Finance & commerce
The following pre-built resources support Finance & commerce use cases. Use them individually or in combination to build AI-powered workflows for common orchestration scenarios.
MCP servers
Stripe Billing Operations
Look up customers, troubleshoot payments, manage subscriptions, and handle invoices and disputes.
Shopify Orders and Fulfillment
Retrieve order information, search orders, manage fulfillment status, and handle order cancellations.
QuickBooks Online AP and Expenses
List expenses, retrieve expense details, and record new expenses.
QuickBooks Online Billing and AR
List invoices, retrieve invoice details, and create and send invoices.
Xero AP and Expenses
Create, approve, and void supplier bills, and import batches of spend-money expenses with duplicate detection.
Xero Billing and AR
Find and manage sales invoices through their full lifecycle, record payments, issue credit notes, and set up repeating invoices, across every connected Xero organization.
Coupa Procurement & Receiving
Create and track purchase requests, review and change purchase orders, record goods receipts, and search the approved catalog.
Coupa Approval Operations
Manage and monitor pending approvals across objects.
Vendor Onboarding
Onboard new vendors: Capture intake, send tax and insurance documents, check banking, route for approval, and create the vendor in Coupa and NetSuite.
Docusign
Send agreements for signature, track progress, retrieve signed documents, and manage in-progress agreements.
Salesforce Sales Explorer
Search for records, retrieve details, create new entries, and update existing information.
Databricks Data Explorer
Explore catalogs, discover tables, retrieve schema information, and run read-only queries using Unity Catalog.
Airtable
Retrieve, create, update, and delete records within existing Airtable structures.
Google Sheets
Retrieve tabular data, append and update rows, and manage sheets.
Excel
Access tabular data, append and update rows, manage worksheets, and perform atomic multi-step updates.
Notion Databases
Query, create, update, and archive database items.
Workato Genies
EDI Genie
Delivers end-to-end visibility across EDI transactions for teams using Orderful, with natural-language access to transaction data, trading partner health, audit reports, and proactive alerts.
Explore all resources
- MCP server registry: Browse all available prebuilt MCP servers
- Workato Genies: Browse all available prebuilt genies
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