Accounting · Beta

Stax.ai
API integration

Ship Accounting features without building the integration. Full Stax.ai API access via Proxy and 30+ MCP-ready tools for AI agents — extend models and mappings to fit your product.

Built for specific customer use cases. Issues are resolved quickly.

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Use Cases

Why integrate with Stax.ai

Common scenarios for SaaS companies building Stax.ai integrations for their customers.

Automate Form 5500 and ERISA compliance prep

Compliance and tax software vendors can pull reconciled trust accounting data from Stax.ai to auto-populate Form 5500s and audit packages, eliminating manual transcription from brokerage PDFs.

Provision TPA workspaces from your CRM

Practice management and CRM platforms serving retirement TPAs can auto-create Stax.ai plans, accounts, and document stacks the moment a new plan sponsor is onboarded, keeping client environments in lockstep.

Offload 401(k) census and payroll extraction

Payroll and benefits aggregators can push raw payroll files into Stax.ai's AI extraction engine instead of building their own parsers, then surface structured census data back to TPA users when processing completes.

Embed trust accounting ledgers in financial SaaS

Accounting and reporting tools can mirror Stax.ai's Plan → Account → Statement → Transaction hierarchy to build external ledgers, dashboards, and reconciliation views over retirement plan finances.

Centralize retirement document intake

Document portals and client experience tools can route brokerage statements, payroll files, and plan documents into the right Stax.ai stacks with duplicate detection, giving TPAs a single audit-friendly source of truth.

What You Can Build

Ship these features with Truto + Stax.ai

Concrete product features your team can ship faster by leveraging Truto’s Stax.ai integration instead of building from scratch.

Async document upload with job status polling

Upload unstructured PDFs via the documents upload endpoint and track AI extraction progress through the document jobs endpoint to notify users when parsed data is ready.

Trust accounting hierarchy sync

Periodically sync TPA plans, accounts, statements, and transactions into your own data model to power reporting, ledgers, or compliance workflows.

Statement lock and reconciliation workflow

Let users review extracted transactions inside your app and call the statement confirm endpoint to lock reconciled statements before audits.

Duplicate-aware document routing

Check incoming files against the document duplicates endpoint before moving them into client-specific stacks, keeping audit trails clean.

Programmatic client onboarding

Trigger creation of Stax.ai stacks and TPA plans from your onboarding flow so every new plan sponsor gets a ready-to-use workspace without manual setup.

In-app document search and recents

Surface Stax.ai's indexed documents and recent activity inside your UI so users can find brokerage statements and plan documents without leaving your product.

SuperAI

Stax.ai AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_stax_ai_stacks

List all stacks for the current team in stax. Returns: id.

get_single_stax_ai_stack_by_id

Get a single stax stack by identifier. Returns: id.

create_a_stax_ai_stack

Create a new stax stack for the current team. Returns: id.

update_a_stax_ai_stack_by_id

Update an existing stax stack. Returns: id.

delete_a_stax_ai_stack_by_id

Delete a stax stack by identifier. Returns an empty 204 response on success.

list_all_stax_ai_stack_documents

List documents in a stax stack. Returns document records from the stack with pagination and filtering support. Returns: id.

list_all_stax_ai_documents

Search documents in Stax using Elasticsearch. Returns document objects including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.

get_single_stax_ai_document_by_id

Get a single document in Stax. Returns the document object including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.

create_a_stax_ai_document

Create a new document in Stax. Returns the created document object including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.

update_a_stax_ai_document_by_id

Update an existing document in Stax. Returns the updated document object including id and content-type-specific attributes; full field breakdown depends on the document's schema in Stax.

delete_a_stax_ai_document_by_id

Delete a document in Stax.ai. Requires docId. Returns success field indicating if the document was removed successfully.

stax_ai_documents_upload

Upload one or more documents (up to 10 files) to Stax.ai. Returns an uploads array with key document fields such as _id, name, format, download URL, and metadata.

stax_ai_documents_move

Move a specific document in Stax.ai to another stack. Requires docId and stackId. Returns a success flag indicating whether the operation was successful.

stax_ai_documents_copy

Copy a document to another stack in Stax.ai. Requires docId and stackId in the request body. Returns document details including _id, name, stack, format, and metadata fields.

stax_ai_documents_archive

Archive a document in Stax.ai using the required docId. Returns the success field indicating whether the document was successfully archived.

stax_ai_documents_restore

Restore an archived document in Stax.ai. Requires docId. Returns success field indicating whether the restore operation was completed successfully.

