Setup

Claude (recommended)

  1. 1Create your Caribooks account and connect your QuickBooks company from the portal.
  2. 2Click the portal's "Claude → Caribooks" button: Claude opens with the connector prefilled. Click "Add".
  3. 3In the conversation, authorize Caribooks with your Caribooks account when Claude asks.
  4. 4That's it. Try: "Which invoices are overdue?"

ChatGPT (paid plans)

  1. 1ChatGPT requires a paid plan (Plus, Pro, Business) and developer mode, on the web only.
  2. 2Settings → Security and login → enable "Developer mode".
  3. 3Go to chatgpt.com/plugins, click "+", name the connector "Caribooks" and paste the MCP URL shown in your portal.
  4. 4In each conversation, select Caribooks from the "Plus" menu before asking questions.