Connecting Claude to your books

WispBooks is an MCP server, which means an AI assistant you already use — Claude on the web, on your desktop or phone, or Claude Code in a terminal — can read your books and, if you allow it, work them. You stay signed in to WispBooks as yourself; the assistant gets a separate key you can revoke any time.

The address

Every MCP client asks for a server URL. WispBooks' is:

https://api.wispbooks.com/mcp

In Claude, open Customize → Connectors → Add custom connector, paste that address, and choose Connect. In Claude Code, run:

claude mcp add --transport http wispbooks https://api.wispbooks.com/mcp

then type /mcp and pick WispBooks to sign in. Other MCP clients that support OAuth sign-in work the same way; they register themselves with WispBooks automatically.

The approval screen

The first time an assistant connects, your browser opens WispBooks. If you are not already signed in, you sign in as usual — the assistant never sees your password. Then an approval screen shows exactly who is asking and what they will get:

• Which app. Its name and, underneath, the web address it identifies itself with. The address is the part to trust; the name is what the app calls itself.
• Which company. The business the connection will be bound to. A connection sees one company only.
• What it can do. Read access, and — only when the app asked for it — the ability to make changes, listed plainly.
• Where you will be sent back. The app's own address. If the screen warns that the app runs on your computer, continue only if you started this from a tool you installed yourself.

Allow sends you back to the app, connected. Deny sends you back with nothing granted. An approval request expires after ten minutes; if the screen says it has expired, start again from the app.

Read access

With read access an assistant can ask for the same things you see in the app: the profit & loss, balance sheet, trial balance, cash flow and sales-tax reports over any window; the general ledger and the chart of accounts; bank transactions and their match status; receipts and what was read from them; the review queue; your categorization rules; and deduction totals for a year. Amounts come back in cents, and every report carries the time the ledger was last projected, so the assistant can say how fresh a number is.

It can also ask whether a purchase is already in the books before recording it — by amount and payee or date — and gets back the matching receipts, hand-keyed expenses and bank lines it finds, including a bank line still waiting to be categorized. If the purchase is already recorded, the assistant should leave it alone; if the only sighting is an open bank line, it should categorize that line rather than record the purchase twice. WispBooks runs the same check itself when a receipt is filed, but an expense recorded without a document is only checked against exact hand-keyed repeats, so a connected assistant should ask first.

Tax previews are not available over a connection yet.

Write access

An assistant only gets write access if it asks for it and you allow it on the approval screen — and only if your role in the company could make the same change in the app (owner, admin or bookkeeper). With it, the assistant can categorize a bank transaction, record one as a transfer, ignore one, create a categorization rule, run the rules, add an account to the chart, and record an expense. Hand it the receipt — a photo you pasted, a PDF invoice — and the expense is filed as a receipt with the document attached as evidence, the same way a scan is: the same duplicate check, the same questions if it looks like equipment or a meal with no purpose. Without a document it is recorded as a hand-keyed expense. Every change is stamped with your name in the activity log, exactly as if you had made it in the app. An assistant with read access that later needs to make a change will ask you to approve again; nothing is upgraded silently.

If your subscription has lapsed, the books are read-only for assistants too.

Disconnecting

Go to Settings → Connections. Under Connected apps each connection shows the app, when it was connected and when it was last used, with a Revoke button. Revoking takes effect on the assistant's next request. Leaving a company (or being removed from it) revokes every connection you made to it. A connection that goes unused for ninety days expires on its own.

What the assistant never gets

Your password, your sign-in session, or anything outside the one company you approved. It cannot post arbitrary journal entries, close periods, change settings, manage the team, or reach billing. Receipt images stay in WispBooks; only what was read from them is shared.