XTRF MCP connector

Updated 10 September 2026

XTRF is a translation and localization business management platform used to run project and financial operations for language service providers. The XTRF MCP connector allows AI agents to create, duplicate, and remove client invoices, generate invoice documents, and send payment reminders. It also supports retrieving invoice details, identifiers, and key dates, giving agents a complete view of client billing activity across the portal.

Authentication type

• API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the XTRF MCP connector to perform the following actions:

• Track client and vendor invoices across every status in one place
• Automate invoice creation and PDF document generation for clients and vendors
• Reconcile payments against invoices and update statuses automatically
• Send payment reminders and notifications without manual follow-up
• Duplicate invoices or convert them into pro forma documents instantly
• Search customer, task, and project data and export results as tables or CSV files
• Advance translation projects by updating invoice statuses at each stage
• Remove outdated invoices and payment records to keep accounts accurate

Example prompts

Use the following example prompts to invoke XTRF MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all client invoices updated since last Monday in XTRF.
• Create a new client invoice for the Berlin translation project in XTRF.
• Generate PDF documents for all pending client invoices in XTRF.
• Send payment reminders for overdue invoices in XTRF.
• List all vendor invoices that haven't been finalized yet in XTRF.
• Duplicate invoice number 4521 as a pro forma invoice in XTRF.
• Record a new payment against invoice 3312 in XTRF.
• Search for all tasks assigned to a specific customer in XTRF.
• Remove the duplicate provider invoice from last week in XTRF.
• Export customer search results to CSV from XTRF.

