Accounts | Return one filtered page of Tipalti general-ledger accounts. | | `TIPALTI_LIST_INVOICE_LINES` | List Invoice Lines | Return one page of line items for a Tipalti invoice. | | `TIPALTI_LIST_INVOICES` | List Invoices | Return one filtered page of Tipalti invoices and their line details. | | `TIPALTI_LIST_PAYEES` | List Payees | Return one filtered page of Tipalti payees. | | `TIPALTI_LIST_PAYER_ENTITIES` | List Payer Entities | Return one filtered page of Tipalti payer entities. | | `TIPALTI_LIST_PAYMENT_BATCH_INSTRUCTIONS` | List Payment Batch Instructions | Return one page of instructions and results for a Tipalti payment batch. | | `TIPALTI_LIST_PAYMENTS` | List Payments | Return one filtered page of Tipalti payments and payment details. | | `TIPALTI_LIST_PAYMENT_TERMS` | List Payment Terms | Return one filtered page of Tipalti payment terms. | | `TIPALTI_LIST_TAX_CODES` | List Tax Codes | Return one filtered page of Tipalti tax codes. | | `TIPALTI_UPDATE_CUSTOM_FIELD_VALUE_OPTION` | 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. | | `TIPALTI_UPDATE_PAYEE` | Update Payee | Update a Tipalti payee's entity type, status, contact information, or custom fields; optionally close the account, which makes it uneditable. Omitted fields remain unchanged. | | `TIPALTI_UPDATE_PAYEE_PAYMENT_METHOD` | Update Payee Payment Method | Replace where a Tipalti payee's future payouts go using complete ACH, check, e-check, or PayPal details. | | `TIPALTI_UPDATE_PAYMENT_TERM` | 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. Omitted request fields remain unchanged. | | `TIPALTI_UPDATE_TAX_CODE` | Update Tax Code | Update an existing Tipalti tax code's name, active state, rate, or payer-entity assignments. Omitted fields remain unchanged. | ## Supported Triggers None listed. ## 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. ## Creating MCP Server - Stand-alone vs Composio SDK The Tipalti MCP server connects Claude Web, Desktop, and Cowork to your Tipalti account through Composio. Once connected, Claude can use the available Tipalti tools and triggers to complete tasks on your behalf. ## Complete Code None listed. ## How to build Tipalti MCP Agent with another framework - [ChatGPT](https://composio.dev/toolkits/tipalti/framework/chatgpt) - [Hermes](https://composio.dev/toolkits/tipalti/framework/hermes-agent) - [Atomic Agent](https://composio.dev/toolkits/tipalti/framework/atomic-agent) ## Related Toolkits - [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide. - [44API](https://composio.dev/toolkits/44api) - 44API is an API service for validating VAT and tax identifiers and returning company details. Use it to verify business tax data and manage account IP whitelists quickly. - [Airwallex](https://composio.dev/toolkits/airwallex) - Airwallex is a global financial platform providing business accounts, payments, payouts, FX, and cards. Built to simplify cross-border payments and streamline financial operations for businesses. - [Aiwyn Tax MCP](https://composio.dev/toolkits/aiwyn_tax_mcp) - Aiwyn Tax MCP is a tax estimation service powered by Aiwyn's federal and state tax engine. It helps teams estimate tax outcomes without building tax calculation logic from scratch. - [Alpaca](https://composio.dev/toolkits/alpaca) - Alpaca is a stock and crypto trading platform for commission-free trading, real-time market data, and algorithmic strategies. Use it to build brokerage apps, trading bots, and portfolio workflows with market connectivity. - [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions. - [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management. - [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly. - [bexio](https://composio.dev/toolkits/bexio) - bexio is a Swiss business management platform for accounting, invoicing, contacts, projects, banking, expenses, and payroll. It brings core business operations into one connected workspace. - [Bigdata.com MCP](https://composio.dev/toolkits/bigdata_com_mcp) - Bigdata.com MCP provides grounded access to financial news, transcripts, filings, and entity intelligence. Ideal for building research workflows and generating timely market insights. - [Billsby](https://composio.dev/toolkits/billsby) - Billsby is a subscription billing platform for managing customers, subscriptions, invoices, products, plans, usage counters, add-ons, and allowances. It helps SaaS and subscription teams automate billing operations without building complex billing logic from scratch. - [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth. - [Cashfree](https://composio.dev/toolkits/cashfree_payments_mcp) - Cashfree is a merchant payments platform that handles collection, payouts, subscriptions, settlements, refunds, and identity verification. Simplifies merchant money lifecycle management with unified, API-driven workflows. - [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow. - [Clarity AI MCP](https://composio.dev/toolkits/clarity_ai_mcp) - Clarity AI MCP is an MCP toolkit for simulating SFDR 2.0 fund classifications from a fund name, ISIN, or CUSIP. Use it to tap Clarity AI disclosure data and modeling without building custom sustainability-data workflows. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone. - [Coinbase Agents MCP](https://composio.dev/toolkits/coinbase_agents_mcp) - Coinbase Agents MCP is Coinbase's managed toolkit exposing accounts, portfolios, orders, fills, and market data. Use it to let authorized agents inspect holdings, execute trades, perform transfers, and handle payments. - [Coinbase Wallet MCP](https://composio.dev/toolkits/coinbase_wallet_mcp) - Coinbase Wallet MCP is Coinbase's wallet service for interacting with onchain accounts. Use it to give agents secure, structured access to inspect wallets and request onchain actions. - [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Tipalti MCP? 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. ### Can I use Tool Router MCP with Claude Cowork? 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. ### Can I manage the permissions and scopes for Tipalti while using Tool Router? 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. ### How safe is my data with Composio Tool Router? 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)