Before you start
- You need a booked. account. booked. is in early access; request access on the home page.
- Claude sees exactly what your booked. login can see. Your role in booked. applies in Claude too.
Connect
Claude (web and desktop): open Settings → Connectors, find booked., choose Connect and sign in with your booked. account. Then turn booked. on from the tools menu in a chat. To add it by hand, choose Add custom connector and use https://app.bookedplatform.com/mcp.
Claude Code: run claude mcp add --transport http booked https://app.bookedplatform.com/mcp, then /mcp to sign in.
What you can ask
- “Give me a briefing on my firm. Who needs attention this week?”
- “Show me Tidewater Coffee’s balance sheet at September 30.”
- “What’s still open in Northgate’s October close?”
- “Categorize the Staples charges as office supplies and make a rule for them.”
- “Ask Penny to close October for Cedar Ridge, then check on her progress.”
What Claude can do
| Kind | Examples | What happens |
|---|---|---|
| Read | Briefings, clients, reports, ledgers, transactions, schedules, fixed assets, calendar | Answers right away. Nothing changes. |
| Everyday edits | Categorize transactions, rules and vendor mappings, client questions, calendar events, tasks | Saved right away and recorded in your firm’s audit log. |
| Needs approval | Finalize a month, post or delete a journal entry, send an email, change a client’s setup | Waits in booked., and Claude gives you a link. Nothing happens until someone on your team approves it. |
Claude can’t move money. There are no tools for payments, transfers or bank connections.
Working with Penny
Penny is the accountant built into booked. For long jobs, like closing a month from statements, ask Claude to hand the job to Penny. She does the work in booked., and Claude can check on her progress. Her finished work waits for your approval like anything else.
Privacy and security
Every firm is a separate tenant, enforced in the database. Claude’s access ends when you disconnect or when your booked. account is deactivated. What booked. sends to Claude becomes part of your Claude conversation. See our privacy policy.
Disconnect
In Claude, open Settings → Connectors → booked. → Disconnect.
Troubleshooting
- “No booked. account matches this sign-in.” Sign in to app.bookedplatform.com once with the same email, or ask your firm’s admin to invite you.
- A client is missing. Claude sees only the clients your login can reach. Ask your firm’s admin about your access.
- An action didn’t happen. It’s probably waiting for approval. Ask Claude “what’s waiting for approval?”
Support
Email support@bookedplatform.com.