stax_ai_documents_download

Download the original document file from Stax.ai using id. Returns the document file in binary format as application/pdf or application/octet-stream.

list_all_stax_ai_recent_documents

List recently viewed documents in Stax. Returns: id.

list_all_stax_ai_document_jobs

List document_jobs in Stax.ai. Returns job details including _id, team, user, success, working, error, worker, queueTime, startTime, endTime, jobType, jobId, and jobData for each job.

list_all_stax_ai_document_duplicates

Find duplicate documents in stax by comparing a document's checksum against all stored documents. Returns an array of matching Document objects; each item includes id. Required: docId.

list_all_stax_ai_archive_search

Search archived documents in stax. Returns a list of archived document records from the results collection; the exact field-level shape of each record is document-specific and not enumerated in the available source — consult the stax API docs for the full record schema.

list_all_stax_ai_tpa_plans

List all TPA plans in stax. Returns: planId, externalReference.

get_single_stax_ai_tpa_plan_by_id

Get TPA plan in Stax.ai by id. Returns planName, planType, active status, internalPlanId, pensionProId, directory, notes, and lastModified fields for the specified plan.

create_a_stax_ai_tpa_plan

Create a new TPA plan in stax. Returns: planId, externalReference.

list_all_stax_ai_tpa_accounts

List all TPA accounts for a plan in stax. Returns: accountId, accountNumber, planId, externalReference. Required: planId.

get_single_stax_ai_tpa_account_by_id

Get a single TPA account in stax by its account ID. Returns: accountId, accountNumber, planId, externalReference.

create_a_stax_ai_tpa_account

Create a new TPA account in stax and associate it with a plan. Returns: accountId, accountNumber, planId, externalReference. Required: planId, accountNumber.

list_all_stax_ai_tpa_statements

List all TPA statements in stax. Returns: statementId, planId, accountId, accountNumber, externalReference.

create_a_stax_ai_tpa_statement

Attach a new TPA statement in stax. Returns: statementId, planId, accountId, accountNumber, externalReference.

stax_ai_tpa_statements_confirm

Confirms (locks) a TPA statement by its ID, preventing further modifications to the statement. The endpoint accepts a POST request to /tpa/statement/confirm with a statement ID and requires cookie or bearer token authentication.

list_all_stax_ai_tpa_transactions

List TpaTransaction records for a statement in stax. Returns: id, attributes (transaction-specific fields defined in the stax Trust Accounting API schema; each TpaStatement has many TpaTransaction records).

create_a_stax_ai_tpa_transaction

Create a new TpaTransaction record in stax. Returns the created transaction including id and attributes (transaction-specific fields defined in the stax Trust Accounting API schema).

Why Truto

Why use Truto’s MCP server for Stax.ai

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 550+ integrations.

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

How It Works

From zero to integrated

Go live with Stax.ai in under an hour. No boilerplate, no maintenance burden.

Link your customer’s Stax.ai account

Use Truto’s frontend SDK to connect your customer’s Stax.ai account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

Call our API, we call Stax.ai

Truto’s Proxy API is a 1-to-1 mapping of the Stax.ai API. You call us, we call Stax.ai, and pass the response back in the same cycle.

Unified response format

Every response follows a single format across all integrations. We translate Stax.ai’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about Stax.ai on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

How does authentication work for end users connecting their Stax.ai account?

Truto handles the credential exchange and token storage for Stax.ai on your behalf, so your end users connect once through your app and you make API calls through Truto without managing secrets directly.

How do I know when an uploaded document has finished AI extraction?

Stax.ai processes documents asynchronously. After calling the document upload endpoint, poll the list document jobs endpoint to watch for `working`, `success`, or `error` states before pulling extracted data.

Can I sync the full trust accounting hierarchy?

Yes. The integration exposes TPA plans, accounts, statements, and transactions as separate resources, so you can walk the hierarchy from a plan down to individual line-item transactions extracted from brokerage statements.

How do I prevent duplicate brokerage statements from cluttering a client's records?

Use the list document duplicates endpoint to run a checksum-based duplicate check before moving a file into a stack with the document move action.

Can statements be locked for compliance once reconciled?

Yes. Call the TPA statements confirm action to finalize a statement after reconciliation, which prevents accidental overwrites ahead of an ERISA audit.

Can I create new client workspaces programmatically?

Yes. Use the create stack and create TPA plan endpoints to provision document silos and plan records on demand, typically triggered when a new plan sponsor is onboarded in your product.

Stax.ai

Get Stax.ai integrated into your app

Our team understands what it takes to make a Stax.ai integration successful. A short, crisp 30 minute call with folks who understand the problem.