ApprovalMax MCP Server
for AI Agents
Connect your AI agent to StackOne's ApprovalMax MCP server and give it 70 MCP tools out of the box. Auth, tool execution, and security all managed.
StackOne 
Coverage
70 Agent Actions
Create, read, update, and delete across ApprovalMax — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your ApprovalMax MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every ApprovalMax tool response scanned for prompt injection in milliseconds — 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 ApprovalMax call.
Tools Discovery →What is the ApprovalMax MCP Server?
A ApprovalMax MCP server lets AI agents read and write ApprovalMax data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's ApprovalMax MCP server ships with 70 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 ApprovalMax MCP Tools
Every action from ApprovalMax's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Request Attachments
- Upload Request Attachment
Upload a file attachment to an ApprovalMax approval request
- Get Request Attachment
Download an attachment file from an ApprovalMax approval request
- Delete Request Attachment
Permanently delete an attachment from an ApprovalMax approval request (irreversible)
NetSuite Vendor Bills
- List NetSuite Vendor Bills
Retrieve NetSuite vendor bills with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Vendor Bill
Retrieve a single NetSuite vendor bill by its request ID, including line items, attachments, and comments
NetSuite Purchase Orders
- List NetSuite Purchase Orders
Retrieve NetSuite purchase orders with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Purchase Order
Retrieve a single NetSuite purchase order by its request ID, including line items, attachments, and comments
NetSuite Expense Reports
- List NetSuite Expense Reports
Retrieve NetSuite expense reports with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Expense Report
Retrieve a single NetSuite expense report by its request ID, including line items, attachments, and comments
NetSuite Sales Orders
- List NetSuite Sales Orders
Retrieve NetSuite sales orders with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Sales Order
Retrieve a single NetSuite sales order by its request ID, including line items, attachments, and comments
NetSuite Invoices
- List NetSuite Invoices
Retrieve NetSuite invoices with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Invoice
Retrieve a single NetSuite invoice by its request ID, including line items, attachments, and comments
NetSuite Bill Payments
- List NetSuite Bill Payments
Retrieve NetSuite bill payments with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Bill Payment
Retrieve a single NetSuite bill payment by its request ID, including full payment details and comments
NetSuite Item Receipts
- List NetSuite Item Receipts
Retrieve NetSuite item receipts with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Item Receipt
Retrieve a single NetSuite item receipt by its request ID, including line items, attachments, and comments
QuickBooks Bills
- List QuickBooks Bills
Retrieve QuickBooks Online bills with optional filtering by reference, status, and date ranges. Supports pagination.
- Get QuickBooks Bill
Retrieve a single QuickBooks Online bill by its request ID, including line items, attachments, and comments
QuickBooks Purchase Orders
- List QuickBooks Purchase Orders
Retrieve QuickBooks Online purchase orders with optional filtering by reference, status, and date ranges. Supports pagination.
- Get QuickBooks Purchase Order
Retrieve a single QuickBooks Online purchase order by its request ID, including line items, attachments, and comments
QuickBooks Expenses
- List QuickBooks Expenses
Retrieve QuickBooks Online expenses with optional filtering by reference, status, and date ranges. Supports pagination.
- Get QuickBooks Expense
Retrieve a single QuickBooks Online expense by its request ID, including line items, attachments, and comments
Standalone Documents
- Create Standalone Document
Create a draft standalone document in ApprovalMax that can then be submitted for approval
- List Standalone Documents
Retrieve standalone documents with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Standalone Document
Retrieve a single standalone document by its request ID, including details, attachments, and comments
User Profiles
- List User Profiles
Retrieve all user profiles (members and participants) for an ApprovalMax company
- Get User Profile
Retrieve a single user profile by user ID within an ApprovalMax company
Xero Bills
- Create Xero Bill
Create a draft Xero bill in ApprovalMax
- List Xero Bills
Retrieve Xero bills with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Xero Bill
Retrieve a single Xero bill by its request ID, including line items, attachments, and comments
Xero Purchase Orders
- Create Xero Purchase Order
Create a draft Xero purchase order in ApprovalMax that can then be submitted for approval
- List Xero Purchase Orders
Retrieve Xero purchase orders with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Xero Purchase Order
Retrieve a single Xero purchase order by its request ID, including line items, attachments, and comments
Xero Batch Payments
- List Xero Batch Payments
Retrieve Xero batch payments with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Xero Batch Payment
Retrieve a single Xero batch payment by its request ID, including full payment details and comments
Xero Credit Notes
- List Xero Credit Notes
Retrieve Xero credit notes with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Xero Credit Note
Retrieve a single Xero credit note by its request ID, including line items, attachments, and comments
Xero Sales Invoices
- Create Xero Sales Invoice
Create a draft Xero sales invoice in ApprovalMax
- List Xero Sales Invoices
Retrieve Xero sales invoices with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Xero Sales Invoice
Retrieve a single Xero sales invoice by its request ID, including line items, attachments, and comments
Xero Quotes
- Create Xero Quote
Create a draft Xero quote in ApprovalMax
- List Xero Quotes
Retrieve Xero quotes with optional filtering by reference, status, and date ranges. Supports pagination.
