Use MosoFin's financial data workspaces in Claude.
MosoFin currently works in Claude through its MCP connection. Claude provides the conversation and reasoning environment; MosoFin provides the selected financial data workspaces, source-specific data agents, permission-scoped read-only QuickBooks tools, Saved Skills, and activity history. When Claude needs accounting data, Bea retrieves only the authorized QuickBooks data for the selected workspace or workspaces. MosoFin tools do not change the books.
Connect Claude to MosoFin in three steps.
Add MosoFin in Claude
Turn on the MosoFin connection from Claude’s tool menu.
Sign in once
Scoped to your workspace, your role, and your usage limits.
Just ask
Your skills show up in Claude, bound to your live connectors.
Claude account required. A Claude account is required and is billed separately by Anthropic. MosoFin does not control Claude's plans, model availability, connector eligibility, retention settings, or usage limits.
Platform availability. Claude is the currently released LLM environment. ChatGPT and other LLM-platform support are planned but not currently available.
Ask in plain language. Build Saved Skills as you go.
Software expenses rose sharply in April compared with the prior three-month average.
Claude finds it and Bea retrieves the data
Claude finds the matching Saved Skill in MosoFin, Bea retrieves the authorized read-only QuickBooks data for the selected workspaces, and the result streams back into the chat for your review.
Claude walks you through it, then offers to save it
It clarifies the specifics, works through it with you, then packages the steps into a Saved Skill you can reuse with current data.
See the full workflow →Available now: Claude, QuickBooks, unlimited workspaces, up to five authorized QuickBooks entities from the same data-source type within each workspace, selected cross-workspace analysis, Bea as the accounting software agent, read-only permissions, Saved Skills, and activity history.
Planned or pending: ChatGPT and other LLM platforms, Shopify, Stripe, PayPal, Square, membership access, payment and ecommerce agents, other specialist agents, consolidation workflows, and FP&A workflows.
Common questions
How does MosoFin connect to Claude?
Through the MosoFin MCP connection — add MosoFin to Claude's connectors and sign in once. The connection is scoped to your authorized workspaces and stays read-only.
What does Claude provide and what does MosoFin provide?
Claude provides the conversation and reasoning environment. MosoFin provides the selected financial data workspaces, source-specific data agents such as Bea, permission-scoped read-only QuickBooks tools, Saved Skills, and activity history.
Is Claude included in the MosoFin subscription?
No. A Claude account is required and is billed separately by Anthropic. MosoFin does not control Claude's plans, model availability, connector eligibility, retention settings, or usage limits.
Which Claude plans can use the required connection?
Claude plan and connector eligibility are controlled by Anthropic and can change. Check Anthropic's current documentation for which Claude plans support the required MCP connection.
Does MosoFin work in ChatGPT yet?
Not yet. Claude is the currently released LLM environment. ChatGPT and other LLM-platform support are planned but not currently available.
Learn more: About MosoFin · How It Works · Security · Pricing
Facts last reviewed:
Bring MosoFin into Claude.
Try any available plan for 14 days for $0.99. Unless canceled before the trial ends, it renews automatically at the selected plan's monthly price. The current one-source QuickBooks plan is $5.99 per month and includes unlimited workspaces.