Chat & the Claude connector

~2 min · supports US, Canada & Australia

Fastest: chat in the app

1. Open the app and tap “Ask AgentBook”The chat screen. Or go to /app/chat on your phone.
2. Type it like you’d text a bookkeeper“Log $14 parking under travel”, “what did I spend on software this month?”, “draft an invoice for Acme, $4,840”.
3. Confirm when it asksAnything that changes your books (send an invoice, record a payment) asks you to confirm first.

On the go: Telegram

1. Create your own botIn Telegram, message @BotFather, send /newbot, and copy the token it gives you.
2. Paste the token in SettingsOpen Settings → Chatbots → Telegram, paste the token, save. AgentBook wires up the rest.
3. Text your botNow log expenses and ask questions from Telegram — same assistant, in your pocket.

Power move: connect Claude (MCP)

Use AgentBook as a tool inside Claude Desktop or Claude Code — ask about your finances or take actions without leaving Claude.

1. Add a custom connectorIn Claude, add a remote MCP connector with this URL:
2. Sign in when Claude opens the browserIt’s a normal AgentBook login — no API key or token to copy. Claude registers itself automatically.
3. Ask away“Ask AgentBook what I spent on travel this quarter” or “record a $30 client lunch”.