Use Slashbooks in Claude and ChatGPT

Updated October 19, 2026

Slashbooks is an AI bookkeeper. When you connect it to Claude or ChatGPT, you can ask about your books in the chat, answer the questions Slashbooks has for you, and send it documents.

Before you start

• You need a Slashbooks account. Request access if you do not have one.
• Accountants, firm owners, and owners who keep their own books in Slashbooks can connect. If your accounting firm invited you, ask the firm to give you access.
• Each connection works on one company. To use a second company, connect again and choose it.

Connect in Claude

This works in claude.ai, Claude Desktop and Claude mobile. The connector address is https://slashbooks.co/mcp.

1. In Claude, open Customize, then Connectors.
2. If Slashbooks is in the list, select it. If not, select Add custom connector, enter the name Slashbooks and the connector address, and select Add.
3. Select Connect.

On a Claude Team or Enterprise plan, an owner adds the connector first. Then each member selects Connect.

Connect in ChatGPT

1. Open ChatGPT in the browser and go to the plugins page.
2. If Slashbooks is in the list, select it. If not, select Add custom MCP server, enter a name and the connector address in Connection, and select Create as a plugin.
3. Select Connect.

Your workspace rules can limit custom connectors. If you do not see the option, ask your workspace owner.

Sign in to Slashbooks

Claude or ChatGPT opens a Slashbooks page in your browser.

1. Sign in to Slashbooks, if the page asks. Use your usual 2-step sign-in.
2. Choose the company. A connection covers one company only.
3. Check the app name and the list Your agent can.
4. Select Allow access. You go back to your assistant.

To use another company, connect again and choose that company.

What you can ask

• "What were my profit and loss totals last month?"
• "Show my biggest expenses this quarter."
• "What questions does Slashbooks have for me?"
• "The AWS charge is hosting. Answer that question."
• "What are my account balances?"
• "Check this number against my books: $4,210 in software for September."
• "Here is the receipt for the Delta flight. Add it to my books."

What the assistant can do

• Read your reports, transactions, accounts, open questions, and the work in Review.
• Read the month-end check, if Automations are on for the company.
• Check a number against your books.
• Suggest a category for a transaction. The suggestion goes to Review, and a person decides.
• Answer a question from Slashbooks for you.
• Add a supporting document, such as a receipt or a statement: a PDF, PNG, JPEG, text or CSV file of 5 MB or less.

What the assistant cannot do

• It cannot approve suggestions, publish a month, reopen a month, or delete anything.
• It cannot move money. Slashbooks has only read-only access to your bank.
• It cannot change settings or who has access to your company.

Before the assistant makes a change in Slashbooks, Claude asks you to confirm it.

The Slashbooks accounting engine computes every total. Claude and ChatGPT read the totals; they do not calculate them.

Your data

• The assistant sees only the company that you chose, and only what you ask it to read. What you share goes to Anthropic or OpenAI under your own account and their terms. It uses no Slashbooks AI credits.
• Text in transactions, emails and documents comes from other people. Slashbooks gives it to your assistant as data, not as instructions.
• Everything the assistant does in Slashbooks shows in Activity, with its name.
• A connection ends 30 days after you allow it. Then you allow access again.
• How Slashbooks uses your data is in the Privacy Policy and on Security.

Disconnect

• In Slashbooks, open Settings, then Developer. In Connected agents, find Claude (connector) or ChatGPT (connector) and select Revoke. Access ends at once.
• You can also remove Slashbooks in Claude or ChatGPT.

If something goes wrong

• If the page says "This sign-in request is not available", it expired. Select Connect again.
• If the assistant says that the connection ended, select Connect again. A connection ends 30 days after you allow it.
• If you see "You do not have a company where you can connect an agent", ask your firm owner for access.
• For other problems, see Support.