> 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/start-here/supported-file-formats-and-storage.md).
# Use MosoFin with Claude
MosoFin connects your selected workspace's financial data to Claude through the Model Context Protocol (MCP). You ask in Claude; MosoFin applies the workspace, permissions, usage limits, and read-only controls before retrieving data.
## Connect your account
1. In Claude, open the tools or connectors menu.
2. Add or enable the MosoFin connection.
3. Sign in to your MosoFin account when prompted.
4. Approve access to the workspace you intend to use.
The exact connector labels can vary by Claude plan and interface. See the current [MosoFin Claude guide](https://www.mosofin.com/claude) if the option is not where you expect it.
## Ask a financial question
1. Confirm the client or company workspace.
2. Ask a specific question with a period and purpose, such as: `What changed in gross margin from April to May, and which accounts drove it?`
3. Review the answer and the source details returned by Claude.
4. Ask follow-up questions or run a saved skill for a repeatable review.
Useful starting prompts include:
* `What looks unusual before I close this month?`
* `Compare this month's profit and loss with last month and explain the largest movements.`
* `Summarize overdue invoices that need attention.`
* `Draft a client-ready explanation of the cash change, but do not send it.`
## How controls are applied
Every request is limited by the selected workspace and your role. The related API tool must also be enabled or approved. Disabled tools cannot be used. MosoFin records tool and policy activity so the request can be reviewed later.
> **Important:** Always review financial answers before relying on them or sharing them externally. Confirm the workspace, reporting period, accounting basis, and source data.
---
# 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/start-here/supported-file-formats-and-storage.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.