Connect Melio to Claude Code

Have Claude schedule bill payments and chase invoices in Melio. From the terminal, inside the sessions where you already work.

Build my connector Talk to us

How do you connect Melio to Claude Code?

Claude Code reaches outside tools through MCP servers. To connect Melio, you add a Melio MCP server: a small hosted service that exposes Melio's data and actions over the Model Context Protocol. With a custom connector we build for you, that is one command in the terminal, then an OAuth sign-in with your own Melio account. No API keys pasted into config files.

claude mcp add --transport http melio https://your-connector-url/mcp

Then run /mcp inside a Claude Code session to sign in. Add it with --scope project and the connector is checked into the repo for your whole team.

What can Claude Code do in Melio once connected?

Full read-write Melio access lets Claude match an incoming bill to the right vendor, draft a scheduled payment, set the date and funding source, send an invoice, and record the result, all once you approve. The reconciliation and bill-entry work that used to mean manual data entry happens where your payables already live.

Draft a bill payment for an approved vendor and set the scheduled date
Add or update a vendor record before a first payment
Create and send an invoice to a customer
Send a payment reminder on an overdue invoice
Flag bills due this week and propose a batched payment run for approval

One connector, every Claude surface

The connector we build is a remote MCP server, which is the same standard claude.ai and Claude Desktop use. Add it once and the same Melio access works in Claude Code for you, in claude.ai for the rest of the team, and in Claude Desktop. One build, one set of permissions, one monthly plan covering all of them.

Build it yourself, or have it built?

If you live in the terminal, you can absolutely write your own MCP server against the Melio API. The protocol is open. What you take on is everything around the happy path: OAuth token refresh, hosting, monitoring, keeping up when Melio changes its API and when the MCP spec itself moves, and scoping write actions so an agent can never do more than you intended. We build Melio connectors with separated read and write tools and approval gates on destructive actions, then host and maintain them so they keep working while you work.

Frequently asked questions

Does the same Melio connector work in claude.ai and Claude Code?

Yes. It is one remote MCP server. Claude Code adds it with a single "claude mcp add" command; claude.ai and Claude Desktop add it as a custom connector in Settings. Each person signs in with their own Melio account, so access always matches what that person can already see and do.

Do I need to host or maintain anything myself?

No. The connector runs as a hosted service we operate: we handle uptime, token health, API changes on Melio's side, and MCP spec migrations under the monthly plan. Your side is one command in the terminal and an OAuth sign-in.

Is it safe to give a coding agent write access to Melio?

Write access is scoped, not blanket. Read tools and write tools are separated, destructive actions like deleting or sending are gated behind your explicit approval, and the connector can never exceed the permissions of the Melio account it signs in with. Revoking access is one click in Melio.

More on the Melio connector

Melio connector for claude.ai Sage Intacct + Claude Code Wave + Claude Code Zoho Books + Claude Code

Tell us what you run. We'll build the connector.

Pick your tool, choose what Claude should do, and get an instant scope and price. No call required.

Build my connector Talk to us