MCP & AI Agent Integration

Tidy
automation.

16 AI agent actions for Tidy — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Tidy to process payments, generate invoices, and manage financial workflows without human intervention. Full governance, audit trail, and dry-run safety on every execution.

No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
16
actions
100%
governed
<200ms
latency
16
AI agent actions
10
Read operations
6
Write operations
1
High-risk actions (approval gated)
Finance & Payments Tidy is a Finance & Payments integration — use it to automate payments, invoicing, and financial operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Tidy.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Contact
tidy:get_contact
Fetch a single contact by ID with membership details and custom fields.
Read Low risk
Get Event
tidy:get_event
Fetch a single event by ID with ticket information and attendee count.
Read Low risk
Get Group
tidy:get_group
Fetch a single group by ID with member count and details.
Read Low risk
Get Invoice
tidy:get_invoice
Fetch a single invoice by ID with payment status and line items.
Read Low risk
Get Membership Level
tidy:get_membership_level
Fetch a single membership level by ID with pricing and benefits.
Read Low risk
List Contacts
tidy:list_contacts
List contacts with filtering and pagination options.
Read Low risk
List Events
tidy:list_events
List events with filtering and pagination options.
Read Low risk
List Groups
tidy:list_groups
List all groups with optional search and pagination.
Read Low risk
List Invoices
tidy:list_invoices
List invoices with filtering and pagination options.
Read Low risk
List Membership Levels
tidy:list_membership_levels
List all membership levels with pricing information.
Read Low risk
Add Contact To Group
tidy:add_contact_to_group
Add a contact to a group.
Write Medium risk
Create Contact
tidy:create_contact
Create a new contact in Tidy.
Write Medium risk
Create Event
tidy:create_event
Create a new event in Tidy.
Write Medium risk
Remove Contact From Group
tidy:remove_contact_from_group
Remove a contact from a group.
Write High risk
Send Email
tidy:send_email
Send an email to one or more contacts through Tidy.
Write Medium risk
Update Contact
tidy:update_contact
Update an existing contact in Tidy.
Write Medium risk
MCP & Runtime API

Call Tidy
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Tidy actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

tidy:get_contact READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "tidy:get_contact",
    "args": {},
    "execution_id": "agent-001"
  }'
tidy:add_contact_to_group WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "tidy:add_contact_to_group",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Tidy.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Tidy data
Call tidy:get_contact via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Tidy
Dry-run validates tidy:add_contact_to_group before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Payment or billing event
Sync to accounting system
Generate invoice
Alert finance team
How it works

Every Tidy action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Tidy — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Tidy action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Tidy action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Tidy works best
alongside these.

Build multi-step workflows that connect Tidy to the rest of your stack. All governed. All audited.

Tidy integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Tidy in minutes, dry-run every action before it touches production, full audit trail on everything.

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