Connect Claude via MCP

Connect Claude via MCP#

AgentBook works as a Model Context Protocol (MCP) server, so you can access your books and manage finances directly from Claude or any MCP-compatible client. Chat with your bookkeeper in one place.

What you can do#

Once connected, Claude can:

• Query your books — "What's my expense summary this month?" "How much tax should I set aside?"
• Record transactions — "Log $50 coffee" "Create an invoice for $2,000 to Acme Inc"
• Analyze finances — "Show me my vendor breakdown" "What's my cash flow looking like?"
• Draft plans — "What if I buy a $3,000 laptop?" "How much can I spend this quarter?"

Add AgentBook to Claude#

Option 1: Claude Desktop#

1. Open Claude Desktop Settings (gear icon, bottom-left)
2. Go to Connectors
3. Click + Add custom connector
4. Paste this URL: https://agentbook.brainliber.com/api/v1/mcp
5. Click Add
6. You'll be redirected to log in with your AgentBook account
7. Grant Claude access to your books
8. Done — Claude now has access to your AgentBook data

Option 2: Claude API / Web#

1. Go to claude.ai and open Settings
2. Navigate to Connectors
3. Click + Add custom connector
4. Paste this URL: https://agentbook.brainliber.com/api/v1/mcp
5. Follow the login and approval flow
6. Start chatting — Claude will suggest AgentBook actions when relevant

Important: Confirm before saving#

Write actions always require your approval inside Claude. Before the agent records an expense, creates an invoice, or changes your books, Claude will show you exactly what's about to happen and ask for your confirmation. This is a deliberate safety feature — nothing is saved without your explicit "yes."

This means:

• You stay in control of every transaction
• Mistakes are caught before they hit your books
• You can review and modify proposals before confirming

Troubleshooting#

I don't see AgentBook in my connectors

Make sure the MCP server is running and your AgentBook account is active. You may need to refresh Claude or reload your browser.

Claude says it can't access my data

Check that you've granted Claude permission during the login flow. Go to your AgentBook account settings and verify that the connection is still active.

I want to revoke access

You can disconnect Claude from your AgentBook account under Settings → Connected Apps. Once revoked, Claude will no longer have access to your books.

Next: Ask the agent