> 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/claude.md).
# Claude
Claude is MosoFin's only destination. It is where users ask questions, run MosoFin skills, and review financial answers. MosoFin connects Claude to the selected workspace's QuickBooks source through a read-only Model Context Protocol (MCP) connection.
*Official artwork from the* [*MosoFin Claude overview*](https://www.mosofin.com/claude)*.*
## What appears after connecting
Claude can use Bea, the skills visible to you, and the live QuickBooks connector for the selected workspace. Every request remains scoped to your workspace, role, usage limits, and API tool policies.
## What you can do in Claude
* Ask plain-language questions about the connected company's books.
* Compare reporting periods and investigate important changes.
* Review invoices, bills, cash, margins, and accounting reports when the related tools are permitted.
* Run reusable MosoFin skills for recurring review workflows.
* Draft a client explanation for human review.
## How a request works
1. You ask a question in Claude.
2. MosoFin identifies the selected workspace and available agent.
3. The workspace's source status, role, plan limits, and API tool policies are applied.
4. MosoFin retrieves the permitted QuickBooks data on demand.
5. Claude uses the returned result to prepare an answer in the conversation.
6. MosoFin records the visible tool activity in the workspace audit log.
Claude cannot use MosoFin to write changes back to QuickBooks. Review every output before relying on it or sharing it externally.
Next, [connect MosoFin to Claude](/source-and-destination/destinations/claude/connect-claude.md).
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.mosofin.com/source-and-destination/destinations/claude.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.