Connect Claude to ConnectBooks so you can ask about your business in plain words. Claude can only read your data. It can't change anything.
Before you start
You need a Claude account. A free one works.
AI apps must be turned on in AI apps, then Settings. Only the account owner can do this.
Not the owner? Ask them for the AI Connections and Profit Report permissions in Users. To ask about other reports, like settlements or inventory, you also need access to those reports.
Step 1: Copy the link
The link is https://mcp.connectbooks.com/mcp. You can copy it from here, or from ConnectBooks:
Open Integrations.
Select Claude, and click Connect, then Copy.
Step 2: Add it to Claude
Open Connectors in Claude.
Click + Add, then Add custom connector.
Type ConnectBooks, paste the link, click Continue, then Add.
Sign in to ConnectBooks and click Allow.
What Claude can see
Claude reads these ConnectBooks reports and pages:
P&L reports
Standard P&L Report: sales, refunds, fees, ads, cost of goods, profit, ROI and margin. By SKU, ASIN, parent ASIN or inventory item, and by store, category, fulfillment channel and more. If you use ConnectStock, also by brand and vendor. It can add ACOS, TACOS, page views, sessions, conversion rate and Buy Box percent.
Comparison P&L Report: the same numbers split by day, week, month, quarter or year, so Claude can see what changed.
Order P&L Report: single orders with their fees, cost and profit, including refunds and replacements.
Settlements
Payouts from each store, with the payout date.
Amazon FBA reports
FBA Restock Report: what to send to FBA, how many units and by when.
FBA Aging Report: inventory age, estimated storage fees and sales rank.
FBA Return Report: returns with reasons and the most returned products.
ConnectStock (only if you use ConnectStock)
Inventory Summary Report: units on hand and inventory value by warehouse.
Inventory Forecasting Report: what to reorder from your vendors and when.
Inventory Turnover Report: turnover, days in stock, slow movers and dead stock.
Purchasing: bills, vendor credits and purchase orders.
Sales: invoices, credit memos and sales orders.
Claude can also look up products by SKU, ASIN or title, see which listings are mapped to an inventory item, and find your customers and vendors.
Claude only sees the stores and reports you can see in ConnectBooks.
Claude can't see line items on bills, invoices or orders, inventory adjustments and transfers, assemblies, item cost history, or sync status. Check those in the ConnectBooks app.
Step 3: Ask a question
Open a new chat and ask what you want to know. Claude pulls the reports it needs, compares them and explains the answer. Name a store, product or date range, or let Claude use your default dates.
Find out why something changed
Why did my sales drop last week?
Why did the profit on [SKU] go up this month?
Which products caused most of the change in profit from September to October?
Did my ads pay off last month? Show ACOS and TACOS by product.
Which products lost Buy Box percent or conversion rate this month?
Find problems
Which SKUs lost money in the last 90 days, and was it fees, ads or cost?
Which products have the highest return rate, and why are customers returning them?
Which products are paying the most in storage fees?
Which products sell on both Amazon and Shopify, and where is my margin better?
Plan ahead
What should I send to FBA this week, and how many units?
Which items will run out soon, and what should I order from each vendor?
Which items are dead stock tying up the most money?
How much did Amazon pay me last month, and how does that compare to my profit?
Purchasing and wholesale (only if you use ConnectStock)
How much did I buy from [vendor] this year?
Which purchase orders are still open?
How much did I bill [customer] last quarter?
FAQ
I'm on a Team or Enterprise plan.
An owner adds ConnectBooks once in Organization settings, then Connectors. Then each member clicks Connect in Connectors.
How do I disconnect?
Open AI apps, click the Claude connection, then Disconnect.
The Connect button is grayed out.
AI apps are turned off. Ask your account owner to turn them on.
I see "This connection did not work."
The link expired. Add the connector again in Connectors.
I connected before, and Claude can't see my inventory or purchasing.
Disconnect Claude in AI apps, then do Step 1 and Step 2 again. The new access is added when you click Allow.
Claude says it doesn't have access to a report.
You don't have access to that report or store in ConnectBooks. Ask your account owner to give you access in Users.
Can Claude see all my products at once?
Long reports are cut off. If Claude says it is showing only part of the list, ask for a shorter date range, one store, or the top 10.