# Connect Claude and ChatGPT to your books.

> Connect Claude, ChatGPT or another MCP client to SuperBooks. Sign in, pick the teams it can use, then ask about invoices, spending and runway.

Canonical page: https://superbooks.io/mcp/

Server address: https://app.superbooks.io/mcp (Streamable HTTP). Docs: https://docs.superbooks.io/mcp

## Connect

### Claude

1. In Claude, open Customize → Connectors, select +, then Add custom connector.
2. Paste the server address and select Add.
3. When Claude sends you to SuperBooks, sign in, choose the teams Claude can use, and select Allow access.

That is the path on Pro and Max. On Team and Enterprise, an owner first adds the connector under Organization settings → Connectors, then each member selects Connect under Customize → Connectors. The Free plan allows one custom connector.

### ChatGPT

1. In ChatGPT on the web, turn on Developer mode under Settings → Security and login.
2. Go to chatgpt.com/plugins, select +, and give the app a name.
3. Under Connection, paste the server address as the public endpoint, and create the connection.
4. When ChatGPT sends you to SuperBooks, sign in, choose your teams, and select Allow access.
5. Start a new conversation and add the connection from the tools menu.

Needs a ChatGPT Plus, Pro, Business, Enterprise or Education account. In a workspace, its policy can limit developer mode.

### Any other MCP client

1. Add a remote server with the address above. It speaks Streamable HTTP.
2. A client that supports OAuth opens the SuperBooks sign-in for you.
3. A client that wants a fixed header takes an API key: ask a connected agent to call create_api_key, or create one on the Developer settings page (Settings → Developer), and send it as a bearer token.

## What you can ask

- "Which invoices are still unpaid?" — invoices_list
- "Where did our money go last quarter, by category?" — reports_spending
- "How many months of runway do we have?" — reports_runway
- "Show this year's profit and loss by month." — reports_profit_loss
- "Who were our top customers this year?" — reports_top_customers

## What it can change

- "Draft an invoice to Northwind for 10 hours of design work." — customers_list, invoices_create_draft. It stays a draft until you send it.
- "Send that invoice." — invoices_send. Emails it to the customer. The invoice then shows as unpaid.
- "Put last week's Uber rides under Travel." — transactions_list, transactions_update_category. Uses a category you already have.
- "Start a timer on the website redesign project." — tracker_list_projects, tracker_start_timer

## Frequently asked questions

### What is the SuperBooks MCP server?

A remote Model Context Protocol server at https://app.superbooks.io/mcp, over Streamable HTTP. It runs in Code Mode: your client's tool list shows two tools, search_tools, which finds the SuperBooks tools your connection can use, and execute_typescript, which runs a short TypeScript program that calls them. Through those two an assistant can reach 244 tools, every feature of the app: 53 across 12 domains of your books, such as transactions, invoices, customers and reports, plus bank and app connections, billing, account, team, support and API keys, and list_teams, which lists the teams a connection can use.

### Which AI assistants can connect?

Claude, ChatGPT, Perplexity, Cursor and other clients that connect to a remote MCP server over Streamable HTTP. Claude, ChatGPT and Perplexity are marked Verified on the SuperBooks consent screen. A client SuperBooks does not recognise can still connect, and the consent screen says it is not verified by SuperBooks.

### Which SuperBooks plan do I need?

Any of them. MCP access is included on every plan, the free plan too. Some assistants have their own requirements: ChatGPT needs a Plus, Pro, Business, Enterprise or Education account with developer mode turned on.

### Can I give an assistant read-only access?

Yes. Untick everything except "Read your library and account" on the consent screen, or create a key with the Read Only preset: that key can use the tools that read, and none of the tools that change anything. When an assistant signs in instead, the consent screen lists the permissions it asked for before you select Allow access or Cancel.

### Which of my teams can a connected assistant see?

When an assistant signs in, only the teams you choose on the consent screen: all your teams, including ones you join later, or the specific teams you tick. SuperBooks checks your membership again on every request it makes, so a team you leave is out of reach straight away. An API key belongs to one team and only ever works on that team. SuperBooks checks the membership of the person who created it on every request too, so the key stops working once they leave that team or are removed from it. Deleting a key stops it immediately.

### Can an assistant delete my data?

Only with a connection you gave full access. Deleting a transaction, voiding an invoice and the other destructive tools need full access, and tools that delete, send or overwrite data ask your agent to confirm once with a single-use token before they run.