AgentBook
Guide 06

Connect your AI assistant

Your goal

Ask Claude, Codex, ChatGPT or Gemini about your own books — and have it answer with your real numbers.

~3 min · one URL, one Allow, no API key to copy

The only address you need

https://agentbook.brainliber.com/api/v1/mcp

Every assistant below connects the same way: you paste that URL, it sends you to a normal AgentBook sign-in page, you press Allow, and it can read your books. Nothing is saved to your books without a second confirmation, every time.

Your workspace admin has to switch the connector on once before any of this works — that is Guide 07. If sign-in never appears, ask them first.

Claude

  1. Desktop or claude.aiSettings → Connectors → add a custom connector, paste the URL, save.
  2. Claude CodeRun claude mcp add --transport http agentbook https://agentbook.brainliber.com/api/v1/mcp, then type /mcp to sign in.

Codex

  1. Add itcodex mcp add agentbook --url https://agentbook.brainliber.com/api/v1/mcp
  2. Sign incodex mcp login agentbook opens your browser for the Allow screen.

ChatGPT

  1. Turn on developer modeSettings → Connectors. Custom connectors are a paid-plan feature, and on Business or Enterprise an admin may have to permit them first — that is the usual reason the option is missing.
  2. Create the connectorGive it a name, paste the URL, choose OAuth when asked how it authenticates. Do not paste a token: AgentBook does not issue any.

Gemini

  1. Add itgemini mcp add -t http agentbook https://agentbook.brainliber.com/api/v1/mcp
  2. Start GeminiIt signs you in the first time it reaches AgentBook. gemini mcp list shows whether it connected.

Check it actually works

Do not ask “are you connected?” — an assistant with no connection will cheerfully say yes and then invent numbers. Plant something only your account could know, and go looking for it.

  1. In AgentBook, add one odd expenseVendor Connector Check, amount $7.77, today’s date. An amount you would never really spend, so there is no chance of a coincidence.
  2. Ask your assistant“Using AgentBook, list my expenses for this month from the vendor Connector Check.”
  3. Read the answer, not the confidenceA working connection returns $7.77 and today’s date. Anything else — a different figure, a polite “I don’t have access”, an offer to help you add it — means it is not connected, whatever it says about itself.
  4. Delete the test expenseIt is a real expense until you do, and it will show up in your totals and your tax figures.
Then try the real thing

“What’s my cash position?” · “Break my expenses down by category this year.” · “Which invoices are overdue, and by how much?” · “Record a $30 client lunch.”

If something goes wrong

What you seeWhat to do
“Isn’t turned on for this account yet”The connector is switched off. Send your admin to Guide 07.
No sign-in page ever opensRemove the connector and add it again. If your assistant offered an API-key or header field, leave it empty — filling it in stops the sign-in that would have worked.
It worked, then stoppedSign in again from the assistant. If it keeps happening every hour or so, tell your admin — it is a server setting, not you.
It answers questions but refuses to record anythingThat assistant cannot show you a confirmation step, so AgentBook will not let it write. Use Claude Desktop or Claude Code for changes.
Wrong country’s tax figuresSet your country and region in Business Profile. The connector reads the same profile the app does.

Taking access away

Settings → Connected Apps lists everything you have approved, with a Revokebutton each. Revoking cuts it off immediately. Deleting the connector inside the assistant does not do that on its own — if the point is to withdraw access, revoke here too.

✓
Your assistant can now read your books, and can only change them with your say-so — one confirmation per change, asked every time.
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