> 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/common-issues.md).

# Common issues

Check the Claude connection first, then confirm the MosoFin workspace, QuickBooks status, and tool policy.

![Resolve a MosoFin connection issue in Claude](/files/c8QhQ0Ke427e1V429V2Z)

## MosoFin is not visible in Claude

Confirm that your Claude account supports tools or connectors. Open the tools menu and look for MosoFin. Claude's interface can vary by plan and release.

## Claude asks me to sign in again

The MosoFin authorization may have expired. Complete the sign-in prompt and confirm the workspace again.

## Claude is using the wrong workspace

Stop the request, explicitly name the intended workspace, and confirm it before continuing. Review Activity if data may have been read from the wrong workspace.

## Claude cannot retrieve QuickBooks data

Check MosoFin **Data sources** for a live QuickBooks connection. Then review **API Tools** to confirm the required read is enabled or can be approved.

## The request needs approval

The related API tool is set to **Require permission**. Review the tool and request context before approving it. An owner can change the default policy from API Tools.

## The answer is incomplete

Ask a narrower follow-up with concrete dates and the specific report or transaction type. Confirm that the requested information exists in QuickBooks and that the relevant tool is available.

## A saved skill will not run

Confirm that the skill is available in the active workspace, its QuickBooks source is live, and its required tools are permitted.


---

# 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/common-issues.md?ask=<question>&goal=<endgoal>
```

`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.