XTRF MCP connector tools

The XTRF MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
getAll	Lists all client invoices in all statuses (including not ready and drafts) that have been updated since a specific date.
create_1	Creates a new invoice.
downloadDocuments	Generates client invoices' documents.
getAllIds	Returns client invoices' internal identifiers.
sendReminders	Sends reminders.
delete_1	Removes a client invoice.
getById	Returns client invoice details.
getDates	Returns dates of a given client invoice.
getDocument	Generates client invoice document (PDF).
duplicate	Duplicate client invoice.
duplicateAsProForma	Duplicate client invoice as pro forma.
getPaymentTerms	Returns payment terms of a given client invoice.
getPayments	Returns all payments for the client invoice.
createPayment	Adds a new payment to the client invoice.
sendReminder	Sends reminder.
delete_2	Removes a customer payment.
getAll_2	Lists all vendor invoices in all statuses (including not ready and drafts) that have been updated since a specific date.
create_4	Creates a new invoice.
getAllIds_3	Returns vendor invoices' internal identifiers.
delete_6	Removes a provider invoice.
getById_3	Returns provider invoice details.
getDocument_1	Generates provider invoice document (PDF).
getPayments_1	Returns all payments for the vendor invoice.
createPayment_1	Creates a new payment on the vendor account and assigns the payment to the invoice.
send	Sends a provider invoice.
setStatus	Changes invoice status to given status.
delete_7	Removes a provider payment.
browseJSON	Searches for data (ie.
browseCSV	Searches for data (ie.
getCurrentViewDetails	Returns current view's detailed information, suitable for browser.
getViewDetails	Returns view's detailed information, suitable for browser.
selectViewAndGetItsDetails	Selects given view as current and returns its detailed information, suitable for browser.
getViewsBrief	Returns views' brief.
create	Creates view for given class.
delete	Removes a view.
get	Returns all view's information.
update	Updates all view's information.
getColumns	Returns columns defined in view.
updateColumns	Updates columns in view.
deleteColumn	Deletes a single column from view.
getColumnSettings	Returns column's specific settings.
updateColumnSettings	Updates column's specific settings.
getFilter	Returns view's filter.
updateFilter	Updates view's filter.
updateFilterProperty	Updates view's filter property.
getOrder	Returns view's order settings.
updateOrder	Updates view's order settings.
getPermissions	Returns view's permissions.
updatePermissions	Updates view's permissions.
getSettings	Returns view's settings.
updateSettings	Updates view's settings.
getLocalSettings	Returns view's local settings (for current user).
updateLocalSettings	Updates view's local settings (for current user).
getAllNamesWithIds	Returns list of simple clients representations
create_3	Creates a new client.
getAllIds_2	Returns clients' internal identifiers.
create_2	Creates a new person.
generateSingleUseSignInToken	Generates a single use sign-in token.
getAllIds_1	Returns persons' internal identifiers.
delete_3	Removes a person.
getById_1	Returns person details.
update_1	Updates an existing person.
getContact	Returns contact of a given person.
updateContact	Updates contact of a given person.
getCustomFields	Returns custom fields of a given person.
updateCustomFields	Updates custom fields of a given person.
delete_4	Removes a customer price list.
delete_5	Removes a client.
getById_2	Returns client details.
update_2	Updates an existing client.
getAddress	Returns address of a given client.
updateAddress	Updates address of a given client.
getCategories	Returns categories of a given client.
updateCategories	Updates categories of a given client.
getContact_1	Returns contact of a given client.
updateContact_1	Updates contact of a given client.
getCorrespondenceAddress	Returns correspondence address of a given client.
updateCorrespondenceAddress	Updates correspondence address of a given client.
getCustomFields_1	Returns custom fields of a given client.
updateCustomFields_1	Updates custom fields of a given client.
getCustomField	Returns custom field of a given client.
updateCustomField	Updates given custom field of a given client.
getIndustries	Returns industries of a given client.
updateIndustries	Updates industries of a given client.
getActive	Returns active dictionary entities for all types.
getAll_1	Returns dictionary entities for all types.
getByIsoCode	Returns currency exchange rates.
createExchangeRate	Adding currency exchange rates.
getActiveByType	Returns active values from a given dictionary.
getAllByType	Returns all values (both active and not active) from a given dictionary.
getByTypeAndId	Returns specific value from a given dictionary.
getJobDetails	Returns job details by jobId.
updateDates	Updates dates of a given job.
getJobFiles	Returns list of input and output files of a job.
assignFileToJobOutput	Assign File To Job Output
getJobFiles_1	Returns file metadata.
updateInstructions	Updates instructions for a job.
changeStatus	Changes job status if possible (400 Bad Request is returned otherwise).
assignVendor	Assigns vendor to a job in a project.
getLicense	Returns license content.
refresh	Refreshes license content.
run	Executes a macro.
create_5	Creates a new Classic Project.
getFileById	Downloads a file.
getAllIds_6	Returns projects' internal identifiers.
delete_12	Removes a project.
getById_7	Returns project details.
getContacts	Returns contacts of a given project.
updateContacts	Updates contacts of a given project.
getCustomFields_5	Returns custom fields of a given project.
updateCustomFields_3	Updates custom fields of a given project.
getDates_1	Returns dates of a given project.
updateDates_1	Updates dates of a given project.
getFinance	Returns finance of a given project.
createPayable	Adds a payable to a project.
deletePayable	Deletes a payable.
updatePayable	Updates a payable.
createReceivable	Adds a receivable to a project.
deleteReceivable	Deletes a receivable.
updateReceivable	Updates a receivable.
getInstructions	Returns instructions of a given project.
updateInstructions_1	Updates instructions of a given project.
createLanguageCombination	Creates a new language combination for a given project without creating a task.
createTask	Creates a new task for a given project.
getAllIds_5	Returns providers' internal identifiers.
getAllIds_4	Returns persons' internal identifiers.
delete_8	Removes a person.
getById_4	Returns person details.
getContact_2	Returns contact of a given person.
getCustomFields_2	Returns custom fields of a given person.
sendInvitations	Sends invitation to Vendor Portal.
delete_9	Removes a provider price list.
delete_10	Removes a provider.
getById_5	Returns provider details.
getAddress_1	Returns address of a given provider.
getCompetencies	Returns competencies of a given provider.
getContact_3	Returns contact of a given provider.
getCorrespondenceAddress_1	Returns correspondence address of a given provider.
getCustomFields_3	Returns custom fields of a given provider.
sendInvitations_1	Sends invitations to Vendor Portal.
getAllIds_7	Returns quotes' internal identifiers.
delete_13	Removes a quote.
getById_8	Returns quote details.
send_1	Sends a quote for customer confirmation.
