Connect Claude to Count My Bucks

What it does

The Count My Bucks connector lets Claude read and, with your approval, update the books of a company you choose: customers, vendors, invoices, bills, payments, the chart of accounts, reports, and more. Claude only ever sees the one company you pick when you approve the connection.

API and MCP access is a plan feature. See pricing for which plans include it.

Set it up

In Claude, open Settings, then Connectors, and choose Add custom connector (or pick Count My Bucks from the directory once listed).
Enter the server URL https://countmybucks.com/v3/mcp.
Claude sends you to the Count My Bucks sign-in page. Sign in with your usual account.
The consent screen shows the access Claude is asking for. Choose the company Claude may use (one you own) and select Approve, or select Deny to refuse.
Back in Claude, enable the connector in a chat, and start asking.

You can disconnect at any time from Claude's connector settings, which revokes Claude's access.

Example prompts

Which invoices are more than 30 days past due? List the customer, amount, and days overdue, largest first.
Summarize last month's profit and loss, and call out the five biggest expense accounts compared with the month before.
Find every bill from Acme Supply this quarter that is still unpaid and total them by due date.
Draft an invoice for Riverside Dental for 3 hours of consulting at $150 per hour, due in 15 days.
Show uncategorized bank transactions from this week and suggest an account for each one.

You stay in control

Accounting is a high-stakes area, so treat Claude as an assistant that prepares work for you to review, not a replacement for your judgment, your bookkeeper, or your tax adviser.

Anything that changes your books (creating, updating, or deleting records) is a separate action that Claude asks you to approve before it runs. Review each one.
The connector cannot move money. Starting, exporting, settling, cancelling, or returning bank debits (ACH collections) and verifying bank accounts are not available through Claude; they remain in the Count My Bucks app. Recording a payment records it in your ledger; it does not send funds.
Claude can make mistakes. Check amounts, dates, accounts, and customers before approving, and verify any figure you rely on for filings or decisions. Nothing Claude says is financial, legal, or tax advice.

Privacy and security

Data Claude reads is sent to Anthropic to answer your request, under your Claude account's own terms. Count My Bucks does not sell your data. See our privacy policy and terms of service. Access uses OAuth with per-company, per-scope consent; we never see your Claude credentials, and Claude never sees your password.

To report a security issue, email support@countmybucks.com with "Security" in the subject line and the details. Please do not test against other customers' data.

Support

Questions, or trouble connecting? Email support@countmybucks.com.