ConnectBooks

What the Finance MCP plan (MCP plan) includes, how to set it up, and how to upgrade or cancel.

The Finance MCP plan: ask Claude or ChatGPT about your stores

Invite people to your ConnectBooks account and choose what they can see.

How to Add a User and Set Permissions

Give your accounting firm access to ConnectBooks, and let firms manage their employees and client accounts.

How to add your accountant to ConnectBooks

How to group stores by Company in ConnectBooks

How to Set Up Two Factor Authentication Using an Authenticator App

How to Set up 2fa Using an Authenticator App

Hand the owner role of your ConnectBooks account to someone else.

How to Transfer Account Ownership

What Crunch is, who can use it, how to ask questions, and how it's billed.

How Crunch works

Keep the answers you check every day as tiles on your Crunch dashboard.

How the Crunch dashboard works

For accounting and bookkeeping firms. How to add team members to ConnectBooks and give them access to client accounts.

How to Invite Employees to Your Accounting Portal

How Crunch credit works: free credit, monthly credit plans, renewal and what uses credit.

Crunch Pricing Explained

Use the ConnectBooks MCP server to ask Claude about your sales, profit, payouts, inventory and purchasing.

How to connect Claude to ConnectBooks (MCP)

Use the ConnectBooks MCP server to ask ChatGPT about your sales, profit, payouts, inventory and purchasing.

How to connect ChatGPT to ConnectBooks (MCP)

How Shopify orders come into ConnectBooks, and your 2 options for grouping them.

Shopify Apps and Gateways Explained

Roadmap & Feedback

Connect Gemini, Grok, Perplexity, Le Chat, Cursor, VS Code or any other AI app to ConnectBooks with the ConnectBooks MCP server.

Connect ConnectBooks to any AI app with MCP

Miscellaneous Help and Knowledge Articles

Knowledge Hub

Take me back to Connectbooks.com

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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