Tabs

Live 63 Actions

Tabs Integration for AI Agents

Connect your AI agent to 63 Tabs actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Tabs AI Agent Actions

63 production-ready actions for your agent to do more on Tabs.

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63 Actions

List Billing Terms - Retrieve a paginated list of billing terms from Tabs

List Customer Contacts - Retrieve a paginated list of customer contacts from Tabs

Create Customer Contacts - Create customer contacts in Tabs

Update Customer Contact - Update customer contact in Tabs

List Contracts - Retrieve a paginated list of contracts from Tabs

Create Contract - Create a new contract for an existing Tabs customer, with an optional close date and external CRM ID

List Deleted Contracts - Retrieve a paginated list of deleted contracts from Tabs

Get Contract By ID - Get contract by ID from Tabs

Update Contract - Update a contract's name, close date, external ID or external source type

Download Contract File - Download contract file from Tabs

Upload Contract File - Upload contract file in Tabs

Delete Contract File - Delete contract file from Tabs

Get Contract Obligation By ID - Get contract obligation by ID from Tabs

Perform Contract Action - Perform contract action in Tabs

Upsert Obligation Custom Revenue - Upsert obligation custom revenue in Tabs

List Contract Billing Terms - Retrieve a paginated list of contract billing terms from Tabs

Create Contract Billing Term - Create contract billing term in Tabs

Update Contract Billing Term - Update contract billing term in Tabs

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 Contract Obligation - Returns 202 once the change is saved

Delete Contract Billing Term - Returns 202 once the change is saved

Delete Contract Metadata - Delete contract metadata from Tabs

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 Obligation - Returns 202 once the change is saved

Terminate Billing Term - Terminates a billing term as of the given end date

Update Contract Obligation - Returns 202 once the change is saved

Get Credit Memo By ID - Get credit memo by ID from Tabs

List Credit Memos - Retrieve a paginated list of credit memos from Tabs

Create Credit Memo - Create credit memo in Tabs

Apply Credit Memo - Apply credit memo in Tabs

Get Customer By ID - Get customer by ID from Tabs

Delete Customer - Delete customer from Tabs

List Customers - Retrieve a paginated list of customers from Tabs

Create Customer - Create a new customer in Tabs with billing contact, addresses, default currency, custom fields and tax details

Update Customer Names - Update customer names in Tabs

List Event Types - Retrieve a paginated list of event types from Tabs

Create Event Type - Create an event type in Tabs

Create An Event - Creates a new usage event

Get All Events - Fetches all usage events, and can be filtered as needed

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

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

Perform Invoice Action - Performs an action on an invoice

Get Invoice Payment By ID - Get invoice payment by ID from Tabs

Create Invoice Payment - Create invoice payment in 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

Update A Product - Update a product's name, display name, status, ARR default, description or linked ERP item and class

List All Products For Merchant - Retrieve a paginated list of all products for merchant from Tabs

Create A New Product - Create a new product in Tabs

List Renewals - Retrieve a paginated list of renewals from 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

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`

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

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.

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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.

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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.

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More Accounting & Finance use cases

Do More, Build Less

Connect AI to Tabs and control what it can do, down to the field

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Tabs MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Tabs action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."

Barbry McGann, SVP at Workday Ventures

Product Teams Love Building Agent Integrations With StackOne

Agentic Automation

A US medical research organisation

Case Study How a US Medical Research Organisation Connected Nine Systems to Its AI Agents in Under Two Weeks

Agentic Automation

Case Study How TYME Technologies scaled outbound 10× with agentic integrations

IAM Permissions API

Case Study How Drata Broadened User Access Review Integrations through StackOne

Connectors for workflow builders

Case Study Introist uses StackOne to Launch New Enterprise-Grade Integrations and Expand Automation for HR Teams

Agentic Connectors

Case Study How Popp Built a Recruitment AI Agent with Enterprise ATS Integration in Weeks

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Tabs AI agent integration resources

Agentic Context Engineering: Why AI Agents Kill Their Own Context Windows

AI agents exceed their context windows without knowing it. Six failure patterns and seven survival architectures for agentic context engineering.

15 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

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.

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