Setup

Claude (recommended)

  1. 1Create your Caribooks account and connect your QuickBooks company from the portal.
  2. 2Click the portal's "Add to Claude" button: Claude opens with the connector prefilled. Click "Continue", then "Add".
  3. 3Caribooks opens right away: sign in with your Caribooks account if asked, then click "Allow".
  4. 4On the first request, Claude asks permission to use each tool: pick "Always allow" so it stops interrupting you. You can also set this up front in Customize → Connectors → Caribooks → Tool permissions.
  5. 5That'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.

Microsoft Copilot (Microsoft 365)

  1. 1Copilot connects through a Copilot Studio agent. You need a Microsoft 365 work account allowed to build agents in Copilot Studio.
  2. 2In Copilot Studio, open or create an agent, then Tools → Add a tool → New tool → Model Context Protocol.
  3. 3Paste the Microsoft Copilot address shown in your portal (it ends in /api/mcp/compact). Copilot Studio caps the number of tools per agent, so this address groups the same operations into 23 tools.
  4. 4Choose OAuth 2.0, then "Dynamic discovery". Create the connection and authorize Caribooks with your Caribooks account.
  5. 5Publish the agent and add the "Teams and Microsoft 365 Copilot" channel. Depending on your organization's settings, an administrator has to approve it.