Claude
AI Assistants
Connect Claude to your CashPanel data via MCP with one-click OAuth.
Connect Claude to your CashPanel account using the Model Context Protocol (MCP). No API key needed — authentication is handled automatically via OAuth.
What you can do:
- Analyze financial trends and patterns
- Get insights from your transaction history
- Ask questions about invoices, customers, and reports
- Have conversations grounded in your real business data
Setup steps:
Claude.ai / Claude Desktop:
- Go to Settings → Connectors and click Add custom connector
- Paste this URL as the server URL:
https://api.cashpanel.io/mcp - When you use a CashPanel tool, you'll be prompted to sign in and select a team
Claude Code:
- Run:
claude mcp add --transport http cashpanel https://api.cashpanel.io/mcp - When prompted, sign in to CashPanel in your browser
- Use @cashpanel in Claude Code to access your financial data
Key Features
- Conversations with real numbers
- Works with Claude Code & Desktop
- Query invoices and reports
- Granular permission controls
Get started
Connect Claude to your CashPanel account and start automating your workflow.
Connect Claude
