# Corpay One MCP

> Corpay One MCP connects your business payments account to any AI agent, letting you manage bills and vendors through natural conversation. It lets you list scheduled payments, pull detailed invoices, track vendor records, and upload financial documents without logging into a web portal.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** accounts-payable, bill-pay, invoice-management, vendor-management, financial-automation, corpay-one

## Description

You can talk directly to your payment system about money matters. This MCP connects your Corpay One account to your AI client so your agent can handle complex tasks like tracking down receipts or checking payment statuses using plain English commands. Instead of juggling vendor portals and financial dashboards, you just ask the question. The system retrieves detailed payment records, lists all registered suppliers, and even pulls data from newly uploaded invoices and receipts.

This is how you manage your entire accounts payable workflow conversationally. When you connect this MCP through Vinkius, your agent gets access to a full suite of financial tools—from checking specific payment details to initiating document metadata uploads. You get instant visibility into company spending without ever needing to navigate complex menus or copy-paste data.

## Tools

### create_new_document
Uploads and processes a new financial document into the record system.

### get_document_details
Retrieves specific data points from an existing invoice or receipt using its unique ID.

### get_payment_details
Pulls deep, granular information about one specific payment transaction.

### list_financial_documents
Lists all invoices, receipts, and financial records currently stored in the system.

### list_payments
Generates a comprehensive list of all payments processed or scheduled through Corpay One.

### list_team_users
Retrieves the names and roles of every user associated with the account.

### list_account_vendors
Generates a list of all registered vendors and suppliers in your Corpay One account.

## Prompt Examples

**Prompt:** 
```
List all my recent bill payments.
```

**Response:** 
```
I've retrieved your payments history. You have 3 recent payments including #PAY-10293 ($1,250.00 to AWS), #PAY-10294 ($450.00 to Staples), and 1 scheduled payment. Which one would you like more details on?
```

**Prompt:** 
```
Show me the details for invoice 'doc_88231'.
```

**Response:** 
```
Fetching document... Invoice doc_88231 is from 'Cloud Solutions Ltd' for the amount of $2,400.00 USD. It was uploaded on Dec 1st and is currently 'Awaiting Approval'. Would you like the full breakdown?
```

**Prompt:** 
```
List all vendors in my account.
```

**Response:** 
```
Retrieving vendors... You have 15 registered suppliers including 'Amazon Business', 'Google Cloud', 'Local Office Supplies', and 'Utility Co'. Shall I check the latest payments for any specific vendor?
```

## Capabilities

### Track Payment Activity
List and retrieve detailed information about all processed, scheduled, and past payments.

### Analyze Financial Documents
Query uploaded invoices and receipts to extract key data points like amounts, dates, and vendors.

### Manage Supplier Lists
Retrieve a complete list of all registered business vendors and suppliers for auditing or procurement tracking.

### Monitor Team Access
List current users on the account to understand team roles and distribution.

### Process New Records
Upload new document metadata or initiate financial records directly through commands.

## Use Cases

### The Quarterly Vendor Audit
A compliance officer needs to prove that every major vendor payment was properly documented. They ask the agent to run `list_account_vendors` first, then select a vendor and check their history by calling `list_payments` and cross-referencing documents found via `get_document_details`. This process takes minutes instead of hours in spreadsheets.

### The Last-Minute Expense Report
An employee submits a stack of receipts. Instead of manually entering every number, they simply upload the folder and ask the agent to run `create_new_document`. The MCP automatically extracts metadata, making the expenses ready for approval.

### Checking Budget Alignment
The CFO needs to know what payments are happening next month that weren't planned. They ask the agent to run `list_payments` and filter by 'scheduled,' immediately flagging any unexpected large expenditures for review.

### Onboarding a New Team Member
A new AP clerk needs to know who has access to financial tools. They ask the agent to run `list_team_users`, getting an instant, accurate list of all active users and their roles.

## Benefits

- Quickly verify payment status. Instead of logging into the web portal to check if a bill paid on time, you ask your agent to use `get_payment_details` for instant confirmation.
- Streamline document intake. You can upload new financial records and immediately trigger processing using `create_new_document`, making sure data is ready for accounting.
- Audit vendor relationships easily. Use `list_account_vendors` to pull a current list of all suppliers, which is perfect for quarterly compliance checks or vetting new partners.
- Tackle document overload. Rather than scrolling through dozens of files, use `list_financial_documents` and then specify exactly what you need with `get_document_details`.
- See the big picture payments. Quickly list all outstanding transactions using `list_payments`, giving your team an immediate view of company cash outflow.

## How It Works

The bottom line is that your AI client uses the tools to pull financial data directly, letting you operate entirely through conversation.

1. Subscribe to this MCP and provide your Corpay One API Key in the Vinkius connection settings.
2. Your AI client authenticates the key, giving your agent secure, read/write access to your payment records.
3. You prompt your agent with a natural language request (e.g., 'What payments are scheduled for next week?'), and it executes the necessary tool calls.

## Frequently Asked Questions

**How do I check if a specific invoice was paid using the get_payment_details tool?**
You first need the document ID from `list_financial_documents`. Then, you can ask your agent to cross-reference that ID with payments by calling `get_payment_details` to see the transaction history.

**Can I find out who is on my team using the list_team_users tool?**
Yes, running `list_team_users` pulls a full roster of all account users and their associated roles. This is perfect for onboarding new staff or auditing permissions.

**If I upload a receipt, how do I make sure the agent reads it?**
You must first use `create_new_document` to upload the file metadata. After that, you can run `get_document_details` or ask general questions about your receipts.

**Does list_account_vendors include payment information?**
No. The `list_account_vendors` tool only provides a directory of registered suppliers and vendors. Payment activity requires calling the `list_payments` or document tools.

**How do I authenticate my Corpay One account before running list_account_vendors?**
You must provide your API Key, which you find in your Corpay One settings. Your AI client uses this key to authorize all calls, including listing vendors and managing payments.

**If I use get_document_details and the invoice ID is incorrect, what should I expect?**
The system returns a 'Document Not Found' error status. This means the document ID you provided isn't registered in your current catalog. Always verify the reference first.

**Can I filter results when running list_payments by a specific date range?**
Yes, you pass start and end dates as parameters to the tool. This keeps the data request focused on a timeframe, improving performance for large account histories.

**When using create_new_document, what file types are best for uploads?**
The MCP accepts standard PDF and image formats. For optimal reading and detail extraction, use clear scans or native PDFs rather than pictures taken with a phone camera.

**Can I check the status of a specific bill payment via AI?**
Yes! Use the `get_payment_details` tool and provide the Payment ID. Your agent will retrieve the current status, amount, and reconciliation data.

**How do I list all the vendors registered in my account?**
Run the `list_account_vendors` query. The agent will retrieve the complete list of suppliers and vendors currently configured in your Corpay One account.

**Is it possible to see the details of a scanned invoice via AI?**
Absolutely. Use the `get_document_details` tool with your Document ID. Your agent will return the extracted metadata, including vendor name, total amount, and due date.