Skip to main content The #1 agentic semantic tool search: 91.6% first-try accuracy on S1 Search Bench Explore Tool Discovery
Live 100 Actions

Envi MCP Server
for AI Agents

Connect your AI agent to StackOne's Envi MCP server and give it 100 MCP tools out of the box. Auth, tool execution, and security all managed.

Envi logo
Envi MCP Server
Built by StackOne StackOne
DrataGPLocalyzeFlipMindtoolsScreenloop

Coverage

100 Agent Actions

Create, read, update, and delete across Envi — and extend your agent's capabilities with custom actions.

Authentication

Agent Tool Authentication

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

Agent Auth →

Security

Agent Protection

Every Envi 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 Envi call.

Tools Discovery →

What is the Envi MCP Server?

A Envi MCP server lets AI agents read and write Envi data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Envi MCP server ships with 100 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 Envi MCP Tools

Every action from Envi's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

AP Batchs

  • Create AP Batch

    Creates a new AP Batch within the logged-in organization

  • Get AP Batch

    Returns the details of the Batch specified by ID. Note This endpoint does not support logical operators ( in, gt, ge, lt, le ) for data filtering

  • Export AP Batch

    Changes the Batch status to Exported when the specified Batch has at least one invoice

Classifications

  • Create Classification

    Creates a new Classification within the logged-in organization

  • Get Classification

    Returns the details of the Classification specified by ID within the logged-in organization

  • Update Classification

    Partially updates the details of the Classification specified by ID

Facilitys

  • Get Facility

    Returns the details of the Facility specified by ID

  • Update Facility

    Partially updates the details of the Facility specified by ID

Inventorys

  • Create Inventory

    Creates a new Inventory within the logged-in organization

  • Get Inventory

    Returns the details of the Inventory specified by ID

  • Update Inventory

    Partially updates the details of the Inventory specified by ID

Inventory Locations

  • Get Inventory Location

    Returns the details of the Inventory Location specified by ID

  • Update Inventory Location

    Partially updates the details of the Inventory Location specified by the ID

Inventory Vendors

  • Get Inventory Vendor

    Returns the details of the Inventory Vendor specified by ID

  • Update Inventory Vendor

    Partially updates the details of the Inventory Vendor specified by ID

Manufacturers

  • Create Manufacturer

    Creates a new Manufacturer within the logged-in organization

  • Get Manufacturer

    Returns the details of the Manufacturer specified by ID

Requisition Items

  • Add Requisition Item

    Adds a new Requisition Line Item within the logged-in organization and the specified Requisition (applicable only for the Standard Requisition type)

  • Get Requisition Item

    Returns the details of the Requisition Item specified by ID

  • Update Requisition Item

    Partially updates the details of the Requisition Line Item specified by ID (applicable only for the Standard Requisition type)

Requisitions

  • Get Requisition

    Returns the details of the Requisition specified by ID

  • Update Requisition

    Partially updates the Requisition specified by the ID (applicable only for the Standard Requisition type)

Vendor Address

  • Create Vendor Address

    Creates a new Vendor Address within the logged-in organization and the specified Vendor only for active Vendors and Facilities

  • Get Vendor Address

    Returns the details of the Vendor Address specified by ID within the logged-in organization

Vendor Contacts

  • Create Vendor Contact

    Creates a new Vendor Contact within the logged-in organization and the specified Vendor only for active Vendors and Facilities

  • Get Vendor Contact

    Returns the details of the Vendor Contact specified by ID within the logged-in organization

Vendor Facilitys

  • Create Vendor Facility

    Creates a new Vendor Facility for the specified active Location (All Locations) within an active Vendor logged in an organization

  • Get Vendor Facility

    Returns the details of the Vendor Facility specified by ID within the logged-in organization

Other (72)

  • Create AP Batch Export History

    Creates a new Export History record for the specified AP Batch

  • Add Invoice To AP Batch

    Adds an invoice with the Vouchered status to an existing Batch within the logged-in organization. After being added, the invoice’s status changes to Batched

  • Create Standard Requisition

    Creates a new Standard Requisition within the logged-in organization

  • Get The List Of Adjustment Items

    Returns a paged list of existing items within all Adjustments

  • Get Adjustment Item

    Returns the details of the Adjustment Item specified by ID

  • Get The List Of AP Batches

    Returns a paged list of AP Batches within the logged-in organization

  • Get The List Of Classifications

    Returns a paged list of existing Classifications within the logged-in organization

  • Get The List Of Departments

    Returns a paged list of existing Departments within the logged-in organization

  • Get Department

    Returns the details of the Department specified by ID within the logged-in organization

  • Get The List Of Facilities

    Returns a paged list of existing Facilities within the logged-in organization

  • Get The List Of Files By Entity ID

    Returns the files attached to the specified Envi record, including files linked from related purchase orders, receipts, matched invoices, OCR invoices and received invoices.

