Connect your own AI assistant
Let Claude, ChatGPT or another AI assistant read your books through MCP.
AXO includes an MCP server — MCP is a standard way for AI assistants to use outside tools. Connect your own assistant and ask about your business from wherever you already use it.
What your assistant can do
| Tool | What it does |
|---|---|
| get_company_snapshot | Cash, receivables and payables at a glance |
| list_invoices | Find invoices, with filters |
| get_invoice | One invoice in detail |
| get_trial_balance | Your trial balance |
| get_cash_forecast | Your cash forecast |
| search_customers | Find customers |
| create_draft_invoice | Prepare an invoice as a draft — never posted |
Connect it
- Go to Settings › Integrations and open Connect Claude or any MCP client.
- Create a key from that card. It's given exactly the permissions the tools need.
- Copy the configuration shown and add it to your AI assistant.
- Ask your assistant a question about your books.
Which plans include it
Reading your books through MCP is included from Professional. Creating draft invoices through MCP needs Business.
Important
The key gives access to your company's data. Keep it private. If it's ever exposed, revoke it in Settings › Integrations › API keys. Anything your assistant prepares still has to be posted by a person.
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