How to Connect ChatGPT to Your COUNT Workspace

You can connect COUNT to ChatGPT using the Model Context Protocol (MCP). Once connected, ChatGPT can help you interact with your accounting data using natural language, retrieve financial reports, review transactions, and perform accounting tasks directly within your authorized COUNT workspace.

Whether you want to check outstanding invoices, review your financial performance, or automate accounting workflows, connecting COUNT to ChatGPT makes it easier to work with your financial data.

Requirements

Before connecting COUNT to ChatGPT, make sure you have:

• A COUNT account with access to the workspace you want to connect.
• A supported ChatGPT subscription.
• Access to ChatGPT through a web browser.

Supported ChatGPT plans:

Who can add COUNT?

• Business: Workspace admins and owners.
• Enterprise or Edu: Admins, owners, and members an admin has given permission.
• Pro: Individual Pro users, subject to the applicable developer-mode requirements.

On Business, Enterprise, and Edu plans, if you aren't an admin, ask your ChatGPT administrator to add and publish COUNT for your workspace.

Note: Custom MCP server connections must be configured through ChatGPT on the web, not the mobile application.

Steps to Connect COUNT to ChatGPT

Step 1: Add COUNT as a Custom MCP Server

1. Open ChatGPT using your web browser.
2. Open Plugins from the ChatGPT sidebar.
3. Click Add in the top-right corner.
4. Select Add custom MCP server.

Step 2: Configure the COUNT Connection

Fill in the connection details as follows:

After entering the details:

1. Review the risk warning.
2. Check I understand and want to continue.
3. Click Create as a plugin.
4. Review the list of COUNT tools ChatGPT has found.

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About the Security Warning

ChatGPT displays a warning when adding custom MCP servers because OpenAI has not reviewed every custom server.

Keep the following in mind:

• COUNT can take actions, not just read data. On Business, Enterprise, and Edu plans, ChatGPT can create invoices, change transactions, and perform other accounting actions.
• ChatGPT may ask you to confirm important actions before proceeding.
• Only connect to trusted servers. Always use the official COUNT server URL: https://api.getcount.com/mcp.

Step 3: Authorize Your COUNT Workspace

After creating the connection, you'll need to authorize ChatGPT to access your COUNT workspace.

1. When prompted, click Sign in.
2. Log in to your COUNT account.
3. On the consent screen, select the workspace(s) you want ChatGPT to access.
4. Click Allow access.
5. You'll be returned to ChatGPT with COUNT connected.

Start Using COUNT with ChatGPT

Once COUNT is connected, you can start asking questions about your accounting data.

1. Open a new ChatGPT conversation.
2. Type @ in the message box.
3. Select COUNT from the available apps.
4. Enter your question or request.

For example:

@COUNT show me my profit and loss for last month

@COUNT show me my outstanding invoices

@COUNT summarize my expenses for September

Selecting COUNT applies it to that message. For follow-up questions that require fresh information from your books, select @COUNT again.

Managing Workspace Access

COUNT can only access the workspaces you authorize during the connection process.

If you want to connect another COUNT workspace later, disconnect and reconnect COUNT in ChatGPT, then select the additional workspace(s) on the consent screen.

If you have authorized multiple workspaces, ChatGPT will ask which one you want to use before accessing your accounting data.

What Can ChatGPT Do with COUNT?

Once connected, ChatGPT can help you:

• Ask questions about your accounting data.
• Retrieve financial reports.
• Review customers, vendors, invoices, and bills.
• Analyze transactions.
• Create journal entries and invoices.
• Automate accounting workflows.

For example, you can ask:

@COUNT show me my profit and loss for last month

@COUNT show me my outstanding invoices

@COUNT summarize my expenses for September

The actions available depend on your ChatGPT subscription plan and workspace permissions.

Frequently Asked Questions

Why can't I add a custom MCP server in ChatGPT?

• Make sure you're using ChatGPT on the web and have a supported subscription plan. On Business, Enterprise, and Edu plans, only admins, owners, and members with the appropriate permissions can add custom MCP servers. Contact your ChatGPT administrator if you don't have access.

Can ChatGPT make changes to my accounting records?

• Yes. Business, Enterprise, and Edu users can access read and write functionality, depending on their permissions. Pro users have read-only access.

What if COUNT isn't connected or its tools are missing?

• Check that the COUNT app is enabled for the conversation. If necessary, reconnect COUNT and authorize your workspace again.
• If new COUNT tools are missing, ask your ChatGPT administrator to refresh the tool list in the workspace app settings.

Can I connect multiple COUNT workspaces?

• Yes. You can authorize multiple workspaces. ChatGPT will ask which workspace you want to use before accessing your data.

Is COUNT an officially approved ChatGPT app?

• The custom MCP connection process allows users to connect COUNT manually. The integration should not be described as an officially published or OpenAI-approved app while its review is pending.

Connecting COUNT to ChatGPT provides a convenient way to interact with your accounting data, retrieve reports, and complete accounting tasks using natural language.

Updated on: 06/11/2026