MODEL CONTEXT PROTOCOL

Connect Claude and ChatGPT to your books.

SuperBooks runs a remote MCP server. Add it to Claude, ChatGPT or another MCP client and sign in, and the assistant can answer questions from your transactions, invoices and reports, and draft or update records when you ask it to.

Server addresshttps://app.superbooks.io/mcp

Streamable HTTP. Sign in with your SuperBooks account, or send a SuperBooks API key as a bearer token.

01 — What it isTools

Your books, inside the assistant.

Your client lists two tools, search_tools and execute_typescript. Through them the assistant finds and calls 244 SuperBooks tools, every feature of the app: 53 across 12 domains, plus bank and app connections, billing, account, team, support and API keys, and list_teams, which lists the teams a connection can use. Each tool still checks its own permission: search_tools shows only the tools your connection can use, and a call to any other is refused.

  • Transactions9
  • Invoices7
  • Customers5
  • Categories4
  • Tags3
  • Documents6
  • Inbox3
  • Time tracking5
  • Bank accounts1
  • Team1
  • Search1
  • Reports8
02 — ConnectThree ways in

Paste one address, then sign in.

Nothing to install. An assistant that signs in sends you to the SuperBooks consent screen, where you choose the teams it can use.

  1. Claude

    Fastest: open SuperBooks in Claude's connector directory, then select Connect and sign in.

    Add to Claude

    Or by hand:

    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.

  2. ChatGPT

    Fastest: open the SuperBooks app in ChatGPT, then select Connect and sign in.

    Open in ChatGPT

    Manual, as a developer-mode connector:

    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.

  3. 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.

The same connection from Claude Code, with an API key:

claude mcp add --transport http superbooks https://app.superbooks.io/mcp --header "Authorization: Bearer YOUR_API_KEY"
03 — ExamplesRead and write

Ask about your books, or change them.

Each prompt below is answered by the SuperBooks tools named under it: the assistant finds them with search_tools and calls them through execute_typescript. Changes need a connection with write access.

Reads

  • “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

Changes

  • “Draft an invoice to Northwind for 10 hours of design work.”

    It stays a draft until you send it.

    customers_list · invoices_create_draft

  • “Send that invoice.”

    Emails it to the customer. The invoice then shows as unpaid.

    invoices_send

  • “Put last week's Uber rides under Travel.”

    Uses a category you already have.

    transactions_list · transactions_update_category

  • “Start a timer on the website redesign project.”

    tracker_list_projects · tracker_start_timer

Tools that delete or void, such as transactions_delete and invoices_void, need a connection with full access. Tools that delete, send or overwrite data ask your agent to confirm once with a single-use token before they run.

04 — ControlConsent and keys

You decide what it reaches.

  • Teams, chosen when you sign in

    The consent screen asks which teams the assistant can use: All my teams, which includes teams you join later, or Specific teams that you tick. For an assistant that signs in, SuperBooks checks your membership again on every request, so leaving a team cuts it off from that team straight away. An API key gets the same check against the person who created it: once they leave its team or are removed from it, the key stops working.

  • Permissions you can read first

    The consent screen lists the permissions the assistant asked for before you select Allow access or Cancel. For read-only access, connect with an API key made with the Read Only preset: it can use the tools that read, and nothing else.

  • Verified clients

    Claude, ChatGPT and Perplexity are recognised by their exact sign-in addresses and marked Verified on the consent screen. A client SuperBooks does not recognise can still connect. The consent screen says it is not verified by SuperBooks and shows the address it sends you back to, so select Allow access only if you set the connection up yourself.

  • Keys you can revoke

    An API key belongs to one team and works only on that team. Revoke it from the Developer settings page, or ask your agent to call revoke_api_key, and it stops working immediately.

05 — QuestionsFAQ

Before you connect.

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.