getCustomFields_6	Returns custom fields of a given quote.
updateCustomFields_4	Updates custom fields of a given quote.
getDates_2	Returns dates of a given quote.
getFinance_1	Returns finance of a given quote.
createPayable_1	Adds a payable.
deletePayable_1	Deletes a payable.
updatePayable_1	Updates a payable.
createReceivable_1	Adds a receivable.
deleteReceivable_1	Deletes a receivable.
updateReceivable_1	Updates a receivable.
getInstructions_1	Returns instructions of a given quote.
updateInstructions_2	Updates instructions of a given quote.
createLanguageCombination_1	Creates a new language combination for a given quote without creating a task.
start	Starts a quote.
createTask_1	Creates a new task for a given quote.
exportToXML	Exports reports definition to XML.
importFromXML	Imports reports definition from XML.
delete_11	Removes a report.
duplicate_1	Duplicates a report.
setPreferred	Marks report as preferred or not.
generateCSV	Generates CSV content for a report.
generatePrinterFriendly	Generates printer friendly content for a report.
getAllActive	Returns active services list
getAll_3	Returns services list
getAll_4	Returns all subscriptions
subscribe	Subscribe to event
areHooksSupported	Can be used to determine if hooks are supported.
unsubscribe	Unsubscribe from event
delete_14	Removes a task.
updateClientTaskPONumber	Updates Client Task PO Number of a given task.
getContacts_1	Returns contacts of a given task.
updateContacts_1	Updates contacts of a given task.
getCustomFields_7	Returns custom fields of a given task.
updateCustomFields_5	Updates custom fields of a given task.
getDates_3	Returns dates of a given task.
updateDates_2	Updates dates of a given task.
getTaskFiles	Returns lists of files of a given task.
addFile	Adds files to a given task.
getInstructions_2	Returns instructions of a given task.
updateInstructions_3	Updates instructions of a given task.
updateName	Updates name of a given task.
getProgress	Returns progress of a given task.
start_1	Starts a task.
getAllNamesWithIds_1	Returns list of simple users representations
getMe	Returns currently signed in user details.
getTimeZone	Returns time zone preferred by user currently signed in.
getById_6	Returns user details.
update_3	Updates an existing user.
getCustomFields_4	Returns custom fields of a given user.
updateCustomFields_2	Updates custom fields of a given user.
getCustomField_1	Returns custom field of a given user.
updateCustomField_1	Updates given custom field of a given user.
changePassword	Sets user's password to a new value.
getByExternalId	Get By External Id
getFileById_1	Returns details for a job.
changeDates	Updates dates of a given job.
addExternalFileLink	Add External File Link
getDeliveredFiles	Returns list of files delivered in the job.
addFiles	Adds files to the project as delivered in the job.
addFileLinks	Adds file link to the project as a link delivered in the job.
getSharedReferenceFiles	Returns list of files shared with the job as Reference Files.
shareAsReferenceFiles	Shares selected files as Reference Files with a job in a project.
getSharedWorkFiles	Returns list of files shared with the job as Work Files.
shareAsWorkFiles	Shares selected files as Work Files with a job in a project.
stopSharing	Stops sharing selected files with a job in a project.
updateInstructions_4	Updates instructions for a job.
changeStatus_1	Changes job status if possible (400 Bad Request is returned otherwise).
assignVendor_1	Assigns vendor to a job in a project.
create_6	Creates a new Smart Project.
archive	Prepares a ZIP archive that contains the specified files.
getFileById_2	Returns details of a file.
getFileContentById	Downloads a file content.
getByExternalId_1	Returns project details.
getById_9	Returns project details.
addJobToProcess	Returns process id.
getCATToolProjectInfo	Returns if cat tool project is created or queued.
getContacts_2	Returns Client Contacts information for a project.
updateContacts_2	Updates Client Contacts for a project.
updateClientDeadline	Updates Client Deadline for a project.
updateClientNotes	Updates Client Notes for a project.
updateClientReferenceNumber	Updates Client Reference Number for a project.
getCustomFields_8	Returns a list of custom field keys and values for a project.
updateCustomField_2	Updates a custom field with a specified key in a project
getFiles	Returns list of files in a project.
addFiles_1	Adds files to the project as added by PM.
addExternalFileLinks	Add External File Links
addFileLinks_1	Adds file links to the project as added by PM.
getDeliverableFiles	Returns list of files in a project, that are ready to be delivered to client.
getFinance_2	Returns finance information for a project.
createPayable_2	Adds a payable to a project.
deletePayable_2	Deletes a payable.
updatePayable_2	Updates a payable.
createReceivable_2	Adds a receivable to a project.
deleteReceivable_2	Deletes a receivable.
updateReceivable_2	Updates a receivable.
updateInternalNotes	Updates Internal Notes for a project.
getJobs	Returns list of jobs in a project.
updateOrderedOn	Updates Order Date for a project.
getProcessId	Returns process id.
updateSourceLanguage	Updates source language for a project.
updateSpecialization	Updates specialization for a project.
changeStatus_2	Changes project status if possible (400 Bad Request is returned otherwise).
updateTargetLanguages	Updates target languages for a project.
updateVendorInstructions	Updates instructions for all vendors performing the jobs in a project.
updateVolume	Updates volume for a project.
create_7	Creates a new Smart Quote.
archive_1	Prepares a ZIP archive that contains the specified files.
getFileById_3	Returns details of a file.
getFileContentById_1	Downloads a file content.
getById_10	Returns quote details.
updateBusinessDays	Updates Business Days for a quote.
getContacts_3	Returns Client Contacts information for a quote.
updateContacts_3	Updates Client Contacts for a quote.
updateClientNotes_1	Updates Client Notes for a quote.
updateClientReferenceNumber_1	Updates Client Reference Number for a quote.
getCustomFields_9	Returns a list of custom field keys and values for a project.
updateCustomField_3	Updates a custom field with a specified key in a quote.
updateExpectedDeliveryDate	Updates Expected Delivery Date for a quote.
getFiles_1	Returns list of files in a quote.
addFiles_2	Adds files to the quote as added by PM.
getFinance_3	Returns finance information for a quote.
createPayable_3	Adds a payable to a quote.
deletePayable_3	Deletes a payable.
updatePayable_3	Updates a payable.
createReceivable_3	Adds a receivable to a quote.
deleteReceivable_3	Deletes a receivable.
updateReceivable_3	Updates a receivable.
updateInternalNotes_1	Updates Internal Notes for a quote.
getJobs_1	Returns list of jobs in a quote.
updateQuoteExpiry	Updates Quote Expiry Date for a quote.
updateSourceLanguage_1	Updates source language for a quote.
updateSpecialization_1	Updates specialization for a quote.
changeStatus_3	Changes quote status if possible (400 Bad Request is returned otherwise).
updateTargetLanguages_1	Updates target languages for a quote.
updateVendorInstructions_1	Updates instructions for all vendors performing the jobs in a quote.
updateVolume_1	Updates volume for a quote.