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Operate As

Integration

Upflow

Accounts receivable and payment collection. Your client pastes their Upflow key once, and your agent or your code works with their access.

Accounting

About Upflow

Through Operate As, your agent, n8n workflow or code works in Upflow with your client's own access. Your client pastes their API key from Upflow once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Upflow's API through the request tool, with the client's access attached.

Common uses in Accounting

  • Create invoices and record payments
  • Match transactions and chase overdue bills
  • Pull numbers for a monthly report

Upflow

Upflow · Accounting

API key

Accounts receivable and payment collection

The client pastes their API key from Upflow's settings. We store it encrypted.

Tested against Upflow's live API.

Building with Upflow? The docs have setup steps and code for every tool.

Open the Upflow docs

Tools

Your agent calls any endpoint of Upflow's API with the request tool, with the client's access attached.

Base URL for request

https://api.upflow.io/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/upflow/{path}

    Any endpoint of Upflow's own API, with the client's access attached.

    servicestringrequired
    This service: upflow
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.upflow.io/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Upflow key you paste, with only the access you gave that key

Related

More in Accounting

Browse every service

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