> 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/connect-claude.md).

# Connect MosoFin to Claude

Claude is shown as the included destination during MosoFin setup. The actual account connection is completed in Claude.

![Connect MosoFin to Claude](/files/g88BL1UWyFCoNz4x3cSi)

## Before connecting

Make sure you have:

* A MosoFin account with an active workspace.
* QuickBooks connected to that workspace.
* Access to Claude with support for tools or connectors.

## Add MosoFin

1. Open Claude.
2. Open Claude's tools or connectors menu.
3. Find and enable the MosoFin connection.
4. Sign in to MosoFin when prompted.
5. Approve the requested connection.
6. Choose or confirm the MosoFin workspace for the task.

![Confirm the MosoFin workspace in Claude](/files/rRfakw4c6uk8No5RNFDI)

Claude's labels and connector availability can vary by plan and interface. See the current [MosoFin Claude guide](https://www.mosofin.com/claude) when the connection is not visible.

## Test the connection

Start with a narrow question that names a report and period, such as:

`Using my selected MosoFin workspace, summarize the profit and loss for June 2026 and identify the three largest expense categories.`

If Claude asks for permission, review the requested tool and approve it only when it matches your intended task.

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


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