Connect Your AI Assistant

Point Claude, ChatGPT, Cursor, or any MCP-compatible AI client at ProBooks 360 and let your assistant query your financial data and take actions on your behalf.

Your MCP Server URL

https://probooks360.com/api/mcp

This is your unique endpoint. Keep it private — it gives access to your data.

Sign-in required: Every AI client will open a ProBooks 360 consent page where you sign in with your account and approve access. The assistant then acts only as you, within your permissions.

Connect in Claude

  1. Open Claude and click your profile menu → Settings.
  2. Go to Connectors and click "Add custom connector".
  3. Give it a name (e.g. ProBooks 360).
  4. Paste your MCP Server URL above into the URL field and click Add.
  5. Claude will open the ProBooks 360 consent page — sign in and click Approve.
  6. The connector is now active. Start a conversation and ask Claude about your books!
Tip: If ProBooks 360 adds new features, reconnect the connector so Claude picks up the updated tool list.

Need help? Email us at accounting@probooks360.com

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