Ask why it was coded that way.
Every transaction carries Briefcase’s reasoning, ready to explain.
MCP
Your books, inside Claude and ChatGPT.
50 tools that let Claude, ChatGPT and other assistants find what needs review, send in documents, publish after a preview and pull reports.
An illustrative Claude conversation. Asked which supplier bills for Hartley Joinery are still waiting for review from September, Claude uses three Briefcase tools and lists five bills totalling £2,253.41: Screwfix, Travis Perkins and Trainline are ready to publish, British Gas needs an account and Wickes is missing a supplier.
An illustrative Claude conversation. Asked to publish the three ready bills, Claude first shows a preview of what will post to Xero, totalling £601.04, and publishes them only after the user says go ahead.
An illustrative Claude conversation. Asked how Fern & Finch Studio did in the first half of the year, Claude pulls the profit and loss from Briefcase Ledger: revenue of £244,000.00, up 21%, and net profit of £97,600.00, up 34% on last year, a 40% margin.
Everyday work, from the chat.
Ask in your own words. The assistant picks the tools, and every answer comes from your books.
Send a document from the chat.
Hand over a file with your instructions and follow it through.
Expense claims, put together.
Group receipts into a claim and check the total.
The close, at a glance.
Prepayments, accruals and fixed assets, with what’s left to post.
Powerful, and always in your hands.
Briefcase checks your permissions on every request, just as it does in the app. Admins can switch assistants off, or allow reads only.
Your permissions, nothing more
Signs in as you, sees only the clients you choose and publishes only if you can.
A preview before anything posts
Publishing and archiving show what will change, then wait for you.
Safe to retry
Posts carry a retry key, so a dropped connection never repeats a change.
Never moves money
No payments, no transfers and no emails to your clients’ customers.
ISO 27001 certified.How we protect your information
All 50 tools.
31 read your books and 19 write to them. An assistant only sees the ones your permissions allow.
Clients and connection
7- Get connection
briefcase_get_connection - List clients
briefcase_list_clients - Get client
briefcase_get_client - List users
briefcase_list_users - List contacts
briefcase_list_contacts - Get contact
briefcase_get_contact - Get reference data
briefcase_get_reference_data
Documents and capture
7- Create document upload
briefcase_create_document_upload - Submit document
briefcase_submit_document - Get operation
briefcase_get_operation - Get attachment download
briefcase_get_attachment_download - List archived documents
briefcase_list_archived_documents - Get archived document
briefcase_get_archived_document - Unarchive document
briefcase_unarchive_document
Sales
4- List sales invoices
briefcase_list_sales_invoices - Get sales invoice
briefcase_get_sales_invoice - Raise sales invoice
briefcase_raise_sales_invoice - Create customer
briefcase_create_customer
Transactions
5- List transactions
briefcase_list_transactions - Get transaction
briefcase_get_transaction - Update transaction
briefcase_update_transaction - Publish transaction
briefcase_publish_transaction - Archive transaction
briefcase_archive_transaction
Bank
3- List bank statements
briefcase_list_bank_statements - Get bank statement
briefcase_get_bank_statement - List bank transactions
briefcase_list_bank_transactions
Month-end close
8- List close items
briefcase_list_close_items - Get close item
briefcase_get_close_item - Get close tracker
briefcase_get_close_tracker - Create close item
briefcase_create_close_item - Update close item
briefcase_update_close_item - Publish close item
briefcase_publish_close_item - Archive close item
briefcase_archive_close_item - Unarchive close item
briefcase_unarchive_close_item
Expense claims
7- List expense claims
briefcase_list_expense_claims - Get expense claim
briefcase_get_expense_claim - Create expense claim
briefcase_create_expense_claim - Add claim transactions
briefcase_add_claim_transactions - Remove claim transaction
briefcase_remove_claim_transaction - Publish expense claim
briefcase_publish_expense_claim - Delete expense claim
briefcase_delete_expense_claim
Ledger and reports
6- Get profit and loss
briefcase_get_profit_and_loss - Get balance sheet
briefcase_get_balance_sheet - Get aged report
briefcase_get_aged_report - List journals
briefcase_list_journals - Get journal
briefcase_get_journal - Create manual journal
briefcase_create_manual_journal
Help and memory
3- List AI memories
briefcase_list_ai_memories - Search help
briefcase_search_help - Get help article
briefcase_get_help_article
Connect in one click.
Add Briefcase to your assistant, sign in, and choose which clients it can see.
Using Claude Code or another MCP client? Connect to https://api.briefcase.so/mcp.Setup guide
A few practical questions.
What firms ask before they connect an assistant.
More answers in the help centreWhat is Briefcase MCP?
MCP, the Model Context Protocol, is an open standard that lets AI assistants use tools from other software. Briefcase MCP is our server at https://api.briefcase.so/mcp. It gives an assistant 50 tools for working with your clients in Briefcase.
Which assistants can I use?
Claude, through its connector directory, and ChatGPT, through its plugin directory. In Claude Code, install the Briefcase plugin. Other MCP clients can add Briefcase as a custom connector using the server address. See the set-up guide.
Can the assistant change things without me?
It can only do what your Briefcase permissions allow. Publishing, archiving, raising invoices and posting journals always start with a preview of what would change, and the assistant goes ahead only when you agree. Workspace admins can also turn changes off and keep reads on.
Does it work for Xero and QuickBooks clients?
Yes. Documents, transactions, expense claims, bank statements, month-end schedules and help all work for Xero and QuickBooks clients. Reports, journals, sales invoices and bank feed lines need Briefcase Ledger, which covers 11 of the tools.
Can it make payments?
No. The assistant never moves money. It cannot make payments, transfer funds or send invoices to your clients’ customers.
What happens to our clients’ data?
Anything the assistant asks Briefcase for is sent to that assistant’s provider, such as Anthropic or OpenAI, so only connect assistants your firm has approved for client data. You can see every change an assistant made in Settings → AI assistants, and disconnect it at any time. How Briefcase protects your information.
How do I switch it on?
Assistant connections are enabled per workspace. If the connect page says they are not enabled for yours, ask your Briefcase contact.