Use Clozy in Claude and ChatGPT

Updated October 26, 2026

Connect your own Claude or ChatGPT account to one company in Clozy. Then say "Update my books." Your assistant can refresh permitted sources, run work that you already approved, update the books within your limits, and tell you what still needs a person.

Before you start

• You need a Clozy account. Request access if you do not have one.
• Accountants, firm owners, and owners who keep their own books in Clozy can connect. If your accounting firm invited you, ask the firm to give you access.
• Each connection works on one company. To use a second company, connect again and choose it.
• The hosted connector needs no local CLI or Python installation.

Install from your assistant's directory

• Open the Claude directory, search for Clozy, and connect it when the listing is available.
• Open the ChatGPT directory, search for Clozy, and connect it when the listing is available.

Clozy is not listed yet. Until a listing is available, use the manual MCP setup below.

Manual MCP setup in Claude

The server address is https://heyclozy.com/mcp.

1. Open the Claude directory and select Add custom.
2. In Add custom connector, enter Clozy in Name and the address in MCP server URL. Continue through setup.
3. Select Connect.

On a Claude Team or Enterprise plan, an owner may need to allow the connector first. Each member signs in to Clozy.

Manual MCP setup in ChatGPT

1. Open ChatGPT's plugins page and select Add, then Add custom MCP server.
2. Enter Clozy and https://heyclozy.com/mcp in Connection, and choose Create as a plugin.
3. Select Connect.

Your workspace rules can limit custom connections. If you do not see the option, ask your workspace owner.

Other AI assistants

1. Add a remote MCP server in your assistant's connection settings.
2. Use https://heyclozy.com/mcp, Streamable HTTP, and OAuth browser sign-in.
3. Sign in to Clozy, choose one company, and allow access.

The MCP server supplies tools and workflow guidance. No local accounting runtime or separate skills installation is needed to connect.

Sign in to Clozy

Claude or ChatGPT opens a Clozy page in your browser.

1. Sign in to Clozy, if the page asks. Use your usual 2-step sign-in.
2. Choose the company. A connection covers one company only.
3. Check the app name and the list Your agent can.
4. Select Allow access. You go back to your assistant.

To use another company, connect again and choose that company.

What you can ask

• "Update my books."
• "Sync my connected bank and tell me what needs my attention."
• "Import this statement and show me anything that does not tie out."
• "What questions does Clozy have for me?"
• "Show last month's report and forecast my cash for the next 90 days."
• "What is missing before September is ready to close?"
• "Here is the receipt for the Delta flight. Add it to my books."

What the assistant can do

• Read reports and records, answer questions about the books, forecast cash, and check close readiness.
• Refresh a bank, Stripe, or QuickBooks source that you connected and allowed it to use.
• Run the exact bookkeeping routine that a person already approved.
• Upload and import a checked bank or card statement, and check statement coverage.
• Prepare suggestions, record permitted entries, reconcile accounts, and correct permitted errors.
• Ask, answer, and resolve bookkeeping questions, and add supporting documents.
• Work with bills, invoices, payments, and adjusting entries after you grant the extra permission.

What still needs a person

• A person publishes or reopens a month.
• A person changes access, what Clozy may do, or the approved routine.
• With permission to write to the books, the assistant can confirm or correct suggestions, including its own. Company roles, amount limits and accounting checks still apply.
• A person handles a protected company, tax, or bookkeeping choice when Clozy asks for review.
• It cannot move money. Clozy has only read-only access to your bank.
• It cannot delete your company.

Clozy applies the same approvals, amount limits, closed-month rules, and checks whether work starts in the app or in your assistant.

Allow new permissions

An existing connection keeps only the permissions that you already allowed. Clozy never adds new permissions silently.

1. Open the new access request shown by your assistant. It may ask you to select Connect again.
2. Sign in, choose the same company, and read the new list Your agent can.
3. Select Allow access only if you want to grant the listed work.

Recording bills, invoices, payments, and adjusting entries is an extra permission. Open the separate access request shown by your assistant to allow this work. You can keep using all other permitted work without granting it.

AI credits

Your assistant's bookkeeping calls and an approved routine that it starts do not use Clozy AI credits. A separate Cloud feature that says it uses AI credits, such as reading a PDF statement, still uses them.

Your data

• The assistant sees only the company that you chose and only the kinds of work that you allowed. What you share goes to Anthropic or OpenAI under your own account and their terms.
• Text in transactions, emails and documents comes from other people. Clozy gives it to your assistant as data, not as instructions.
• Everything the assistant does in Clozy shows in Activity, with its name.
• A connection ends 30 days after you allow it. Then you allow access again.
• How Clozy uses your data is in the Privacy Policy and on Security.

Existing desktop and local books

Existing CLI and plugin connections still work. To switch Cloud books to MCP, connect above and confirm the company before continuing. Keep your company folders and books.

The free local Slashbooks engine and plugin remain available from the open source repository. Cloud MCP uses the hosted books.

Disconnect

• In Clozy, open Settings, then Developer. In Connected agents, find Claude (connector) or ChatGPT (connector) and select Revoke. Access ends at once.
• You can also remove Clozy in Claude or ChatGPT.

If something goes wrong

• If the page says "This sign-in request is not available", it expired. Select Connect again.
• If the assistant says a permission is missing, follow Allow new permissions above.
• If the books changed while the assistant was working, ask it to refresh and try the step again.
• If the assistant says that the connection ended, select Connect again. A connection ends 30 days after you allow it.
• If you see "You do not have a company where you can connect an agent", ask your firm owner for access.
• For other problems, see Support.