Connect Your AI Tool to Autobooks

What it does

The Autobooks AI Agents feature lets you connect Autobooks to the AI agent you already use, such as Claude or ChatGPT. Once connected, you can ask questions about your business and have the agent take actions for you within Autobooks.

For example, you can ask:

"How many of my invoices are outstanding?"
"Which ones are past due? Send reminders to customers who are past due."
"Create and send an invoice to Smith Plumbing. $450 for the March repair, due in 30 days."
"How much money has my Payment Link brought in over the last 90 days?"
"Which checkout page sells the most?"

You can connect your AI agent from inside of Autobooks in just a few clicks.

Note: If you don't see AI Agents in the main Autobooks menu, your business doesn't have access yet, or your bank or credit union has chosen not to offer it.

How to connect

Log into online banking and open Autobooks.

Connecting your Claude account

Choose AI Agents in the main navigation menu.
Click Connect Claude. A new browser tab opens on your device.
On the new tab, click Continue to Claude. Claude opens with Autobooks already filled in.
Sign in to Claude if asked, then confirm and click Connect.
Back in Autobooks, the Claude tile shows Connected and today's date. You're ready to start a new chat in Claude and ask a question about your business!

Connecting your ChatGPT account

Choose AI Agents in the main navigation menu.
Click Connect ChatGPT. A new tab opens with the Autobooks server address. Copy this address.
Go to ChatGPT, open Settings → Apps & Connectors.
Under Advanced settings, turn on Developer mode.
Choose Create and enter or paste the Autobooks server address.
Back in Autobooks, the ChatGPT tile shows Connected and today's date. You're ready to start a new chat in ChatGPT and ask a question about your business!

Connecting a different AI agent

On the AI Agents page, choose Other agents. Copy the Autobooks MCP server address: https://app.autobooks.co/mcp

Open your AI agent's settings and look for MCP servers, connectors or integrations.
Add a remote server and paste the address.
Save this action, then start a new conversation.
Your AI agent opens Autobooks in a new tab and asks you to sign in and approve access.

Note: Your AI agent must support signing in with an OAuth client metadata document. If the AI agent asks you for a Client ID or Client Secret, Autobooks doesn't yet support it. If your agent isn't supported, tell us which AI agent you use within our AI Agents page, and we will use that feedback to inform a future enhancement.

What your AI agent can do within Autobooks

Prompt your AI with what you need from Autobooks, and the agent will have access to a host of tools to complete the task.

Not seeing an action you wish to perform? Prompt your AI agent anyway! Your agent will provide you feedback as to why an action can't be performed. You can then give that feedback to Autobooks to help us with future enhancements.

Area	What it does
General Business Info	Retrieves your business profile: name, phone, mailing address, your bank or credit union, and your Payment Link address. Gives a snapshot of your business: past-due and coming-due invoice totals, how many days customers take to pay on average, last month's invoiced total, and payment totals by status.
Invoices	Finds invoices by customer, status or due date. Shows invoice details: line items, amounts paid and due, and status. Creates an invoice for a customer and emails it with a pay link, unless you ask it not to send. Emails an invoice again, as a reminder, or sends it to a different email address. Cancels (voids) an invoice.
Payments	Finds payments from invoices, your Payment Link, Checkout Pages and Tap to Pay by customer, date, amount or status, including totals. Shows which invoices a payment was applied to.
Customers	Finds customers by name or email, what each one owes and how much is past due. Shows a customer's contact details and balances. Adds a customer to your Autobooks customer list. Updates a customer's name, email, phone, address or notes. Archives a customer you no longer work with. Brings back an archived customer.
Products	Finds the products and services you sell. Shows details about product or service, with its price and sales tax setting. Adds a product or service to your Autobooks product list. Changes a product's name, price or sales tax setting. Archives a product or service you no longer sell. Brings back an archived product or service.
Checkout pages	Finds your checkout pages' shareable links. Shows a checkout page detail and its link. Creates a checkout page. New pages are live and can take payments right away, unless you ask to keep it offline. Edits a checkout page, takes it offline, or puts it back online.
Feedback	Sends feedback to the Autobooks team when something isn't working or you want to do something that isn't yet allowed.

Things to know before you ask an agent to make changes

Invoices are sent right away. An invoice an agent creates is final, not a draft, and is emailed to your customer immediately. To review it first, ask the agent not to send it, then ask it to send the invoice when you're ready.
Canceling an invoice can't be undone by the agent. Payments already applied to the invoice are unapplied, not refunded, and any late fees attached to it are canceled.
Checkout pages go live right away. A new checkout page can take payments as soon as it's created. Ask the agent to keep it offline if you want to review it first.

Why it's safe to use

An AI agent can never move money. It works only inside Autobooks with the same access you have, and only until you disconnect it.

No money movement. An agent can't make payments, send transfers or issue refunds.
No account numbers or personal information. An agent never sees your bank account number, routing number, full card numbers or personal information such as your Social Security number. For payments, it sees only the last 4 digits of the card or account.
Your login, your permissions. An agent acts as you, for your one business. It sees only what you can see in Autobooks.
Your password stays private. You never give your AI agent your online banking or Autobooks password. Instead, you approve the connection inside Autobooks and we give your AI agent a key that works only for AI Agents.
You approve every connection. Nothing connects until you click Connect or Allow in Autobooks. Before you approve, check that the address bar shows app.autobooks.co.
You can disconnect at any time. When you disconnect, the AI agent loses access immediately.

Manage or disconnect an AI tool

In Autobooks, choose AI Agents in the menu. Each connected AI tool shows Connected and the date you connected it.
Click Disconnect, then click Disconnect again to confirm.
Your AI agent loses access immediately. The tile shows Disconnected and the date, and you can connect it again at any time.

Troubleshooting

I don't see AI Agents in the menu. Your bank or credit union may have chosen not to offer it.

Claude says only an admin can add connectors. On Claude Team and Enterprise plans, only the workspace owner or an admin can add a custom connector. Ask your Claude admin to add Autobooks.

I have more than one business. Each Autobooks login belongs to one business, and an AI tool account holds one Autobooks connection at a time. To switch businesses, disconnect, then connect again while signed in to the other business.