Get Started

Connect Booksmate to Claude

Part of Booksmate's MCP Server.

Video tutorial

Prerequisites

  • A Booksmate account. If you do not have one, create one here first.
  • Claude Desktop installed on your computer (macOS, Windows, or Linux).

Setup

Paste this into Claude:

Set up Booksmate from booksmate.com/agents

Or add the endpoint yourself (Settings, then Developer or Integrations):

https://mcp.booksmate.com

Sign in with your Booksmate account and authorize access. Done.

Manual config (optional)

Prefer editing the config file? Add Booksmate to claude_desktop_config.json:

{
  "mcpServers": {
    "booksmate": {
      "type": "url",
      "url": "https://mcp.booksmate.com"
    }
  }
}

Restart Claude Desktop. You will be prompted to sign in through OAuth the first time you use Booksmate tools.

Start using Booksmate in Claude

  1. Start a new conversation with Claude.
  2. Ask Claude to list your Booksmate organizations to verify the connection:
    • "List my Booksmate organizations."
  3. If you have multiple organizations, Claude will ask which one to use. Select it.

Once connected, you can start asking Claude questions about your invoices and expenses.

Example questions to get started

  • "Show my invoices from last month."
  • "How much did I spend on software this quarter?"
  • "Export my unexported documents to Xero."
  • "Find the AWS invoice for March."
  • "Scan Gmail for new invoices."
  • "Find any duplicate invoices for July."
  • "Package these documents for my accountant."
  • "Upload this receipt and tell me what it says."

What you can do

  • Search documents: find invoices and receipts by vendor, date, amount, status, category, or currency.
  • Upload files: upload invoice and receipt files for AI extraction.
  • Summarise spend: group spend by vendor, month, category, currency, document type, or direction.
  • Scan email: trigger ingestion for connected Gmail or Microsoft inboxes.
  • Find duplicates: check for possible duplicate invoices.
  • Package documents: create a ZIP of selected documents for accountant handoff.
  • Export: export documents to Xero or Google Drive.

Troubleshooting

If Claude cannot connect to the MCP server:

  • Verify the URL is entered correctly as https://mcp.booksmate.com with no trailing slash.
  • Check that your Booksmate account is active and you can sign in at booksmate.com.
  • If using the JSON config method, make sure the JSON is valid (no trailing commas, proper quoting).
  • Restart Claude Desktop after making configuration changes.
  • Check the Claude Desktop logs for MCP-related errors:
    • macOS: ~/Library/Logs/Claude/
    • Windows: %APPDATA%\Claude\logs\
  • If you see an authentication error, try disconnecting and reconnecting: remove the Booksmate entry, restart Claude, then add it again.
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