Live 63 Actions

Tabs MCP Server
for AI Agents

Q: What AI frameworks and AI clients does the StackOne Tabs MCP server support?

The StackOne Tabs MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Connect your AI agent to StackOne's Tabs MCP server and give it 63 MCP tools out of the box. Auth, tool execution, and security all managed.

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Tabs MCP Server

Built by

StackOne

Coverage

63 Agent Actions

Agents can read, write, delete and run operations in Tabs. Extend your agent's capabilities with custom actions.

MCP Actions → Build Actions →

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Tabs MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Tabs tool response scanned for prompt injection in milliseconds, with 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Tabs call.

Tools Discovery →

What is the Tabs MCP Server?

A Tabs MCP server lets AI agents read and write Tabs data through the Model Context Protocol, Anthropic's open standard for connecting LLMs to external tools. StackOne's Tabs MCP server ships with 63 pre-built actions, fully extensible via the Connector Builder, plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Tabs MCP Tools

Every StackOne action for Tabs, ready for your agent. Read, write, delete and run operations, scoped to exactly what you need.

Customer Contacts

Create Customer Contacts
Create customer contacts in Tabs
List Customer Contacts
Retrieve a paginated list of customer contacts from Tabs
Update Customer Contact
Update customer contact in Tabs

Contracts

Create Contract
Create a new contract for an existing Tabs customer, with an optional close date and external CRM ID
List Contracts
Retrieve a paginated list of contracts from Tabs
Update Contract
Update a contract's name, close date, external ID or external source type

Contract Files

Upload Contract File
Upload contract file in Tabs
Download Contract File
Download contract file from Tabs
Delete Contract File
Delete contract file from Tabs

Contract Billing Terms

Create Contract Billing Term
Create contract billing term in Tabs
List Contract Billing Terms
Retrieve a paginated list of contract billing terms from Tabs
Update Contract Billing Term
Update contract billing term in Tabs
Delete Contract Billing Term
Returns 202 once the change is saved

Contract Obligations

Create Contract Obligation
Returns 202 once the change is saved
Update Contract Obligation
Returns 202 once the change is saved
Delete Contract Obligation
Returns 202 once the change is saved

Contract Metadatas

Get Contract Metadata
Get contract metadata from Tabs
Update Contract Metadata
Updates a contract's metadata by merging the provided top-level keys with the existing metadata
Delete Contract Metadata
Delete contract metadata from Tabs

Credit Memos

Create Credit Memo
Create credit memo in Tabs
List Credit Memos
Retrieve a paginated list of credit memos from Tabs

Customers

Create Customer
Create a new customer in Tabs with billing contact, addresses, default currency, custom fields and tax details
List Customers
Retrieve a paginated list of customers from Tabs
Delete Customer
Delete customer from Tabs

Event Types

Create Event Type
Create an event type in Tabs
List Event Types
Retrieve a paginated list of event types from Tabs

An Events

Create An Event
Creates a new usage event
Delete An Event
Deletes a usage event by creating a new deletion event that links back to the original event

Other (35)

Create Commitments For A Contract
Create commitments for a contract in Tabs
Create Contract From File
Uploads a contract PDF and creates a new contract for it in one call
Create Invoice Payment
Create invoice payment in Tabs
Create A New Product
Create a new product in Tabs
Create A Renewal For A Contract
Creates a `DRAFT` renewal for a processed contract. All terms are optional. A contract can have at most one renewal
List Billing Terms
Retrieve a paginated list of billing terms from Tabs
List Deleted Contracts
Retrieve a paginated list of deleted contracts from Tabs
Get Contract By ID
Get contract by ID from Tabs
Get Contract Obligation By ID
Get contract obligation by ID from Tabs
Get Credit Memo By ID
Get credit memo by ID from Tabs
Get Customer By ID
Get customer by ID from Tabs
Get All Events
Fetches all usage events, and can be filtered as needed
Get Customer Invoice By ID
Get customer invoice by ID from Tabs
Get Invoice Generation Status
Check whether invoices are still generating for a customer
Download Invoice PDF
Download invoice PDF from Tabs
Get Invoice Payment By ID
Get invoice payment by ID from Tabs
List Invoices
Retrieve a paginated list of invoices from Tabs
Get Job By ID
Check the status of an asynchronous Tabs job, such as an invoice send or void started by perform_invoice_action
Get Merchant Info
Retrieve the Tabs merchant (entity) that the API key is scoped to
List Obligations
Retrieve a paginated list of obligations from Tabs
List Payments
Retrieve a paginated list of payments from Tabs
Get A Product By ID
Get a product by ID from Tabs
List All Products For Merchant
Retrieve a paginated list of all products for merchant from Tabs
List Renewals
Retrieve a paginated list of renewals from Tabs
Get A Renewal
Retrieve a single contract renewal with its terms, notice period, length and price increase settings
Get ARR Report
Retrieve the annual recurring revenue (ARR) report, paginated and filterable by customer and period
List Revenue
Cursor-paginated customer × month revenue rows
Update Customer Names
Update customer names in Tabs
Update A Product
Update a product's name, display name, status, ARR default, description or linked ERP item and class
Perform Contract Action
Perform contract action in Tabs
Upsert Obligation Custom Revenue
Upsert obligation custom revenue in Tabs
Terminate Billing Term
Terminates a billing term as of the given end date
Apply Credit Memo
Apply credit memo in Tabs
Perform Invoice Action
Performs an action on an invoice
Execute A Renewal
Starts executing the renewal asynchronously: the excluded billing terms are removed from the draft renewal contract, the draft is marked processed, and the renewal becomes `APPROVED`

