TRUSS AP Automation MCP

AI-powered accounts payable automation for agents. One MCP server covers the full AP lifecycle: invoice extraction, GL coding, duplicate detection, validation, approval routing, compliance checks, payment scheduling, reconciliation, reporting, and search.

10 tools. Full AP lifecycle. Rule-based by default, AI-enhanced when you want it.

Quick Start

npx truss-ap-automation-mcp

Claude Desktop / Claude Code

Add to your MCP settings:

{
  "mcpServers": {
    "ap-automation": {
      "command": "npx",
      "args": ["-y", "truss-ap-automation-mcp"]
    }
  }
}

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "ap-automation": {
      "command": "npx",
      "args": ["-y", "truss-ap-automation-mcp"]
    }
  }
}

Tools

| Tool | Description | Tier | |------|-------------|------| | extract_invoice | Parse invoice from text/email/OCR output — extracts vendor, amount, line items, due date, PO | Starter | | code_to_gl | Auto-categorize expenses to GL account codes (15 built-in categories) | Starter | | check_duplicate | Detect duplicate invoices by vendor, amount, date, invoice number | Starter | | validate_invoice | Validate completeness, math accuracy, PO cross-reference, date checks | Starter | | route_approval | Route to approval chain by amount thresholds ($500 auto-approve up to CFO) | Starter | | check_compliance | Verify against expense policies (PO requirements, GL coding, overdue checks) | Starter | | schedule_payment | Queue payment for next batch cycle (1st/15th), ACH/wire/check | Starter | | reconcile_payment | Match payment to invoice, handle partial/over payments | Starter | | generate_ap_report | Aging analysis, cash flow forecast, vendor summary | Starter | | search_invoices | Search/filter by vendor, status, date, amount, PO number | Starter | | ap_status | Check server status, license, AI config | Free |

Workflow

extract_invoice → code_to_gl → check_duplicate → validate_invoice → route_approval → check_compliance → schedule_payment → reconcile_payment

Installation

Claude Desktop / Claude Code

Add to your MCP settings (~/.claude/settings.json or Claude Desktop config):

{
  "mcpServers": {
    "ap-automation": {
      "command": "npx",
      "args": ["-y", "truss-ap-automation-mcp"],
      "env": {
        "TRUSS_LICENSE_KEY": "your-license-key"
      }
    }
  }
}

With AI Enhancement (optional)

Add your own API key for AI-powered invoice extraction and GL coding:

{
  "mcpServers": {
    "ap-automation": {
      "command": "npx",
      "args": ["-y", "truss-ap-automation-mcp"],
      "env": {
        "TRUSS_LICENSE_KEY": "your-license-key",
        "OPENAI_API_KEY": "your-openai-key"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "ap-automation": {
      "command": "npx",
      "args": ["-y", "truss-ap-automation-mcp"]
    }
  }
}

Usage Examples

Process a new invoice

1. extract_invoice(text: "Invoice from Acme Corp\nInvoice #2026-001\nDate: 2026-03-15\nDue: 2026-04-15\nPO: PO-12345\n\nAnnual SaaS License  1  $3000.00  $3000.00\nCloud Hosting        3  $500.00   $1500.00\n\nSubtotal: $4500.00\nTax: $360.00\nTotal: $4860.00")

2. code_to_gl(invoice_id: "INV-000001")

3. check_duplicate(invoice_id: "INV-000001")

4. validate_invoice(invoice_id: "INV-000001", po_amount: 5000)

5. route_approval(invoice_id: "INV-000001", department: "engineering")

6. check_compliance(invoice_id: "INV-000001")

7. schedule_payment(invoice_id: "INV-000001", payment_method: "ach")

Get AP overview

generate_ap_report(report_type: "full")

Search invoices

search_invoices(vendor: "Acme", status: "approved", min_amount: 1000)

GL Code Categories

15 built-in GL mappings with pattern matching:

| GL Code | Category | Matches | |---------|----------|---------| | 6100 | Software & Subscriptions | software, saas, license, subscription | | 6110 | Cloud & Hosting | cloud, aws, azure, gcp, hosting | | 6200 | Office Supplies | office, supplies, paper, toner | | 6300 | Rent & Facilities | rent, lease, facility | | 6400 | Legal & Compliance | legal, attorney, compliance | | 6410 | Professional Services | consulting, advisory, accounting | | 6500 | Marketing & Advertising | marketing, advertising, campaign | | 6600 | Travel & Entertainment | travel, flight, hotel, airfare | | 6610 | Meals & Entertainment | meal, food, catering | | 6700 | Insurance | insurance, premium, coverage | | 6800 | Shipping & Logistics | shipping, freight, delivery | | 6900 | Repairs & Maintenance | repair, maintenance, service | | 7000 | Training & Education | training, course, conference | | 7100 | Telecommunications | telecom, phone, internet | | 7200 | Utilities | electric, water, gas, power |

Approval Thresholds

| Amount | Approver | |--------|----------| | < $500 | Auto-approved | | $500 - $5,000 | Department Manager | | $5,000 - $25,000 | Finance Director | | $25,000 - $100,000 | VP Finance | | > $100,000 | CFO |

Pricing

| Plan | Price | Features | |------|-------|----------| | Starter | $49/mo | All 10 tools, 100 invoices/month, rule-based processing | | Pro | $149/mo | Unlimited invoices, AI-powered GL coding, advanced reports, priority support | | Enterprise | $499/mo | SSO, audit trail, custom GL mappings, custom approval workflows, SLA, dedicated support |

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | TRUSS_LICENSE_KEY | No | License key (omit for starter tier) | | OPENAI_API_KEY | No | Enable AI-enhanced extraction and GL coding | | ANTHROPIC_API_KEY | No | Alternative to OpenAI for AI features |

License

MIT