How to connect Zip to Claude

Archive an item receipt.

Create a vendor or company address in Zip from structured address fields.

Create a comment or reply to an existing comment on Zip's request details page (RDP).

Create a delegation.

Create a department in Zip with its name, display name, active status, and visibility settings.

Create an invoice from an e-invoice payload.

Create an expense category in Zip with its accounting and active-status fields.

Create a GL account in Zip.

Create an invoice.

Add multiple line items to an existing bill invoice by invoice ID.

Create an item-account lookup record in Zip from the supplied account fields.

Create an item receipt.

Create a company location in Zip with a name and status.

Create a lookup type in Zip.

Create a lookup option in Zip.

Create a product in Zip with its required name and optional product metadata.

Create a main approval queue in Zip.

Record a completed or canceled risk assessment performed outside Zip.

Create an organization role in Zip.

Add a saving line item to an existing Zip purchase request.

Create subqueue.

Create an organization subsidiary in Zip.

Create a tax code in Zip with its name, type, active status, and accounting fields.

Create a user in Zip; this API operation requires a Zip Premier subscription.

Create a contact for a vendor in Zip.

Create a vendor credit.

Add multiple line items to an existing Zip vendor credit; this endpoint must be enabled for the organization.

Create a vendor item in Zip from the supplied item fields.

Create a vendor item group in Zip from the supplied group fields.

Create a vendor site in Zip with the supplied site attributes.

Destructive, high-impact operation that deactivates a Zip user's access and may require reassignment of their work; it does not delete the user record.

Delete a Zip comment by its GUID on behalf of the specified user.

Delete a delegation.

Delete a single department from Zip by ID.

Delete an expense category from Zip so it can no longer be used for expense classification.

Delete a company location from Zip by ID.

Delete a Zip lookup type by ID.

Delete a Zip lookup option by ID.

Delete a Zip option filter rule by its client-provided rule ID.

Delete a main queue or subqueue from Zip by queue ID.

Delete a single organization role from Zip by ID.

Delete the purchase-request saving line item identified by `saving_line_item_id`.

Delete a single organization subsidiary from Zip by ID.

Delete a tax code from Zip by ID so it is no longer available for tax classification.

Delete a single vendor from Zip by vendor ID.

Get metadata for an agent session when Superagents is enabled.

Retrieve one Zip agreement when its `agreement_id` is already known.

Retrieve one Zip amortization schedule when its `amortization_schedule_id` is already known.

Get a change order by ID.

Retrieve one out-of-office approval delegation from Zip by ID.

Retrieve one Zip department and its organization settings by ID.

Download a Zip document as a PDF file reference.

Retrieve one Zip expense category and its accounting settings by ID.

Retrieve a GL account lookup from Zip by ID.

Get invoice by ID.

Get invoice cXML.

Retrieve one Zip item-account lookup record when its `item_account_id` is already known.

Retrieve one Zip item receipt when its `item_receipt_id` is already known.

Retrieve a Zip lookup type by ID.

Retrieve a Zip lookup option by ID.

Retrieve a Zip option filter rule by its client-provided rule ID.

Retrieve a Zip payment method by ID, optionally including sensitive or deleted data.

Retrieve one Zip payment-terms record when its `payment_terms_id` is already known.

Retrieve a single Zip payout by payout ID.

Retrieve multiple Zip product records in one call from a list of product IDs.

Retrieve one Zip purchase order when its `purchase_order_id` is already known.

Retrieve a main queue or subqueue from Zip by queue ID.

Retrieve a single Zip purchase request by request ID.

Retrieve questionnaire responses for a Zip purchase request by request ID.

Retrieve one Zip risk assessment by ID.

List the active custom fields on Zip risk assessments.

Retrieve one organization role from Zip by ID.

Retrieve one purchase-request saving line item when its `saving_line_item_id` is already known.

Retrieve one organization subsidiary from Zip by ID.

Retrieve one Zip tax code and its tax-classification settings by ID.

Retrieve one Zip user and their organization assignments by ID.

Retrieve one Zip user group by ID.

Retrieve a single Zip vendor by vendor ID, optionally including risk tiers, assessments, and findings when Risk Orchestration is enabled.

Retrieve a single Zip vendor credit by vendor-credit ID.

Retrieve multiple Zip vendor item groups by their IDs.