Tabs AI Agent Use Cases

Connect your AI agent to Tabs and help your team scale the finance operations they run by hand today.

Invoice Processing

Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.

View

Accounts Receivable Dunning

Use StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.

View

Invoice Processing

Use StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.

View

More Accounting & Finance use cases

Set Up Your Tabs MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Tabs in under 10 lines of code.

MCP Clients

Agent Frameworks

Claude Desktop-

JSON

Claude Desktop Docs

{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Platform Resources

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.

12 min

MCP vs A2A: Architecture, Security, and When to Use Each

MCP vs A2A: what each protocol standardizes, how they differ, the security risks they share, and when to use one, both or a hybrid.

12 min

MCP vs API: What Hundreds of Connector Builds Taught Us

MCP wraps APIs, it doesn't replace them. After building hundreds of connectors that serve both, here's when each approach wins.

14 min read

Tabs MCP Server FAQ

Does StackOne have a Tabs MCP server?

Yes. StackOne offers a managed Tabs MCP server with 63 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.

Tabs MCP server vs direct API integration: what's the difference?

A Tabs MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software work, where backend code calls Tabs. A Tabs MCP server is for AI agents that discover and call Tabs at runtime, such as MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI. StackOne provides both.

How does Tabs authentication work for AI agents?

Tabs authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK to get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Tabs account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.

Are Tabs MCP tools vulnerable to prompt injection?

Yes. Tabs MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content, such as documents, messages, tickets, records, or free-text fields, is a potential vector. StackOne Defender scans every tool response before it enters the agent's context. It runs regex patterns in ~1ms, then a MiniLM classifier in ~4ms. Accuracy is 88.7%, and it runs entirely on CPU.

What is the context bloat of a Tabs agent and how do I avoid it?

Context bloat happens when Tabs tool schemas and API responses eat your Tabs agent's memory, preventing it from reasoning effectively. A single Tabs query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery reduces it by loading only the tools relevant to each query.

Can I limit which actions my Tabs agent can access?

Yes. You can limit which actions your Tabs agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.

Can I create custom agent actions for my Tabs MCP server?

Yes. You can create custom agent actions for your Tabs MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Tabs's API, generate production-ready connector YAML, test against the live API, and validate before you ship.

When should I NOT use a Tabs MCP server?

Skip a Tabs MCP server if your integration is purely software-to-software, because direct Tabs API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Tabs actions at runtime.

What AI frameworks and AI clients does the StackOne Tabs MCP server support?

The StackOne Tabs MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

Connect AI to every company system and control what it can do in each one, down to the field.

Start Free Book Demo

Tabs MCP Serverfor AI Agents

63 Agent Actions

Agent Tool Authentication

Agent Protection

Max Agent Context. Min Cost.

What is the Tabs MCP Server?

All Tabs MCP Tools

Customer Contacts

Contracts

Contract Files

Contract Billing Terms

Contract Obligations

Contract Metadatas

Credit Memos

Customers

Event Types

An Events

Other (35)

Tabs AI Agent Use Cases

Set Up Your Tabs MCP Server in Minutes

Check More finance-payments MCP Servers

Platform Resources

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP vs A2A: Architecture, Security, and When to Use Each

MCP vs API: What Hundreds of Connector Builds Taught Us

Tabs MCP Server FAQ

Put your AI agents to work

Tabs MCP Server
for AI Agents