Model Context Protocol (MCP)

Work with your Rootline data from the AI tools your team already uses.

The Rootline Model Context Protocol (MCP) server provides a set of tools for working with your Rootline account: payments, accounts and balances, companies, reports, payment devices, and this documentation.

What you look up in the dashboard, you can now ask your AI client for. Rootline MCP reads your data and never moves money. Its only write operation assigns or unassigns a payment terminal, and it asks for your confirmation before it runs.

What you can ask

There are no commands to learn. Ask the way you would ask a colleague:

"What happened with payment pmt_…?" or "Why did this one fail?";
"Show me last week's payments" or "List declined Visa payments this month";
"What's my current balance?" or "How much is pending settlement?";
"How did Acme Bakery do last week?" or "What's my total volume this month?";
"What reports do I have?" or "Show me the contents of report report_…";
"Which terminals does Acme Bakery have?".

Before you connect

You need a Rootline account with dashboard access. You sign in with that account when you connect, and you see what that account lets you see. There is no API key to create.

Keep your client's tool confirmations switched on. If you connect other MCP servers alongside Rootline, remember that whatever they return is text your assistant may act on, so only connect servers you trust.

Connect

One server URL works for every client:

https://mcp.rootline.com/mcp

claude mcp add --transport http rootline https://mcp.rootline.com/mcp

This writes the configuration. Then sign in, which opens a browser:

claude mcp login rootline

You can also run /mcp inside a session to sign in and check the connection.

To disconnect, run claude mcp remove rootline.

Tools

Paymentsget_paymentOne payment in full, with status, amounts, fees and its timelinelist_paymentsPayments filtered by account, date, status, currency, method or amountAccounts and balancesfind_accountsAccounts matching a nameget_accountConfiguration for one accountget_account_balanceAvailable and pending balances, per currencyget_account_overviewOne account summarised, with its recent activityget_account_activitySettled volume, transaction count and payment method mix over a periodCompaniesfind_companiesCompanies matching a nameget_companyThe legal entity behind an accountReportslist_reportsSettlement and financial reports for an accountget_reportDetails of one reportdownload_reportContents of one report, parsed into rowsPayment deviceslist_payment_devicesPayment terminals, optionally for one accountget_payment_deviceOne terminal, including where it is assignedlist_eligible_accountsAccounts a terminal can be assigned tomanage_payment_deviceWrites dataAssigns or unassigns a terminal, and asks for your confirmation before it runsDocumentationsearch_rootline_documentationSearch the Rootline documentation

Support

Something missing?Tell us what you tried to ask and could not, and we will look at adding it. We answer setup questions the same way.support@rootline.com