Live · v1.1 · Read + write

Connect SendToBooks to Claude or ChatGPT.

Your books stay where they are. Your AI assistant asks a question. We answer it — in real time, using the same data you'd see in the SendToBooks dashboard.

What you can ask

Once connected, Claude or ChatGPT can query your live receipt data via the Model Context Protocol. A few examples we've seen work well:

"How much did I spend at Menards on the Anderson Kitchen job this month?"
"Summarize deductions by category for Q2."
"Draft my Schedule C summary based on last year's receipts."
"Which of my clients still have unmatched bank transactions this month?" (Professional plan)
"Show me every fuel receipt over $80 in June."

Connect in 30 seconds

Claude

Go to claude.ai → Settings → Integrations (or Connectors in Claude Desktop).
Click Add integration.
Paste https://mcp.sendtobooks.com and give it any name you like.
Claude will redirect you to sign in to SendToBooks. Approve the connection.
You're done. Start a new chat and ask Claude about your books.

ChatGPT

Go to ChatGPT → Settings → Connectors.
Click Add MCP server.
Paste https://mcp.sendtobooks.com.
Complete the OAuth flow when prompted.
Ask ChatGPT anything about your receipts.

What Claude and ChatGPT can see: exactly the same data you see when you log in to SendToBooks. If you're on the Individual plan, they can query your own receipts and books. If you're on the Professional plan, they can also query your clients' data — the same permissions you'd have in our web app.

Write access is opt-in. When connecting, you choose read-only or read + write. Read-only means Claude/ChatGPT can query but not modify. Read + write unlocks two more tools: attach a receipt image (upload_receipt) and annotate an existing receipt (add_receipt_comment). No tool can ever delete data or change your account settings.

Available tools

Tool	What it does
`list_receipts`	List receipts with filters — date range, book, category, merchant, amount range.
`get_receipt`	Get one receipt in full detail including line items and comment thread.
`list_books`	List all books (projects, jobs, or clients).
`get_book_summary`	Totals by category for one book over a chosen period.
`get_monthly_totals`	Year-to-date matrix of month × category. Useful for Schedule C prep.
`get_reconciliation_status`	Matched vs. unmatched counts for a given month.
`list_clients` (Pro)	List clients this advisor manages.
`get_client_summary` (Pro)	Summary for one client — mirrors get_book_summary at the client level.
`upload_receipt` (write)	Attach a receipt image (base64 or URL) to your inbox. Queued and parsed in ~30 seconds.
`add_receipt_comment` (write)	Leave an annotation on any receipt. Author shown as the connected AI app so humans know it came from an assistant.

Privacy and security

Your data never leaves SendToBooks storage. Claude and ChatGPT query us in real time and receive answers scoped to your account. There is no copy, no cache, no training on your data.
Access is revocable at any time. Go to /account → Connected apps to revoke Claude or ChatGPT immediately.
Access tokens expire hourly and refresh silently. Refresh tokens last 90 days and are revocable.
Rate limits: 60 tool calls per minute per user. This is generous for real usage — you'd need to be in a very active conversation to hit it.

Technical notes

SendToBooks implements the Model Context Protocol using JSON-RPC 2.0 over HTTP with OAuth 2.1 authorization (including Dynamic Client Registration per RFC 7591 and PKCE per RFC 7636). Endpoints:

Authorization server metadata:
  GET https://mcp.sendtobooks.com/.well-known/oauth-authorization-server

Protected resource:
  GET https://mcp.sendtobooks.com/.well-known/oauth-protected-resource

Dynamic Client Registration:
  POST https://mcp.sendtobooks.com/register

Authorization:
  GET  https://mcp.sendtobooks.com/authorize
  POST https://mcp.sendtobooks.com/authorize

Token endpoint:
  POST https://mcp.sendtobooks.com/token

Revocation:
  POST https://mcp.sendtobooks.com/revoke

MCP JSON-RPC endpoint:
  POST https://mcp.sendtobooks.com/mcp
  (Requires Bearer access token)

Protocol version supported: 2025-06-18.

What's coming next

v1.2 — batch operations for advisors, cross-client analytics.
v1.3 — flag_for_review so AI-flagged receipts surface prominently in your inbox for human review.
v2 — Google Drive MCP bridge for receipt exports, QuickBooks passthrough.

Not on SendToBooks yet?

Start free — no credit card required. 21 days to try everything, including the MCP integration.

Get started

Have a question about the integration? Email michael@sendtobooks.com — I read every one.