  • Get File Attachment Metadata

    Returns the details of the file specified by ID within the logged-in organization

  • Download File Attachment

    Returns the file content (in raw bytes) for the file specified by ID within the logged-in organization. Note Depending on the API tool you use, a file preview may be available, and the file may load automatically or require manual loading. Warning If the file status is Deleted, Uploading, Failed, or Corrupted, no content is returned

  • Get The List Of Inventory Items Changed From The Specified Date

    Returns a paged list of Inventory Items changed from the specified date within the Facility specified by ID

  • Get The List Of Inventory Items

    Returns a paged list of existing Inventories within the logged-in organization

  • Get The List Of Inventory Locations

    Returns a paged list of existing Inventory Locations within the logged-in organization

  • Get The List Of Inventory Locations Changed From The Specified Date

    Returns a paged list of Inventory Locations changed from the specified date within the Facility specified by ID

  • Get The List Of Inventory Locations Cost And Quantity

    Returns a paged list of existing Inventory Locations cost and quantity within the logged-in organization

  • Get Inventory Location Cost And Quantity

    Returns the details of the Inventory Location cost and quantity specified by ID

  • Get The List Of Inventory Snapshot Items

    Returns a paged list of Inventory Snapshot Items within a logged-in organization

  • Get Inventory Snapshot Item

    Returns the details of the Inventory Snapshot Item specified by ID

  • Get The List Of Inventory Snapshots

    Returns a paged list of Inventory Snapshots within the logged-in organization

  • Get Inventory Snapshot

    Returns the details of the Inventory Snapshot specified by ID

  • Get The List Of All Inventory Vendors

    Returns a paged list of the all existing Inventory Vendors

  • Get The List Of Inventory Vendors Changed From The Specified Date

    Returns a paged list of existing Inventory Vendors changed from the specified date within a Facility specified by ID. Note The empty GUID 00000000-0000-0000-0000-000000000000 is taken into account for an Inventory Vendor with the Master facility retrieving

  • Get The List Of Locations

    Returns a paged list of existing Locations within the logged-in organization

  • Get Location

    Returns the details of the Location specified by ID

  • Get The List Of Manufacturers

    Returns a paged list of Manufacturers. Contains the link to the next page and information about overall entities count in the database. Supports Query options

  • Get The List Of Matched Invoice Items

    Returns a paged list of existing Matched Invoice Items within the logged-in organization

  • Get Matched Invoice Item

    Returns the details of the Matched Invoice Item specified by ID

  • Get The List Of Matched Invoices

    Returns a paged list of existing Matched Invoices within the logged-in organization

  • Get Matched Invoice

    Returns the details of the Matched Invoice specified by ID

  • Get The List Of PAR Area Items

    Returns a paged list of PAR Area Items within the logged-in organization

  • Get PAR Area Item

    Returns the details of the PAR Area Item specified by ID

  • Get The List Of PAR Areas

    Returns a paged list of PAR Areas within the logged-in organization

  • Get PAR Area

    Returns the details of the PAR Area specified by ID within the logged-in organization

  • Get The List Of PO Confirmation Items

    Returns a paged list of PO Confirmation Items within the logged-in organization

  • Get PO Confirmation Item

    Returns the details of the PO Confirmation Item specified by ID

  • Get The List Of PO Confirmations

    Returns a paged list of PO Confirmations within the logged-in organization

  • Get PO Confirmation

    Returns the details of the PO Confirmation specified by ID

  • Get The List Of Purchase Order Items

    Returns a paged list of existing Purchase Order Items within the logged-in organization

  • Get Purchase Order Item

    Returns the details of the Purchase Order Item specified by ID

  • Get The List Of Purchase Orders

    Returns a paged list of existing Purchase Orders within the logged-in organization

