Connect Claude to Imprest.

Before you start

You need an Imprest login with access to the company you want Claude to work in, and a Claude account that can add custom connectors. Which Claude plans can do that is up to Anthropic; see Claude's help.

Claude connects through Imprest's MCP server at https://imprest.ai/mcp. There's no API key to copy: Claude registers itself and you sign in to Imprest.

Writes happen right away. When Claude uses a tool that changes your books, the change is made at once. Imprest doesn't hold it for approval the way its own in-app agents do. Imprest marks the tools that change things so Claude can ask you first, but connect only an assistant you trust with your books.

Connect Claude

Claude Desktop

1. In Claude, open Settings, then Connectors, and choose Add custom connector.
2. Name it Imprest and enter the URL https://imprest.ai/mcp.
3. Claude opens Imprest. Sign in if you aren't already.
4. On Imprest's consent screen, choose the Company, read what Claude will be able to do, and choose Allow.
5. Back in Claude, Imprest's tools are listed and ready to use.

Claude Code

1. In your terminal, run claude mcp add --transport http imprest https://imprest.ai/mcp.
2. Inside Claude Code, run /mcp. Your browser opens Imprest's sign-in and consent screen; choose the company and Allow.

What Claude can read and do

Claude starts knowing whose books it's in, today's date in your books' time zone and when your fiscal year starts. What it can reach depends on the permissions on the consent screen and on your role in that company.

• Read. Your financial reports and dashboard figures, account balances, the ledger and journal entries, invoices, bills, expenses, purchase orders, bank transactions, reimbursements, your company profile, whether the month is ready to close, and your employee list.
• Record. Create an expense, a recurring expense or a reimbursement claim; record a payment on an invoice or a bill; void an invoice; categorize a bank transaction, confirm a suggested category or undo one; add a vendor; merge two accounts; and open or send a reminder for a document request list.

Anything Claude records goes through the same rules as a person doing it in Imprest. A permission you didn't grant means Claude never sees the tool at all.

Day to day

• Ask in plain words: "What did we spend on contractors last quarter?" or "Which invoices are more than 30 days overdue?"
• Check what Claude says it will record before you let it go ahead, and open the record in Imprest afterwards if you want to see it.
• Each connection reaches one company. To work in another company, connect again and choose that company on the consent screen.
• Accountants connect one client company at a time: pick it on the consent screen, and connect again to reach another.

Common problems

• Claude can read but not record. The connection was granted read-only permissions, or your role in the company doesn't allow that change. Ask an owner about your role, or connect again.
• Recording is refused while you're moving from other accounting software. Writes are refused while a migration is running, and may be refused while your old software still keeps the books.
• Recording is refused after your subscription ended. Claude can still read your books. Writes work again once the subscription is restarted.
• Claude is in the wrong company. Disconnect it, then connect again and pick the right company.

Disconnect

1. In Imprest, open Settings → Your Account → Security → Linked apps.
2. Find Claude and the company, choose Disconnect, then confirm.

Claude's next request fails and it has to ask again. Anything Claude already recorded stays in your books, like any other entry. You can also remove the connector in Claude's own settings.