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Platform basicsPayabli MCP server

Connect your AI tool to Payabli

Learn how to add the Payabli MCP server to your AI tool and sign in to ask about your payments data
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Applies to:Partners

Connect your AI tool to the Payabli MCP server to ask about your organization’s Pay In and Pay Out activity in plain language. To learn what data the server returns and how access works, see Payabli MCP server overview.

You need a Payabli Portal user with organization-level access and multi-factor authentication (MFA) set up. Your AI tool must support remote MCP servers with OAuth sign-in. To set up MFA, see Manage multi-factor authentication.

Add the Payabli MCP server

Each organization has its own server URL, which includes your Payabli Portal entry name:

 https://mcp.payabli.com/<entry>/mcp

To find your entry name, open the Payabli Portal sign-in page and look at its URL. The entry name is the part after app.payabli.com/. For example, if you sign in at https://app.payabli.com/acme/signin, your entry name is acme, and your server URL is https://mcp.payabli.com/acme/mcp. If the entry name is wrong, the Payabli sign-in fails.

Open the section for your AI tool and follow the steps. To connect your company’s own AI agent or chatbot instead, contact your Payabli representative.

These steps apply to Claude on the web and Claude Desktop.

Pro and Max plans:

  1. In Claude, navigate to Customize > Connectors.
  2. Click Add custom connector.
  3. Enter these values:
    • Name: Payabli
    • Remote MCP server URL: your server URL
  4. Click Add.

Team and Enterprise plans: An organization owner adds the connector in Organization settings > Connectors with the same values. Then each user signs in with their own Payabli credentials.

  1. Run this command in your terminal:

    claude mcp add --transport http payabli https://mcp.payabli.com/<entry>/mcp

  2. Start Claude Code and run /mcp.

  3. Select payabli, then select Authenticate.

  1. Open the mcp.json file in your project’s .cursor directory. Create the directory and the file if they don’t exist.

  2. Add this configuration:

    mcp.json
    {
      "mcpServers": {
        "payabli": {
          "url": "https://mcp.payabli.com/<entry>/mcp"
        }
      }
    }

  3. Save the file and restart Cursor.

  4. In Cursor Settings > MCP, click Connect next to payabli.

Sign in to Payabli

The first time your AI tool connects, it opens a Payabli sign-in page in your browser.

  1. Enter the email and password that you use for the Payabli Portal.
  2. Enter your MFA code.
  3. Return to your AI tool after the page confirms that you’re signed in.

Your session lasts up to 24 hours. When it ends, your AI tool asks you to sign in again.

Ask a question

Ask in plain language. Your questions are about the organization that you signed in to and all of its sub-organizations, unless you name one sub-organization. Your AI tool can ask for your permission the first time that it runs each tool.

Try askingWhat it returns
Show my most recent batchesPay In settlement batches, with amounts, dates, and status
List my transactions since May 1, 2026Pay In transactions from May 1, 2026, to today
Which card disputes need a reply this week?Chargebacks with a response deadline this week
Which bills are waiting for approval?Vendor bills that were sent for approval
Show this week's payouts to vendorsPayouts from this week, with amounts, status, and payment method
How is my organization structured?Your organization tree, with sub-organizations and paypoint counts

Troubleshoot

Use this table to find the cause of an unexpected answer.

What you seeCauseFix
No transactions, but you know some existBy default, the results include only the last 60 daysAdd a date range to your question
The sign-in page says that your account doesn’t belong to this organizationThe entry name in your server URL doesn’t match your Payabli PortalUse the entry name from your Payabli Portal sign-in URL, and then add the server again
An error says to check the IDThe ID doesn’t exist, or your user can’t access itConfirm the ID in the Payabli Portal, then try again
An error says you don’t have permissionYour Payabli role doesn’t allow access to that dataAsk an admin in your organization to review your role
Your AI tool asks you to sign in againYour session endedSign in again

Disconnect the Payabli MCP server

To stop your AI tool from accessing your Payabli data, remove the Payabli MCP server from your AI tool’s connector or MCP settings.

See these related resources to help you get the most out of Payabli.