MCP CONNECTOR · PRIVATE PILOT
Your favorite AI.
Your BooksAI context.
Bring supported BooksAI questions and draft workflows into Claude, ChatGPT or another compatible MCP client. Keep the conversation close to where you already think and work.
Explore the connector
BooksAILESS COPY AND PASTE
Ask with context.
Return with a next step.
MCP is a standard that lets a compatible assistant use connected tools. The BooksAI pilot lets supported clients ask accounting questions, search chat history and list pending approvals.
Draft preparation remains subject to supported tools and your access. This connector does not provide an approve or post tool.
“Use BooksAI to show the pending approvals for Alder Studio and help me understand what needs review.”
Inspect the returned context, then open BooksAI to review and release the accounting work.
A DELIBERATE CONNECTION
Connect once.
Review what it can do.
- 01Confirm pilot and client access
Your BooksAI workspace and AI client need the relevant connector features enabled.
- 02Add BooksAI in your client
Use the connector instructions provided in BooksAI settings for a supported client.
- 03Authorize the connection
Sign in to BooksAI and review the requested access. Keep credentials out of prompts.
- 04Try a narrow task
Start with a question or pending-approval list. Review the company context and the returned information.
What stays in your hands
- Your workspace permissions and authorized companies still matter.
- The pilot can read, prepare supported drafts and list pending work.
- Approving and posting accounting entries remain in BooksAI.
- Your external AI client also handles the information it receives under its own terms.
TWO DIFFERENT CHOICES
Connecting an assistant
isn’t supplying an API key.
The MCP connector brings BooksAI into another assistant. Bring-your-own-key supplies AI processing inside BooksAI. Client plans, provider billing and available actions differ.
BOOKSAI · BY SUMPULSE SOFTWARE INC.