Connected assistants

Connecting#

Settings/Connected Assistants

Connected Assistants

Let the AI assistant you already use work in your books.

Connect Your Assistant

Once connected, it can log time, add expenses, draft invoices and tell you who owes you, right from your chat.

EscBooks connector address

https://app.escbooks.com/mcp

Copy

Claude

Customize → Connectors → Add custom connector.

ChatGPT

Plugins → Add custom MCP server.

Gemini and Grok

Connected Apps, or grok.com/connectors.

Step 1 of 4PauseStart over

1. 1In EscBooks, open Settings → Connected Assistants and copy your connector address.
2. 2In your assistant's settings, add a connector: name it EscBooks and paste the address.
3. 3EscBooks opens. Sign in, choose what it can do, then click Allow.
4. 4Back in the chat, ask it to do something in your books.

A connector is how an AI assistant reaches an app on your behalf. Every assistant below connects to EscBooks the same way: you give it your connector address, it sends you to EscBooks to sign in, and you choose what it may do.

1. In Settings → Connected Assistants, copy the EscBooks connector address.
2. Add it in your assistant, following its steps below. Name it EscBooks.
3. Your assistant sends you to EscBooks. Sign in, choose what it may do, then Allow.

Only the business's owner can connect an assistant. Each step below was checked in October 2026; if a menu has moved, look for "connectors" or "custom apps" in your assistant's settings.

Claude#

1. On claude.ai or in the Claude desktop app, open Customize → Connectors.
2. Click + Add, then Add custom connector (some accounts show Add, then Custom, then Web).
3. Name it EscBooks, paste the address, and click Continue.
4. Under Authentication, pick Sign in now. Under OAuth client, pick Register automatically. Click Add.
5. Sign in to EscBooks when it opens, and Allow.

• Who can: every Claude plan. The Free plan allows one custom connector. On a Team or Enterprise plan, an owner adds it first, then each person clicks Connect on it.
• In a chat: click + at the lower left, then Connectors, and switch EscBooks on (or type /). It's then available in the Claude apps on your phone too.
• Approvals: in Customize → Connectors → EscBooks, each tool can be Always allow, Needs approval or Blocked.

ChatGPT#

1. On chatgpt.com (on the web), go to Plugins.
2. Click +, then Add custom MCP server.
3. Name it EscBooks. Under Connection, paste the address as the Server URL, and choose OAuth for authentication.
4. Read the warning, click I understand and want to continue, then Create as a plugin.
5. Install it from your plugins, then sign in to EscBooks when it opens, and Allow.

• Who can: OpenAI offers custom servers in full on ChatGPT Business, Enterprise and Edu, where an admin may need to allow them. Other plans may be limited or not have them at all; check your plan's settings.
• In a chat: type @ and pick EscBooks.
• Approvals: ChatGPT asks before any change, and you can have it remember your answer for the rest of that chat.

Gemini#

1. On gemini.google.com (custom apps are added on the web only), click Settings, then Connected Apps. If it isn't there, look under Personal Intelligence → Connected Apps.
2. Under Custom apps, click Add a custom app.
3. Paste the address, click Next, then sign in to EscBooks when it opens, and Allow.

• Who can: for now, Google offers custom apps to people 18 or over in the US, signed in with a personal Google Account (not a work or school one), using Gemini in English, with Keep Activity on.
• In a chat: type @ and pick EscBooks. Once connected on the web, it's in the Gemini app on your phone too.
• Approvals: Gemini asks you to confirm anything that changes your books.

Grok#

1. Go to grok.com/connectors.
2. Click New Connector, then Custom.
3. Paste the address, then sign in to EscBooks when it opens, and Allow.

• Who can: xAI offers connectors to all Grok users. On Grok Business and Enterprise, an admin adds the connector first in xAI's console, then each person connects it at grok.com/connectors.
• In a chat: Grok uses EscBooks on its own when your question is about your books.

What it can do#

Asking about your books#

Your assistant reads your business's accounting method, cash or accrual (set in Settings → Business), and answers on it: profit for a month or a quarter is counted the way your reports count it, and it says which basis it used. It can also list who you owe: your open bills by vendor, with what each comes to and how far past due. That's read only, like who owes you, and works on either method. You might ask it:

• "What was our profit last quarter?"
• "Who do we owe, and what's past due?"
• "Which bills are due this week?"

Approving its requests#

When it asks to send an invoice, record a payment or record other income, or prepares a statement for you to review, the robot in the header shows a count, and you get an email for each request. Open it to Review & Send (you can edit the email first), Record Payment, Record Income, or Decline. A request expires after seven days.

Other income is money the business earned that isn't a payment on an invoice: Interest income (like interest on its bank account), a Sale without an invoice, a Platform payout (like YouTube's or Patreon's, with the fees it kept), or Other income (like a referral fee). The request shows its type, amount, the day it came in and the account it went into; a payout shows its platform, gross, fees and amount deposited. Record Income records it on Income just as if you'd entered it there, and the request then opens that record. Asking twice for the same income is still one request, and income already recorded isn't asked for again. A deposit that's on a bank statement in EscBooks is marked as income when you review that statement, so your assistant tells you about it rather than asking.

For a nonprofit#

When the organization files as tax-exempt (set in Settings → Business), your assistant can also read its donors and restricted funds, and ask to record a gift. You might ask it:

• "Who gave this year, and whose receipts haven't gone out?"
• "What has Catalina Vineyards given since January?"
• "How much is left in the Summer Reading fund?"
• "What was our change in net assets last quarter?"
• "Record Montauk Design's $500 gift from yesterday, into checking, for the Summer Reading fund."

A gift is a request, like other income. It shows the donor (or Anonymous), the amount, anything the donor received back and its value, the day, the account and the fund; for goods or services given, what they were, their fair value and the expense they are. Record Gift records it on Income just as if you'd entered it there. Your assistant never sends a receipt: you send it from EscBooks once the gift is recorded. A donor is one of your clients with a gift recorded; Clients can be renamed Donors in Settings → Terms & Features.

Seeing and undoing what it did#

The robot in the header shows a dot when an assistant has changed something since you last opened it. Open it to see its latest changes, each linking to what it added, with Undo beside it. Recent Activity in Settings → Connected Assistants lists every change an assistant made. Undo reverses one, unless it's already on an invoice. An assistant can only change its own entries, and only while they're unbilled.