Invoices in full
Search by text, vendor, date, amount, tag, source or payment status, then open any invoice with its line items, coding, export status and a download link that expires after 15 minutes.
MCP server · Read-only · Paid plans
Ask Claude or ChatGPT about your invoices.
Connect your AI assistant to Tailride's hosted MCP server and ask in plain language: what still needs attention, what you spent with a supplier last quarter, which payments are missing a receipt. The assistant reads your workspace — it can't change anything.
What is the Tailride MCP server?
MCP (Model Context Protocol) is the open standard AI assistants use to connect to other software. Tailride runs a hosted MCP server at https://tailride.so/api/mcp. Add it to Claude, ChatGPT, Claude Code, Cursor or Codex, sign in with your Tailride account, and the assistant gets 16 read-only tools over your invoices, suppliers, chart of accounts, spend, subscriptions, sources and bank statements — limited to your workspace.
In practice
Copy the URL, then ask
This is the block from Settings → Webhooks, with a working copy button, and the read-only tools your assistant can call after you sign in.
AI assistants (MCP)
Connect Claude, ChatGPT, Claude Code, Cursor or Codex to this workspace. Assistants sign in with your Tailride account and get read-only access to invoices, suppliers, statements, insights and integration status.
https://tailride.so/api/mcpPaste this URL as a custom connector or MCP server in your assistant, then sign in when asked.
- ClaudeCreated: Oct 14, 2026 · Last used: Oct 21, 2026 · Read-only
- ChatGPTCreated: Oct 16, 2026 · Last used: Oct 20, 2026 · Read-only
- CursorCreated: Oct 19, 2026 · Last used: Oct 21, 2026 · Read-only
All read-only, grouped by what they read. Your assistant picks them by itself.
- Invoices in full
- invoices_searchinvoice_getinvoice_get_pdfsearchfetch
- What needs attention
- needs_attention
- Spend and subscriptions
- spend_summarysubscriptions_list
- Suppliers and coding
- suppliers_listsupplier_getchart_of_accounts
- Sources and integrations
- sources_statusintegrations_status
- Bank matches
- bank_statements_listmissing_receipts
- Account
- account_info
How it works
Two minutes, no code.
01Copy the server URL
In Settings → Webhooks, under AI assistants (MCP), copy https://tailride.so/api/mcp.
02Add it to your assistant
Paste it as a custom connector in Claude or ChatGPT, or as an MCP server in Claude Code, Cursor or Codex.
03Sign in and approve
Your assistant opens Tailride's sign-in. Approve read-only access to your workspace.
04Ask away
Ask about invoices, suppliers, spend or missing receipts. Disconnect any assistant in Settings whenever you like.
What your assistant can read
What needs attention
Failed exports with their errors, fields Tailride wasn't sure about, lines that still need coding, and mailboxes or sources that need reconnecting.
Spend and subscriptions
Spend by month, vendor or tag — per currency, never added across currencies — and recurring vendors with their next expected charge.
Suppliers and coding
Supplier records with their default and most-used accounts, plus your chart of accounts and cost-tracking dimensions.
Sources and integrations
Connected mailboxes, folders and accounting tools, with their reconnect status and the latest scans.
Bank matches
Uploaded bank statements, how much of each is matched, and the payments still missing a receipt.
What people ask
- “Which invoices from last month haven't reached Xero yet, and why?”
- “How much did we spend on software subscriptions this quarter, per vendor?”
- “Which card payments on the September statement still have no receipt?”
- “Which account do we usually use for this supplier?”
Frequently asked questions
Which assistants work with it?
Clients that support remote MCP servers with sign-in: Claude (custom connectors on claude.ai and the desktop app), ChatGPT, Claude Code, Cursor and Codex. Scripts and headless clients can use a Tailride API key instead of signing in.
Can the assistant change anything in Tailride?
No. Every tool is read-only: the assistant can search and read, but it can't edit, delete, export or send anything.
What can it see?
Only the workspace you signed in to: invoices, suppliers, chart of accounts, spend, subscriptions, sources, integrations and bank statements. File links it receives expire after 15 minutes.
Who can connect an assistant?
The owner of a business workspace on a paid plan. Access is checked on every request, so it ends immediately if the plan changes or you disconnect the assistant.
How do I disconnect an assistant?
In Settings → Webhooks, under AI assistants (MCP), each connected assistant is listed with a Disconnect button. It loses access at once and has to sign in again to come back.
Does Tailride send my data to the AI provider?
Only when you use it: the results of the tools your assistant calls go to that assistant, under its provider's terms. Tailride doesn't send anything on its own.
Keep reading
Around the MCP server
The other ways to get your invoice data out of Tailride.
Give your assistant your books — read-only
Included on every paid plan, alongside webhooks and the API.
