> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/source-and-destination/destinations/chatgpt/connect-chatgpt.md).

# Connect MosoFin to ChatGPT

Connect MosoFin as a custom ChatGPT app, authorize your account, and confirm that ChatGPT can see the correct workspaces.

## Check your access

Custom MCP apps are available on ChatGPT web for Business, Enterprise, and Edu workspaces. Pro users can connect MCP apps with read/fetch access in developer mode. MosoFin is read-only.

| Your role                         | What to do                                                                       |
| --------------------------------- | -------------------------------------------------------------------------------- |
| Business admin or owner           | Enable developer mode and create MosoFin                                         |
| Business member                   | Ask an admin or owner to create and publish MosoFin                              |
| Enterprise or Edu admin/owner     | Create MosoFin, configure access, and publish it                                 |
| Authorized Enterprise or Edu user | Enable developer mode, then create and test MosoFin                              |
| Pro user                          | Enable developer mode and connect MosoFin with read/fetch access                 |
| Other personal plan               | OpenAI's current guide does not list read/fetch MCP availability for these plans |

## Before you begin

You need:

* A MosoFin account with at least one active workspace.
* QuickBooks connected to the workspace you want to use.
* ChatGPT on the web.
* Permission to create custom apps, or help from your workspace admin.
* The MosoFin MCP endpoint: `https://mcp.mosofin.com/mcp`.

## Step 1: Enable developer mode

Business admins and owners can open **Workspace settings** → **Apps** → **Create**, then enable developer mode when prompted.

Authorized Enterprise and Edu users can open **Settings** → **Apps** → **Advanced Settings**, then turn on **Developer mode**. If the setting is missing, ask an admin to grant access.

> **Screenshot placeholder: Enable developer mode**\
> **File:** `chatgpt-enable-developer-mode.png`\
> **Component:** ChatGPT\
> **Capture:** **Settings → Apps → Advanced Settings** with **Developer mode** visible. Hide the user email and workspace name.\
> **Source size:** 1440 × 900 px; **display width:** 735 px\
> **Alt text:** Enable developer mode for custom apps in ChatGPT

## Step 2: Create MosoFin

1. Open **Settings** → **Apps** → **Create**. Admins and owners can also use **Workspace settings** → **Apps** → **Create**.
2. Name the app **MosoFin**.
3. Enter `https://mcp.mosofin.com/mcp` as the MCP endpoint.
4. Choose the authentication option ChatGPT shows.
5. Select **Scan Tools**.
6. Sign in to MosoFin and approve the connection.
7. Wait for the tool scan to finish.
8. Review the discovered tools, then select **Create**.

> **Screenshot placeholder: Create custom app**\
> **File:** `chatgpt-create-mosofin-app.png`\
> **Component:** ChatGPT\
> **Capture:** The custom app form with **MosoFin** and the endpoint entered, before **Scan Tools** is selected.\
> **Source size:** 1200 × 900 px; **display width:** 640 px\
> **Alt text:** Enter the MosoFin MCP endpoint in ChatGPT

> **Screenshot placeholder: MosoFin authorization**\
> **File:** `chatgpt-mosofin-authorization.png`\
> **Component:** MosoFin opened from ChatGPT\
> **Capture:** The approval screen before access is confirmed. Hide email addresses and workspace names.\
> **Source size:** 1200 × 900 px; **display width:** 560 px\
> **Alt text:** Authorize ChatGPT to use MosoFin

> **Screenshot placeholder: Successful tool scan**\
> **File:** `chatgpt-mosofin-tool-scan.png`\
> **Component:** ChatGPT\
> **Capture:** The completed scan with MosoFin tools discovered. Hide internal IDs.\
> **Source size:** 1200 × 900 px; **display width:** 640 px\
> **Alt text:** Confirm that ChatGPT discovered the MosoFin tools

## Step 3: Test the connection

1. Start a new ChatGPT conversation.
2. Select **MosoFin** for the message, or type `@MosoFin` if app mentions are available.
3. Enter:

   `List my MosoFin workspaces.`
4. Review and approve the tool request if ChatGPT asks.

The response should list only the workspaces your MosoFin account can access.

> **Screenshot placeholder: Successful connection test**\
> **File:** `chatgpt-list-mosofin-workspaces.png`\
> **Component:** ChatGPT conversation\
> **Capture:** MosoFin selected, the test prompt, and a successful list using demonstration workspace names.\
> **Source size:** 1440 × 900 px; **display width:** 735 px\
> **Alt text:** Test the MosoFin connection by listing workspaces in ChatGPT

## Try your first question

`Using [workspace name], summarize revenue and expenses for last month.`

Select or mention MosoFin again whenever a later message needs fresh MosoFin data.

## Publish MosoFin for your workspace

Admins and owners can open **Workspace settings** → **Apps** → **Drafts**, select MosoFin, and choose **Publish**. Enterprise and Edu admins can configure group access and available actions before publishing.

> **Screenshot placeholder: Publish MosoFin**\
> **File:** `chatgpt-publish-mosofin-app.png`\
> **Component:** ChatGPT workspace settings\
> **Capture:** The MosoFin draft with **Publish** visible. Hide member names, groups, internal IDs, and unrelated apps.\
> **Source size:** 1440 × 900 px; **display width:** 735 px\
> **Alt text:** Publish the MosoFin custom app to a ChatGPT workspace

## Permissions and privacy

All MosoFin QuickBooks tools are read-only. They cannot create, update, or delete records, post transactions, make payments, or reconcile accounts. Review every permission request before approving it.

## Disconnect or reconnect

Open **Settings** → **Apps**, find MosoFin, and choose **Disconnect** or **Remove** from its management menu. Repeat the setup steps to reconnect.

Next, see [how data appears in ChatGPT](/source-and-destination/destinations/chatgpt/data-overview.md).

For current plan and role requirements, see OpenAI's [developer mode and MCP app guide](https://help.openai.com/en/articles/12584461).


---

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