# Your books, inside Claude and ChatGPT. > Canonical page: https://briefcase.so/mcp > Briefcase content index: https://briefcase.so/llms.txt Connect Claude, ChatGPT and other AI assistants to Briefcase. 50 tools to review, publish and report on your books, with your permissions. MCP 50 tools that let Claude, ChatGPT and other assistants find what needs review, send in documents, publish after a preview and pull reports. [Get started](https://briefcase.so/mcp#get-started) [See all 50 tools](https://briefcase.so/mcp#tools) 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. ## Everyday work, from the chat. Ask in your own words. The assistant picks the tools, and every answer comes from your books. ### Ask why it was coded that way. Every transaction carries Briefcase’s reasoning, ready to explain. ### 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](https://briefcase.so/articles/how-briefcase-protects-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`Read - List clients`briefcase_list_clients`Read - Get client`briefcase_get_client`Read - List users`briefcase_list_users`Read - List contacts`briefcase_list_contacts`Read - Get contact`briefcase_get_contact`Read - Get reference data`briefcase_get_reference_data`Read ### Documents and capture 7 - Create document upload`briefcase_create_document_upload`Write - Submit document`briefcase_submit_document`Write - Get operation`briefcase_get_operation`Read - Get attachment download`briefcase_get_attachment_download`Read - List archived documents`briefcase_list_archived_documents`Read - Get archived document`briefcase_get_archived_document`Read - Unarchive document`briefcase_unarchive_document`Write ### Sales 4 - List sales invoices`briefcase_list_sales_invoices`Ledger onlyRead - Get sales invoice`briefcase_get_sales_invoice`Ledger onlyRead - Raise sales invoice`briefcase_raise_sales_invoice`Ledger onlyWrite - Create customer`briefcase_create_customer`Ledger onlyWrite ### Transactions 5 - List transactions`briefcase_list_transactions`Read - Get transaction`briefcase_get_transaction`Read - Update transaction`briefcase_update_transaction`Write - Publish transaction`briefcase_publish_transaction`Write - Archive transaction`briefcase_archive_transaction`Write ### Bank 3 - List bank statements`briefcase_list_bank_statements`Read - Get bank statement`briefcase_get_bank_statement`Read - List bank transactions`briefcase_list_bank_transactions`Ledger onlyRead ### Month-end close 8 - List close items`briefcase_list_close_items`Read - Get close item`briefcase_get_close_item`Read - Get close tracker`briefcase_get_close_tracker`Read - Create close item`briefcase_create_close_item`Write - Update close item`briefcase_update_close_item`Write - Publish close item`briefcase_publish_close_item`Write - Archive close item`briefcase_archive_close_item`Write - Unarchive close item`briefcase_unarchive_close_item`Write ### Expense claims 7 - List expense claims`briefcase_list_expense_claims`Read - Get expense claim`briefcase_get_expense_claim`Read - Create expense claim`briefcase_create_expense_claim`Write - Add claim transactions`briefcase_add_claim_transactions`Write - Remove claim transaction`briefcase_remove_claim_transaction`Write - Publish expense claim`briefcase_publish_expense_claim`Write - Delete expense claim`briefcase_delete_expense_claim`Write ### Ledger and reports 6 - Get profit and loss`briefcase_get_profit_and_loss`Ledger onlyRead - Get balance sheet`briefcase_get_balance_sheet`Ledger onlyRead - Get aged report`briefcase_get_aged_report`Ledger onlyRead - List journals`briefcase_list_journals`Ledger onlyRead - Get journal`briefcase_get_journal`Ledger onlyRead - Create manual journal`briefcase_create_manual_journal`Ledger onlyWrite ### Help and memory 3 - List AI memories`briefcase_list_ai_memories`Read - Search help`briefcase_search_help`Read - Get help article`briefcase_get_help_article`Read ## Connect in one click. Add Briefcase to your assistant, sign in, and choose which clients it can see. [**Add to Claude**Official connector in Claude’s directory](https://claude.ai/customize/connectors/id/briefcase)[**Add to ChatGPT**Plugin in ChatGPT’s directory](https://chatgpt.com/plugins/plugin_asdk_app_6abd0fee216c819191349465958a49d5?q=briefcase) Using Claude Code or another MCP client? Connect to `https://api.briefcase.so/mcp`.[Setup guide](https://briefcase.so/articles/how-do-i-connect-claude-or-chatgpt-to-briefcase) ## A few practical questions. What firms ask before they connect an assistant. [More answers in the help centre](https://briefcase.so/help) What 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](https://briefcase.so/articles/how-do-i-connect-claude-or-chatgpt-to-briefcase). 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](https://briefcase.so/articles/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. ## Built for what comes next. [Get started](https://briefcase.so/mcp#get-started)