Retrieve multiple Zip vendor items by their IDs.

Retrieve a single Zip vendor site by site ID.

List messages in an agent session in chronological order.

List one page of agent sessions for a company with Superagents enabled.

List change orders.

List currencies supported by the connected Zip company.

List one page of the company's active and inactive Zip engagements.

Get line items.

List all purchase categories defined in the company's Zip settings.

List the company's risk assessments, optionally filtered by vendor.

List the company's risk tiers from highest to lowest risk.

Retrieve a vendor's payment methods, optionally including sensitive or deleted records and filtering by status.

List one page of vendor roles configured for the authenticated organization.

Get Workflow Attributes.

Get Workflows.

Search one page of Zip agreements using vendor, subsidiary, or department filters.

Search one page of Zip amortization schedules by active status or name.

Search one page of approvals by request, approval status, node type, date range, or request type; optionally include neighboring approval nodes.

Search one page of Zip audit trail events; export requires Zip Premier.

Search for vendor items and vendor item groups in the Zip catalog.

Search comments belonging to a purchase requisition, optionally filtered by request GUID.

Search delegations.

Search departments.

Search Zip expense categories using documented filters.

Search GL accounts in Zip and return one page of results.

Search one page of invoices by creation, update, approval, amount, invoice number, status, vendor, or upload source; optionally return IDs or line-item counts only.

Search item accounts in Zip by name, active status, or external ID.

Search one page of Zip item receipts by created time, updated time, or receipt status.

Search Zip company locations by name or status and return one page of results.

Search Zip lookup options and return one page of results.

Search Zip lookup types and return one page of results.

Search payment terms in Zip and return one page of results.

Search one page of Zip purchase orders by PO or request number, status, requester, department, dates, open amount, or vendor.

Search one page of Zip requests by request details, requester, department, vendor, status, type, priority, or date range, with optional sorting and custom attributes.

Search Zip organization roles by name and return one page of results.

Search one page of purchase-request saving line items.

Search subsidiaries.

Search Zip tax codes and return one page of results.

Search user groups.

Search users.

Search one page of Zip vendor credits by credit invoice number, with optional creation/update sorting.

Search one page of vendors by name, status, update time, subsidiary, or department; optionally include custom attributes and risk data.

Send a bill invoice for approval.

Send a vendor credit for approval.

Update a delegation.

Update a Zip department's name, display name, active status, or visibility by ID.

Update a Zip expense category's accounting or active-status fields by ID.

Update a GL account in Zip by ID.

Update invoice header information.

Update the supplied fields on one invoice line item by invoice and line-item IDs.

High-impact, irreversible operation that marks a bill invoice paid and creates its payout.

Update an item receipt.

Update a Zip company location's name or status by ID.

Update a Zip lookup type by ID.

Update a Zip lookup option by ID.

Update external identifiers or custom fields on a Zip payment method.

Update a Zip product's name or metadata by product ID.

High-impact, irreversible bulk operation that cancels, closes, or soft-closes up to 50 purchase orders.

Update queue by ID.

Update the supplied fields on a single Zip purchase request by request ID.

Update the line items of a purchase request.

Update a request's status (reject or cancel).

Destructive, high-impact operation that changes an organization role and can alter users' access.

Partially update a Zip saving line item; omitted fields remain unchanged.

Update an organization subsidiary in Zip by ID.

Partially update a Zip tax code's name, type, active status, or accounting fields by ID.

Update a single Zip user by ID; this API operation requires a Zip Premier subscription.

Update user group by ID.

Update the supplied fields on a single Zip vendor by vendor ID.

Update vendor credit header information.

Update a line item on a Zip vendor credit; this endpoint must be enabled, and coded credits allow only a limited field set.

Update the supplied fields on a Zip vendor item by item ID.

Update the supplied fields on a Zip vendor item group by group ID.

Update the supplied fields on a Zip vendor site by site ID.

Upload a document to Zip using multipart form data.

Create or update a Zip budget using its period and dimensions.

Create or update a Zip budget actual using its date and dimensions.

Add currencies to the connected Zip company's supported list; existing currencies not included in the request remain supported.

Create or update a Zip option filter rule by client-provided rule ID.

Atomically create or update 1 to 100 Zip option filter rules.

Upsert vendor keyed by external id.