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Upflow MCP

Claudecommunity

Connect Claude to your Upflow AR data — track invoices, monitor collections, and manage cash application in natural language.

Upflow, Inc.

Open in Claude

Upflow is a B2B accounts receivable and payments platform that helps finance teams get paid faster. The Upflow MCP connector brings your AR data directly into Claude, so you can ask questions and take action without leaving the conversation. With Upflow MCP, you can: - Look up customer accounts, invoice status, and payment history - Track outstanding balances and aging receivables across your portfolio - Get context on collections activity and promise-to-pay commitments - Query cash application and payment matching data - Surface trends across your organization's AR performance Built for finance and revenue teams already using Upflow, this connector turns Claude into a natural-language interface for your receivables workflow — ask a question the way you'd ask a colleague, and get an answer grounded in your live Upflow data.

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Details

First addedJuly 22, 2026
Categoriesproductivity, data-analytics, financial-services
Authenticationauth_required
Transportstreamable-http
Works withclaude, claude-api, claude-code, claude-desktop
Tools3

Tools(3)

  • describe_upflow_api
  • list_organizations
  • query_upflow_data

Data from Claude’s public directory API, snapshotted daily by the MCP App Tracker. A listing describes what the directory publishes — not an endorsement.