- Get Xero Quote
Retrieve a single Xero quote by its request ID, including line items, attachments, and comments
Unified Organizations
- List Unified Organizations
List unified organizations in ApprovalMax.
- Get Unified Organization
Get a unified ApprovalMax organization by ID.
Unified Users
- List Unified Users
List unified users within an ApprovalMax company.
- Get Unified User
Get a unified ApprovalMax user by ID.
Other (22)
- Get Request Comment Attachment
Download an attachment file from a comment on an ApprovalMax approval request
- List Companies
Retrieve all ApprovalMax companies (organisations) accessible to the authenticated user
- List NetSuite Journal Entries
Retrieve NetSuite journal entries with optional filtering by reference, status, and date ranges. Supports pagination.
- Get NetSuite Journal Entry
Retrieve a single NetSuite journal entry by its request ID, including debit/credit lines and comments
- List Standalone Currencies
Retrieve the supported currency codes for standalone documents in an ApprovalMax company
- List Standalone Workflows
Retrieve the approval workflows available for standalone documents in an ApprovalMax company
- List Xero Accounts
Retrieve the Xero chart of accounts for use as accountId values in document line items
- List Xero Branding Themes
Retrieve Xero branding themes for use as brandingThemeId values in documents
- List Xero Contacts
Retrieve Xero contacts (suppliers and customers) for use as contactId values in documents. Supports pagination and filtering.
- List Xero Currencies
Retrieve Xero currencies configured for the company, for use as currency values in documents
- List Xero Items
Retrieve Xero items (products and services) for use as itemId values in document line items. Supports pagination and filtering.
- List Xero Taxes
Retrieve Xero tax rates for use as taxCode values in document line items
- List Xero Tracking Categories
Retrieve Xero tracking categories and their options for line item tracking assignments
- Get Unified Credentials
Get the current ApprovalMax connection's unified credentials and identity.
- Edit Standalone Document
Edit an existing standalone document in ApprovalMax (requires currentVersion for concurrency control)
- Submit Standalone Document
Submit a draft standalone document to trigger the configured approval workflow
- Mark Xero Purchase Order As Billed
Mark an approved Xero purchase order as billed to close it for matching
- Edit Xero Quote
Edit an existing Xero quote in ApprovalMax (requires currentVersion for concurrency control)
- Edit Xero Bill
Edit an existing Xero bill in ApprovalMax (requires currentVersion for concurrency control)
- Edit Xero Purchase Order
Edit an existing Xero purchase order in ApprovalMax (requires currentVersion for concurrency control)
- Edit Xero Sales Invoice
Edit an existing Xero sales invoice in ApprovalMax (requires currentVersion for concurrency control)
- IAM Auth Test
Validate the current ApprovalMax OAuth token and return the raw, unmapped OIDC userinfo JSON. Bypasses the unified IAM credentials schema — use for debugging token expiry or revocation issues, not for normal app flows.
ApprovalMax AI Agent Use Cases
Connect your AI agent to ApprovalMax and help your team scale the finance operations they run by hand today.
Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.
ViewUse StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.
ViewUse StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.
ViewSet Up Your ApprovalMax MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to ApprovalMax in under 10 lines of code.
Agent Frameworks
JSON{
"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>"
]
}
}
}Check More finance-payments MCP Servers
60+ actions
Platform Resources
MCP Code Mode: Keeping Tool Responses Out of Agent Context
Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
11 min
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, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What 200+ Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building 200+ connectors that serve both, here's when each approach wins.
14 min read
ApprovalMax MCP Server FAQ
Does StackOne have a ApprovalMax MCP server?
ApprovalMax MCP server vs direct API integration — what's the difference?
How does ApprovalMax authentication work for AI agents?
origin_owner_id.Are ApprovalMax MCP tools vulnerable to prompt injection?
What is the context bloat of a ApprovalMax agent and how do I avoid it?
Can I limit which actions my ApprovalMax agent can access?
Can I create custom agent actions for my ApprovalMax MCP server?
When should I NOT use a ApprovalMax MCP server?
What AI frameworks and AI clients does the StackOne ApprovalMax MCP server support?
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.