Connect Tripletex to AI agents

Connect Tripletex to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

list_suppliers

List Suppliers

List Tripletex suppliers with filters for ids, supplier numbers, organization number, email, active state, wholesaler flag, changed-since timestamp, pagination, sorting, and fields.

upsert_supplier

Upsert Supplier

Create or update a Tripletex supplier. Provide id to update an existing supplier; omit id to create a supplier.

list_customers

List Customers

List Tripletex customers with filters for ids, account numbers, organization number, email, active state, changed-since timestamp, pagination, sorting, and fields.

who_am_i

Who Am I

Inspect the current Tripletex session, selected company context, employee, and optionally accountant client companies with login access.

upsert_customer

Upsert Customer

Create or update a Tripletex customer. Provide id to update an existing customer; omit id to create a customer.

list_postings_by_date

List Postings By Date

List Tripletex ledger postings by required posting date range. This uses the optimized /ledger/postingByDate endpoint for sync workflows.

register_invoice_payment

Register Invoice Payment

Register payment information on a Tripletex outgoing invoice using a payment type and paid amount.

create_invoice

Create Invoice

Create a Tripletex invoice with embedded invoice/order lines. The tool defaults sendToCustomer to false so invoice sending remains explicit.

list_vouchers

List Vouchers

List Tripletex vouchers for a required voucher date range with optional id, number, type, pagination, sorting, and fields.

delete_voucher

Delete Voucher

Delete a Tripletex ledger voucher by id.

list_supplier_invoices

List Supplier Invoices

List Tripletex supplier invoices for a required invoice date range with optional supplier, voucher, invoice number, pagination, sorting, and fields.

upsert_project

Upsert Project

Create or update a Tripletex project. Provide id to update an existing project; omit id to create a project.

get_balance_sheet

Get Balance Sheet

Get Tripletex balance sheet account balances for a required date range with optional account, customer, employee, department, project, and pagination filters.

delete_order

Delete Order

Delete a Tripletex order by id.

list_contacts

List Contacts

List Tripletex contacts by name, email, customer, department, pagination, sorting, and fields.

send_invoice

Send Invoice

Send an existing Tripletex invoice by invoice id and send type, optionally overriding the email recipient.

list_products

List Products

List Tripletex products by ids, product number, name, EAN, inventory flags, supplier, VAT, unit, price ranges, pagination, sorting, and fields.

upsert_product

Upsert Product

Create or update a Tripletex product. Provide id to update an existing product; omit id to create a product.

delete_project

Delete Project

Delete a Tripletex project by id.

create_order

Create Order

Create a Tripletex order with one or more order lines. Use invoice_order to turn the order into an invoice.

list_employees

List Employees

List Tripletex employees and contacts with filters for ids, names, employee number, email, department, project-manager flags, system access, token ownership, period, pagination, sorting, and fields.

list_projects

List Projects

List Tripletex projects by id, name, number, customer, manager, department, date range, status flags, pagination, sorting, and fields.

list_supplier_invoices_for_approval

List Supplier Invoices For Approval

List Tripletex supplier invoices currently available for approval, with optional search text, employee, show-all flag, pagination, sorting, and fields.

get_document_content

Get Document Content

Download Tripletex document content by document id and return the file as a Slate attachment.

get_invoice_pdf

Get Invoice PDF

Download a Tripletex invoice PDF by invoice id and return it as a Slate attachment.

manage_webhook_subscription

Manage Webhook Subscription

List Tripletex webhook event keys or list, get, create, update, and delete Tripletex webhook subscriptions. Subscription endpoints are beta in the Tripletex API.

list_reference_data

List Reference Data

List Tripletex reference data needed by accounting tools, including ledger accounts, VAT types, voucher types, invoice payment types, outgoing payment types, departments, currencies, product units, product groups, and customer/supplier categories.

list_document_archive

List Document Archive

List Tripletex document archive metadata attached to a customer, supplier, project, product, or ledger account.

upsert_contact

Upsert Contact

Create or update a Tripletex contact. Provide id to update an existing contact; omit id to create a contact.

get_supplier_invoice_pdf

Get Supplier Invoice PDF

Download a Tripletex supplier invoice PDF by supplier invoice id and return it as a Slate attachment.

invoice_order

Invoice Order

Create a Tripletex invoice from an existing order. Sending to the customer is explicit and defaults to false.

list_invoices

List Invoices

List charged outgoing Tripletex invoices for a required invoice date range with optional invoice number, customer, voucher, pagination, sorting, and fields.

create_voucher

Create Voucher

Create a Tripletex ledger voucher with explicit postings. The postings must balance according to Tripletex accounting rules.

list_orders

List Orders

List Tripletex orders for a required order date range with optional order number, customer, closed/subscription flags, pagination, sorting, and fields.

get_voucher_pdf

Get Voucher PDF

Download a Tripletex ledger voucher PDF by voucher id and return it as a Slate attachment.

More integrations teams use with Tripletex

Metorial Search

Search the web and fetch readable content from selected pages. Built for fast discovery and content extraction.

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

Metorial Crawl

Extract readable content and links from a known URL. Best for focused page retrieval after discovery is already done.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Technical notes for Tripletex

Connect to Tripletex accounting and ERP data. Inspect session context, list and upsert customers, suppliers, products, and projects, list orders and invoices, create orders and invoices with explicit send controls, retrieve supplier invoices, vouchers, ledger postings, balance sheet accounts, download accounting PDFs as attachments, and manage Tripletex webhook subscriptions.

Connect Tripletex to production AI agents

See how Metorial gives Tripletex access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Tripletex to AI agents with Metorial.

  1. Can Metorial connect Tripletex to AI agents?
    Yes. Metorial connects AI agents to Tripletex through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.