AI

How the Claude integration works

Marbles provides a connector that Claude uses to work with your organisation. The connector follows the Model Context Protocol (MCP), an open standard for connecting AI assistants to other systems. You add the connector to Claude once, sign in with your Marbles account, and Claude can then call Marbles whenever a request requires it.

Claude does not receive a copy of your books. It works with your live ledger at the time you ask, within the access your Marbles role allows.

Before you begin

• You need a Marbles user account in the organisation you want to connect. Any role can connect Claude, and what Claude can do is limited by that role. A Reader's connection, for example, is view-only.
• You need a Claude plan that supports custom connectors.

Connector details

In Marbles, select AI from the main menu to open the Claude integration page. You will find the following details, each with a Copy button.

Connecting Claude

1. In Claude, open Customize > Connectors from the left-hand pane.
2. Select Add custom connector and paste the Name and Remote MCP server URL exactly as shown in Marbles.
3. Open Advanced settings, paste the OAuth Client ID, and leave the client secret empty.
4. Save the connector, select Connect, and sign in with your Marbles account when prompted.

Working with Claude

Ask Claude anything about your business and get answers from your live books.

Understand your business

• “Which customers are consistently late paying us?”
• “Why did our profit margins fall last quarter?”
• “How much cash will we have in three months if revenue stays flat?”
• “Which expenses have increased the most this year?”

Put Claude to work

Go beyond asking questions. Tell Claude what you need done.

• “Follow up with every customer whose invoice is more than 30 days overdue.”
• “Reconcile yesterday's bank transactions and flag anything unusual.”
• “Find unpaid supplier bills due this week and prepare them for payment.”
• “Show me what happens to our cash flow if we hire two more people.”

Claude can work across your accounting records, identify what needs attention and carry out supported tasks without you having to switch between screens.

Some of these more advanced AI capabilities are being released progressively through Q4 2026. To see what Claude can do with Marbles today, ask it: “What can you do with Marbles?”

AI inside Marbles

Marbles also uses AI within the app itself. Routine bank transactions are reconciled and coded for you, and items that require judgement are queued for a person to review. Transactions reconciled this way carry the Auto status. See Banking.

Security and permissions

• You sign in to Marbles directly. Claude never receives your Marbles password.
• Claude works within your role. Every action goes through the same permissions and validation as the Marbles app, and is recorded against your user account in the audit history.
• Access is limited to the organisation named in the connector URL, and only while you remain a user of that organisation. If you are removed from the organisation, the connector stops working.
• Bank feeds are read-only, so money cannot be moved through them. Money never moves, and nothing is lodged, without approval by a named person.

More than one organisation

Each organisation has its own Remote MCP server URL. To use Claude with several organisations, open the Claude integration page in each one and add a separate connector for it. Give each connector a distinct name in Claude so that you can tell them apart.

Disconnecting Claude

Remove the Marbles connector from Customize > Connectors in Claude. An administrator can also end a person's access by removing that user from the organisation in Marbles.

Troubleshooting