XTRF MCP connector

XTRF Home Portal is a translation project management platform that handles client invoicing and financial workflows for language service providers. The XTRF MCP connector allows AI agents to create and manage client invoices, generate invoice documents in PDF format, and send payment reminders via email. It also supports retrieving invoice details and status information, duplicating existing invoices, and removing draft or finalized invoices from the system.

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 invoice payment status and automatically update payment records
• Generate PDF invoices and send payment reminders to clients automatically
• Create vendor invoices and manage provider payments in XTRF
• Search translation projects, clients, and tasks across XTRF
• Duplicate invoices as pro forma or standard versions for quick reissue
• Monitor invoice changes since a specific date to stay current
• Change invoice statuses and remove invoices when needed

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 in the last 30 days in XTRF.
• Create a new invoice in XTRF for a translation project.
• Generate a PDF of the client invoice and send it to the customer.
• List all unpaid invoices in XTRF with payment details.
• Add a payment to this XTRF client invoice and update its status.
• Search for all tasks assigned to a specific client in XTRF.
• Duplicate this XTRF invoice as a pro forma version.
• Send payment reminders for overdue invoices in XTRF.
• Find all vendor invoices updated since last week in XTRF.
• Change the status of this XTRF invoice to fully paid.

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	Retrieves all client invoices across statuses updated since a specified date.
create_1	Creates a new client invoice.
downloadDocuments	Generates document files for multiple client invoices.
getAllIds	Retrieves internal identifiers for all client invoices.
sendReminders	Sends payment reminders and returns the count of sent emails.
delete_1	Removes a client invoice.
getById	Retrieves detailed information for a specific client invoice.
getDates	Retrieves key dates associated with a client invoice.
getDocument	Generates a PDF document for a client invoice.
duplicate	Creates a copy of an existing client invoice.
duplicateAsProForma	Creates a pro forma copy of a client invoice.
getPaymentTerms	Retrieves payment terms for a specific client invoice.
getPayments	Retrieves all payments recorded for a client invoice.
createPayment	Adds a payment to a client invoice and updates payment status.
sendReminder	Sends a payment reminder for a client invoice.
delete_2	Removes a customer payment record.
getAll_2	Retrieves all vendor invoices across statuses updated since a specified date.
create_4	Creates a new vendor invoice.
getAllIds_3	Retrieves internal identifiers for all vendor invoices.
delete_6	Removes a vendor invoice.
getById_3	Retrieves detailed information for a specific vendor invoice.
getDocument_1	Generates a PDF document for a vendor invoice.
getPayments_1	Retrieves all payments recorded for a vendor invoice.
createPayment_1	Adds a payment to a vendor account and assigns it to an invoice.
send	Sends a vendor invoice.
setStatus	Changes a vendor invoice to a specified status.
delete_7	Removes a vendor payment record.
browseJSON	Searches for data and returns results in tabular format.
browseCSV	Searches for data and returns results in CSV format.
getCurrentViewDetails	Retrieves detailed information about the current view.
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. Both active and not active ones.
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	This method 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.