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How to Connect Claude AI to Your COUNT Workspace

You can connect Claude directly to COUNT to interact with your accounting data using natural language. Once connected, Claude can help you ask questions about your books, pull reports, and even take actions like create journal entries, and automate repetitive workflows — all without manually navigating through COUNT.

Whether you want quick answers or are building smarter accounting workflows, this integration unlocks a faster way to work with your financial data.

What Can Claude Do with COUNT?

Once connected, Claude can help you:

Ask questions about your books using natural language
Pull financial reports and accounting data
Create journal entries
Help automate repetitive accounting tasks
Build custom workflows around your financial information

For example, you can ask:

“What were my top expenses last month?”

“Create a journal entry for prepaid insurance.”

“Show me my outstanding invoices.”

Steps to Connect COUNT to Claude

1. Open Claude

Launch Claude and log into your account.

2. Go to Customize

From the left-hand navigation menu, click Customize.

3. Add a Connector

Navigate to:

Connectors → + (Add Connectors) → Add Custom Connector

4. Enter COUNT Connector Details

Add the following details:

Name: COUNT

Remote MCP server URL: https://api.getcount.com/mcp

5. Connect to COUNT

Click Connect.

You’ll be prompted to sign in to COUNT using your COUNT email address and password.

6. Authorize Workspace Access

After logging in:

Choose the data permissions you want to grant
Select the workspace you want Claude to access

Then click Authorize.

7. Start Using Claude with COUNT

That’s it — Claude is now connected to your COUNT workspace and you can start asking questions in a new chat.

Managing Access:

When authorizing Claude, you control which workspace and data it can access. You can reconnect or adjust permissions at any time if your needs change.

Pro Tip: Start with read-only use cases like asking questions about reports or transactions before moving into workflow automation or journal entry creation.

Connecting Claude to COUNT gives you a completely new way to work with your accounting data — helping you move faster, automate repetitive work, and get answers instantly using natural language.

Updated on: 22/05/2026

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