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How to integrate Tipalti MCP with Hermes

Connect Hermes 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

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Tipalti account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Tipalti with

ChatGPTClaude CoworkAtomic Agent

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,700+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Tipalti with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Tipalti

Ask your agent to connect to Tipalti, or simply request any Tipalti-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Tipalti connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Tipalti or request any Tipalti-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With Tipalti connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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.

FRAMEWORKS

How to build Tipalti MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Tipalti MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Tipalti MCP with Claude Cowork

Atomic Agent logo

Atomic Agent

Use Tipalti MCP with Atomic Agent

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. Hermes 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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