  • Get Purchase Order

    Returns the details of the Purchase Order specified by ID

  • Get The List Of PO Receipt Items

    Returns a paged list of PO Receipt Items within the logged-in organization

  • Get Receipt Item

    Returns the details of the Receipt Item specified by ID

  • Get The List Of PO Receipts

    Returns a paged list of PO Receipts within the logged-in organization

  • Get Receipt

    Returns the details of the Receipt specified by ID

  • Get The List Of Requisition Fill Items

    Returns a paged list of Requisition Fill Items from the Fill Requisitions within the logged-in organization

  • Get Requisition Fill Item

    Returns the details of the Requisition Fill Item specified by ID within the logged-in organization

  • Get The List Of Requisition Fills

    Returns a paged list of Requisition Fills within the logged-in organization

  • Get Requisition Fill

    Returns the details of the Requisition Fill specified by ID within the logged-in organization

  • Get The List Of Requisition Items

    Returns a paged list of existing Requisition Items

  • Get The List Of Requisitions

    Returns a paged list of existing Requisitions

  • Get The List Of Usage Items

    Returns a paged list of existing items within all Usages

  • Get The List Of Vendor Addresses

    Returns a paged list of Vendor Addresses within the logged-in organization

  • Get The List Of Vendor Contacts

    Returns a paged list of Vendor Contacts within the logged-in organization

  • Get The List Of Vendor Facilities

    Returns a paged list of Vendor Facilities within the logged-in organization

  • Get The List Of Vendors

    Returns a paged list of existing Vendors within the logged-in organization

  • Get Vendor

    Returns the details of the Vendor specified by ID

  • Get Vendors Info By Facility

    Returns the details of the predefined Vendor(s) within the Facility specified by ID

  • Queue AP Batch

    Submits the AP Batch to the Queued status

  • Save Inventory Location

    Creates a new Inventory Location within the logged-in organization and specified Inventory

  • Save Inventory Vendor

    Creates a new Inventory Vendor within the logged-in organization and the specified Inventory

  • Replace Inventory

    Fully updates the details of the Inventory specified by ID

  • Manage Inventory Purchasing Options

    Manages the Purchasing option for the Inventory Location specified by ID

  • Submit Requisition

    Changes the Requisition status to Open if the specified Requisition has at least one line item

  • Cancel Requisition

    Cancels the Requisition specified by the ID

  • Bulk Add Usage Items

    Adds new items to existing Usages within the logged-in organization

  • Bulk Add Usage Procedures

    Adds new Procedures to existing Usages within the logged-in organization

  • Bulk Add Usages

    Creates new Usages within the logged-in organization

  • Bulk Submit Usages

    Submits Usages within the logged-in organization

Envi AI Agent Use Cases

Connect your AI agent to Envi 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
QuickBooks OnlineXeroNetSuiteSage IntacctBillFreshBooksWaveZoho Books
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
QuickBooksXeroFreshBooksStripePayPalSalesforceHubSpotGmail
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
QuickBooks OnlineXeroGmailOutlookGoogle DriveSharePointDropboxSlack

Set Up Your Envi MCP Server in Minutes

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

Agent Frameworks

Claude Desktop
{
  "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

Envi MCP Server FAQ

Does StackOne have a Envi MCP server?
Yes. StackOne offers a hosted Envi MCP server with 100 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.
Envi MCP server vs direct API integration — what's the difference?
A Envi MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Envi. A Envi MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Envi at runtime. StackOne provides both.
How does Envi authentication work for AI agents?
Envi authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Envi account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Envi MCP tools vulnerable to prompt injection?
Yes — Envi MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — 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 — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a Envi agent and how do I avoid it?
Context bloat happens when Envi tool schemas and API responses eat your Envi agent's memory, preventing it from reasoning effectively. A single Envi query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my Envi agent can access?
Yes — you can limit which actions your Envi 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 Envi MCP server?
Yes — you can create custom agent actions for your Envi MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Envi's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Envi MCP server?
Skip a Envi MCP server if your integration is purely software-to-software — direct Envi 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 Envi actions at runtime.
What AI frameworks and AI clients does the StackOne Envi MCP server support?
The StackOne Envi 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

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.