The Finance MCP plan lets you ask Claude or ChatGPT about your sales, fees, settlements and profit, for $29 a month.
How it works
You connect your stores, add what each item costs you, and connect an AI app. Then you ask the AI app questions in plain words, like "What was my profit last month?". The AI app can only read your data. It can't change anything.
MCP is how AI apps like Claude and ChatGPT connect to ConnectBooks. You don't need to set it up yourself. ConnectBooks gives you the link to paste.
What's included
Store connections: Amazon, Walmart, eBay, Shopify, TikTok Shop and Temu. You can connect more than 1 account on the same marketplace.
Item costs, so your profit is real.
Claude and ChatGPT access.
The plan only has these pages: Stores, Item costs, AI apps, and Plan and billing. Reports and QuickBooks and Xero exports are on Gold, Diamond and Platinum. ConnectStock is on Platinum. See Which plan is right for you?
Set up your account
Setup has 3 steps.
To connect a store:
Go to Stores.
Pick your marketplace and click Connect.
Sign in to your marketplace account and allow access.
For Amazon and Walmart, also connect Amazon Ads or Walmart Ads, so your profit includes what you spend on ads. In the Ads column, click Connect.
To add item costs:
Go to Item costs.
Next to an item, click Add cost.
Type the Item cost. Prep cost is optional.
Click Save.
To add many costs at 1 time, click Export, type the costs in the Cost column of the Excel file, then click Import, choose your file, and click Import.
To connect an AI app:
Go to AI apps.
Pick Claude or ChatGPT and follow the steps on screen.
For the full steps, see How to connect Claude to ConnectBooks or How to connect ChatGPT to ConnectBooks.
Things to know
The plan starts with a free trial.
If an AI app says your account used all its requests for this month, more requests open on the 1st of next month. You can also upgrade your plan.
Only the account owner and admins see Plan and billing.
If your plan ends, Claude and ChatGPT can't read your data anymore. Your stores and item costs are saved, and you can reactivate the plan or pick another one.
Upgrade or cancel
To upgrade:
Go to Plan and billing.
Click See plans and upgrade.
On Gold, Diamond or Platinum, click Upgrade (or Start free trial), then click it again to confirm.
Your stores, item costs and AI apps stay when you upgrade.
To cancel, go to Plan and billing, click the 3 dots on your plan, then click Cancel plan. Click Cancel plan again to confirm. Your plan ends at the end of this billing month.
Frequently asked questions
Why don't I see my items yet?
After you connect a store, its items can take up to 3 hours to show. Items show once they have sales.
My cost changed. How do I keep old orders right?
Click Edit on the item, then Add new period. In Starts on, pick the date the new cost starts, type the new Item cost, then click Save. Orders from that date use the new cost, and older orders keep the old one.
Can the AI app change my data?
No. AI apps can only read your data.
What happens to my data if I upgrade?
Your stores, item costs and AI apps stay.