Integration

Pinwheel integration

Pinwheel is a payroll connectivity API that provides direct connections to payroll systems and time & attendance platforms. Access income and employment data, update direct deposit settings, and retrieve tax documents. Ideal for neobanks, lenders, earned wage access providers, and any application requiring payroll data or deposit switching.

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Pinwheel.Built from the 10 Pinwheel tools below, on the connection you add once.

Common Pinwheel use cases

  • financial planning
  • loan documentation
  • kyc verification
  • tax filing automation
  • employment verification
  • viewing current deposits
  • platform search interface
  • checking connection status
  • deposit switching onboarding
  • monitoring connection health

What you can do with Pinwheel

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Account, 2 operations

  • get_accountGet accountGETRetrieves detailed information for a specific payroll account. Returns employer, platform, connection status, and available job types.
  • list_accountsList accountsGETLists all connected payroll accounts. Returns employer details, connection status, and available data types for each account.

Direct deposit allocation, 1 operation

  • get_direct_deposit_allocationsGet direct deposit allocationsGETRetrieves current direct deposit settings for a payroll account. Returns all configured bank accounts and their allocation amounts or percentages.

Employment, 1 operation

  • get_employmentGet employmentGETRetrieves employment verification data from a payroll account. Returns job title, employment status, dates, and employer details.

Identity, 1 operation

  • get_identityGet identityGETRetrieves verified identity information from payroll records. Returns name, SSN, date of birth, address, and contact information.

Income, 1 operation

  • get_incomeGet incomeGETRetrieves income data from a connected payroll account. Returns pay rate, frequency, historical earnings, and compensation breakdown.

Link token, 1 operation

  • create_link_tokenCreate link tokenPOSTCreates a short-lived Link Token to initialize the Pinwheel Link SDK for payroll account connection.

Paystub, 1 operation

  • list_paystubsList paystubsGETRetrieves paystub records from a payroll account. Returns itemized earnings, taxes, deductions, and net pay for each pay period.

Platform, 1 operation

  • list_platformsList platformsGETLists supported payroll platforms and employers. Returns searchable directory of connections available through Pinwheel Link.

Tax form, 1 operation

  • list_tax_formsList tax formsGETRetrieves tax forms (W-2, 1099) from a payroll account. Returns document metadata and download URLs for each available form.

Use Pinwheel from Claude Code, Cursor or Codex

Connect Pinwheel in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Pinwheel operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Pinwheel

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Pinwheel once

    Add your Pinwheel connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Pinwheel integration FAQ

What can you do with the Pinwheel integration?

LiveContext exposes 10 operations on Pinwheel, covering account, direct deposit allocation, employment and identity. Common uses include financial planning, loan documentation and kyc verification.

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