# Resolve MCP

The Resolve MCP (Model Context Protocol) server lets you work with your Resolve account from an AI assistant — Claude, ChatGPT, Codex, or your own AI agents — using plain language instead of the dashboard or the API.

Think of it as giving your AI assistant the same access you already have in the Resolve dashboard — backed by the full capability of our latest Merchant API. You describe what you want done; the assistant uses Resolve's tools to do it, and asks you before anything irreversible.

## What it's useful for

**Day-to-day AR work, without switching tabs.** Create, send, and track invoices; look up customers; check balances and payment status — all from the chat you already have open.

> "Create an invoice for Acme Corp for $4,800 on net30 terms and send it to billing@acme.com."


**Onboarding and credit decisions.** Add new customers, submit them for credit checks, and check their available credit — the assistant walks the multi-step flow for you.

> "Add Blue Ridge Supply as a customer and run a credit check."


**Staying on top of your receivables.** Ask questions about your account the way you'd ask a teammate, instead of building dashboard filters.

> "Which invoices over $5k are still unpaid? Anything past due?"


**Fulfillment and reconciliation.** Attach shipment tracking, sync courier status, review payments, and issue credit notes when something needs adjusting.

> "Add UPS tracking 1Z999AA10123456784 to invoice INV-1234."


**Answering "how does Resolve work?"** The MCP includes a search tool over Resolve's published help articles, so the assistant can answer product questions with real documentation — in the same conversation where you're doing the work.

**Automation.** The same tools are available to unattended agents and backend jobs via machine-to-machine auth — for example, a nightly job that creates invoices from your ERP.

## Full API parity

The MCP isn't a limited "AI edition" of Resolve. Its tools are built directly on the latest version of the Resolve Merchant API, so the same feature surface you'd get integrating against our newest API version is available to your AI assistant: customers, invoices, orders, shipments, payments, credit notes, webhooks, and file uploads. As the Merchant API grows, the MCP grows with it.

If you've already built against the API, everything will feel familiar — same resources, same lifecycle rules, same permissions model. If you haven't, the MCP is the fastest way to use those capabilities without writing an integration.

## Why it's safe to use

- **Your data scope, nothing more.** The AI sees only what your Resolve login can already see in the dashboard. There is no AI-only data path and no cross-merchant visibility.
- **Your permissions apply.** Read-only dashboard users get read-only tools; write actions require a write-capable role.
- **You stay in control.** Destructive actions are confirmed before they run, all MCP activity is audit-logged, and you can revoke access at any time.


## Get started

1. [Install the plugin (preferred) or connect manually](/guides/mcp-skill) — the [Resolve plugin](https://github.com/resolvepay/resolve-mcp-plugin) gets you the connector and skills in one step in Claude Code and Codex; for other clients, [add the connector](/guides/mcp-connect) and install the skill separately.
2. [Authenticate](/guides/mcp-authentication) — sign in with your Resolve dashboard login, or use an M2M token for automation.
3. [Explore the tools](/guides/mcp-tools) — everything the assistant can do on your behalf.