Finance & Accounting · HitPay + Claude
HitPay MCP with Claude: Faster Payments, Invoices and Payouts
The short answer
Claude works with HitPay through the Model Context Protocol (MCP), an open standard that gives Claude a secure, controlled connection to the HitPay platform. Once connected with an API key, Claude can look up payment information, create invoices, manage subscriptions and prepare payouts from natural language requests, within the permissions your organisation sets.
What is HitPay?
HitPay is a payments platform used by merchants to accept payments and manage cash flow. It offers payment processing, invoicing, recurring billing, payouts and merchant business APIs. Its developer-friendly interfaces let businesses join payments to their own websites, shops and software. It is typically used by e-commerce sellers, service businesses and finance teams who need payments to flow smoothly into their accounts.
How Claude connects to HitPay through MCP
The Model Context Protocol is an open standard that lets Claude securely use other software, reading information and taking actions with permissions the organisation controls. Think of it as a universal adapter between Claude and the tool. For HitPay, the connection uses the API key method HitPay supports.
Once connected, Claude can typically read payment and invoice records, check subscription status, and help draft new invoices or payout requests. A staff member can ask in plain words, for example, to list unpaid invoices from last week or to set up a monthly billing plan for a client, and Claude carries out the lookup or preparation inside HitPay.
Permissions and approvals keep people in charge. We connect Claude with least-privilege access, so it only reaches the actions a role needs. Consequential steps such as issuing a payout or changing a subscription can be routed to a named approver before they run, and every action is recorded in an audit log.
What you can automate
Invoice follow-up for service firms
A consultancy asks Claude to list invoices that are overdue by more than fourteen days. Claude gathers the details, drafts a polite reminder for each client, and places the list in front of the finance lead. The team reviews the drafts and sends them, saving hours of manual checking each week.
Recurring billing setup
When a new client signs a monthly retainer, an account manager describes the plan in plain language. Claude prepares the recurring billing schedule in HitPay for approval. Once confirmed, the subscription starts without retyping details across systems, reducing missed or mistyped billing.
Payout reconciliation
A finance team asks Claude to match the week's payouts against sales records. Claude pulls the payout and order details, highlights any differences, and writes a short summary for the controller. People make the final call on any discrepancies.
Customer payment questions
A support team uses a chatbot connected through Claude to answer questions such as whether a payment went through or when a refund will show. Claude checks the relevant record and gives a clear answer, while anything sensitive is passed to a human agent.
Cash flow reporting for owners
A business owner asks each Monday for a summary of payments received, invoices outstanding and payouts expected. Claude compiles the figures from HitPay and presents them in a short, readable note, helping leaders plan cash needs with less effort.
An end-to-end workflow: Monthly retainer billing and reconciliation
TriggerA new client contract is signed in the CRM, or the first of the month arrives.
Claude reads the signed contract details from the CRM and prepares a recurring invoice plan in HitPay.
A finance approver checks the amount, currency and billing date, then confirms the subscription.
HitPay issues invoices and collects payments on schedule.
At month end, Claude matches received payments against the ledger in the ERP and flags any gaps.
Claude posts a summary to the team's Microsoft 365 channel for review.
OutcomeBilling starts on time for every client, invoices are no longer keyed in by hand, and month-end reconciliation takes a fraction of the usual effort.
How we set it up
Free automation audit
We review how your team takes payments, sends invoices and handles payouts, and identify the workflows worth automating first.
Secure API key connection
We connect Claude to HitPay using an API key, stored securely and limited to the permissions each workflow needs.
Workflow design
We map the end-to-end process across HitPay and your other systems, such as Microsoft 365, CRM, ERP or ticketing, and decide where people must approve actions.
Testing with real cases
We test the workflow against past invoices, subscriptions and payouts to confirm the results match what your team expects.
Launch, monitoring and training
We go live with audit logs and monitoring in place, then train your team so they can use and oversee the workflow with confidence.
Who benefits
- Finance director
- Gets faster reconciliation and clearer cash flow visibility without waiting on manual reports.
- Operations manager
- Spends less time on repetitive billing tasks and more on running the business.
- E-commerce owner
- Sets up payment links, invoices and subscriptions quickly as the store grows.
- IT head
- Keeps control of access with least-privilege permissions, approvals and audit trails.
Security and control
- Least-privilege access so Claude only reaches the HitPay actions each role requires.
- Human approval for consequential actions such as payouts and subscription changes.
- Secure storage and rotation of the API key, never shared in chat or documents.
- Full audit logs of every action Claude takes in HitPay, available for review.
- Testing and monitoring before and after launch to catch errors early.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the Claude workflow in their chosen region to match their data handling policies. Businesses in India must meet the Digital Personal Data Protection Act, 2023, and we design the workflow with that in mind. Companies in the Middle East, including the UAE and Saudi Arabia, must follow local data protection laws, and hosting regions are selected to meet those requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the HitPay MCP server do?
The HitPay MCP server acts as a secure bridge between Claude and the HitPay platform. It lets Claude read and act on payment-related information, such as invoices, subscriptions and payouts, within the permissions you set. Connecting through MCP means you do not need to build a custom integration for each request.
Is connecting HitPay to Claude secure?
Security depends on how the connection is set up. We use an API key stored securely, limit access to the actions each workflow needs, require approvals for consequential steps and keep full audit logs. We also test the setup before launch so you can review exactly what Claude can do.
What can Claude do with HitPay once connected?
Typically Claude can look up payments and invoices, check subscription status, draft new invoices or recurring plans, and prepare payout requests. The exact actions are defined during setup, so you decide which tasks are allowed and which need a person to approve them.
How long does setup take?
Timelines vary with the number of workflows and the systems involved. A focused first workflow often takes a few weeks, from the free audit through testing to launch and training. We agree on the schedule during the audit so you know what to expect before any work begins.
Which HitPay plan or permissions do I need?
You need an API key that carries the permissions your chosen workflows require. The exact access depends on your HitPay account setup, so we check this during the free audit and recommend the least-privilege key that does the job.